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Chargeback Evidence Checklist PDF (Free)

Use a chargeback evidence checklist to gather documents and organize an exhibit index fast.

Published November 24, 2025

A chargeback evidence checklist helps you pull the right documents quickly and present them in an organized packet.

When to use this

  • You need to dispute a card transaction with your issuer.
  • The merchant disagrees with your claim and asked for proof.
  • You want a clear index to label exhibits.

How to do it (fast)

  1. Gather the transaction details and reason code category.
  2. Select evidence like order confirmation, screenshots, and delivery proof.
  3. Write a concise summary of what happened and your requested outcome.
  4. Label exhibits using a packet index.

Why this helps

  • Keeps evidence organized under a single checklist.
  • Shows your issuer a clean summary and documentation.
  • Reduces back-and-forth requests for missing proof.

Related tools

Not legal advice. Courts set their own rules. Keep your original records.

Build your chargeback evidence packet

Create a checklist and evidence index ready to submit to your bank.

Open the checklist tool

Frequently asked questions

What is a chargeback evidence checklist?

It’s a list of the documents you’ll submit to support your chargeback claim.

Do I need an evidence packet index?

An index makes it easier for your issuer to review and match each exhibit.

How should I deliver the evidence?

Follow the bank’s submission instructions and keep confirmation receipts or emails.