This document discusses the requirements for moving employees and their households across the Canada/US border. It outlines the necessary documentation for employees, family members, motor vehicles, alcohol, firearms, pets, and plants. A Canadian or US work visa is required. Household goods are generally duty-free but motor vehicles, alcohol, and firearms have additional paperwork requirements. Pets need updated vaccinations. Plants cannot be transported across the border. The document provides forms and concludes that Taylor Moving has experience coordinating these complex cross-border relocations.

1. Cross Border Relocations
The ins and outs of successfully
moving employees over the
Canada/USA Border
Presented by: Taylor Moving & Storage

2. Canada to USA Relocations
• Employee must be a US citizen or possess a work visa (i.e.
Green card, H-1, TN-1, L-1 etc.).
• All accompanying household members must have a visa and or
Status in the US (i.e. – H-2, TN-2, L-2,green card etc.).
• Visas/I-94 cards must be activated and stamped by US Customs
prior to household goods crossing. Taylor strongly urges that
this is done before load date to ensure there is no logistical
issue or unexpected costs.
• Your Taylor move coordinator will obtain the passport pictures,
visa/I-94 cards copies of each family member (Canadians) or
passport pictures and social security numbers for each family
member (US citizens). This is done via email.
• Your Taylor coordinator will then ask for form 3299 to be filled
out, signed and emailed back. Consulting on the correct filling
out of this form is provided.
• The Taylor coordinator acquires all of these documents before
load day.

3. 3299 Form
- Front -

4. 3299 Form
- Back -

5. Canada to USA Relocations
All used household goods clear customs at the
border crossing and are tax and duty free
under the previous discussed documents.
There are however, several exceptions:
• Motorized vehicles (cars, motorcycles, boats,
etc.)
• Alcohol
• Firearms
Each will be reviewed in the following slides

6. Motorized Vehicles
• There are multiple forms that need to be filled
out. Your Taylor Coordinator can help complete
all of them.
• Most financed vehicles can not be imported.
Client must buy out right.
• When vehicle crosses border US customs
should stamp the 7501 as cleared.
• If they don’t, the shipper must go to the nearest international
airport to clear the vehicle with all supporting documents.
All documentation needed is listed on the following slide.

7. Motorized Vehicles
Purchased in Canada and moving to USA
• Letter of Compliance (Provided by manufacturer)
• Letter states if car meets DOT & EPA
standards
• Usually a fee for letter, client is
responsible to pay and obtain. Fees
vary by manufacturer.
• Completed EPA (Provided by Taylor)
• Completed Declaration (Provided by Taylor)
• Completed 7501 (Provided by Taylor)
• Scanned copy of the vehicle registration.

8. Motorized Vehicles
Purchased in USA and moving back
• Completed EPA (Provided by Taylor)
• Completed Declaration (Provided by Taylor)
• Completed 7501 (Provided by Taylor)
• Scanned copy of the vehicle registration.
• Scanned copy of bill of sale/old title.
• Letter of Compliance is not needed.

9. EPA Form

10. Declaration
Form

11. 7501 Form

12. Alcohol
Most Clients have alcohol that they want to ship with their house hold
goods.
Beyond the normal transportation issues that arise from moving it (e.g.
wine) there are a few customs issues to keep in mind.
• If beyond a few bottles, customs will require an inventory outlining
what and how much is being imported. Please see next slide for a
spreadsheet that will help with this process.
• Once Inventory is received by our move coordinator we will forward
a copy to US customs. At this point the customs officer will let us
know how much, if any, duties will apply.
• At this point the client will make a decision on whether or not to take
them.
• It is mandatory that the client pay these duties to US Customs.

13. Alcohol Inventory Form

14. Pets
Household pets are an important member of any
family. We often are asked what needs to be
done to have those clear customs with no
unwelcome surprises.
• All domestic pets (i.e. dogs, cats) need to have
all updated vaccine and rabies shots done within
30 days of formal entry. This needs to be
recorded by a certified vet.
• The pet bust be given a clean bill as certified by
a vet no longer than 14 days before formal entry.
• There are many rules and regulations for exotic
pets. If a client is taking one it must be dealt
with on a case by case basis.

15. Firearms
The transportation of firearms can be difficult. We do urge clients with
firearms to transport them on their own.
If we are required to transport them or if they are taking them, the
following must be done:
• A firearm permit must be obtained (application form Taylor to
provide)
• The process to obtain this permit usually takes 4 – 6 week. As
such, this needs to be done well before move day.
• If firearms are moving on van, our van foreman must have the
original permit.
• All guns must be transported in a gun case, must be trigger locked
and have to be easily accessible for US Customs inspections.

16. Firearm
Permit

17. Plants
The movement of plants is difficult during
any move. It is more so on cross border
relocations.
Due to restrictions at US Customs, we
cannot move plants to the the USA on our
van. We also strongly urge our clients not
to transport them by themselves either.

18. USA to Canada Relocations
• Employee bust be a Canadian citizen or possess
an activated Canadian work permit.
• Family members’ paperwork is not required.
• When moving to Canada the household goods
are place in bond at the border crossing and are
only cleared at the nearest inland customs
house.
• Client will need to meet van foreman and provide their
passport, work permit and household goods inventory.
• All used household goods are tax/duty free and are cleared
at this point except motorized vehicles, firearms and alcohol.

19. Motorized Vehicles
• All motor vehicles ideally are owned by the client. If the vehicle
is financed (i.e. has a lien against it) the client will need a
notarized copy of the title, notarized letter allowing
transportation from the lien holder on their letterhead.
• All original titles/ownership must stay in the vehicle.
• Copies of the ownership must be faxed or emailed to US
Customs 72 business hours prior to the car entering Canada.
Weekends do not count as the 72 hour rule.
• When the car arrives to destination, the client must meet the
driver at the nearest in land customs house to clear.
• Clients on a Canadian work permit are able to transport their
cars duty free. Returning Canadians with a USA bought car
have the first $10,000 of the depreciated red book value of their
car duty free. Any value over this $10,000 limit may be subject
to HST (VAT) taxes applicable to their province.

20. Pets
Similar regulations cover the transporting of
pets to Canada as they do to the United
States.
All domestic pets (i.e. cats, dogs) must have a
clean bill of health from a vet no longer than
14 days before formal entry and must have
all vaccines and rabies shots no longer than
30 days before formal entry.
Exotic pets need to be done on a case by case
basis.

21. Firearms
Canadian firearm regulations are much stricter
in Canada than the United States. For
instance, hand guns are for all intents and
purposes banned in Canada.
If a client wishes to move firearms into Canada,
Taylor cannot transport them.
In order to take their firearms, a client will need
to take formal RCMP directed training,
receive special permits, register the firearms
with the RCMP and have proof of special
firearm storage cases.

22. Alcohol
If a client wishes to move alcohol to Canada beyond a
few bottles, there is a potential for taxes and duties
to apply. In such cases, the following process will
apply:
• Using the same spreadsheet as moving alcohol to
the USA, the client will need to list out each bottle,
and send to the liquor board in the province where
they are moving.
• The liquor permit must be paid for and obtained
prior to clearing customs
• On customs clearance day, the client will need to
bring their liquor permit. The duties will be assessed
by the customs agent and must be paid at this time.

23. Conclusion
Moving an employee cross border has “mechanics” that are
similar to a domestic move. As reviewed, there are however a
number of steps that make these relocations much more
difficult to manage.
Cross border moving represents almost 40% of Taylor Moving’s
revenue. Due to the high volume of cross border moves we
have developed the infrastructure to manage the process from
start to finish.
We are unique in so far as we have our own DOT numbers
allowing our entire fleet (17 units) to offer pack/load/haul
service to and from the United States and Canada. Of course,
we also have the backup of the entire Allied Van Lines/North
American Van Lines fleet.
Your Taylor move coordinator are more than willing to answer any
questions you may have regarding cross border relocation.

24. “Taylor Takes Care”
Thank you for joining us. Please
let us know if you have any further
questions or concerns.