01Size and select the replacement
Match capacity to the household: a 40-gallon tank suits most 2–3 person homes, 50 gallons for larger families, and check the first-hour rating rather than tank size alone for real performance. Match the fuel type and the venting style (atmospheric, power vent, or direct vent) to what is already there — changing venting type turns a swap into a project. Measure height, diameter, and clearances before the new tank leaves the store.
02Shut everything down and drain the old tank
Turn off the fuel — gas valve to off, or the breaker locked off for electric — and close the cold-water inlet valve. Open a hot faucet somewhere in the house to break vacuum, attach a hose to the drain valve, and drain the tank fully. A 50-gallon tank holds over 400 pounds of water; trying to move it wet is how backs and floors get destroyed.
03Disconnect the old unit
Disconnect the water lines, the vent connector, and — on gas units — have the licensed pro disconnect the gas line and remove the old drip leg assembly. On electric units, verify zero voltage with a meter before touching conductors, and note the wire and breaker size for the new unit. Cap the water lines temporarily so the open pipes do not drain the house lines onto the floor.
04Set the new tank level and plumb
Set the new tank on a solid, level surface with a drain pan underneath where required (required under tanks in or above living spaces). Connect the cold inlet through a full-port ball valve and the hot outlet, using dielectric unions or brass fittings at the steel tank nipples to stop galvanic corrosion. Keep the first few feet of pipe serviceable — the next replacement happens in 8 to 12 years.
05Install the expansion tank
On any closed plumbing system — which is most of them, thanks to check valves and pressure-reducing valves — thermal expansion has nowhere to go without an expansion tank (IPC 607.3). Mount it on the cold side, supported properly (a full 2-gallon tank is heavy), and pre-charge the air side to match the house water pressure. An expansion tank charged to the wrong pressure is decoration, not protection.
06Pipe the T&P relief valve correctly
The temperature-and-pressure relief valve is the last defense against a tank turning into a rocket. Pipe its discharge in an approved material, full size, pitched downward, terminating 6 inches above the floor or a drain — never capped, never threaded at the end, never reduced (IPC 504.6). Inspectors check this on every single install because getting it wrong has killed people.
07Connect venting with proper pitch
On atmospheric gas units, the vent connector must pitch upward at least 1/4 inch per foot toward the chimney or vent — no sags, no dips, no long horizontal runs. A vent that sags collects condensate and spills flue gas into the room. Power-vent and direct-vent units follow the manufacturer's exact venting tables; do not improvise vent lengths or terminations.
08Fill, purge, power up, and check
Fill the tank completely with the hot faucet open until water runs steady — firing a gas burner or energizing elements on a dry tank destroys it in minutes. Purge air from the lines, check every connection for leaks, then restore fuel: relight per the manufacturer's instructions on gas, or close the breaker on electric. Verify hot water at the tap, confirm the burner or elements cycle off at setpoint, and check the T&P discharge for weeping.