Page 49 - Gulf Coast Division - Training Manual 5 -18

Instructions for Ben E. Keith Trailer Loans

For Sales

There are usually two types of trailer loans to a customer and they are to loan just the trailer
and the other is to loan a trailer for a special event that will hold food that the customer will
want to return after the event. The later are predetermined by the AGM and GM of the
Division. Here are the steps and the forms that will need to be signed by the customer before
anything can happen.
1. DSR needs to go over with the customer the BEK trailer agreement request and have
them sign the copy. This does not mean they are guaranteed a trailer until the AGM or
GM signs off on this agreement.

2. The Customer must provide Ben E. Keith Company a Certificate of Insurance showing
Worker Compensation and General Liability Coverage up to $1,000,000 AND naming
Ben E. Keith Company as an additional Insured. A copy must be obtained prior to the
trailer loan and accompany the trailer loan paperwork.
3. If the customer wants to use the BEK trailer for a special event then you must go over
the Special Event and Perishable Product Return agreement and have them sign it. This
agreement explains what is necessary to keep the product safe and what is allowed to
be returned.
4. Have DSM sign off on the agreement
5. Have your AGM or GM sign off on this agreement
6. The signed paperwork will then go to transportation and copied to inventory control if

product might be returned.
7. Transportation will complete the Trailer Request Allocation Estimate form and
depending on the customer agreement sales will bill the customer.
8. At time of delivery the driver will do a pre trip inspection with a designated
representative of the customer or owner present and use the Trailer Agreement
Inspection Form to note and damage to vehicle, tank is full, cooler and freezer units are
running and temperature set points. Customer and driver will sign off.

November 2014 Page 1