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Itemized Security Deposit Deduction Form Template for United States

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Key Requirements PROMPT example:

Itemized Security Deposit Deduction Form

"I need an Itemized Security Deposit Deduction Form for a luxury apartment complex in California, covering multiple deductions including carpet replacement and wall repairs, with a total security deposit of $5,000 that needs to be processed by March 15, 2025."

Document background
The Itemized Security Deposit Deduction Form is a crucial document used when a tenant vacates a rental property. It provides a transparent breakdown of any deductions made from the security deposit, ensuring compliance with state and federal regulations. This form must be provided to tenants within state-mandated timeframes (typically 14-60 days after move-out) and must include specific details about each deduction, supporting documentation, and the remaining balance to be returned. The document helps prevent disputes and provides legal protection for both landlords and tenants by creating a clear record of all charges.
Suggested Sections

1. Property Information: Address and details of the rental property

2. Tenant Information: Name and contact details of the tenant(s)

3. Initial Deposit Amount: Original security deposit amount and date received

4. Itemized Deductions: Detailed list of each deduction with specific amounts

5. Total Amount Withheld: Sum of all deductions

6. Remaining Balance: Amount to be returned to tenant

Optional Sections

1. Interest Accrued: Section required in states where security deposit interest is mandatory

2. Repair/Replacement Costs Breakdown: Detailed breakdown of repair or replacement costs when significant repairs are needed beyond basic cleaning

3. Outstanding Rent/Utilities: List of unpaid rent or utility charges when tenant has outstanding payments

Suggested Schedules

1. Photo Documentation: Photos showing damage or cleaning issues

2. Contractor Invoices: Copies of repair/cleaning invoices

3. Move-out Inspection Report: Detailed inspection report from property walkthrough

4. Original Move-in Condition Report: For comparison with current condition

Authors

Alex Denne

Head of Growth (Open Source Law) @ tiktok³ÉÈ˰æ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

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Industries

Fair Housing Act: Federal law ensuring non-discriminatory practices in housing-related transactions, including security deposit handling

State Security Deposit Maximum Limits: State-specific laws that regulate the maximum amount that can be collected as a security deposit

Security Deposit Return Timeframe: State-specific requirements for the timeline within which landlords must return security deposits (typically 14-60 days)

Itemization Requirements: State-specific rules regarding how deductions must be detailed and documented in the security deposit itemization

Interest Payment Requirements: State-specific rules about whether landlords must pay interest on held security deposits

Notice Requirements: State-specific rules about how and when tenants must be notified of security deposit deductions

Wear and Tear Definition: State-specific legal definitions distinguishing normal wear and tear from damage that can be deducted

Damage Documentation Requirements: State-specific rules about how property damage must be documented (photos, receipts, estimates)

Allowable Deductions: State-specific regulations defining what types of charges can legally be deducted from security deposits

Move-out Inspection Requirements: State-specific rules regarding final inspection procedures and tenant rights to be present

Consumer Protection Laws: State-specific consumer protection regulations affecting security deposit handling and documentation

Receipt Requirements: State-specific rules about providing receipts or estimates for repairs/cleaning deducted from deposits

Evidence Requirements: State-specific rules about what forms of evidence (photos, videos, written documentation) are required for deductions

Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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