Security Deposit Return Notice
Notify a former tenant of their security deposit return amount with an itemized statement.
Includes required fields, attachments, and recipients
Takes <30 seconds. No setup required.
What this workflow standardizes
Operational outcomes
- Notifies a departing tenant of the security deposit return amount and timeline after move-out.
- Security deposit return
- Deposit refund notice
- Move-out deposit summary
Fields your team can fill in
To
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Cc
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Subject
Security Deposit Return — property_address
deposit-itemization
Hi tenant_first_name,
Following your move-out from Unit unit_number at property_address, we've completed our inspection and accounting of your security deposit. Here is a summary of the deposit disposition.
DEPOSIT SUMMARY
• Original Security Deposit: $original_deposit
• Total Deductions: $deductions_total
• Refund Amount: $refund_amount
An itemized breakdown of all deductions is attached. Please review it carefully — each line item is identified with a description and associated cost. Deductions have been limited to damages beyond normal wear and tear, as required by applicable landlord-tenant law.
RECEIVING YOUR REFUND
• Payment Method: payment_method
• Expected by: expected_delivery_date
If you have not received your refund by expected_delivery_date, please contact us immediately so we can investigate and reissue if necessary.
QUESTIONS ABOUT DEDUCTIONS
If you disagree with any of the deductions, you have the right to dispute them in accordance with state landlord-tenant law. Please reach out to us first — we're willing to review documentation or discuss concerns before any formal dispute process becomes necessary.
Thank you for your tenancy at property_address. We wish you the best. You can reach us at me::phone.
Workflow context
When to use this workflow
Use this workflow after move-out inspection and deposit accounting are complete, when the former tenant needs the refund amount and itemized statement.
What this replaces
This replaces manually writing deposit return notices, checking refund math, and remembering to attach the itemized deduction statement.
Why teams standardize this email
Security deposit notices are detail-sensitive and often regulated. A workflow helps property teams communicate refund amounts and deductions clearly while leaving room for review before sending.
What Toggles handles
The workflow prepares the operational details your team should not have to rebuild by hand.
- Inserts the security deposit return notice email in Outlook
- Prompts for tenant name, property address, unit number, original deposit, total deductions, refund amount, payment method, expected delivery date, and phone number
- Adds a property-specific subject line
- Can require the deposit itemization attachment
- Keeps the draft editable for final review
FAQ
Does Toggles calculate the refund amount?
No. Toggles prepares the email. Deposit calculations come from your property accounting process.
Can the itemized statement be required?
Yes. This workflow can require the security deposit itemization attachment before sending.
Does this replace legal notice requirements?
No. Property teams should follow applicable landlord-tenant laws and review requirements.
Email workflow audit
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How it works
Use this workflow inside Outlook without rebuilding the email manually
Standardize the full process, then let your team launch the same complete email whenever they need it.
Add this workflow
Add this example to Outlook so the full email process is ready to use right away.
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Open it in Outlook
Launch it from the compose window where your team already works.
Review, fill, and send
Review the remaining fields, then send with the right message already in place.
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Roll out the standard
Standardize this process in Outlook
Start with one workflow, then give your team the same approved message, recipients, attachments, and structure every time.
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