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Security Deposit Refund Form Template

Streamline Your Tenant Refund Process with Our Template

Wasting time tracking down security deposits can be frustrating for both landlords and tenants. This security deposit refund form template helps property owners efficiently process tenant refunds while ensuring compliance with local rental laws. Enjoy benefits such as reducing administrative errors, speeding up the return process, maintaining accurate records, and fostering positive tenant relationships. Try out our live template to see how easy it can be!

Use this Template (FREE) Live Preview
Your full name
Email address
Phone number
Preferred contact method
Email
Phone call
Text message
Mail
No preference
Rental property address
Lease end date
Move-out date
Total security deposit paid (amount)
Have you received an itemized list of any deductions?
Yes
No
If you dispute deductions, list the items and brief reasons
Amount you believe should be refunded (net of any lawful deductions)
Do you dispute any deductions?
Yes
No
Have all keys, fobs, and remotes been returned?
Yes
No
Are there any outstanding balances owed (rent, utilities, fees)?
Yes
No
Preferred refund method
Mailed check to forwarding address
Direct deposit
Pickup in person
Apply to outstanding balance (if any)
Other (specify in notes)
Forwarding mailing address for refund or correspondence
Account holder name (for direct deposit)
Routing number (for direct deposit)
Account number (for direct deposit)
I authorize the use of the banking details provided for this refund only
Yes
No
I request the return of my security deposit in accordance with applicable laws
True
False
Electronic signature
Date signed
Additional notes (optional)
I certify that the information provided is true and complete
True
False
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Paper art illustration representing a security deposit refund form for a template article by FormCreatorAI

When to use this form

Use this form when a lease ends, a tenant moves out early, or roommates need to split a deposit return. It helps you collect the forwarding address, move-out date, proof keys were returned, and payment details so you can issue funds on time and provide a clear receipt. Landlords, property managers, and small owners use it to document any deductions and avoid disputes. Student housing and short-term rentals can standardize refunds across many units. To keep your records aligned from move-in to move-out, pair it with a Tenant application form. After you settle the account, send a Tenant satisfaction survey form to capture feedback on the move-out experience.

Must Ask Security Deposit Refund Questions

  1. Where should we send your refund and itemized statement?

    This secures the forwarding address and preferred contact, reducing delays and returned mail. Accurate details let you meet legal deadlines and keep a clear record.

  2. What was your move-out date and time?

    This date starts the refund timeline in many states and verifies when you regained possession. It also aligns with inspection photos and meter readings.

  3. Did you return all keys, fobs, garage remotes, and parking permits?

    Confirming items returned prevents avoidable deductions and rekey fees. It gives both sides a checklist to close out access.

  4. Do you authorize us to deduct unpaid rent, utilities, or documented damages as allowed by the lease?

    Explicit consent speeds approval and reduces back-and-forth. It also clarifies what charges may apply and supports a complete audit trail.

  5. If there are co-tenants, how should we split the refund and to whom should we pay it?

    Naming payees and shares prevents disputes between roommates and stops duplicate payments. This mirrors how you gathered occupants during the leasing process and keeps records consistent with your Real estate application form.

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