Get Security Deposit Reconciliation - Beran Law

This guide provides a clear and straightforward approach to filling out the Security Deposit Reconciliation form from Beran Law. It is designed to assist all users, regardless of legal experience, in completing the form accurately and efficiently.

Follow the steps to successfully complete the Security Deposit Reconciliation form online.

1. Click the ‘Get Form’ button to access the Security Deposit Reconciliation form and open it in your choice of document editor.
2. Begin by entering the resident's name in the designated field. This should include the full name of the tenant who occupied the rental property.
3. Next, fill in the rental address where the tenant resided. This information ensures the document pertains to the correct location.
4. Provide the forwarding address for the tenant if they have supplied one. If no forwarding address is available, you may retain the rental address as the default.
5. Record the date of demand for a refund or the date of the forwarding notice in the appropriate field. This date indicates when the process began.
6. Document the expiration date of the rental agreement to clarify the terms surrounding the tenancy.
7. Indicate the date the tenant vacated the property to establish the timeline of occupancy.
8. Answer whether a proper notice was given regarding the vacating of the premises by selecting 'Yes' or 'No'.
9. State whether the lease term was fulfilled by selecting 'Yes' or 'No' as applicable.
10. Select the type of report you are completing by checking either 'Final' or 'Estimated'.
11. Fill in the details for the deposits and prepaid rent, including the security deposit, pet deposit, key deposit, and any other payments. Ensure accuracy as this total will affect the refunds or deductions.
12. Next, list any deductions that apply, such as rent due, repairs, cleaning costs, or other charges specified. Remember to provide as much detail as possible, particularly for repairs and cleaning.
13. Calculate the total deductions and record this amount in the designated field. This figure will be subtracted from the total deposits.
14. Complete the reconciliation section by subtracting the total deductions from total deposits. Include any applicable court costs or attorney fees with their case numbers.
15. Lastly, indicate whether the balance is owed to the resident or the landlord, and clearly state the amount. Choose the method of payment in the appropriate section.
16. Ensure to sign and date the reconciliation document before serving it to the tenant. You should retain a copy for your records.

Complete your Security Deposit Reconciliation online today for an efficient and organized process.