Property · free template

Security Deposit Return Request

One screen for a former tenant to request their deposit: tenancy dates, amount held, payment details, forwarding address and any deduction they dispute.

A ready-to-use real estate & property form for agents, lettings teams and property managers: 12 questions, 1 page.

Questions
12
Pages
1
Layouts
card · classic
Time to complete
4 min
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Live preview and test console

This is the real form. Answer it to test the flow — nothing is sent or stored.

The tenancy

Was the tenancy shared with others?

Where it should go

How should the deposit be paid?

Deductions

Has a deduction been proposed?

Draw your signature with a mouse or finger.

This template runs as a straight sequence — no branching rules.

Compliance checklist

Ready to publish
  • Payment items priced — passingEvery payment question charges a real amount, so a submission always records a payment.
  • Conditional logic resolves — passingEvery rule points at a question or page that exists in this template.
  • Legal text not required — passingThis template collects neither health nor regulated financial information.
  • Question labels unique — passingLogic and exports address questions by label, so duplicates are ambiguous.

What happens after submit: nothing is stored in this preview. On your own copy, every response triggers an instant email notification and lands in your response dashboard, ready to export or forward.

Happy with it? Take a copy into your workspace — every question, rule and setting comes with it.

Who this template is for

Security Deposit Return Request is built for agents, lettings teams and property managers who need to pre-qualify enquiries and gather documents up front.

  • Agents, lettings teams and property managers working in real estate & property.
  • Teams who need to pre-qualify enquiries and gather documents up front without writing code or paying for a custom build.
  • Anyone replacing viewings booked with people who were never eligible with one structured record per enquiry.
  • Respondents are buyers, renters and landlords — the form asks them 12 questions across 1 screen.
  • Mobile-heavy audiences, thanks to the one-question-per-screen card layout.

Why this form is useful

It removes the cost of viewings booked with people who were never eligible and turns each submission into a record your team can act on immediately.

  • 8 questions are required, so submissions arrive complete instead of needing a follow-up email.
  • It collects a verified email address so replies and confirmations land.
  • It records a signature you can keep as proof of agreement.
  • It pins the request to a specific date.
  • It captures a full postal address.
  • It captures a numeric value you can filter and sort on.
  • Every response is stored, searchable and exportable, so nothing depends on one person's inbox.

How to use this template

From copy to live form is a few minutes of work, and every step is reversible.

  1. 1Press “Use this template” — a fresh copy of Security Deposit Return Request lands in your workspace, ready to edit.
  2. 2Rename or delete any question, and change what is required. Nothing here is fixed.
  3. 3Open Notifications and add the email addresses that should be alerted on each submission; add an auto-reply to the respondent if the form collects an email address.
  4. 4Publish it, then either share the link directly or paste the embed snippet into your site — the embedded form resizes to fit and loads no marketing or advertising trackers.
  5. 5Watch responses land in Submissions, where you can filter, label and export them to CSV or PDF.

Logic and conditions blueprint

Exactly how this form behaves as it is answered.

  • This template runs as a straight sequence: every respondent sees every question, in order.
  • You can add branching yourself in the Logic tab — pick a question, a condition, and the field or page it should reveal, hide, require or skip to.

About this template

A deposit return stalls for administrative reasons far more often than for disputed ones: nobody has bank details, nobody knows which of four housemates it goes to, and the tenant's email address stopped working. This screen collects what is needed in one pass. It records the property, the tenancy end date and the deposit amount held. Where the tenancy was shared, it asks whether the deposit is being returned to one person or split, and in what shares, which is the single most common cause of delay in a house share. The forwarding address is captured for anything posted. The last section is the dispute path: whether any deduction has been proposed and what the tenant accepts or disputes, so the file is a dated request rather than a chasing email.

What this form asks

Every question is editable — rename it, make it optional, or delete it entirely.

Deposit return request

  • Property address
  • Your full namerequired
  • Email addressrequired
  • Tenancy end daterequired
  • Deposit amount heldrequired
  • Was the tenancy shared with others?required
  • How the deposit should be split, if shared
  • How should the deposit be paid?required
  • Forwarding address
  • Has a deduction been proposed?required
  • Deduction details, and what you dispute if anything
  • Your signaturerequired

12 questions in total.

Example of a completed security deposit return request form

This shows how a former tenant requests their deposit back and responds to a proposed deduction.

Property address
5 Ashworth Terrace
Tenancy end date
15 December 2025
Deposit amount held
900
Was the tenancy shared with others?
No
How should the deposit be paid?
Bank transfer
Has a deduction been proposed?
Yes
Deduction details, and what you dispute if anything
I accept the 20 cleaning charge but dispute the 80 carpet charge, which predates my tenancy.

Sample data — no real people, addresses or records are shown.

Set it up step by step

  1. 1

    Ask how a shared deposit splits

    House shares stall here more than anywhere else, and one field prevents weeks of back and forth.

  2. 2

    Take a forwarding address every time

    It is needed for post and for any cheque, and it is much harder to obtain once the tenant has moved on.

  3. 3

    Separate accepted from disputed items

    Most tenants accept some deductions. Recording the split lets the agreed part be paid immediately.

  4. 4

    Keep it a dated document

    A signed request is easier to act on and to refer to a deposit scheme than a chasing email.

Mistakes to avoid

  • Holding the whole deposit while one small deduction is argued about, instead of paying the undisputed balance.
  • Returning a shared deposit to one tenant with no written instruction from the others.
  • Relying on an old work or student email address, so every update about the return bounces.

What it pairs with

Most teams don't run this form on its own. These are the forms and systems it sits next to.

What to do with the responses

Check the request against the check-out record, pay the undisputed amount, and refer any remaining items to the deposit scheme with the evidence attached.

Works in both layouts

These pages cover the same subject ground as the security deposit return request, matched on the words people actually search for.

Privacy & compliance

This form takes money. Card details are handled by the payment provider and never stored in your response data — you keep the order details, not the card number.

Frequently asked questions

Does this decide who is right?

No. It records the request and which deductions are disputed, so the agreed part can be paid and the rest referred.

How is it different from a refund request?

A refund request concerns a purchase. This concerns money held as a tenancy deposit, usually inside a protection scheme.

Can a landlord send it to a tenant?

Yes, and that is often the fastest route: send it at check-out so bank details and a forwarding address arrive with the keys.

What if the tenant has left the country?

Collect an international account or an agreed alternative in the payment section, and confirm any fees before transferring.

Is the Security Deposit Return Request template free to use?

Yes. You can preview and test Security Deposit Return Request on this page without an account, and take a copy into your own HelloForms workspace on the free plan. There is nothing to install and no card required to publish it.

What does the Security Deposit Return Request template ask for?

It asks 12 questions across 1 page, 8 of which are required. Every question is listed in full further down this page, and each one can be renamed, reordered, made optional or deleted after you copy the template.

Can I edit the Security Deposit Return Request form after copying it?

Yes — the copy is entirely yours. Change wording, add or remove questions, switch between the card and classic layouts, restyle it to match your brand, and set who gets notified on each submission.

Can I add conditional logic to this real estate & property form?

Yes. The template runs as a straight sequence out of the box, and you can add show, hide, require or skip rules in the Logic tab — pick a question, a condition, and the field or page it should affect.

Where do responses to the Security Deposit Return Request form go?

Submissions land in your workspace under Submissions, where you can search, filter, label and export them to CSV or PDF. You can also email a notification to your team on every submission and send the respondent an auto-reply.

Can I embed the Security Deposit Return Request form on my own website?

Yes. Publish the form and paste the embed snippet into any page or share the direct link. The embedded form resizes to fit its container and loads no advertising or marketing trackers inside the iframe.

Is the signature on this form legally usable?

The template captures a drawn signature and stores it with the submission, along with the timestamp, so you keep evidence of who agreed and when. Whether that is sufficient depends on your jurisdiction and the agreement itself.

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