Select Your Paralegal

If you are already working with a member of our team, please select their name from this dropdown list. If you aren't positive, please choose "not sure" to send to our general inbox.

Angela WadsworthAshley SmithCandace MitchellGrace RoughtonLindsey RoddyMichelle WolfeNot Sure

Seller Name(s)

Seller(s) Social Security Number

Need for seller/IRS documents for the closing

Phone Number(s)

Seller Email

Address of property being sold:

City

State

Zip Code

Forwarding address of seller:

Any name changes since sellers took title to property?

If yes, list previous names. You will also need to send us a name change certificate.

Is this property the sellers' principal residence? YesNo

Are there any outstanding tax appeals? YesNo

Does the Purchase/Sale Agreement require a termite inspection report?

If yes, please attach a copy of your proof of

Do the sellers have any outstanding liens (such as tax liens, contractor liens, or HOA liens)?

Will the sellers be attending the closing?

If the seller is not attending, complete Section C below.

Does the seller want any closing proceeds wired?

If yes, include your bank’s wiring instructions. Please use PDF file format

Drag and drop files here or click to upload

Is there a mandatory Homeowners or Condo Association?

If yes, complete Section D.

Is the property occupied by a tenant?

If yes, complete Section E below.

YesNo

Is the property involved in probate?

If yes, please complete Section F below. Also complete that section if any person currently on the title is deceased.

YesNo

Is the seller a corporate entity?

If yes, complete the Section G on the next page.

YesNo

B. Loans Secured by the Property

If you have any outstanding mortgage loans, including equity lines of credit, fill out the information below. We will need to request the payoff amounts before the closing. You will also need to sign the last page of this form to authorize us to request the payoff amounts.

Mortgage Company Number 1

Type of mortgage (first, second, equity)

Mortgage Company

Account Number

Mortgage Company Phone

Mortgage Company Number 2

Type of mortgage (first, second, equity)

Mortgage Company

Account Number

Mortgage Company Phone

C. For Seller Not Attending the Closing

If a seller is not attending the closing, we can complete the closing with either 1) a power of attorney form or 2) we could mail out certain documents for a fee. Initial below if you would like us to draft a power of attorney form. By initialing you acknowledge and agree that you will pay Sherman & Phalen, LLC $75.

Identify the seller that will not be present:

Identify the attorney-in-fact signing for the seller:

Mail documents

If we need to mail certain documents for the seller to sign in accordance with our instructions, we charge a mail-out fee of $75. 1. Initial below if you would like us to mail out documents. By initialing you acknowledge and agree that you will pay Sherman & Phalen, LLC $75.

Identify the seller that will not be present and the address for the mail-out:

D. For Mandatory Homeowners / Condo Associations

If there are mandatory assessments, our office must obtain a written letter from the HOA or Condo Association before the closing regarding the status of the seller’s account. ***Please note that if the management company requires pre-payment for the HOA or Condo Letter, it will have to be paid in advance by the Seller or Buyer. Sherman & Phalen, LLC does not advance for pre-payment of letters prior to closing ***

HOA/Condo Association Name:

HOA / Condo Association Contact:

Phone Number

Email Address

E. For Property Occupied by a Tenant

Please provide a copy of the lease (upload below) and the following information: 1. Amount of monthly rent 2. Amount of security deposit 3. Date that rent is paid through

Please upload a copy of the lease

Please use PDF file format

F. For property involved in probate

In order to pass good title for this property, we need additional information if one of the owners on the title is now deceased. 1. Deceased owner 2. Date of death 3. Executor or Administrator of estate 4. EIN of the estate.

Provide a copy of the will, if there was one, and the Letter Testamentary (if an executor was named) or the Letter of Administration (if the court appointed an administrator).

Please use PDF file format

Drag and drop files here or click to upload

G. For Sellers that are Corporate/LLC Entities

Email or fax all corporate/company documents to our office before the closing showing that the entity is authorized to sell the property and who is authorized to sign documents on behalf of the company (ie Operating Agreement, Consent of Members, By-Laws or Articles of Incorporation will be needed to transfer property) State of incorporation or formation 1. Tax id number 2. Officer attending closing: 3. Name 4. Title *Please provide Operating Agreement for Attorney review*

H. Other Special Circumstances

Please check whether any of these apply to the property or the seller:

I. Confirm Commission Percentage:

Listing BrokerSelling Broker

Authorization to Obtain Mortgage Payoff

I/We hereby authorize Sherman & Phalen, LLC to obtain any and all loan payoffs and other information relating to the sale of my property.

Date

General Comments or Information