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Buyers & Sellers
Buyer’s Required Information
Buyer’s Required Information
To expedite the handling of your escrow, please complete the following information:
Escrow Number
List all Buyer’s names as You Would Like Them To Appear one the Deed
Name
Gender
Male
Female
Marital Status
Single
Married
Spouse's Name and Date Married
Current Mailing Address
Home Phone
Work Phone
Cell Phone
Fax
Email
Name
Gender
Male
Female
Marital Status
Single
Married
Spouse's Name and Date Married
Current Mailing Address
Home Phone
Work Phone
Cell Phone
Email
Fax
If any documents are faxed or e-mailed to you, what size paper do you prefer?
Letter
Legal
Both
I: NEW PROPERTY INSURANCE INFORMATION
If you know who your insurance company will be, please complete the following. If you haven’t decided yet, please provide the information prior to close of escrow. ("Not Applicable on Vacant Land")
Insurance Company
Agents Name
Policy No.
Phone
Fax
II: NEW PROPERTY OCCUPANCY
Abbreviated definition of “qualified family member” of taxpayer: child (natural, adopted, step or in-law) or descendant of child, parent (natural, step or in-law), or sibling (natural or adopted). For full definition see Affidavit of Property Value, Statutes and Exemptions page.
How Will the Property Be Used?
Primary Residence (Cannot have a homestead exemption for another home, even in another state.)
Rented to someone other than a “qualified family member”
Non-primary Residence or Secondary Residence
III: BUYER/SELLER RELATION
Are the Buyer and Seller Related?
Yes
No
State the Relationship
IV: MAILING ADDRESS AFTER CLOSE OF ESCROW:
Send my/our mail after close of escrow to the following address (provide P.O. Box, if applicable)
Address
V. IF OBTAINING A NEW LOAN, COMPLETE THE FOLLOWING:
New Lender
Contact Person
Phone
Fax
Email
VI. VESTING INSTRUCTIONS
I/We do hereby elect to hold title to my/our new property as indicated in the checked box below (check only one – see enclosed Title Verification for explanation of ways to take title)
A married person as his/her Sole and Separate Property
An unmarried man o An unmarried woman (Married at one time)
A single man o A single woman (Never been married) A widower o A widow
Husband and wife as Community Property with Right of Survivorship
Joint Tenants with Right of Survivorship
Tenants in Common
Other (Trust/Partnership/LLC, etc.):
Name of Spouse
Please provide percentage of interest for each party
Other Description
PLEASE NOTE: When vesting title in your Trust: If you are obtaining a new loan please verify that your lender will loan to your Trust. Please provide copies of the Trust Certification or Title and Signature pages of your Trust to assist in document preparation.
File
Drop files here or
VII. ESCROW/TITLE DISCOUNTS AVAILABLE
Please indicate if any of the following apply as you may qualify to receive discounted escrow and/or title fees. NOTE: Minimum rate may apply.
Senior Citizen (age 60 or over)
Active Military
Active Licensed Realtor®
Employed by a Title Company
Public Servant (i.e. currently employed as a teacher, a policeman, a firefighter, or emergency medical personnel such as an EMT)
Type of Public Servant
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Buyer & Seller Tools
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Don’t Make a Move Without a REALTOR
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What is Title Insurance?
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Glossary of Terms
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Home Closing 101