Key Paperwork to Give Tenants on Day One

move in checklist

As a landlord or property manager, you may be relieved that your search for the perfect tenant has ended, but there is still much to be done. Now that the lease has been signed and the move-in date has been set, you now need to focus on welcoming your new tenant to the property. Here are some suggested documents you need to get your landlord-tenant relationship started properly.

Sign securely with Rocket Sign ™

Get fast digital signatures with optional legal advice.

What documents should I provide to a tenant when moving in or before moving in?

In addition to providing a copy of the tenancy agreement to each signatory, you may need to provide the following additional documents to comply with legal requirements or otherwise get the tenancy off to a good start.

Security deposit receipt

While some states may not require landlords or property managers to issue a deposit, it may be good practice to follow them to get documentation that the funds have been received. In some countries, landlords not only have to provide a receipt, but also provide information about where the funds are kept. Bail laws may vary by state and location. Therefore, it is important to speak to a lawyer if you are not sure which rules apply to your property.

Rental receipt

Some states require tenants to receive a rental receipt for the first month and every month thereafter. Even if this is not required by law, it is always a good idea to keep an eye on the rental payments. If you create a rental receipt and provide a copy to your tenant, you both have proof of payment in the event of a dispute.

Welcome letter

A friendly welcome can help make your tenants feel at home. With a welcome letter, you can not only remind new tenants of the most important rental conditions, but also give advice on garbage and recycling days or anticipate other frequently asked questions.

Maintenance request

Hopefully you have cleaned the device and made the necessary updates before moving in. However, if repairs are required later, your tenant is well prepared to contact you with a maintenance request form.

Checklist for moving in

The move-in checklist may be the most important of all documents for a tenant's first day and gives your tenant the opportunity to walk through their new home and note the condition of the device and any damage that may have occurred. When it's time to move out, this will help ensure that both parties are on the same page regarding any deductions. This type of document is referred to as the tenant's inspection worksheet in many states and can be paired with a welcome letter or distributed separately.

What should a debit checklist contain?

A typical checklist for moving in includes checking the key features and furniture in each room of the rental unit. In the kitchen, tenants can, for example, comment on perceived damage or unsatisfactory conditions of the worktops, cupboards, microwave, refrigerator, sink and stove / oven – in addition to the common features in all rooms such as windows and doors, floors and ceilings or lights and sockets.

Ask a lawyer

Landlord laws may vary by state or municipality. Therefore, it is essential to observe the local guidelines that apply to your rental property. Find out about our full resources for landlords. If you have specific questions and would like to have your property management documents reviewed, contact a lawyer.


Please enter your comment!
Please enter your name here