Safety Checklist Form Template

Instantly Create Your Checklist, Just enter your details

Courtesy Car Handover Safety Checklist

Free Safety Checklist template · Category: Vehicle Services and the Motor TradeView all Safety Checklist templates
Use our Checklist creator tool to create customised workplace safety documents. Learn more about Courtesy Car Handover Safety Checklist Template below
Safety Checklist Creator
Guest

Loading Safety Checklist Creator

Please wait while we prepare your workspace

Checklist Questions

Every question is included by default. Untick any you want to leave out, or delete the ones you don't need.

Click Add Question to add your own custom checks. Click a row to edit its wording, and drag to reorder.

The Yes / No / N/A tick-boxes and comments space are added automatically on the exported PDF or Word document.

No questions added yet — add your first one below.

Logo, Branding & Sign-off

Company brandingStandard+

Add your company logo and brand colours, and customise how your documents look. Available on our Standard and Pro plans.

Add my branding →

For the best result, upload a PNG with a transparent background — this lets your logo blend cleanly into headers and signature blocks across every generated document. JPG is also accepted but will appear with a white background.
Recommended size: at least 500×150px. Max file size: 5MB.

Choose the background colour for the header on shared documents. Select a colour that complements your logo and brand identity.

Select your brand colour for accents and borders that matches your company logo. Use HEX format (e.g., #E4B700 for yellow).

Colours are automatically synced with your Branding settings.

Sign to confirm you completed this checklist

Click to sign on behalf, or leave blank for on-paper approval.

Review & Export

Your checklist is ready. Register free to download your PDF — it opens in a new tab and signs you in here automatically, so don't refresh or leave this page.

Preview Document

See exactly how your checklist PDF will look before downloading.

Your checklist is ready

Ready to download

Register a free account to download your PDF. Your checklist stays right here.

Register to Download →

No card required · instant access

Save to Account

Not saved

Create a free account to save this checklist and re-export it any time.

Sign in to save

Manage Document

Save your checklist first, then manage it, edit it and collect sign-offs here.

Manage Document

A free account keeps this checklist on your dashboard, where you can edit and re-export it any time.

Sign in to save

Create a RAMS Pack

Save this checklist first, then bundle it into a RAMS Pack (also called a Site Pack or Job Pack).

Create a RAMS Pack

A free account lets you bundle this checklist with others into a RAMS Pack (also known as a Site Pack or Job Pack). One link recipients can view or sign.

Sign in to save

Export to Word

An editable Word (.doc) version with Yes / No / N/A tick-boxes and a comments space.

Export to Excel

A spreadsheet version for digital tracking and filtering.

Share & Sign

Not available for checklists — each checklist carries its own printed sign-off section instead.

Important: The documents produced by this tool are templates only. They must be reviewed and approved by a competent person or your HSEQ representative prior to publication or circulation, in accordance with our Terms & Conditions.

PDF Preview

100%

Creating preview

Building your PDF preview…

Still Using Paper Sign-Off Sheets?

Once you've generated and saved your document, create a secure share link to distribute across any platform. Collect encrypted digital signatures from your team and generate professional sign-off reports.

Generate
Save
Share
Sign
Report
Try It Free

Increased Limits Available

Risk Assessment Description:

This courtesy car handover safety checklist template from Health & Safety Zone helps forecourt and sales staff ensure a safe, compliant transfer of a courtesy vehicle to a customer or colleague in a motor trade environment.

It covers all essential checks, from risk assessment and staff competence to vehicle condition, fuel and fluid checks, key security, and briefings on vehicle controls. The checklist aligns with the Health and Safety at Work etc. Act 1974 and reflects best practice for vehicle handovers in dealerships, workshops and service bays.

Use this checklist for:

  • Pre‑handover safety verification before the vehicle leaves the forecourt.
  • Ensuring the vehicle is in road‑worthy condition and correctly documented.
  • Providing a clear briefing of controls and key security to the recipient.

Each item is answered Yes, No or N/A – any No answer must be resolved before the vehicle is handed over. Record any damage or issues and take corrective action immediately.

Fully editable and shareable — customise the questions to your site and download as a PDF for easy use.

This checklist should be kept with the handover log and retained for the period required by your company’s document‑control policy, providing evidence of compliance during inspections or audits.

Compliant with: Health and Safety at Work etc. Act 1974.

Sample PDF Document Image:

Checks covered in this Courtesy Car Handover checklist

This Courtesy Car Handover safety checklist template covers 20 checks. Customise the questions to your workplace, then download a professional, print-ready PDF with Yes / No / N/A tick-boxes and a comments space.

#Checklist item
1Has a risk assessment for the courtesy car handover been completed and communicated to staff?
2Is a handover authorisation form or permit completed and signed by the responsible staff member?
3Is the staff member receiving the vehicle trained and authorised to accept courtesy cars?
4Is the handover area free of slip, trip and fire hazards and adequately lit?
5Is the vehicle parked on a level, stable surface with the handbrake applied?
6Are the tyre condition, tread depth and pressure suitable for road use?
7Are the vehicle's brakes inspected and functional?
8Are the vehicle lights, indicators, brake lights and reflectors functioning correctly?
9Is the windscreen free of cracks and are the wipers and washer fluid operational?
10Is the vehicle’s exhaust system free of leaks and not emitting excessive smoke?
11Is the fuel level sufficient for the intended journey and are there any visible fuel leaks?
12Is the oil level within the recommended range and are there any oil leaks?
13Are the seat belts in good condition and functional?
14Are the vehicle’s registration and insurance documents up to date and available to the recipient?
15Has a visual inspection recorded any existing damage, dents or scratches?
16Are the vehicle keys accounted for and handed over securely to the recipient?
17Has the recipient been briefed on vehicle controls, dashboard indicators, and any faults?
18Is appropriate personal protective equipment such as high‑visibility clothing and safety footwear being worn by staff?
19Are emergency contact numbers and first‑aid provisions displayed nearby?
20Has the recipient been given the emergency breakdown assistance contact details?

Frequently asked questions

Are these safety checklist templates really free to download?

Yes — completely free. Customise any checklist to your workplace and download a professional, print-ready PDF in minutes. No paywall — a free account is all you need to download.

What format do the safety checklists download in?

Checklists download as a professional PDF, ready to print and complete on-site — each question has clear Yes / No / N/A tick-boxes and a comments space. You choose portrait or landscape at download. Word and spreadsheet formats are being added.

Can I customise the checklist questions to my workplace?

Yes — fully. Add your own questions, edit or remove any of the pre-written ones, and reorder them to suit your site, task or inspection before you download.

Are the safety checklists suitable for UK workplaces?

Yes. The checklists are written around UK health and safety good practice and HSE guidance, and are suitable for inspections, audits, toolbox checks and routine workplace monitoring.

Do I need an account to use the checklist templates?

You can build and preview a checklist without an account. To download the PDF you'll need a free account — it takes less than a minute, costs nothing, and also lets you save checklists to your dashboard and edit them later.

Can I add my company logo and branding to the checklist?

Yes — add your company logo, colours and details on Standard and Pro plans, so the exported checklist carries your own branding. Guests and Free downloads carry Health & Safety Zone branding.

How do I complete the checklist once it is downloaded?

The exported checklist is a blank, ready-to-use document: print it and tick Yes, No or N/A against each question and write any comments in the notes space, then sign and date it in the sign-off section.

What types of safety checklist can I create?

We are building specialist checklists across a wide range of subjects and industries — fire safety, workplace inspections, equipment and machinery checks, site inductions, vehicle checks, PPE, first aid and more. Browse by category to find the right one.

How often should safety checklists be completed?

It depends on the activity and your risk assessment — many checks are daily, weekly or monthly, while others are done before each task or shift. Completed, dated checklists provide a useful record of your monitoring.

Are the checklists a substitute for a risk assessment?

No. A checklist is a monitoring and inspection tool that complements your risk assessments and method statements — it helps confirm that controls are in place and working. Use them alongside your risk assessments.

Related Documents

Safety ChecklistCourtesy Car Handover Safety ChecklistCreate
Toolbox TalkCourtesy Car Handover Toolbox TalkCreate
Risk AssessmentCourtesy Car & Loan Vehicle Handover Risk AssessmentCreate
Risk AssessmentFood Delivery Rider Collection and Handover Risk AssessmentCreate
Toolbox TalkClick-and-Collect Handover Toolbox TalkCreate