Free checklist
Vendor compliance checklist
A printable two-page checklist of the documents to collect from every vendor, what to check on each one, and which ones expire. Free, no sign-up.
Download the checklist (PDF)
PDF, 2 pages, US Letter. Print one per vendor or keep it as a reference.
What's inside
- A one-page checklist of the documents to collect from a vendor, with an "on file" box and an expiry date line for each.
- What to check on every document, from insurance certificates to W-9s, licenses, and contracts.
- Which documents expire on a fixed date, which follow a contract term, and which only need a recheck.
- A short list of what to check before filing a certificate of insurance, and why endorsements need a person to read them.
General information, not legal or insurance advice. Check your contracts and talk to your insurance broker or attorney about your situation.
Related guides
Keep the checklist current without the paperwork
CertiTrack reads the expiry dates from uploaded documents, emails vendors before anything expires, and lets them upload renewals through a secure link. Free for up to 5 vendors.