Identification
Full legal name, date of birth, contact details, and government ID references; this section anchors all background and licensing checks and must match supporting IDs.
A driver appendix centralizes compliance items—license verification, insurance proof, background checks—and clarifies liability, safety expectations, and insurer requirements. Properly completed appendices reduce administrative ambiguity and help demonstrate due diligence in the event of a claim or regulatory review, and they may be executed electronically consistent with ESIGN and UETA.
Employers, HR teams, and fleet managers typically prepare the Employment Driver Appendix and ensure necessary attachments are collected before driving duties begin.
The appendix is a shared document: employers control template content while drivers supply accurate personal and insurance information that must be kept current.
Full legal name, date of birth, contact details, and government ID references; this section anchors all background and licensing checks and must match supporting IDs.
Issuing state, license number, class, endorsements, and expiration date; define minimum class required for assigned vehicles and any automatic disqualification criteria.
Signed authorization for MVR retrieval, frequency of checks, and conditions that trigger additional review or suspension of driving privileges.
Required policy limits, company-owned vs. personal vehicle rules, proof-of-insurance documentation, and procedures for reporting accidents or claims.
Permitted driving tasks, geographic limits, hours-of-service expectations, substance policy references, and any safety training or certification requirements.
Signature blocks for driver and company representative, date fields, and any witness or notary lines required by state or company policy.
| Field | Configuration |
|---|---|
| Authentication Method | Email link with optional SMS OTP or KBA |
| Conditional Fields | Show CDL fields only when driving class equals 'CDL' |
| Routing Order | Driver → HR reviewer → Fleet manager |
| Storage Location | Secure personnel folder or encrypted cloud storage |
Confirm the signing platform supports secure PDFs, audit trails, and required authentication before e-submission.
Use a platform that creates an audit trail with timestamp, signer attribution, and tamper-evident signed copies; ensure BAAs or additional agreements are in place for HIPAA workflows when required.
On or before first day of driving duties
Typically 3–7 business days to complete
Before driver is permitted to operate vehicles
Verify license and MVR at least once per year
Begin review immediately after any reportable incident
Collect application, license, and consent for checks.
Receive signed appendix and verify documents before first assignment.
Run MVR and confirm insurance annually or per policy.
Reassess driver status after accidents, violations, or renewals.
A mid-size courier company standardizes appendices for all drivers
A school district requires appendices for bus drivers
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | Yes, 7-day trial | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |