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Vendor offboarding checklist template

Vendor offboarding checklist template

Protect your organization from security vulnerabilities and confirm that contractual obligations are properly fulfilled for your vendor relationships.

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The Lumiform application helps frontline teams uphold internal standards effortlessly.
  • Customize this template or build your own
  • Fill out templates via mobile app
  • Assign and track corrective actions
  • Get reports and analyse your data
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Vendor offboarding checklist template

Protect your organization from security vulnerabilities and confirm that contractual obligations are properly fulfilled for your vendor relationships.

Use this template with Lumiform

The Lumiform application helps frontline teams uphold internal standards effortlessly.
  • Customize this template or build your own
  • Fill out templates via mobile app
  • Assign and track corrective actions
  • Get reports and analyse your data
Prices start from ░░░ per month
Book a demo
Learn more
or Download template as PDF

When terminating vendor relationships, overlooking critical steps can expose your organization to significant security risks. This vendor offboarding checklist ensures you follow a comprehensive process to revoke access privileges, retrieve company assets, and properly close financial accounts.

According to SecurityScorecard’s research, 98% of companies had at least one third-party partner affected by a data breach. This template aids you in navigating these potential pitfalls with an organized approach that documents each completed action. Use it to maintain security integrity and verify contractual compliance when offboarding any vendor from your systems.

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Preview of the template
Page 1
Vendor Offboarding
Notify vendor of termination
Retrieve all company property
Disable vendor access to systems
Remove vendor from email distribution lists
Notify IT to revoke vendor access
Notify finance to stop vendor payments
Conduct exit interview
Update vendor records

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Frequently asked questions

What documentation should you collect during the vendor offboarding process?

Collect signed termination acknowledgments, data deletion certificates, final invoices, and asset return receipts. Request written confirmation that the vendor has destroyed or returned all confidential information. These documents provide crucial evidence of proper closure and protect your organization during potential disputes or compliance audits.

What are the biggest security risks when offboarding vendors?

The main risks include lingering system access, unreturned company data, knowledge gaps about vendor-managed systems, and incomplete contract closure. Vendors with continued access could potentially breach your systems, either accidentally or maliciously. Additionally, failure to properly document the transition can leave your organization vulnerable to compliance violations and service disruptions.

When should you start the vendor offboarding process?

Begin the offboarding process as soon as you decide to terminate the relationship, ideally 30-90 days before the official end date. Starting early gives you time to identify knowledge gaps, retrieve assets, and plan for service transition. For vendors with sensitive data access, consider initiating certain security protocols even before formal termination notice to minimize potential risks.

How do you handle sensitive data during vendor offboarding?

Request written certification that the vendor has permanently deleted or returned all sensitive data. Specify acceptable data destruction methods in your termination agreement. Consider having your security team verify the deletion process through screen sharing or on-site visits for high-risk vendors. Document all data transfer or destruction activities for compliance purposes.


This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.
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