TradeFinance Academy
Modules/Letters of Credit/Required Documents in LC Transactions
Lesson 4 of 510 min read

Required Documents in LC Transactions

Required Documents in LC Transactions

The Bill of Lading (B/L)

The most critical document in sea freight. It serves three functions:
  1. Receipt: Confirms goods were received by the carrier
  2. Contract of carriage: Evidence of the shipping contract
  3. Document of title: Whoever holds the original B/L can claim the goods
Types: Full set original (3/3 originals required), straight B/L (non-negotiable), order B/L (negotiable — endorsed in blank or to a named party).

Commercial Invoice

Must match the LC exactly in description of goods, unit price, total amount, currency, and Incoterm. The invoice amount cannot exceed the LC amount.

Packing List

Detailed breakdown of cartons, weights (gross/net), dimensions, and marks/numbers. Must be consistent with the invoice and B/L.

Certificate of Origin

Issued by the exporter's chamber of commerce or trade body. Declares the country where goods were manufactured. Critical for preferential tariff treatment under trade agreements.

Insurance Certificate / Policy

Required when LC calls for CIF or CIP Incoterms. Must:
  • Cover at least 110% of the invoice value (per UCP 600 Article 28)
  • Be in the same currency as the LC
  • Be dated no later than the shipment date
  • Cover the risks specified in the LC

Common Discrepancies to Avoid
DiscrepancyPrevention
Late presentation (>21 days)Ship and present documents promptly
B/L presented after LC expiryMonitor expiry dates
Description of goods differsCopy LC wording exactly
Partial shipments when prohibitedShip full quantity in one consignment
Short-shipped quantityVerify weight/quantity certificates
Insurance amount insufficientEnsure 110% coverage minimum