RentPilot tenant document handover checklist for England

This checklist helps landlords keep an evidence-led record of documents provided to tenants in England. It is not legal advice.

Before move-in
- Prepare the tenancy agreement and any supporting terms.
- Prepare the current How to Rent guide where required.
- Prepare the EPC and store the version provided.
- Prepare the gas safety record where relevant.
- Prepare electrical safety information where relevant.
- Prepare repair reporting instructions and landlord contact details.

Deposit stage
- Record the date and amount of any tenancy deposit received.
- Protect the deposit in an approved scheme where required.
- Serve prescribed information within the required timescale.
- Store scheme confirmation, prescribed information, and proof of service.

Handover evidence
- Record how each document was delivered.
- Keep email receipts, portal logs, signed acknowledgement, or other dated evidence.
- Store the exact versions sent to the tenant.

Ongoing updates
- Send replacement certificates or updated documents when needed.
- Record the date, method, and recipient.
- Review the document pack before renewal, re-letting, or possession-related decisions.

Commercial workflow bridge
Use RentPilot document storage to keep tenancy documents, delivery evidence, certificates, and notes linked to the right property.