Shipper’s Letter of Instruction Forms and Templates

If you have ever had a shipment delayed because the forwarder didn't know who to bill or where to send the documents, you know why the Shipper’s Letter of Instruction (SLI) exists. It’s the "master instruction" from the exporter to the forwarder. It eliminates the guessing game. By filling this out, the shipper tells the forwarder exactly how to handle the shipment, often acting as a limited Power of Attorney to file export declarations on their behalf.

What is an SLI?

The SLI is more than just a document, it’s like a written go-ahead that spells out all the important details of the shipment: who’s involved, where it’s headed, and how it’s getting there. It also includes clear instructions about insurance, paperwork, and specific filings needed for US exports. Think of it like a contract for moving goods. It keeps the forwarder safe by confirming, “I’m following exactly what the customer asked,” and it protects the shipper by making sure their cargo doesn’t get lost or left uninsured.

bill of lading

Why is the SLI a lifesaver?

It bridges the gap between sales and operations.

  • Legal Protection: It often grants the forwarder permission to file the Electronic Export Information (EEI) or other customs filings. Without it, the forwarder is acting without authority.
  • Data Accuracy: It puts the responsibility of data (like HS codes and value) on the shipper, reducing the forwarder's liability if the shipper provides bad info.
  • Insurance: It forces the shipper to check a box: "Yes, insure this" or "No, do not insure." This simple checkmark resolves million-dollar disputes if cargo gets damaged.

Frequently Asked Questions

  • It’s best practice. While you can coordinate via email, an SLI serves as a formal instruction and Power of Attorney. Most reputable forwarders won't move cargo without one to protect themselves.

  • The Shipper (Exporter). The forwarder can guide them, but the shipper must verify the data and sign off on the instructions.

  • You can, but emails get buried. An SLI is a standardized form that operations teams are trained to read. Using an SLI drastically reduces the chance of "human error" where a frantic email about insurance gets missed."

  • No. The SLI is an instruction to the forwarder; the Invoice is a declaration of value for customs. You need both."

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