Roommate & Rental Agreement Checklist for Seniors

Renting a room to a helper or housemate can ease costs and loneliness – if the rules are clear. Use this checklist before anyone moves in.

Must-have clauses

• Rent & when due: $ ____________ by the ____________ of each month.
• Deposit: $ ____________ returned within ____________ days.
• Notice to end: ____________ days from either side.
• Chores & shared spaces: ____________
• Visitors & overnight guests: ____________
• Your care needs: quiet hours, helper access, emergency plan.
• No smoking / no pets (if applies).

Protect yourself

Use a written agreement, even with family. Keep a copy in your Emergency Planning Document.