OFFBOARDING CASE RECORD
Independent service handover. Adapt to the agreement and applicable law.

Provider / authorised departing account:
Agreement / notice provision checked by:
Last agreed service date and access cutoff:
Person authorised to handle urgent containment:
Open case identifier / current state / promised outcome:
Next action / recipient / deadline / acceptance confirmed:
Business source file / owner / receiving account:
Receiving account successfully opened the file:
System / access type / removal owner:
Access removal time / observed administration result:
Business recovery route tested without departing login:
Connected applications, tokens and shared secrets reviewed:
Scheduled sends and recurring jobs: continue / pause / retire, new identity and owner:
Safe post-cutover run: expected output / actual output / next-cycle check date:
Mail continuity: expected destination / harmless test sent / new recipient confirmed:
Personal data return/deletion instruction and applicable retention:
Unresolved access or ownership issue / responsible person:
Invoice or scope issue for separate contractual resolution:
Final business owner acceptance:

Keep passwords, tokens and customer data out of this record. Store sensitive evidence in the authorised restricted location.