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Leasing Security Declaration — Free Template (PDF and Word)

Leasing bond statement template, free in PDF and Word. Prove the receipt of the amount, set the return period and the justified deductions.

✓ According to the NRAU✓ PT and bilingual PT/EN✓ PDF + Editable Word✓ 100% free

The guarantee of rent It is the cash guarantee that the landlord receives at the beginning of the contract to cover missing rents and damages to the property. Receiving this money without a document is the most common error: without written proof of delivery, the amount, date and what can be deducted are discussed. This collateral It solves the problem — works as a receipt, identifies the parties, the property and the contract, sets the amount, date and means of payment, and leaves the return rules written down. download the model Free in PDF and Word and sign with the tenant. Alternatively, you can Generate the online contract already completed and manage the security deposit in the Aluseg application, with deductions, proofs and balances recorded in the tenant's contract.

identification of the landlord, the lessee, the property and the contract Amount received in digits and in full, with a date and a half of payment (transfer, MB way or cash), within the legal limit of two rents purpose of the collateral and return rules, with the period agreed between the parties Deductions admitted only with support document (budget, invoice or debit notice) Attachment of accounts to fill at the end of the contract, with balance and signatures
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Free download: Declaration of deposit receipt

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What is the security statement and when to use

The security statement is the document in which the landlord confirms, in writing, that he has received a certain amount from the lessee as a surety. does not replace the contract: it complements it, proving as, when and as The money was delivered.

Use it whenever you receive the deposit — at the time of signing the lease agreement or when the amount is paid later. It is especially important in cash, in which case there is no bank proof. Signed by both parties, avoids the most frequent discussion at the end of the contract: how much was delivered and what was agreed on the return.

How much can the deposit in the lease be?

maximum two laces. Article 1076, paragraph 2 of the Civil Code allows the parties to guarantee the fulfillment of the respective obligations, "in any of the legally established forms", up to the amount corresponding to two rents. Within this limit, the amount is freely agreed — in current practice it is between one and two laces — and It has to be written in the contract.

Need a stronger warranty than two laces? The way is not to increase the value in cash, but to add another guarantee: a guarantor that is responsible for the tenant's obligations, a bank guarantee or an income insurance. Before setting the amount, it is worth evaluating the candidate's financial capacity with the tenant solvency calculator — Prevention is worth more than guaranteeing.

Do not confuse security with early income: this pays months of income on account, requires a written agreement and cannot respect a period exceeding two months (article 1076, no. 1 of the Civil Code); The collateral guarantees obligations and is returned at the end.

What does this model include (and how to fill in)

The model covers the complete bail cycle, from delivery to the final hit:

  • Identification of the parties, the property and the contract.
  • amount in numbers and in full, date and means of payment.
  • Purpose of the deposit and rule that it does not serve to pay the last rents.
  • Deadline for return, IBAN of the tenant and deductions regime.
  • Attachment with table of deductions, total, balance returned and signatures.
  1. Fill in the parties, the property and the reference of the contract.
  2. Write the amount in full and tick the means of payment.
  3. Indicate the return period in days and the tenant's IBAN.
  4. Print in duplicate, sign and attach the proof.
  5. Leave the attachment blank: fill it in after the exit survey.

When and how should the security be returned?

There is no general term in Portuguese law for the return of the lease. who fixes it are the parties, in the contract or in this declaration — hence the proper field for the number of days. Without a written deadline, the return becomes dependent on negotiation and becomes a source of dispute.

In practice, it is customary to agree 30 days from the delivery of the keys, sufficient time to close the water, electricity and condominium accounts and get repair budgets. The return follows three steps: the termination of the contract and the Key delivery car; the exit inspection, preferably with the tenant present and with dated photographs, compared to the incoming car and the Property Inventory; and the payment of the balance, accompanied by the map of the deductions and the documents that support them.

Deductions: What the landlord can (and cannot) discount

The security is responsible for Certain and documented amounts, never by estimates.

  • can cash Income and Charges in Debt — Water, electricity or condominium by the tenant — proven by debit notices or invoices.
  • can cash the repair of damages attributable to the tenant, with a budget or third-party invoice.
  • can cash The small deteriorations that the tenant should have repaired before handing over the property (article 1073, no. 2 of the Civil Code).
  • can't cash The wear and tear inherent to a prudent use: paint aged by normal use, furniture marks, flooring wear (article 1043 of the Civil Code).
  • can't cash Generic values, without discrimination or supporting documents.

FAQ

How much can a lease guarantee?

at most the equivalent of two laces: It is the limit established in article 1076, no. 2 of the Civil Code, which allows the parties to guarantee the fulfillment of the respective obligations «up to the amount corresponding to two rents». Within this limit, the value is agreed between the parties — in practice, between one and two rents — and it must always be written in the contract. If you need more collateral, join a guarantor, a bank guarantee or an income insurance instead of increasing the amount in cash.

How many days does the landlord have to return the security deposit?

Portuguese law does not set a general deadline. The term that the parties have agreed in the contract or in the collateral statement is valid; In practice, it is customary to wake up 30 days after the keys are handed in. If nothing is written, the return must take place within a reasonable period, but the landlord is left without a clear rule to invoke.

Can the landlord have the security deposit because of damage to the property?

You can deduct the cost of repairing damages attributable to the tenant, provided that you quantify them with budgets or invoices and deliver the map detailed from the deductions. It cannot deduct the wear and tear inherent to a prudent use (article 1043 of the Civil Code), nor withhold the security in a generic way.

Does the security count as income? Is it necessary to issue a receipt?

The security deposit is not income: it is a guarantee returned at the end of the contract. Even so, depending on the fiscal framework of the landlord, its receipt may have to be documented on the electronic income receipt of category F, on the Finance Portal. The declaration of collateral serves as proof between the parties and does not waive this obligation.

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