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FREE TEMPLATE · RIG SURVEY

Rig survey report template for sailing yachts

UPDATED 4 NOVEMBER 2026 · 7 SECTIONS · WORD, NO SIGN-UP

A free Word template for a sailing yacht rig survey report: mast and spars, standing and running rigging, chainplates, furlers and rig age, with example findings graded A, B and C.

Download the Word template.DOCX

A rig survey report records the condition of a sailing yacht's rig: the mast and spars, the standing and running rigging, the chainplates and the furlers, and how old the standing rigging is. Buyers use it before a purchase, owners before an offshore passage, and insurers when the rig reaches an age they ask about.

Download the template in Word, or read on for what goes in each section.

The report, section by section

SURVEY REPORT
Rig survey
VESSEL
CLIENT
DATE OF SURVEY
PLACE
  1. 01Particulars
  2. 02Scope of survey
  3. 03Summary of recommendations
  4. 04Mast, spars and fittings
  5. 05Rig age and replacement
  6. 06Conclusion
  7. 07Surveyor's certification
01

Particulars

The boat and its rig. The age of the standing rigging is the first thing an insurer asks, so record it and say where the date came from.

  • Survey: client, date, place, mast stepped or unstepped, report number
  • Vessel: name, make and model, HIN, year built
  • Rig: type (masthead or fractional sloop, cutter, ketch), mast and boom maker, number of spreaders, keel- or deck-stepped
  • Standing rigging: wire or rod, terminals, date fitted and the evidence for it
  • Furling: headsail and mainsail furlers, make and model
EXAMPLE WORDING

Masthead sloop, Selden two-spreader keel-stepped mast. 1x19 stainless wire with swaged terminals, fitted May 2015 according to the rigger's invoice.

02

Scope of survey

Where you inspected the rig from. A survey from deck level and one with the surveyor aloft find different things, and the reader needs to know which this was.

  • Whether the mast was stepped or unstepped, and whether you went aloft
  • Method, such as visual inspection, magnification, dye penetrant on terminals and operating the furlers
  • Areas you couldn't reach or see, such as the inside of the mast or the masthead sheave
EXAMPLE WORDING

The rig was inspected with the mast stepped. The surveyor went aloft by bosun's chair and inspected all fittings to the masthead. Dye penetrant was used on the lower terminals of the cap shrouds and forestay.

03

Summary of recommendations

Every recommendation once, grouped by grade. Rig failures put people in danger, so A items should say clearly not to sail until they're done.

  • A, safety: fix before the vessel next sails
  • B, 12 months: fix within about a year
  • C, routine: maintenance and notes
04

Mast, spars and fittings

The findings on the mast, boom and spreaders, from the mast step to the masthead, and on the standing and running rigging. Work from the bottom up, or the top down, and keep to one order.

  • Mast step or deck step, partners and mast foot, with corrosion and compression
  • Mast tube, sail track, welds and fittings, spreaders and their roots and tips
  • Masthead, sheaves, crane and instruments
  • Standing rigging, terminals, toggles, turnbuckles, pins and split pins
  • Chainplates, their deck seals and their attachment below deck
  • Furlers, halyards, sheets and blocks
  • Boom, gooseneck, kicker and mainsheet attachment
05

Rig age and replacement

Your view on the age of the standing rigging and when to replace it. Many insurers ask about rigging older than 10 to 15 years, and some limit cover for it.

  • The age of the standing rigging and the evidence for it
  • How the boat has been sailed, if known, such as offshore or coastal
  • Your recommendation on replacement, with a date
EXAMPLE WORDING

The standing rigging is 11 years old. No defects were found in the wire, but insurers commonly ask for replacement at this age, and crevice corrosion inside swaged terminals can't be seen. Replacement is recommended before the 2027 season.

06

Conclusion

Whether the rig is fit for use, on what conditions, and for what kind of sailing.

  • The overall condition of the rig
  • Whether it is fit to sail once the A items are done, and any limits
07

Surveyor's certification

Your statement, name, qualifications and signature.

  • Statement of independence and who may rely on the report
  • Name, qualifications and membership number
  • Signature and date of issue

Example findings

Each finding says what the system is, where it is, what was found and what should be done, with a grade for how urgent it is. These are written the way Axsail writes them from what the surveyor says on board.

STANDING RIGGINGA
Starboard cap shroud, lower swaged terminal

Hairline crack along the swage, confirmed with dye penetrant.

Recommendation: Replace the shroud before the vessel next sails.

STANDING RIGGINGA
Forestay toggle at the stemhead

Clevis pin held by a split pin with only one leg opened, and no tape.

Recommendation: Fit a new split pin, opened correctly, and tape it.

CHAINPLATESB
Port aft lower shroud chainplate, at the deck

Sealant failed, with rust staining on the deck and a damp bulkhead below.

Recommendation: Remove the chainplate, inspect it for crevice corrosion, replace if pitted and rebed. Check the bulkhead for rot.

MASTB
Mast foot on the keel step

White corrosion powder and pitting where the aluminium heel sits on the steel step.

Recommendation: Unstep at the next haul-out, clean, treat and isolate the heel from the step.

SPREADERSB
Upper spreader tips, both sides

Spreader boots split, and the wire shows wear where it bears on the tip.

Recommendation: Renew the boots and check the wire for broken strands.

FURLERC
Headsail furler, drum

Drum turns stiffly and the bearing is noisy.

Recommendation: Service the furler bearings to the maker's instructions.

ASafety. Safety or compliance deficiency. Fix before the vessel is next underway.
B12 months. Deficiency that needs timely attention. Fix within about 12 months.
CRoutine. Note or observation, cosmetic or maintenance. Routine maintenance at the owner's convenience.

Say where you stood

A rig inspected from deck level, one inspected from aloft and one inspected unstepped on trestles are three different surveys. The scope should say which this was, so a buyer or insurer doesn't read a deck-level survey as a full one. If you didn't go aloft, recommend who should and when.

Date the rigging

Insurers, buyers and riggers all want the age of the standing rigging. A rigger's invoice, a date stamped on the terminals or a builder's record is evidence. The owner's memory isn't. Record which one you used.

For how the rig fits into the rest of a survey, see our yacht survey checklist.

Frequently asked

What is a rig survey?

An inspection of a sailing yacht's mast, boom, spreaders, standing and running rigging, chainplates and furlers. A full rig survey has the surveyor or a rigger go aloft or inspects the mast unstepped. A general pre-purchase survey usually covers the rig from deck level only.

How often should standing rigging be replaced?

Many insurers ask about stainless wire rigging older than 10 to 15 years, and some limit cover for it. Riggers usually base their advice on age, how hard the boat has been sailed and what an inspection finds. The report should give the age and the evidence for it.

Does a pre-purchase survey include the rig?

Usually from deck level only. For an older rig, an offshore passage or a boat with no rigging records, buyers book a separate rig survey with the surveyor or a rigger going aloft.

Is the Word template free to use in my own reports?

Yes. Download it, add your logo and terms, and use it for your own surveys. No sign-up.

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