Estimate my move

Moving Documents and Who Uses Them

Connect each moving document to its purpose, responsible contact and inventory version, with interstate paperwork kept separate from building forms.

MoveDayPlan Editorial Updated

Connect each moving document to its purpose, responsible contact and inventory version, with interstate paperwork kept separate from building forms.

Create a document index before pickup

A folder is useful only if you can find the current version while the crew is waiting. Give each file a date and a short label. Keep an offline copy of essential records with the person authorized to discuss the shipment. Do not put the only copy in a carton on the truck.

Document — planning worksheet
DocumentWhat to checkKeep it with
Written estimate Scope, price basis and exclusions Inventory version and access sheet
Service agreement / bill of lading Parties, dates, payment and shipment terms Carrier contact and amendments
Inventory and condition record IDs, counts and existing condition Numbered photographs
Valuation election Selected liability terms and declared items Provider's written explanation
Building reservation Date, time and access conditions Manager contact and confirmation
Rental agreement Assigned equipment and return terms Pickup photos and return record
Storage agreement Billing period, access and move-out terms Unit map and access information
Receipt / final invoice Itemized charges and credited payments Budget and reimbursement ledger

Keep records distinct

A building certificate or elevator reservation does not replace a carrier contract. A payment receipt does not prove that every package arrived undamaged. Record receipt, condition and payment as separate events.

For interstate household-goods transport, use the current FMCSA rights booklet and the actual carrier documents to understand required disclosures. Intrastate rules and self-service rentals can differ. If a document contains a blank price, unexplained amendment or language you do not understand, obtain an explanation before signing rather than assuming a later email will fix it.

Reviewed October 22, 2026. This worksheet uses editorial examples; measurements, prices, dates and provider requirements must be confirmed for your own move.

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