Security Deposit Reconciliation - Beran Law 2026

1. Click ‘Get Form’ to open the Security Deposit Reconciliation - Beran Law document in the editor.
2. Begin by entering the Resident Name and Rental Address at the top of the form. This information is crucial for identifying the tenant and property involved.
3. Fill in the Forwarding Address, Date of Demand for Refund, Date of Expiration of Rental Agreement, and Date Vacated. Ensure these dates are accurate to comply with legal requirements.
4. Indicate whether a proper notice was given and if the lease term was fulfilled by checking 'Yes' or 'No' in the respective sections.
5. In the Deposits and Prepaid Rent section, input amounts for Security Deposit, Pet Deposit, Key Deposit, Pre-paid rent, and any Other payments. Calculate and enter the TOTAL DEPOSIT.
6. List any deductions such as Rent Due, Repairs, Cleaning costs, Keys, and other charges. Specify details where necessary and calculate TOTAL DEDUCTIONS.
7. Calculate the balance due by subtracting TOTAL DEDUCTIONS from TOTAL DEPOSITS. Indicate if this amount is a refund or owed using '+' or '-'.
8. Complete the Reconciliation section by filling in any court costs or attorney fees if applicable. Specify who will receive payment: Resident or Landlord.
9. Finally, ensure you keep a copy for your records before delivering this reconciliation to the tenant’s forwarding address or mailing it to their rental address.

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