BOAT SELLER'S PREPARATION AND HANDOVER WORKSHEET
For recreational sellers. This is a planning record, not a contract.
Save a copy and open it in a text editor. Fill in each field, attach evidence,
and mark unresolved items with a responsible person and due date.
Keep personal documents and account details out of public listings.

Boat/model year: __________________  HIN: __________________
Engine identity/serial: ___________  Hours/date/source: _______________
Trailer identity and separate paperwork: _____________________________
Seller authority and ownership documents checked with: _______________
Loan/lien payoff process confirmed by: _______________________________
Known faults/repairs/alterations and supporting records: ______________
Included inventory: _________________________________________________
Excluded equipment: _________________________________________________
Listing photos date and description checked: _________________________

SELLING ROUTE AND PROCEEDS
Route/provider: ______________  Written services and terms: __________
Currency: ____  Agreed sale price: ____  Selling costs: ____
Price minus selling costs: ____  Loan payoff: ____
Tax/other adjustments verified by: ____  Estimated net proceeds: ____
These are separate items. Do not treat proceeds before payoff as final.

VIEWING AND AGREEMENT
Access/competent operator/insurance arrangements: ____________________
Independent survey or trial arrangements: ____________________________
Written inventory and price agreed: _________________________________
Deposit holder/conditions/deadlines: _________________________________
Responsibility for yard/trial/delivery costs: _________________________
Handover place and time; responsibility changes at: ___________________
Payment process independently confirmed with bank/closing service: ____
Required transfer forms and seller notice checked with: ______________

HANDOVER
Funds received as confirmed by bank/closing service: _________________
Signed records retained: ____  Keys/manuals/inventory delivered: ______
System familiarization completed with: _______________________________
Insurance transition coordinated: ___________________________________
Included VHF MMSI contact transfer: _________________________________
Included EPIRB sold/transfer registration: ____________________________
State/federal documentation and trailer tasks completed: ______________
Outstanding item / owner / due date: _________________________________

Source context: follow the exact jurisdiction, issuing agency and signed
agreement. BoatUS highlights insurance, MMSI, EPIRB and registration tasks:
https://www.boatus.com/news-room/release/selling-a-boat-this-year-dont-forget-these-4
State authority lookup: https://www.nasbla.org/about-nasbla/boating-contacts
Full guide: https://yenra.com/boat-sales/
Prepared September 18, 2026. Recheck applicable processes before closing.