Music Clearance Checklist: Sync, Master, Mechanical, Sample, and Performance

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This is the working checklist for clearing music in any medium, in eleven phases, from the cue specification you write before making a single call through the signed delivery schedule your distributor's clearance counsel will audit. It covers mapping each use to the rights it touches, identifying every owner and every fractional share across the MLC, Songview, SoundExchange, and Copyright Office recordation records, verifying your own split sheets and producer agreements before you ask anyone else for paper, running the license-type matrix, sending quote requests, caging most-favored-nations exposure, clearing samples or replaying them under 17 U.S.C. § 114(b), taking the mechanical for a soundtrack album, filing cue sheets and registering with the PROs and SoundExchange, timing copyright registration against the 17 U.S.C. § 412 window, and negotiating the warranty, indemnity, liability cap, and errors-and-omissions coverage a distributor will require. Every item is an action, with the authority behind it and the specific way practitioners get it wrong. A deadlines table collects the statutory and contractual clocks in one place, and a single invented documentary matter is carried through all eleven phases so the reader can see what a finished clearance file looks like. The doctrine lives in the companion article and the reasoning in the companion guide; this document is the sequence you work top to bottom.

IP and Technology > Copyright | Checklist | Published 6 July 2024 - Updated 22 January 2026 | Casey Scott McKay - marksy.us

Summary. Eleven phases that take a music clearance from an unlocked cue list to a delivered, insured, registered project: specify the use, find every owner and every fraction, fix your own split sheets and producer agreements, run the license-type matrix, send quote requests and cage the MFN clause, negotiate the sync and master pair, clear the sample or replay it under 17 U.S.C. § 114(b), take the mechanical for the soundtrack, file the cue sheet and turn on the performance royalties, register with the Copyright Office inside the § 412 window, negotiate the warranty-indemnity-cap-insurance stack, and assemble the delivery binder. Each item is a command, with its authority and its characteristic failure mode. A deadlines table gathers the statutory and contractual clocks. One invented documentary — an eighty-eight-minute film with eleven cues, one difficult sample, and a sales agent who wants perpetuity — runs through every phase so you can see what "done" looks like.

Keywords: music clearance checklist · sync license · master use license · mechanical license · sample clearance · cue sheet · split sheet · most favored nations · mechanical licensing collective · soundexchange · performing rights organization · errors and omissions insurance · interpolation · replay · isrc and iswc · chain of title · quote request · indemnification cap · copyright registration timing · delivery schedule


What this checklist is for

Clearing music means getting permission twice for nearly every second of audio you did not create yourself — once for the composition, once for the recording — from two owners who do not speak to each other and owe each other nothing. This checklist runs that job end to end.

Who should use it. Producers, music supervisors, and their counsel on film, television, game, podcast, and advertising projects. Labels and self-releasing artists clearing samples and interpolations. In-house counsel signing off on a campaign before it books media. Anyone who has to certify to a distributor or an insurance underwriter that a project is clean.

What you need before you start.

The doctrine behind every step — the two-copyright structure, § 115, the Bridgeport/VMG Salsoul split, the § 114(b) replay privilege — is in Two Copyrights, One Song. The reasoning, model clauses, and price ranges behind each item are in Clearing a Track. This document does not re-teach either. It is the sequence.

The matter we carry through. Third Rail Pictures, an Austin documentary shop, is finishing Ninth Ward Sound — 88 minutes, eleven music uses, a $2.4 million all-in budget with $95,000 for music. Engagement opened 12 January 2026. Picture locks 13 April. Delivery to the sales agent is 15 July, and the agent's schedule requires complete chain-of-title 45 days before that. Two cues drive the whole file. Cue 6 is "Careless Weather," recorded by The Lowline Trio in 1998 on Fingerpost Records — 1:26 of featured vocal under an interview at 00:41:12. Cue 11 is "Levee Sunday," an end-title track newly commissioned from producer Dez Okonkwo, built on four bars sampled from a 1969 recording, "Parish Line Strut" by the Delacroix Brass Kings. Nine of the eleven cues are going on a soundtrack album.

The phases at a glance

| Phase | You finish with | Realistic elapsed time | Owner | | --- | --- | --- | --- | | 1. Map the use | A written cue specification per cue and a back-solved calendar | 1-3 days | Counsel + producer | | 2. Identify works and owners | A rights map with every fractional share named | 2-10 business days per cue | Supervisor or clearance service | | 3. Verify your own paper | Signed split sheets, producer assignments, side-artist releases | 1-2 weeks | Counsel | | 4. Run the license matrix | A per-cue list of exactly which licenses are required | 1 day | Counsel | | 5. Quote and cage MFN | Written quotes, scoped MFN, a budget you can defend | 2-8 weeks | Supervisor + counsel | | 6. Negotiate and paper | Executed sync and master licenses | 2-6 weeks | Counsel | | 7. Clear the sample | Executed sample licenses, or a replay, or a cut | 8-24 weeks | Counsel + producer | | 8. Mechanicals | Soundtrack and physical mechanicals secured | 1-3 weeks | Counsel | | 9. Performance and cue sheet | Filed cue sheet; PRO and SoundExchange registrations live | 30 days from first exhibition | Production + distributor | | 10. Registration and royalties | Copyright registrations filed; MLC and PRO works registered | Same week as release | Counsel | | 11. E&O, indemnity, delivery | Bound policy and an accepted delivery binder | 2-4 weeks | Counsel + producer |


Phase 1 — Map the use

Ninth Ward Sound, cue 6: all media now known or hereafter devised; the universe; perpetuity; in-context and out-of-context promotion; soundtrack option exercisable within 24 months; edit for length only, no lyric or melodic change; nonexclusive; ceiling $9,000 for sync and master combined.


Phase 2 — Identify the works, the owners, and the fractions

Trap. A cue is not identified until you can state, in one sentence, who controls what percentage of the composition, who owns the master, and what documents prove it. "I think Bellhouse has it" is not identification.

Ninth Ward Sound, cue 6: composition — J. Antrim (ASCAP, IPI on file, 50%, administered by Bellhouse Songs) and R. Ossa (BMI, 50%, administered by Kettle Row Music). Master — Fingerpost Records 1998, now held by a major's catalogue division. Three counterparties, two licenses, 100% accounted for.


Phase 3 — Verify your own paper


Phase 4 — Run the license-type matrix

| What the cue does | Composition license | Sound recording license | Also required | | --- | --- | --- | --- | | Existing record in a film, show, game, or ad | Sync | Master use | U.S. theatrical performance right rides with the sync | | Existing record replayed by session musicians | Sync (and mechanical, if audio-only release) | None17 U.S.C. § 114(b) | Right-of-publicity check if a distinctive voice is imitated | | Soundtrack album track | Mechanical | Master use (audio-only) | Separate from the sync; reserve the option early | | Physical CD or download of a cover | Mechanical, § 115 or voluntary | You created it | Statutory rate at 37 C.F.R. Part 385 | | Interactive stream of an existing track | MLC blanket mechanical | Direct label license | PRO performance license | | Non-interactive webcast | PRO performance | SoundExchange statutory, 17 U.S.C. § 114(d)(2) | § 112(e) ephemeral license | | Terrestrial radio | PRO performance | None | — | | Sample of a record | Composition sample license | Master sample license | Both, or neither is worth having | | Live performance at a venue | Venue's PRO blanket | n/a | Grand rights if the use is dramatic | | Lyrics on screen or in print | Print license | n/a | — |


Phase 5 — Quote, and cage the MFN clause


Phase 6 — Negotiate and paper the sync and master pair


Phase 7 — Clear the sample, or replay it

Ninth Ward Sound, cue 11: the Delacroix Brass Kings master cleared at a $6,000 flat buyout. The composition's two surviving co-writers asked 30% of "Levee Sunday," reduced to 22% as a pure income interest with no administration rights, papered on 4 March 2026 — five weeks before lock, with a replay session held in reserve.


Phase 8 — Mechanicals

Ninth Ward Sound: nine soundtrack tracks, an initial pressing of 1,000 CDs plus downloads, mechanicals taken voluntarily at the then-current statutory rate; total mechanical exposure under $1,300 on the initial run — a rounding error against a $95,000 music budget, and the single most commonly forgotten license in a documentary.


Phase 9 — Performance, cue sheets, and SoundExchange

Ninth Ward Sound, cue 6, as filed: "Careless Weather" — Composers: J. Antrim (ASCAP, 50%), R. Ossa (BMI, 50%) — Publishers: Bellhouse Songs (ASCAP, 50%), Kettle Row Music (BMI, 50%) — Duration 1:26 — Use: BV. One line, eleven foreign territories, a real payment.


Phase 10 — Registration and royalty setup

| Route | Covers | Fee | | --- | --- | --- | | Single Application | One work, one author and claimant, not made for hire | $45 | | Standard Application | Everything else, including joint works and works made for hire | $65 | | GRAM (Group Registration for Works on an Album of Music) | Up to 20 musical works, or up to 20 sound recordings with the works embodied in them, same album, same claimant — 37 C.F.R. § 202.4; Circular 73A | $85 | | GRUW (Group Registration of Unpublished Works) | Up to 10 unpublished works of the same type, same claimant | $85 | | Special handling | Expedited examination, on top of the above | $800 |


Phase 11 — E&O, indemnity, and delivery


Common Mistakes


Deadlines at a Glance

| Clock | Length | Authority or source | | --- | --- | --- | | Register a published work to preserve statutory damages and fees | Before infringement begins, or within 3 months of first publication | 17 U.S.C. § 412 | | File a copyright infringement action | Only after the Copyright Office acts on the application | Fourth Estate, 586 U.S. 296 (2019) | | Copyright limitations period | 3 years from accrual; no separate damages cap on a timely discovery-rule claim | 17 U.S.C. § 507(b); Warner Chappell Music, Inc. v. Nealy, 601 U.S. 366 (2024) | | § 115 notice of intention (individual compulsory license) | Before distributing phonorecords, per the statutory timing | 17 U.S.C. § 115(b) | | § 115 monthly royalty and statement of account | On or before the 20th day of each month | 17 U.S.C. § 115(c)(2)(I) | | § 115 annual statement of account, CPA-certified | After fiscal year end, per regulation | 37 C.F.R. Part 210 | | Cure a § 115 default before automatic termination | 30 days from written notice | 17 U.S.C. § 115(c)(6) | | Termination of transfer notice, post-1977 grants | Served 2 to 10 years before the effective date; recorded before it; 5-year window opening at year 35 | 17 U.S.C. § 203(a)(3)-(4) | | Termination of transfer, pre-1978 grants | 5-year window opening 56 years from copyright | 17 U.S.C. § 304(c) | | Cue sheet filing | Within 30 days of first exhibition or broadcast | Industry practice; distributor delivery schedules | | Content-identification allowlist by licensor | 10 business days from written request | Contractual — put it in the license | | Festival-to-distribution option exercise | Commonly 24 months from the effective date | Contractual — price it at signature | | Chain-of-title package to the sales agent | Commonly 45 days before delivery | Contractual — read the delivery schedule | | E&O bind from a complete application | 2 to 4 weeks | Underwriting practice | | DMCA counter-notice restoration window | 10 to 14 business days | 17 U.S.C. § 512(g)(2)(C) |


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This document is general information about the law, not legal advice, and does not create an attorney-client relationship. Trademark and copyright outcomes turn on specific facts. Marksy is not a law firm.

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