New Authority Checklist

โœ… Setup Roadmap โ€ข Save Your Progress

New Authority Checklist

Launch your trucking company with confidence. Mark off each step as you complete it โ€” your progress saves on this device.

USDOT & MC Insurance filings Compliance tools Billing setup
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Disclaimer: Always confirm the latest federal/state requirements and deadlines.

๐Ÿ“‹ Step-by-Step Setup

Mark each step as complete. Your progress is saved on this device.

Apply for USDOT & MC Authority

Required

Create/verify your FMCSA Portal account and submit your application.

Designate Process Agent (BOC-3)

Required

Required to activate authority; choose a reputable process agent.

About BOC-3

Obtain Insurance & File on Time

Required

Your insurer must file required forms (e.g., BMC-91X). Keep your COI handy.

Talk to our team

UCR Registration

Required

Register annually if you operate interstate.

UCR Official Site

IRP & IFTA (if applicable)

As applicable

Plate apportionment (IRP) and fuel tax (IFTA) for multi-state operations.

IRP Overview IFTA

FMCSA Drug & Alcohol Clearinghouse

Required

Register, run queries, and ensure driver enrollment with a consortium if needed.

Clearinghouse

ELD + HOS Training

Required

Choose an ELD and train on HOS, split sleeper, and PC rules.

HOS Toolkit

HVUT Form 2290 (if 55k+ lbs)

As applicable

Heavy Vehicle Use Tax; keep a stamped 2290 in the vehicle.

IRS 2290

MCS-150 (Biennial Update)

Required

Keep your company data current to avoid fines and deactivation.

Update Info

Factoring / Billing Setup

Optional

Speed up cash flow; verify broker credit and set up invoicing.

Factoring Guide

W-9, EIN, Banking

Required

Keep a W-9 ready for broker packets; separate business banking recommended.

Get EIN

Dispatch Platform & Onboarding

Required to work with us

Complete our Dispatch Agreement, add a card on file, and youโ€™re ready to roll.

Weโ€™re here to help if you get stuck โ€” no forced dispatch, ever.