Tenant Transfer Form

THIS IS THE ONLY APPROVED VERSION OF THIS FORM

1. Tenant Transfer Fees – MUST be charged to the vacating unit. 
2. Tenant Transfer Fees – MUST be paid prior to tenant transferring to new unit.
3. Tenant Transfer – If resident(s) have any outstanding balance and are not in good standing, transfers should not be approved. 
4. Security Deposits – DO NOT transfer to new unit. Resident(s) need to provide a new security deposit OR bond. 
5. Please allow up to 10-15 days for transfers to be completed in Yardi. 
6. All transfers need to be approved by your supervisor.    
7. Attached form must be completed and an email approval from supervisor must be attached.
8.  Once approved, form and email approval needs to be submitted via support ticket system.
9.    Transfer Fee must be paid prior to resident transferring units (if applicable)
   
10.    Security Deposits DO NOT Transfer to new unit. 
11. New Security Deposit/Bond needs to be acquired before resident is allowed to move into new unit. 
12.  Move-Out Deposit Accounting needs to be completed on current unit once resident moves out.
13.  All charges for turning the unit need to be accounted for and charged to resident’s moveout statement.(State Approved Charges)  
14.  Move-Out Statement must be uploaded to resident file in Yardi.
15.   Invoices to be uploaded to resident file in Yardi (if state law requires it) 
16.   Balance Owed Letter to be uploaded to Yardi.
    
17.    Transfer Form to be uploaded to Yardi. 
18.   If there is a refund, email MO Statement to moveouts@pelicanabc.com notifying moveout is completed; a check will be mailed to resident.
19.   Any balance owing will be transferred to new unit. (Note: Transfers should not be approved if resident is not in good standing and/or has a large delinquent balance)
    
20.  SUBMIT A SUPPORT TICKET WITH BALANCE OWING TRANSFER REQUEST.