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Utility Transfer Checklist Document Template

Checklist to manage the transition of utility accounts between tenants or owners.

Utility Transfer Checklist

This checklist is designed to assist landlords, tenants, or property managers with the organized transition of utility services during a change of tenancy or ownership. Use this document to avoid service disruption, billing issues, and to ensure all parties are informed of their responsibilities.

Property Details

  • Property Address: {propertyAddress}
  • Unit/Apartment Number: {unitNumber}
  • Transition Date: {transitionDate}
  • Outgoing Party Name: {outgoingName}
  • Incoming Party Name: {incomingName}

Contact Information

Role Name Phone Email
{#contacts}{role}{name}{phone}{email}{/contacts}

Utility Providers

Service Provider Account Number Date to Transfer Status
{#utilities}{service}{provider}{accountNumber}{transferDate}{status}{/utilities}

Special Instructions

{#specialInstructions}

  • {instruction}

{/specialInstructions}

Final Readings & Documentation

Utility Final Reading Date Photo Taken
{#finalReadings}{utility}{reading}{date}{photoTaken}{/finalReadings}

Confirmation

  • Outgoing Party Signature: ________________________
  • Date: {outgoingSignatureDate}
  • Incoming Party Signature: ________________________
  • Date: {incomingSignatureDate}

This document template includes dynamic placeholders for automated document generation with Documentero.com. Word Template - Free download

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Use Cases

Automate Utility Transfer Checklist Using Forms

collect tenant utility details to auto-generate utility transfer checklist
create utility switch checklist from landlord input form
share form with property managers to generate utility transition checklist
customize utility transfer checklist based on new tenant move-in info
generate utility termination and setup checklist from renter-provided data

Generate Utility Transfer Checklist Using APIs

trigger utility transfer checklist creation from property management system
generate utility checklist when tenant lease agreement is signed in CRM
auto-generate utility transition checklist from lease application data
create utility account transfer checklist via API on tenant move-out event
send data from custom real estate app to generate utility transition document

Integrations / Automations

generate utility transition checklist from Google Sheets tenant log via Zapier
auto-create utility transfer checklist when lease is added in Airtable
build Make automation to send utility checklist upon new DocuSign lease
trigger utility checklist from Calendly appointment for final walkthrough
use Slack message trigger to generate and share utility transition checklist

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