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NEW YORK DAWN™ > Blog > Real Estate > Transfer-In Guidelines: What Each Tenant and Landlord Ought to Doc
Transfer-In Guidelines: What Each Tenant and Landlord Ought to Doc
Real Estate

Transfer-In Guidelines: What Each Tenant and Landlord Ought to Doc

Last updated: May 21, 2025 6:23 pm
Editorial Board Published May 21, 2025
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Earlier than tenants begin unpacking their packing containers and settling into their new rental property, there’s one essential doc that must be accomplished: the move-in guidelines. This straightforward but important doc data the situation of a rental property in the beginning of a lease, serving to stop safety deposit disputes and holding each events accountable.

Whether or not you’re renting in Indianapolis or a landlord in Dallas, it’s essential to grasp what a move-in guidelines is and the best way to full it.

What’s a move-in guidelines?

“A move-in checklist is a detailed document used by both landlords and renters to record the condition of a rental property at the start of a lease,” says Laura Baron, proprietor of All County Denver Metro Property Administration. “It typically includes items such as walls, floors, appliances, plumbing, and fixtures, with space for notes on any existing damage or issues. This checklist is essential for protecting both parties—helping landlords track wear and tear and giving renters peace of mind by preventing disputes over security deposits when they move out.”

Why do landlords and tenants want a move-in guidelines?

Kris Bruce from Inexperienced River Property Administration explains why each events profit from move-in checklists.

“A move-in checklist is a crucial document used by both renters and landlords to accurately record the condition of a rental property at the start of a lease. It typically includes a detailed review of interior and exterior elements such as walls, floors, ceilings, appliances, and fixtures. This thorough documentation helps identify any pre-existing damage or maintenance concerns, setting clear expectations for both parties.”

Transfer-in checklists provide key protections:

For tenants:

Forestall being charged for harm attributable to earlier renters
Doc restore wants up-front
Present written proof in case of a dispute over the deposit

For landlords:

Show when harm occurred and maintain tenants accountable for extreme put on and tear
Guarantee key lease necessities are met (e.g. deposit paid earlier than move-in)
Present documentation to assist claims when retaining a part of a deposit

“They help ensure critical requirements are met,” says Brett Drevlow from Evernest. “After all, would you want to hand your keys over to someone who still hasn’t paid their deposit?”

What’s included within the move-in guidelines?

The move-in guidelines consists of basic data that applies to most forms of properties but additionally gadgets particular to the rental unit being leased. It ought to embody:

Details about the tenant and property

The move-in guidelines ought to begin with basic data:

Property handle, unit quantity, and move-in date
Tenant’s title
Whether or not a storage, storage unit, or parking house is included

Then, break it down room by room with house for notes on the situation of every merchandise.

Common gadgets

Doorways, {hardware}, and locks
Home windows, screens, and coverings 
Flooring (wooden, carpet, tile) 
Ceilings and partitions
Lighting and shops
Hearth alarms and smoke detectors

“The more thoroughly the condition of the property is documented at or prior to move-in, the more useful the checklist is when performing the move-out inspection after a tenant vacates,” says Steve Simpson from CFL Property Administration. “AC filter cleanliness, burned out or missing bulbs, dust on ceiling fans and sliding door tracks, mismatched touch-up paint – it should all be documented, and that’s just the beginning.”

Kitchen

Home equipment (fridge, oven, range, dishwasher)
Sink: water stress, drainage, leaks
Cupboards and counters
Lighting and shops

Apartment kitchen

Eating space

Flooring, partitions, and ceilings
Electrical shops and lights

Front room

Flooring (examine for stains, harm, or pet put on)
Wall and ceiling situation
Constructed-in shelving or fixtures

Bedrooms

Home windows and locks
Closet doorways and shelving
Wall situation behind doorways

Large bedroom

Loos

Sinks, tubs, and bogs (examine for leaks and stress)
Mirrors, cupboards, and towel racks
Exhaust followers and GFCI shops

Remember that rental property varieties can range; the record above gives a basic overview. If there are distinctive gadgets particular to the rental unit, these also needs to be included.

Home vs residence guidelines variations

A single-family dwelling will typically have an intensive guidelines. Some extra gadgets listed on a house’s guidelines embody:

Electrical, plumbing, and HVAC techniques.
Extra outside constructions such because the storage or a shed.
Exterior areas just like the driveway, parking spot, backyard, balcony, or patio.
The garden and any pathways, tables, or coverings within the yard, entryway stairs, and any fences/gates.

“For properties with exterior elements, the checklist may include areas like entryways, porches, decks, garages, assigned parking spots, and yard or landscaping conditions,” says Lori Hendrix of Dennis Property Administration. “Some checklists also note the presence of pests or signs of infestations. The goal is to create a clear, shared understanding of the property’s condition at move-in.”

In case you’re renting an residence, the guidelines will possible be easier. Tenants typically aren’t accountable for widespread areas like hallways, gyms, or lobbies, however it is best to nonetheless examine in-unit options like thermostats, mild switches, and storage.

Outdoor area

The way to document a rental property’s situation – key phrases to know

Detailed note-taking is essential when finishing a move-in guidelines. Listed below are the commonest abbreviations to document the property’s situation:

S – Passable

NC – Wants Cleansing

NM – Wants Upkeep

NP – Wants Portray

NR – Wants Restore

NSC – Wants Spot Cleansing

RP – Wants Changing

SC – Scratched/Scarred

DT – Dented

CP – Chipped

ST – Stained

NA – Not Relevant

Take the time to make notes in regards to the situation of all the pieces within the rental, from the situation of the carpet to marks on the wall or cracked toilet tiles; you need to present you didn’t trigger the harm. You possibly can add extra notes about every room within the feedback part. 

When ought to tenants full the guidelines?

Ideally, tenants ought to fill out the guidelines on move-in day, earlier than bringing in furnishings. Some landlords permit it as much as 72 hours after move-in. If attainable, landlords and tenants ought to do a walkthrough collectively to evaluate and log off on the guidelines.

Tenants ought to:

Keep organized and thorough
Submit restore requests immediately
Hold a signed copy (digital or paper) for future reference

States that require landlords to offer a move-in guidelines

Based on Nolo, 14 states require landlords to offer tenants with a move-in guidelines:

Arizona
Georgia
Hawaii
Kansas
Kentucky
Maryland
Massachusetts
Michigan
Montana
Nevada
North Dakota
Virginia
Washington
Wisconsin

It’s nonetheless a good suggestion to doc the rental’s situation, even when the state doesn’t require it. It’ll assist defend each events in case there are authorized disputes. Tenants could also be inspired to take higher care of the property, and landlords may have documentation to assist any charges they maintain from the safety deposit to cowl extreme put on and tear.

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