Printable checklist

Inter-Site Asset Transfer Checklist

A practical starting checklist. Adapt it to your organization’s own authority, privacy, safety, accounting and regulatory requirements.

  • Verify asset IDs before packing
  • Confirm source and destination locations
  • Confirm transfer authorization
  • Record transfer-out date
  • Record responsible custodian / team while in transit
  • Record carrier or shipment reference if used
  • Protect tags and supporting paperwork
  • Use in-transit status when appropriate
  • Confirm receipt at destination
  • Record destination location and custodian
  • Close the transfer only after receipt is confirmed
Use proportionately: Not every asset needs every control. High-value, mobile, critical or sensitive assets may justify more evidence than low-risk fixed equipment.