Templates Real Estate Security Deposit Itemization Statement
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Security Deposit Itemization Statement
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SECURITY DEPOSIT ITEMIZATION STATEMENT

I. PROPERTY AND TENANT INFORMATION

Property

Field Information
Property Address [STREET ADDRESS]
Unit/Apt Number [UNIT #]
City, State, ZIP [CITY, STATE ZIP]

Landlord

Field Information
Name [LANDLORD LEGAL NAME]
Address [ADDRESS]
City, State, ZIP [CITY, STATE ZIP]
Phone [PHONE]
Email [EMAIL]

Tenant(s)

Field Information
Tenant Name(s) [TENANT FULL LEGAL NAME(S)]
Forwarding Address [ADDRESS]
City, State, ZIP [CITY, STATE ZIP]

II. TENANCY INFORMATION

Field Information
Lease Start Date [DATE]
Lease End Date [DATE]
Move-Out Date [DATE]
Keys Returned Date [DATE]
Days Since Tenant Vacated [NUMBER]
Statutory Deadline [DATE]

III. SECURITY DEPOSIT ACCOUNTING

A. Deposits Received

Description Date Received Amount
Security Deposit [DATE] $[AMOUNT]
Pet Deposit [DATE] $[AMOUNT]
Last Month's Rent [DATE] $[AMOUNT]
Interest Earned (if required) N/A $[AMOUNT]
TOTAL DEPOSITS HELD $[TOTAL]

B. Deductions

1. UNPAID RENT

Period Amount Due Amount Paid Balance Owed
[MONTH/YEAR] $[AMOUNT] $[AMOUNT] $[AMOUNT]
[MONTH/YEAR] $[AMOUNT] $[AMOUNT] $[AMOUNT]
Total Unpaid Rent $[TOTAL]

2. DAMAGE BEYOND NORMAL WEAR AND TEAR

Item # Location Description of Damage Repair/Replacement Cost Documentation
1 [ROOM] [DESCRIBE DAMAGE] $[AMOUNT] ☐ Receipt ☐ Estimate
2 [ROOM] [DESCRIBE DAMAGE] $[AMOUNT] ☐ Receipt ☐ Estimate
3 [ROOM] [DESCRIBE DAMAGE] $[AMOUNT] ☐ Receipt ☐ Estimate
4 [ROOM] [DESCRIBE DAMAGE] $[AMOUNT] ☐ Receipt ☐ Estimate
5 [ROOM] [DESCRIBE DAMAGE] $[AMOUNT] ☐ Receipt ☐ Estimate
Total Damage Deductions $[TOTAL]

3. CLEANING

Item # Description Cost Documentation
1 [DESCRIBE - e.g., "Kitchen deep clean - grease buildup"] $[AMOUNT] ☐ Receipt ☐ Estimate
2 [DESCRIBE - e.g., "Bathroom mold remediation"] $[AMOUNT] ☐ Receipt ☐ Estimate
3 [DESCRIBE - e.g., "Carpet cleaning - pet odor"] $[AMOUNT] ☐ Receipt ☐ Estimate
4 [DESCRIBE - e.g., "Oven cleaning - burned residue"] $[AMOUNT] ☐ Receipt ☐ Estimate
5 [DESCRIBE - e.g., "Trash removal - items left behind"] $[AMOUNT] ☐ Receipt ☐ Estimate
Total Cleaning Deductions $[TOTAL]

4. OTHER LAWFUL DEDUCTIONS

Item # Description Amount Documentation
1 [DESCRIBE - e.g., "Late fees per lease"] $[AMOUNT] ☐ Lease reference
2 [DESCRIBE - e.g., "Unreturned keys - re-keying"] $[AMOUNT] ☐ Receipt
3 [DESCRIBE - e.g., "Unpaid utilities"] $[AMOUNT] ☐ Bill copy
4 [DESCRIBE] $[AMOUNT] ☐ Documentation
Total Other Deductions $[TOTAL]

C. DEDUCTION SUMMARY

Category Amount
Unpaid Rent $[AMOUNT]
Damage Repairs $[AMOUNT]
Cleaning $[AMOUNT]
Other Lawful Deductions $[AMOUNT]
TOTAL DEDUCTIONS $[TOTAL]

D. DEPOSIT DISPOSITION

Amount
Total Deposits Held $[AMOUNT]
Less: Total Deductions ($[AMOUNT])
BALANCE DUE TO TENANT $[AMOUNT]

— OR —

Amount
Total Deposits Held $[AMOUNT]
Less: Total Deductions ($[AMOUNT])
BALANCE DUE FROM TENANT $[AMOUNT]

IV. PAYMENT/BALANCE DUE

If Refund Due to Tenant:

☐ Check enclosed in the amount of $[AMOUNT]
- Check #: [NUMBER]
- Made payable to: [TENANT NAME(S)]

☐ Electronic transfer sent on [DATE]
- Amount: $[AMOUNT]

☐ Check mailed separately to forwarding address on [DATE]

If Balance Due from Tenant:

NOTICE: After applying your security deposit, you still owe $[AMOUNT].

Please remit payment within [NUMBER] days to:
Make payable to [PAYEE NAME]
Send to [ADDRESS]

If payment is not received, Landlord reserves the right to pursue collection, including reporting to credit bureaus and/or legal action, which may result in additional court costs and attorney's fees.

V. MOVE-IN / MOVE-OUT COMPARISON

Condition Comparison

Area/Item Move-In Condition Move-Out Condition Normal Wear? Deduction
Walls - Living Room Clean, no holes Multiple holes, marks ☐ Yes ☐ No $[AMT]
Carpet - Bedroom New, clean [DESCRIBE] ☐ Yes ☐ No $[AMT]
Kitchen Appliances Working, clean [DESCRIBE] ☐ Yes ☐ No $[AMT]
Bathroom Clean, no mold [DESCRIBE] ☐ Yes ☐ No $[AMT]
Windows/Blinds Intact [DESCRIBE] ☐ Yes ☐ No $[AMT]
Doors/Locks Working [DESCRIBE] ☐ Yes ☐ No $[AMT]
Fixtures All present [DESCRIBE] ☐ Yes ☐ No $[AMT]

VI. ATTACHED DOCUMENTATION

The following documentation is attached to support the deductions:

☐ Move-In Inspection Checklist (dated [DATE])
☐ Move-Out Inspection Checklist (dated [DATE])
☐ Photographs - Move-In (dated [DATE])
☐ Photographs - Move-Out (dated [DATE])

Receipts/Invoices:
☐ Receipt #1: [DESCRIPTION] - $[AMOUNT]
☐ Receipt #2: [DESCRIPTION] - $[AMOUNT]
☐ Receipt #3: [DESCRIPTION] - $[AMOUNT]
☐ Receipt #4: [DESCRIPTION] - $[AMOUNT]

Estimates (if repairs not yet completed):
☐ Estimate #1: [DESCRIPTION] - $[AMOUNT]
☐ Estimate #2: [DESCRIPTION] - $[AMOUNT]

VII. TENANT'S RIGHT TO DISPUTE

If you disagree with any deduction, you have the right to:

  1. Contact Landlord to discuss within [NUMBER] days:
    - Phone: [PHONE]
    - Email: [EMAIL]

  2. File a claim in Small Claims Court for wrongful withholding

  3. Contact your local tenant rights organization:
    - [ORGANIZATION NAME]: [PHONE]
    - [LEGAL AID]: [PHONE]

VIII. STATE LAW COMPLIANCE NOTICE

☐ California (Civil Code § 1950.5):
This statement is provided within 21 days of tenant vacating as required by law. If Landlord acted in bad faith, Tenant may recover up to twice the deposit amount.

☐ New York (GOL § 7-108):
This statement is provided within 14 days of tenant vacating. Deposit was held in [BANK NAME] as required.

☐ Texas (Property Code § 92.109):
This statement is provided within 30 days. Tenant may recover $100 + 3x amount wrongfully withheld + attorney fees.

☐ Florida (F.S. § 83.49):
Notice of intent to impose claim sent within 30 days. Tenant has 15 days to object.

☐ Massachusetts (M.G.L. c. 186 § 15B):
This sworn statement is provided within 30 days. Landlord may be liable for 3x deposit + attorney fees for non-compliance.

☐ Other State: [STATE]
[DESCRIBE APPLICABLE REQUIREMENTS]

IX. CERTIFICATION

I certify under penalty of perjury that:

  1. This itemization accurately reflects all deductions from the security deposit
  2. The deductions are for costs actually incurred or reasonably estimated
  3. The amounts deducted are reasonable and supported by documentation
  4. All deductions comply with applicable state and local law
  5. Any refund due has been enclosed or sent as indicated above

X. LANDLORD SIGNATURE
Signature ________________________________
Printed Name [NAME]
Title [OWNER / PROPERTY MANAGER / AGENT]
Date [MM/DD/YYYY]
Address [ADDRESS]
Phone [PHONE]

XI. RECORD OF DELIVERY

This Security Deposit Itemization Statement was delivered:
Date Sent [DATE]
Method ☐ Certified Mail ☐ First Class Mail ☐ Personal Delivery ☐ Email
Tracking # (if applicable) [NUMBER]
Sent to Address [TENANT FORWARDING ADDRESS]

NORMAL WEAR AND TEAR REFERENCE

Examples of Normal Wear and Tear (NOT Deductible):
- Faded paint or wallpaper from sunlight
- Minor scuffs on floors from normal walking
- Worn carpet from normal use
- Small nail holes from hanging pictures
- Loose door handles from normal use
- Faded/worn window coverings
- Minor marks on walls

Examples of Damage Beyond Normal Wear (Deductible):
- Large holes in walls
- Severely stained or burned carpet
- Broken windows, blinds, or fixtures
- Unauthorized paint colors
- Crayon/marker damage
- Pet damage (scratches, stains, odor)
- Broken appliances from misuse
- Missing items/fixtures
- Excessive filth requiring professional cleaning

This Security Deposit Itemization Statement template is intended for general use. Security deposit laws, deadlines, and penalty provisions vary significantly by state and locality. Failure to comply with applicable laws may result in forfeiture of deposit claims and statutory penalties. Consult a licensed attorney in your jurisdiction before use.

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About This Template

Jurisdiction-Specific

This template is drafted for general use across all U.S. jurisdictions. State-specific versions with local statutory references are also available.

How It's Made

Drafted using current statutory databases and legal standards for real estate. Each template includes proper legal citations, defined terms, and standard protective clauses.

Important Notice

This template is provided for informational purposes. It is not legal advice. We recommend having an attorney review any legal document before signing, especially for high-value or complex matters.

Last updated: February 2026