Tenant Move-Out Checklist

Steps a property manager runs when a tenant vacates a unit, from confirming the move-out date through final walk-through, deposit accounting, and turnover handoff. Built around state security-deposit deadlines and the move-in inspection baseline.

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1

Move-Out Notice & Scheduling

  1. Confirm the tenant's vacate date in writing
    • Get the vacate date confirmed by email or signed notice — verbal confirmations create disputes about prorated rent and holdover. Verify the notice meets the lease's required notice period (typically 30 or 60 days) and matches the lease end date.

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  2. Calculate prorated rent through vacate date
    • If the tenant vacates mid-month, prorate per the lease — most leases bill through the lease end date regardless of when keys are returned. Don't waive the few days of rent without owner approval; it's the most common owner-statement complaint at turnover.

  3. Send the move-out instructions packet
    • Cover cleaning expectations, key return location, forwarding address request (required for the deposit statement), utility transfer instructions, and the walk-through scheduling window. Setting expectations now prevents deposit disputes later.

  4. Schedule the final walk-through with the tenant
    • Offer the tenant a joint walk-through on or just before vacate day — it's required in some states (CA Civil Code §1950.5 requires a pre-move-out inspection on request) and reduces dispute risk everywhere else. Document the offer even if the tenant declines.

2

Final Walk-Through & Inspection

  1. Pull the signed move-in inspection report
    • The move-in inspection (with tenant signature and dated photos) is the baseline against which all damage is measured. Without it, deductions are nearly indefensible in small claims court. Pull it from the tenant file before going on-site.

  2. Inspect each room against the move-in baseline
    • Use HappyCo, zInspector, or your PMS inspection module to capture timestamped photos of each room — walls, flooring, fixtures, appliances. Note normal wear-and-tear separately from damage; only damage beyond ordinary use is deductible.

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  3. Confirm all tenant possessions removed
    • Check closets, garage, attic, storage areas, and outdoor spaces. Abandoned property triggers state-specific notice and storage rules (commonly 15-30 day notice before disposal) — don't just toss items, even small ones.

  4. Collect keys, fobs, and garage remotes
    • Account for every key issued at move-in — house, mailbox, gate, amenity, garage remote, parking fob. Any missing item is a deduction (typical $25-150 for fobs, full rekey cost if a house key is missing). Log returns on the move-out form with the tenant present.

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3

Make-Ready & Vendor Coordination

  1. Build the make-ready punch list
    • Separate tenant-charged damage (deductible from deposit) from owner-paid make-ready (paint, carpet replacement past useful life, appliance refresh). Misclassifying capex as repair causes owner tax-return headaches at year-end.

  2. Verify each vendor's COI is current
    • Before dispatching painters, cleaners, plumbers, or HVAC techs, confirm each vendor's general liability and workers comp certificate is current and lists the property as additional insured. A lapsed COI on file leaves the manager personally exposed for any vendor accident on premises.

  3. Dispatch cleaning and repair vendors
    • Schedule deep clean, carpet shampoo or replace, paint touch-up or full repaint, and any punch-list repairs. Sequence vendors so paint dries before carpet install and cleaners come last — out-of-order scheduling is the most common reason days-vacant blows out.

  4. Test smoke and CO detector function
    • Most states require working detectors at every move-in. Test each unit, replace batteries (or full unit if past 10-year life), and log the test date on the make-ready sheet. A failed detector is both a fine and a habitability defense if a future incident occurs.

  5. Rekey or replace exterior locks
    • Required by statute in some jurisdictions; standard practice everywhere. Cost is $50-150 per unit and the liability avoided (former tenant retaining a key) is much larger. Document the new key code in the property file, not the tenant file.

4

Utilities & Account Closeout

  1. Transfer utilities to the owner's vacancy account
    • Don't shut utilities off entirely during turnover — vendors need power for cleaning equipment and the unit needs HVAC for paint cure and showings. Transfer electric, gas, and water to the owner's name effective the day after the tenant's vacate date.

  2. Confirm tenant's mail forwarding is filed
    • Capture the tenant's forwarding address — required to send the itemized deposit statement under most state landlord-tenant acts. If the tenant declines to provide one, document the request; sending to the last-known address satisfies most state statutes.

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5

Security Deposit Accounting

  1. Itemize deductions with vendor invoices
    • Each deduction needs a paid invoice or detailed estimate from a licensed vendor. Generic line items like 'cleaning - $300' get reduced or thrown out in court; itemized invoices with hours and materials hold up. Apply useful-life depreciation on carpet and paint (typically 5-7 years).

  2. Draft the itemized deposit statement
    • Use your state's required format — California requires receipts attached for any deduction over $125; Texas requires a written description of damages; Massachusetts requires a sworn statement under penalty of perjury. Generic deposit-statement templates often fail state-specific requirements.

  3. Send statement and refund within state deadline
    • State windows are hard deadlines: CA 21 days, TX 30 days, FL 15-30 days, MA 30 days, NY 14 days. Missing the deadline can forfeit the right to deduct AND trigger statutory damages of 2-3x the deposit. Send via tracked mail to create proof of timely delivery.

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6

Disputed Damage Escalation

  1. Document excessive damage with dated photos
    • For damage beyond the deposit amount, capture timestamped photos from multiple angles, get two repair bids, and preserve the move-in inspection. This is the evidence package if the matter goes to small claims or collections.

  2. Notify the owner of damages exceeding deposit
    • Owner decides whether to pursue the former tenant for the balance — small claims filing, collections agency, or write-off. Document the decision in the owner statement; the manager doesn't unilaterally pursue litigation without written owner authorization.

7

File Closeout & Handoff

  1. Archive the tenant file per retention policy
    • Retain lease, signed disclosures (lead paint for pre-1978, state-specific disclosures), move-in and move-out inspections, screening reports (FCRA requires retention), deposit statement, and all communications. Most states require 3-7 years post-move-out; FCRA requires longer for screening data.

  2. Update rent roll and vacancy metrics
    • Mark the unit vacant in AppFolio, Buildium, Yardi, or your PMS as of the vacate date. Days-vacant starts counting now and feeds economic vacancy on the owner statement — accurate dates matter for portfolio reporting.

  3. Hand off the unit to leasing
    • Notify the leasing team the unit is rent-ready with marketing photos pending. Confirm asking rent against current market comps before listing — a vacate is the moment to reset rent to market, not roll the prior tenant's rate.

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Sections 7
Steps 23
Category Property Management
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