The Seller’s Closing & Handoff Checklist

Confirm the people, paperwork, and timing

Use this checklist with your agent, closing professional, and association contact. Identify who handles each task and when it must be complete. Approval to purchase, transfer of title, possession, and resident access are separate milestones.

For a family-assisted or estate sale, resolve signing authority and title questions early with the closing adviser. For an occupied unit, have counsel address the lease, deposits, notices, and possession terms; a sale is not an instruction to remove a tenant or change locks.

Closing and handoff: working checklist

• Have the closing adviser confirm title, correct unit description, applicable approval/waiver, and closing documents.
• Review the current estoppel, assessment allocation, other community balances, and closing statement.
• Resolve possession arrangements, including any tenant, deposit, lease, or seller stay after closing.
• Complete the final walkthrough and confirm promised fixtures, appliances, repairs, and personal-property removal.
• Arrange utility/service transitions and confirm when insurance responsibility changes with the advisers.
• Deliver unit keys, mailbox keys, remotes, manuals, warranties, and renovation records as applicable.
• Coordinate official ID, barcode, gate, parking, and account changes; confirm which credentials must be returned or replaced.
• Give the association reliable confirmation of the completed transfer and current buyer contact details.
• Reconcile final payments and stop the seller’s recurring payments only after the accounts are settled.
• Give the buyer reporting contacts and the New Owner Checklist; retain the seller’s closing and tax records securely.

Download the printable handoff checklist

Pass useful records, protect private information

Give the buyer appropriate operating manuals, maintenance history, warranties, renovation approvals, and relevant association contacts. Do not transfer personal passwords, banking credentials, private screening reports, or unrelated owner information. Arrange account changes through the provider or association.

Inventory what is handed over: item, quantity, recipient, date, and any unresolved issue. Confirm whether a key, remote, ID, or access credential belongs to the unit, the person, or the issuing organization.

After the closing has actually completed

Give the association reliable confirmation of the transfer so it can update its records. Provide the buyer’s contact information through the agreed process. Confirm final account reconciliation before stopping recurring payments, and check for an accidental payment after the sale.

The buyer can then use the Century Village New Owner Checklist for utilities, payment setup, credentials, and community orientation. A friendly introduction helps the new owner know whom to contact without assuming that every move-in step was completed at closing.

A simple handoff record