Export Documentation Templates

Packing List Template
This itemizes the contents of each package (box, pallets, skids, etc.) This document includes weights, measurements and detailed contents of each package. It should be attached to the outside of a package and/or included inside the package. This document is used by shippers and forwarders to determine freight costs. It is also used by U.S. and/or foreign customs officials to check the contents of any specific package.

Proforma Invoice
This is a quotation in invoice format. This document is not always required, but is often used by buyers to support an application for a Letter of Credit and/or import license.

Shippers Letter of Instruction
Company instructions to their freight forwarder. This is typically a multiform used to give instructions to the freight forwarder and to provide information for the Electronic Export Information system or AES.

Commercial Invoice Template
The basic agreement and payment term from seller to buyer. This document contains all pertinent information related to the transaction. Customs officials use this document to determine duties and taxes on goods in the shipment.

Generic Certificate of Origin
States the origin of the products being exported. This document is required by certain countries or by the terms of a letter of credit to verify the country of origin. A local Chamber of Commerce may certify and stamp this form, if required. A standard document exists, but certain countries have a specific form that is required for existing free trade agreements.