Retention release request
Request release by identifying the contractual trigger, supporting evidence and amount remaining unpaid.
by Jack Butler-Kettle · About 2 min readShare
How to use it
Check the actual release condition and reconcile earlier releases before sending. A forecast date alone is not evidence that the trigger occurred.
Retention release request
Check the actual release condition and reconcile earlier releases before sending. A forecast date alone is not evidence that the trigger occurred.
Free blank template for your own project. The completed example is shown below. No email address required.
View the completed example
Completed fictional example
Westhaven refurbishment · 14 October 2026 · Version 1.0
Document details
- Project
- Westhaven refurbishment
- From
- Westhaven Interiors Ltd, commercial team
- To
- Alder Mere Projects Ltd, project commercial lead
- Date
- 14 October 2026
- Reference
- WH-55-01
Subject: first retention release for WH-042
We request the first retention release under the agreed retention schedule. The relevant package completion record is PC-01 dated 12 October 2026, enclosed for your review.
The release stage is £5,000. Receipts already allocated to this stage total £3,000, leaving £2,000 requested. The final £5,000 stage is recorded separately and is not included in this request.
Please confirm assessment and the applicable payment date. The attached tracker identifies the contract condition, completion evidence and prior receipt B-17.
The completed example uses fictional people, events and records. Replace it with your own verified information and preserve supporting evidence.
Understanding your results
The completed example uses fictional people, events and records. Replace it with your own verified information and preserve supporting evidence.
How it works
The Word file provides an unpopulated working structure to complete for your project. The completed fictional example stays on this page.
Read the related guidance for the context and checks behind this template.
If you need help preparing or reviewing the project records, our quantity surveying services explain the tasks available under a separate appointment. Agree the deliverable, responsibilities and required specialist input before work starts.