Deposit receipt checklist

Must have on paper / email before paying

• □ Legal business name + training address that matches FMCSA TPR search: ______________________________
• □ Amount of this payment $__________ · Method: □ Card □ Cash □ Check □ Other __________
• □ What this payment is for (quote line items): ______________________________
• □ Refundable? □ Yes until date __________ □ Partial □ Non-refundable — policy attached □
• □ Receipt / confirmation number: __________ · Date/time __________ · Staff name __________
• □ Itemized quote total still matches? Quote date __________ · Quote total $__________ · This payment $__________
• □ TPR status re-checked today: □ Active □ Under review □ Removed · Screenshot □ · calendar card
• □ I still have a copy of the quote + this receipt in my email/files before I leave the desk.