Resources

Forms Library

All of the instructions and forms you need for shipping can be found below. If you have a question, don't hesitate to call a Customer Care Representative at (804) 353-1900, Ext. 2500.

Documents are Adobe Acrobat PDF files.

General Forms

General Forms and Documents
Accessorial Charges
Bill of Lading
Estes Claims Form
Credit Application
Custom Bond Certificate
Guaranteed Select Account Agreement
Hazmat Certificate
Insurance Certificate
Insurance Certificate (Estes West)
Level² Logistics Claim Form
Rules Tariff
VICS Bill of Lading

Shipping Forms

From U.S.
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From Canada Canadian
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Caribbean forms
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Mexico forms
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General forms
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EFW forms

Shipping from US
To US
Bill of Lading(*)	Required for all shipments. See our step-by-step instructions for help completing this form.
To Canada
Bill of Lading(*)	Required for all shipments. See our step-by-step instructions for help completing this form.
Canada Customs Invoice	All shipments to Canada with a value of $1,600 or more Canadian dollars
Rapid Clear form	For all U.S.-to-Canada shipments, this form may simplify documentation. Be sure to read Rapid Clear instructions carefully. Additional documentation may be required.
Certificate of Origin	Either a NAFTA CTO or a non-NAFTA CTO are required depending upon where the goods are manufactured. A NAFTA CTO is required in order for merchandise coming from or going to any of the three NAFTA countries (U.S., Canada or Mexico) to be eligible for preferential duty treatment—free or reduced rates. A copy can be found on our website in the forms library under the Mexico section. If the shipment was manufactured outside of the U.S. or Canada, a non-NAFTA Certificate of Origin is used. The Mexico Customs broker’s U.S. agent will be able to assist the shipper with the proper documents.
To Caribbean
Estes Bill of Lading	Required for all shipments. See our step-by-step instructions for help completing this form.
Commercial Invoice	Required for all shipments.
Electronic Export Information	EEI replaces the paper version of the Shipper’s Export Declaration (SED) with electronic filing of export data to the Automated Export System (AES) through AESDirect.
EEI Authorization Form	Complete this form if you'd like to authorize Estes to file EEI on your behalf. Customers who prefer to submit their own EEI do not need to complete this form.
EEI Information Form	Complete this form to provide the necessary information regarding your Caribbean shipments when you've authorized Estes to perform the EEI filing on your behalf.
To Mexico
Mexico Bill of Lading	All Shipments
Commercial Invoice	All Shipments
NAFTA Certificate of Origin	For virtually all shipments claiming NAFTA duty-free status, a NAFTA Certificate of Origin is required unless a current version is already on file with the customs broker.
Electronic Export Information	U.S. to Mexico shipments valued at more than $2,500, or if an export license is required. This replaces the paper Shipper’s Export Declaration (SED) with electronic filing of export data to the Automated Export System (AES) through AESDirect.

Shipping from Canada
To US
Bill of Lading(*)	Required for all shipments. See our step-by-step instructions for help completing this form.
Certificate of Origin	Either a NAFTA CTO or a non-NAFTA CTO are required depending upon where the goods are manufactured. A NAFTA CTO is required in order for merchandise coming from or going to any of the three NAFTA countries (U.S., Canada or Mexico) to be eligible for preferential duty treatment—free or reduced rates. A copy can be found on our website in the forms library under the Mexico section. If the shipment was manufactured outside of the U.S. or Canada, a non-NAFTA Certificate of Origin is used. The Mexico Customs broker’s U.S. agent will be able to assist the shipper with the proper documents.
Commercial Invoice	All shipments from Canada to the U.S. or Mexico, as well as all shipments to Canada with a value of fewer than $1,600 Canadian dollars.
To Canada
Bill of Lading(*)	Required for all shipments. See our step-by-step instructions for help completing this form.
To Caribbean
Bill of Lading	Required for all shipments. See our step-by-step instructions for help completing this form.
NAFTA Certificate of Origin	For virtually all shipments claiming NAFTA duty-free status, a NAFTA Certificate of Origin is required unless a current version is already on file with the customs broker
To Mexico
Bill of Lading(*)	Required for all shipments. See our step-by-step instructions for help completing this form.
Commercial Invoice	All shipments from Canada to the U.S. or Mexico, as well as all shipments to Canada dwith a value of fewer than $1,600 Canadian dollars.
Import entry or pedimento	Required for all northbound shipments originating in Mexico. The exporter works closely with the Mexico Customs broker who prepares the pedimento and sends it to the U.S. customs broker.
NAFTA Certificate of Origin	For virtually all shipments claiming NAFTA duty-free status, a NAFTA Certificate of Origin is required unless a current version is already on file with the customs broker

Shipping from Caribbean
To US
Bill of Lading(*)	Required for all shipments. See our step-by-step instructions for help completing this form.
Commercial Invoice	Required for all shipments.
Electronic Export Information	EEI replaces the paper version of the Shipper’s Export Declaration (SED) with electronic filing of export data to the Automated Export System (AES) through AESDirect.
EEI Authorization Form	Complete this form if you'd like to authorize Estes to file EEI on your behalf. Customers who prefer to submit their own EEI do not need to complete this form.
EEI Information Form	Complete this form to provide the necessary information regarding your Caribbean shipments when you've authorized Estes to perform the EEI filing on your behalf.
To Canada
Bill of Lading(*)	Required for all shipments. See our step-by-step instructions for help completing this form.
Commercial Invoice	Required for all shipments.
Canada Customs Invoice	All shipments to Canada with a value of $1,600 or more Canadian dollars
Electronic Export Information	EEI replaces the paper version of the Shipper’s Export Declaration (SED) with electronic filing of export data to the Automated Export System (AES) through AESDirect.
EEI Authorization Form	Complete this form if you'd like to authorize Estes to file EEI on your behalf. Customers who prefer to submit their own EEI do not need to complete this form.
EEI Information Form	Complete this form to provide the necessary information regarding your Caribbean shipments when you've authorized Estes to perform the EEI filing on your behalf.
To Caribbean
Bill of Lading(*)	Required for all shipments. See our step-by-step instructions for help completing this form.
Commercial Invoice	Required for all shipments.
Electronic Export Information	EEI replaces the paper version of the Shipper’s Export Declaration (SED) with electronic filing of export data to the Automated Export System (AES) through AESDirect.
EEI Authorization Form	Complete this form if you'd like to authorize Estes to file EEI on your behalf. Customers who prefer to submit their own EEI do not need to complete this form.
EEI Information Form	Complete this form to provide the necessary information regarding your Caribbean shipments when you've authorized Estes to perform the EEI filing on your behalf.
To Mexico
Bill of Lading(*)	Required for all shipments. See our step-by-step instructions for help completing this form.
Commercial Invoice	Required for all shipments.
Electronic Export Information	EEI replaces the paper version of the Shipper’s Export Declaration (SED) with electronic filing of export data to the Automated Export System (AES) through AESDirect.
EEI Authorization Form	Complete this form if you'd like to authorize Estes to file EEI on your behalf. Customers who prefer to submit their own EEI do not need to complete this form.
EEI Information Form	Complete this form to provide the necessary information regarding your Caribbean shipments when you've authorized Estes to perform the EEI filing on your behalf.

Shipping from Mexico
To US
Commercial Invoice	Required for all shipments.
Export Pedimento	This is required for all northbound shipments originating in Mexico. The exporter works closely with the Mexico Customs broker who prepares the pedimento and sends it to the U.S. Customs broker.
Certificate of Origin or NAFTA Certificate of Origin	Use the NAFTA Certificate of Orgin (CTO) for goods manufactured in the U.S. or Canada valued at more than $1,200 U.S. If a shipment is manufactured outside the U.S. or Canada, use a non-NAFTA CTO.
To Canada
Commercial Invoice	Required for all shipments.
Export Pedimento	This is required for all northbound shipments originating in Mexico. The exporter works closely with the Mexico Customs broker who prepares the pedimento and sends it to the U.S. Customs broker.
Certificate of Origin or NAFTA Certificate of Origin	Use the NAFTA Certificate of Orgin (CTO) for goods manufactured in the U.S. or Canada valued at more than $1,200 U.S. If a shipment is manufactured outside the U.S. or Canada, use a non-NAFTA CTO.
To Caribbean
Bill of Lading(*)	Required for all shipments. See our step-by-step instructions for help completing this form.
Commercial Invoice	Required for all shipments.

* Enhanced applications available through My Estes.

Estes Forwarding Worldwide Forms
Estes Forwarding Worldwide Claims Form
Estes Forwarding Worldwide Domestic Service Conditions Policy
Estes Forwarding Worldwide International Air Conditions of Carriage
Estes Forwarding Worldwide International Terms & Conditions
Estes Forwarding Worldwide Ocean Bill of Lading Terms & Conditions
Estes Forwarding Worldwide Waybill