Plan intake · optional local worksheet

Set Up the Temporary Vehicle Plan

Capture the broad trip facts that affect your handoff checklist—without entering a plate, agreement number, account number, or payment information.

Rental basics Approximate timing is enough for this local planning sheet.

Rental type

Expected duration in days

Pickup date

Approximate pickup time

Expected return date

Approximate return time

Trip context Use broad categories; do not enter a precise route or vehicle identifier.

Trip purpose

Expected toll-road use

Vehicle category

General trip regionRegion only—do not enter a street address or exact route.

Additional driver

Rental company toll option offered

Safe vehicle nickname (optional)Do not use a license plate, VIN, agreement number, or reservation number.

Loaner or work vehicle?

Do not assume it should be listed as a rental vehicle. Confirm with the tag issuer and vehicle provider how it should be handled and whether personal-tag use is allowed.

Continue to Agreement Review