Source: https://www.quantsurv.com/library/tools/retention-release-request
Content format: Markdown version of the public page.
Content reviewed: 2026-10-14

# Retention release request

Request release by identifying the contractual trigger, supporting evidence and amount remaining unpaid.

by [Jack Butler-Kettle](<https://www.quantsurv.com/about#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.

[Download blank Word template](<https://www.quantsurv.com/downloads/library/retention-release-request.docx>)

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](<https://www.quantsurv.com/retention/faq/how-to-request-retention-release>) for the context and checks behind this template.

If you need help preparing or reviewing the project records, our [quantity surveying services](<https://www.quantsurv.com/quantity-surveying>) explain the tasks available under a separate appointment. Agree the deliverable, responsibilities and required specialist input before work starts.

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