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1 “Are first tuesday forms legal to use?” Visit the first tuesday journal online. Stay current. Join the conversation. Numerical Forms Index Listing Forms and Marketing Package Sale and Purchase Agreements Loan Brokerage Addendum Provisions Transaction Disclosure Sheets Investment Property Worksheets/Forms Sale and Loan Escrow Forms Broker Office Administrative Forms Landlord and Tenant Forms Income Property Brokerage (IPB) Suite of Forms Listing Forms and Marketing Package 102 Seller’s Listing Agreement – Exclusive Right to Sell, Exchange or Option 102-1 Seller’s Listing Agreement – Exclusive Right to Sell, Exchange or Option – With Shortsale Contingency 103 Buyer’s Listing Agreement – Exclusive Right to Buy, Lease or Option 103-1 Buyer’s Listing Agreement – Specific Property Acquisition 104 Loan Broker Listing Agreement – Exclusive Right to Borrow 105 Fee Sharing Agreement – Buyer’s Broker Compensation 107 Listing Package Cost Sheet – Due Diligence Checklist 108 Work Authorization 110 Exclusive Authorization to Lease Property 111 Exclusive Authorization to Locate Space 112 Trust Deed Listing – Exclusive Right to Sell a Note 113 Schedule of Leasing Agent’s Fee 114 Broker Referral Fee Agreement 115 Finder’s Fee Agreement 116 Right to Enter and Exhibit Unit to Buyers – For Residential and Nonresidential Rentals 116-1 Notice to Occupant of Entry and Completion of Showing – For Residential and Nonresidential Rentals 117 Notice and Consent to Dual Agency (California Civil Code §2079.21; California Business and Professions Code §10176(d)) We continually update our library of forms to comply with all regulatory changes and to meet the practical needs of the real estate industry. Access FREE updates during your one-year enrollment period inside your Student Homepage. Always use the most current version of a form!

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Page 1: Numerical Forms Index - first tuesday · 2016. 7. 28. · 2 3 Are first tuesday forms legal to use Are first tuesday forms legal to use Let our monthly Market Charts and analysis

1 “Are first tuesday forms legal to use?” Visit the first tuesday journal online.Stay current. Join the conversation.

Numerical Forms Index

Listing Forms and Marketing PackageSale and Purchase AgreementsLoan BrokerageAddendum Provisions Transaction Disclosure SheetsInvestment Property Worksheets/FormsSale and Loan Escrow FormsBroker Office Administrative FormsLandlord and Tenant FormsIncome Property Brokerage (IPB) Suite of Forms

Listing Forms and Marketing Package

102 Seller’s Listing Agreement – Exclusive Right to Sell, Exchange or Option102-1 Seller’s Listing Agreement – Exclusive Right to Sell, Exchange or Option – With Shortsale Contingency103 Buyer’s Listing Agreement – Exclusive Right to Buy, Lease or Option103-1 Buyer’sListingAgreement–SpecificPropertyAcquisition104 Loan Broker Listing Agreement – Exclusive Right to Borrow105 Fee Sharing Agreement – Buyer’s Broker Compensation107 ListingPackageCostSheet–DueDiligenceChecklist108 Work Authorization110 ExclusiveAuthorizationtoLeaseProperty111 Exclusive Authorization to Locate Space112 TrustDeedListing–ExclusiveRighttoSellaNote113 ScheduleofLeasingAgent’sFee114 BrokerReferralFeeAgreement115 Finder’sFeeAgreement116 RighttoEnterandExhibitUnittoBuyers–ForResidentialandNonresidentialRentals116-1 NoticetoOccupantofEntryandCompletionofShowing–ForResidentialand NonresidentialRentals117 NoticeandConsenttoDualAgency(CaliforniaCivilCode§2079.21;California BusinessandProfessionsCode§10176(d))

Wecontinuallyupdateourlibraryofformstocomplywithallregulatorychangesandtomeetthepracticalneedsoftherealestateindustry.AccessFREE updatesduringyourone-yearenrollmentperiodinsideyourStudentHomepage.Alwaysusethemostcurrentversionofaform!

Page 2: Numerical Forms Index - first tuesday · 2016. 7. 28. · 2 3 Are first tuesday forms legal to use Are first tuesday forms legal to use Let our monthly Market Charts and analysis

2 3 “Are first tuesday forms legal to use?” “Are first tuesday forms legal to use?”Let our monthly Market Chartsand analysis give you the edge.

119 CompensationDisclosureinaRealEstateTransaction(Calif.BusandPC§10176(g), DREReg.2904)119-1 DisclosureofMortgageLoanBrokerFees;ByaSalesTransactionBroker(Calif.Bus& PC§§10176(g),10177.6;DREReg.2903,2904)120 ModificationofListingAgreement121 ReleaseandCancellationofEmploymentAgreement122 IdentificationofProspectiveBuyers–OnExpirationofListing123 IdentificationofQualifyingProperties124 AuthorizationtoReleaseConfidentialInformation130 AuthorizationtoInspectandPrepareaHomeInspectionReport(Calif.Bus&PC§8516)131 AuthorizationtoPrepareNaturalHazardDisclosure(Calif.CivilCode§1103.4)132 AuthorizationtoStructuralPestControlOperator(Calif.BusandPC§8516)133 AuthorizationtoProvideServices–GeneralServices134 AuthorizationtoOpenHomeWarrantyOrder135 RequestforHomeownerAssociationDocuments(Calif.CivilCode§1368.2)136 AuthorizationtoPrepareSalesEscrowInstructions–ForSFRorCIDUnitTakeSheet137 RequestforNoticeofMello-RoosAssessment(CaliforniaCivilCode§1102.6b)

140 Seller’sPre-ListingInterviewofanAgent

Sale and Purchase Agreements

150 PurchaseAgreement(One-to-FourResidentialUnits–ConventionalandCarryback Financing)

150-1 PurchaseAgreement(One-to-FourResidentialUnits–WithShortSaleContingency)

150-2 PurchaseAgreement(One-to-FourResidentialUnits–CashtoNeworExistingLoans)151 PurchaseAgreement(SeparateBuyer’sAgentFees–One-to-FourUnits)

152 PurchaseAgreement(FHALoans–One-to-FourUnits)

153 PurchaseAgreement(VALoans–One-to-FourUnits)

154 PurchaseAgreement(IncomePropertyotherthanOne-to-FourResidentialUnits– DownpaymentNoteProvision)

155 PurchaseAgreement(ShortForm–One-to-FourResidentialUnits)

155-1 CarrybackARMAddendum

155-2 EquitySharingAddendum156 EquityPurchaseAgreement

156-1EquityPurchaseAgreement–WithShort-SaleContingency

Page 3: Numerical Forms Index - first tuesday · 2016. 7. 28. · 2 3 Are first tuesday forms legal to use Are first tuesday forms legal to use Let our monthly Market Charts and analysis

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157 PurchaseAgreement(PrincipaltoPrincipal–One-to-FourResidentialUnits)

158 PurchaseAgreement–LandAcquisitionTransaction

158-1PurchaseAgreement–FarmandRanch158-2 FarmandRanchPurchaseAgreementAddendum–One-to-FourUnit ResidentialDwelling

158-3FarmandRanchPurchaseAgreementAddendum–Seller’sEnvironmental ConditionsStatement

158-4FarmandRanchPurchaseAgreementAddendum–SellerFinancing158-5FarmandRanchPurcahseAgreementAddendum–GeneralUse159 PurchaseAgreement–OtherthanOne-to-FourResidentialUnits–IncomeProperty

160 OffertoGrantanOption–AndOptionMoneyReceipt

161 StandardOptiontoPurchase–IrrevocableRight-to-Buy

161-1OptiontoPurchasewithExtensions–IrrevocableRight-to-Buy161-2AssignmentofOptiontoBuy162 RightofFirstRefusal—ToAcquireAdditionalProperty

162-1 SaleSubjecttoRightofFirstRefusal–ContingencyAddendum162-2 NoticeofDecisiontoSellRealEstate–ForRightofFirstRefusal163 Lease-Option–ContractforDeed

164 OfferforLease-Option

167 OfferforLandSalesContract

168 LandSalesContract–All-InclusivewithPowerofSale

170 PreliminaryProposal–Mini-Form

171 ExchangeAgreement–OtherthanOne-to-FourResidentialUnits

172-2 SupplementalEscrowInstructions–§1031ReinvestmentinLieuofaCash-outSale172-3 InstructiontoTrusteetoFundAcquisition(CashOnly)172-4DeclarationofTrustfor§1031Proceeds–Cash-OutSale173-2 SupplementalEscrowInstructions–§1031ReinvestmentInLieuofaCash-outSale– PartCash,PartPaper

173-3 InstructiontoTrusteetoFundAcquisition–CashandPaper173-4 DeclarationofTrustFor§1031Proceeds–InstallmentSale174 §1031PropertyIdentificationStatement–ForDelayed§1031Transactions

180 Counteroffer

181 CancellationofAgreement–ReleaseandWaiverofRightswithDistributionofFunds in Escrow

Page 4: Numerical Forms Index - first tuesday · 2016. 7. 28. · 2 3 Are first tuesday forms legal to use Are first tuesday forms legal to use Let our monthly Market Charts and analysis

4 5 “Are first tuesday forms legal to use?” “Are first tuesday forms legal to use?”Let our monthly Market Chartsand analysis give you the edge.

181-1NoticetoPerformandIntenttoCancel182 WaiverofContingency

182-1 SaleofOtherPropertyWaiverProvision—AddendumtoPurchaseAgreement

183 NoticeofCancellation–DuetoContingencyorCondition

184 RejectionofOffer

185 LetterofIntent–ProspectiveBuyer’sProposalforDueDiligenceInvestigations

Loan Brokerage

200 ResidentialAppraisalReport–DetachedSingleFamilyUnitorPUD(FannieMaeForm 1004Reformatted)

200-1 ComparativeMarketAnalysisforSettingValues

201 StackSheet–LoanOriginationandTransmittal

201-1 ConversationLogSheet–TopofStack202 UniformResidentialLoanApplication(FNMA1003)

202-1 AcknowledgementofChangingConditions202-2 LoanPurposeStatement–ForReg.ZAnalysis203 FairLending—TheHousingFinanicalDiscriminationActof1977(DRE867)

203-1 FairLendingNotice(DRE867-A)204 MortgageLoanDisclosureStatement(Traditional)(DRE882)

204-1 MortgageLoanDisclosureStatement(DRE883)

204-2MortgageLoanDisclosureStatement/GoodFaithEstimateNontraditionalMortgage Product(DRE885)

204-3 RequiredProvidersofSettlementServices–AddendumtoGoodFaithEstimate(GFE)204-4 ProceedsfromRefinance–AnnualPercentageRateofNetProceeds204-5 GoodFaithEstimate(HUD-GFE)205 AffiliatedBusinessArrangementDisclosureStatement–LoanBroker(RegulationX (RESPA);24CFR§3500.51)

205-1 Broker-ControlledFundingStatement—(Calif.Bus&PC§10241(j))

205-2 NoticeofUseofBroker-ControlledFunds207 AuthorizationtoPrepareAppraisalReport(Calif.Bus&PC§11321)

207-1 PropertyConditionsandAmenities–ForComparableAnalysis–Refi/EquityLoan207-3 ComparativeMarketAnalysistoSetRent–SingleFamilyResidence

209 ItemsNeededtoCompleteLoanApplication–Borrower’sInitialAdvisory

209-1 RequestonBorrowerforDocuments

Page 5: Numerical Forms Index - first tuesday · 2016. 7. 28. · 2 3 Are first tuesday forms legal to use Are first tuesday forms legal to use Let our monthly Market Charts and analysis

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209-2 ProfitandLossStatement—Borrower’sFinancialStatement(FNMA1020)

209-3BalanceSheetFinancialStatement–Assets,LiabilitiesandNetWorth

210 RequestforVerificationofEmployment–PresentEmployer

210-1 RequestforVerificationofEmployment–PriorEmployer211 RequestforVerificationofDeposit

212 RequestforVerificationofRent

212-1 RequestforVerificationofMortgage

213 RequestforVerificationofAccount

214 RequestforVerificationofHomeowner’sInsurance

215 RequestforCopyofTaxReturn(IRS4506)

215-1RequestforTranscriptofTaxReturn(IRS4506-T)217 NoticetoHomeLoanApplicant–CreditScoreUsage(Calif.CivilCode§1785.20.2; USC§1681g)

217-1 DerogatoryCreditExplanationLetter219 DenialofCredit(Calif.CivilCode§1785.20;12CodeofFederalRegulation§202.9015 USC§1681m)

221 Truth-in-LendingDisclosure–ForPersonal-UseLoansSecuredbyRealEstate

222 NoticeofRighttoRescind–Borrower’sRighttoCancel

223 SupplementalTruth-in-LendingSection32Disclosure–AdditionalDisclosuresforReg. ZSection32Loans

223-1 PointsandFeesWorksheet–ForSection32LoanTest

223-2ConsumerCautionandHomeOwnershipCounselingNotice(FinanceCode§4973(k)(L)229-1 CashFlowAnalysis–Self-EmployedorInvestor(FNMA1084)

229-1 (INS)CashFlowAnalysiswithInstructions–Self-EmployedorInvestor(FNMA1084)

229-2 ComparativeIncomeAnalysis–AnnualTrendCalculation230 CreditAnalysisWorksheet–LTVandIncomeRatios(HUD-92900-WS)

232 AuthorizationtoPrepareLoanEscrowInstructions

233 LoanTransmittalSummary–PreliminarySubmissiontoLender

235-1 Lender/PurchaserDisclosureStatement–LoanOrigination(DRE851A)235-2 Lender/PurchaserDisclosureStatement–SaleofExistingNote(DRE851B)235-3 Lender/PurchaserDisclosureStatement–CollateralLoan(DRE851C)237 Loan Servicing Agreement

238 NoticeofTransferofLoanServicing

238-1 NoticeofTransferofServicing–RESPALoans

Page 6: Numerical Forms Index - first tuesday · 2016. 7. 28. · 2 3 Are first tuesday forms legal to use Are first tuesday forms legal to use Let our monthly Market Charts and analysis

6 7 “Are first tuesday forms legal to use?” “Are first tuesday forms legal to use?”Let our monthly Market Chartsand analysis give you the edge.

241 PurchaseAgreementforNoteandTrustDeed

242 AgreementtoHypothecate

Addendum Provisions

250 Addendum–GeneralUse

251 SignaturePageAddendum

256 PersonalPropertyInventory–TransferredwithRealEstate

257 ConfidentialityAgreementAddendum

260 RoofingInspectionContingency—DueDiligenceAddendum

261 HazardInsuranceConditions

266 ConfirmationofValueAddendum–PriceAppraisalContingency

269 PropertyInspection–Buyer’sRequestforRepairs

270 FinalWalk-ThroughInspection–FinalCondition-of-PropertyConfirmation

271 InterimOccupancyAgreement–ReceiptforRentandSecurityDeposit

272 HoldoverOccupancyAgreement

273 BrokerFeeAddendum

274 ShortSaleAddendum–LoanDiscountApproval

275 LeasingandOperatingAddendum—TitleSubjecttoTenantOccupancies

276 BackupOfferAddendum–CancellationofPriorSaleContingency

276-1 NoticeofEliminationofBackupContingency–CommencementofPerformance277 PreliminaryTitleReportAddendum–ADueDiligenceContingency

278 CourtConfirmationAddendumtoPurchaseAgreement–AContingencyProvision

279 DueDiligenceContingenciesAddendum

280 PartialReleaseAddendum

281 AgreementtoSubordinate

Transaction Disclosure Sheets

300 FinancialDisclosureStatement–ForEnteringintoaSellerCarrybackNote

300-1 FinancialDisclosureStatement–ForEnteringintoaLandSalesContract300-2 FinancialDisclosureStatement–ForEnteringintoaLease-OptionSale301 FederalResidencyDeclarations–CitizenStatus(InternalRevenueCode§1445)

Page 7: Numerical Forms Index - first tuesday · 2016. 7. 28. · 2 3 Are first tuesday forms legal to use Are first tuesday forms legal to use Let our monthly Market Charts and analysis

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301-1 RealEstateWithholdingCertificateforYear2012(FTBForm593-C)301-2 RealEstateWithholdingTaxStatementforYear2012(FTB593)301-3 RealEstateWithholding–ComputationofEstimatedGainorLoss(FTB593E)302 CreditApplication–Individual303 ForeclosureCostSheet–CostandNetProceedsonForeclosureandResale304 ConditionofPropertyDisclosure–TransferDisclosureStatement(TDS)304-2 TransferFeeDisclosureStatement—OntheSaleofOne-to-FourResidentialUnits305 AgencyLawDisclosure–DisclosureRegardingRealEstateAgencyRelationships306 PropertyExpenseProfile307 OrdinanceCompliance–LocalOptionDisclosure308 NoticeAddendum(Airport,Farmland,SanFranciscoBayorMiningOperations)309 Homeowners’Association(HOA)Addendum310 GoodFaithEstimateofSeller’sNetSalesProceeds–OnSaleofProperty311 GoodFaithEstimateofBuyer’sAcquisitionCosts–OnAcquisitionofProperty313 Lead-BasedPaintDisclosure–OnSaleofRealEstate314 NaturalHazardDisclosureStatement315 ResidentialEarthquakeHazardsReport315-1 CommercialPropertyEarthquakeDisclosureReport316 BuyerReceiptofHazardsBooklet(s)316-1 ResidentialEnvironmentalHazardsDisclosureBookletforBuyers316-2 CommercialPropertyOwner’sGuidetoEarthquakeSafety317 NoticeofYourSupplementalPropertyTaxBill–Addendum(Calif.CivilCode§1102.6c)318 ComparativeMarketAnalysisforSettingValues—Addendum318-1 ComparativeMarketAnalysistoSetRent–SingleFamilyResidence(Calif.CivilCode §1102.6c)319 DisclosureofSexualPredatorDatabase—Addendum320 Borrower’sMortgageWorksheet–ForFixed-RateMortgages(FRMs)320-1 AdjustableRateMortgage(ARM)DisclosureWorksheet320-2 OpenHouseAgentInterviewSheet320-3 AgentSurveySheetforNonresidentialProperty—TenantorBuyer-Occupant321 Seller’sNeighborhoodSecurityDisclosure—Addendum322 SolarShadeControlNotice(Calif.PublicResourcesCode§25982.1)323 NoticeofIntenttoAlterSharedBoundaryFence(Calif.CivilCode§841(b)(2))324 ServiceandMaintenanceProviders–ContractorDisclosure339 TrackingtheLoanOriginationProcess—Addendum

Page 8: Numerical Forms Index - first tuesday · 2016. 7. 28. · 2 3 Are first tuesday forms legal to use Are first tuesday forms legal to use Let our monthly Market Charts and analysis

8 9 “Are first tuesday forms legal to use?” “Are first tuesday forms legal to use?”Let our monthly Market Chartsand analysis give you the edge.

Investment Property Worksheets/Forms

Income Property Brokerage (IPB) Suite of Forms350 ClientProfile–ConfidentialPersonalDataSheet351 IndividualTaxAnalysis(INTAX)352 AnnualPropertyOperatingDataSheet(APOD)352-1 Rental Income Rent Roll 353 ComparativeAnalysisProjection(CAP)354 §1031ProfitandBasisRecapSheet355 §1031BasisAllocationWorksheet–ReplacementPropertyDepreciationAnalysis (Supplementto§1031RecapitulationWorksheetForm#354)365 EstimatedProfitonResale–PropertyAcquiredforImmediateDisposition370 SupplementalAssignmentInstructions–AssignmentofPurchaseRightstoLLC371 Investment Circular – LLC371-1 InvestmentCircular–LLC;Editable372 Operating Agreement – LLC372-1OperatingAgreement;Editable–LLC372-2 LLCOperatingAgreement–EquityPurchaseTransaction372-3 LLCOperatingAgreement–Self-DirectedIRA372-4 LLCOperatingAgreement–Self-DirectedIRA;Editable373 SubscriptionandAgreementtoInvest373-1 SubscriptionandAgreementtoInvest;Editable374 AmendmenttoOperatingAgreement–OfLimitedLiabilityCompany375 AssignmentofInterest–InLimitedLiabilityCompany376 Buyer’sSyndicationAddendum—EquityFinancingContingency378 ProtectiveRefundClaim–ForLLCGrossReceiptsTax

Sale and Loan Escrow Forms

401 EscrowInstructions–BuyerandSellerInstructions401-1 TitleInsuranceAdvisoryNotice—(Calif.CivilCode§1057.6)401-2 AssignmentofPurchaseRights–SupplementalEscrowInstructions401-3 LoanEscrowInstructions—BorrowerandLenderInstructions401-4 StatementofInformation–ForGeneralIndexSearch

Page 9: Numerical Forms Index - first tuesday · 2016. 7. 28. · 2 3 Are first tuesday forms legal to use Are first tuesday forms legal to use Let our monthly Market Charts and analysis

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402 ClosingStatement—(HUD-1SettlementStatement)402-1 LoanEscrowSettlementStatement—RESPA—RefinanceorEquityLoan(HUD-1A)403 SalesEscrowWorksheet–ForUseonSeller-OccupiedSFRProperties404 GrantDeed405 QuitclaimDeed406 Deed-in-LieuofForeclosure408 BillofSale409 ReleaseofRecordedInstrument410 FurtherEncumbranceConsent412 RequestforNoticeofDefaultandNoticeofDelinquency–ByJuniorTrustDeed Beneficiary412-1 RequestforNoticeofDefault–ByJuniorTrustDeedBeneficiary412-2 RequestforNoticeofDelinquency–ByJuniorTrustDeedBeneficiary414 Trustor’sOffsetStatement415 BeneficiaryStatement418-1 LatePaymentProvisions–AddendumtoPromissoryNote418-2 PrepaymentofPrincipalProvisions–PenaltiesandDiscounts418-3 Final/BalloonDueDateProvisions418-4 RightofFirstRefusaltoBuyNote418-5 NoteEnforcementProvisions419 NoticeofBalloonPaymentDue420 NoteSecuredbyDeedofTrust–Installment–InterestIncluded421 All-InclusivePromissoryNoteSecuredbyDeedofTrust—Installment—Interest Included422 NoteSecuredbyDeedofTrust–InstallmentNote–InterestExtra423 NoteSecuredbyDeedofTrust–StraightNote424 PromissoryNote–Unsecured425 ModificationofthePromissoryNote426 AgreementtoModifyaPromissoryNote430 SharedAppreciationNote–Installment–ContingentInterestExtra431 AssumptionAgreement–UnsecuredandSubrogated432 AssumptionAgreement–Secured433 AdjustableRateNoteSecuredbyDeedofTrust435 AssignmentandAssumptionofServiceContracts–OnTransferofProperty

Page 10: Numerical Forms Index - first tuesday · 2016. 7. 28. · 2 3 Are first tuesday forms legal to use Are first tuesday forms legal to use Let our monthly Market Charts and analysis

10 11 “Are first tuesday forms legal to use?” “Are first tuesday forms legal to use?”Let our monthly Market Chartsand analysis give you the edge.

436 SecurityAgreement–ForNoteSecuredbyPersonalProperty436-1 UCC-1FinancingStatement436-2 UCC-1FinancingStatementAddendum436-3 InformationRequest(UCC-11)437 SecurityPledgeandAssignmentAgreement–CollateralAssignment438 CollateralNoteandSecurityAgreement–Installments,InterestIncluded439 GuaranteeAgreement–ForPromissoryNote440 MemorandumofPurchaseOption442 All-InclusiveTrustDeedAddendum–EquityPayoff443 All-InclusiveTrustDeedAddendum–FullPayoff445 AssignmentofDeedofTrust–WithRequestforNoticeofDelinquency446 CollateralAssignmentofDeedofTrust–WithRequestforNoticeofDefaultand NoticeofDelinquency447 PowerofAttorney–UniformStatutoryForm–CaliforniaProbateCode§4401450 LongFormTrustDeedandAssignmentofRents–SecuringaPromissoryNote451 LongFormTrustDeedandAssignmentofRents–SecuringanObligationOther thanaPromissoryNote455 ImpoundsAddendum–TaxesandInsurance456 DemandonOwnertoPayRenttoLender–UnderAssignmentofRents457 DemandonTenanttoPayRenttoPartyOtherthanLandlord(Calif.CivilCode§2938)458 NoticeofCancellation–OfDemandonTenanttoPayRenttoPartyOtherthanLandlord460 AffidavitofDeathofJointTenant461 AffidavitforSurvivingSpouse(Calif.ProbateCode§13540)463 DeclarationofRevocableLivingTrust465 DeclarationofHomestead470 SubstitutionofTrustee471 NoticeofDefault–WithSubstitutionofTrustee(CaliforniaCivilCode§2924c)472 SubstitutionofTrusteeandReconveyance474 NoticeofTrustee’sSale474-1 NoticeofSale(Calif.CivilCode§2924.8)475 Trustee’sDeedUponSale478 ProofofService–ForServiceofNoticeofDefault479 NoticeofSurplusFundsFromTrustee’sSale

Page 11: Numerical Forms Index - first tuesday · 2016. 7. 28. · 2 3 Are first tuesday forms legal to use Are first tuesday forms legal to use Let our monthly Market Charts and analysis

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Broker Office Administrative Forms

500 Agent Interview Sheet

504 Agent’s Income Data Sheet

505 Broker-Agent Employee Agreement

506 Independent Contractor Employment Agreement — For Sales Agents and Associated Brokers

508 OfficeAgents’LicensingRecord

509 SalespersonChangeApplication(DRE214)

510 OfficeManagerEmploymentAgreement

511 DesignatedOfficerEmploymentAgreement

519 AffiliatedBusinessArrangementDisclosureStatement–ResidentialBroker(Regulation X(RESPA);24CFR§3500.51)

520 File Activity Sheet

521 TransactionCoordinationSheet(Seller’sAgent)–PropertyListingThrough Expiration or COE

521-1 TransactionCoordinationSheet(Buyer’sAgent)–ProspectivePurchaseThroughCOE521-2 TransmittalandRequestMemo–TransactionCoordinator

522 ListingInformationReport–ForBroker’sAdministrativeUse

522-1 ExpiredListingReport–OrByCancellation523 PropertySoldReport–AdministrativeandFeeInformation

523-1 TransmittalandStackSheetonSale–ForAdministrativeFileReview524 DisbursementofBrokerageFees–BrokerInstructionstoEscrow

525 ConfirmationMemorandum

526 SettlementAgreement–WithReleaseandWaiver

527 ConflictofInterestDisclosure—Kinship,PositionorUndueInfluence

535 Interest-BearingTrustAccountAgreement

536 RecordofAllTrustFundsReceived–NotPlacedinBroker’sTrustAccount(Saleof ExistingNote)(DRE4524)

542 ThresholdNotification(DRE853)

543 TrustFundNon-AccountabilityReport(DRE854)

544 TrustFundStatusReport(DRE855)

544-1 TrustFundBankAccountReconciliation(DRE856)

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12 13 “Are first tuesday forms legal to use?” “Are first tuesday forms legal to use?”Let our monthly Market Chartsand analysis give you the edge.

545 Multi-LenderTransactionNotice(DRE860)

546 TrustAccountReportMulti-LenderTransactions(DRE852)

547 MortgageLoan/TrustDeedAnnualReport(DRE881)

548 SampleTrustAccountReview(TAR)Report–SampleOne

548-1SampleTrustAccountReview(TAR)Report–SampleTwo

Landlord and Tenant Forms550 ResidentialLeaseAgreement

551 ResidentialRentalAgreement–Month-to-Month

552 NonresidentialLeaseAgreement–Commercial,IndustrialGross–SingleTenant

552-1 NonresidentialLeaseAgreement–Commercial,IndustrialGross–Multi-Tenant

552-2 NonresidentialLeaseAgreement–Commercial,IndustrialNet–SingleTenant552-3 NonresidentialLeaseAgreement–Commercial,IndustrialNet–Multi-Tenant

552-4 NonresidentialLeaseAgreement–Commercial,Industrial–PercentageLease552-5 NonresidentialRentalAgreement–Month-to-MonthTenancy

552-6 NonresidentialLeaseAgreementAddendum–MaintenanceModification

552-7 NonresidentialLeaseAgreementAddendum–AlienationofLeasehold552-8 NonresidentialLeaseAgreementAddendum–LenderSubordinationandAttornment Provisions

553 ApplicationtoRent

553-1GuaranteeAgreement–ForRentalorLeaseAgreement553-2DenialofCreditDuetoDerogatoryCreditReport(Calif.CivilCode§1785.20;12Code ofFederalRegulations§202.9;15USC§1681m)

554 ChangeofOwnerorPropertyManager–AddendumtoRentalOrLeaseAgreement

555 TenantLeaseWorksheet

556 OffertoLease

557 Lead-BasedPaintDisclosure–ForRentingorLeasingResidentialProperty

558 PartialPaymentAgreement–Nonresidential

559 PartialPaymentAgreement–Residential

560 ConditionofPremisesAddendum

561 ConditionofFurnishingsAddendumandInventory

562 Tenant’sPropertyExpenseProfile

563 PetAddendum

Page 13: Numerical Forms Index - first tuesday · 2016. 7. 28. · 2 3 Are first tuesday forms legal to use Are first tuesday forms legal to use Let our monthly Market Charts and analysis

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563-1Non-SmokingAddendum564 WaterbedAddendum565 OptiontoRenew/ExtendLease566 ExerciseofOptiontoRenew/ExtendLease567 NoticeofIntenttoEnterDwelling567-1 NoticeofRighttoRequestaJointPre-ExpirationInspection/RequestforJoint Pre-ExpirationInspection567-2 48-HourNoticeofIntenttoEnterDwelling–Pre-TerminationInspection567-3 StatementofDeficienciesonJointPre-ExpirationInspection568 NoticeofChargesDue–OtherthanMonthlyRentPayment569 30-DayNoticetoVacate–ForUsebyResidentialLandlord569-1 60-DayNoticetoVacate–ForUsebyResidentialLandlord570 30-DayNoticeofChangeinRentalTerms571 30-DayNoticetoVacate–FromNonresidentialLandlord572 30-DayNoticetoVacate–FromTenant573 90-DayNoticetoQuitDuetoForeclosure–ToHoldoverResidentialTenant573-1 CoverLetterforNoticetoQuitDuetoForeclosure–ToHoldoverResidentialTenant VacatinginLessThan90Days574 60-DayNoticeofChangeinRentalTerms575 Three-DayNoticetoPayRentorQuit–WithRent-RelatedFees575-1 Three-DayNoticetoPayRentorQuit–WithoutRelatedFees576 Three-DayNoticetoPerformorQuit577 Three-DayNoticetoQuit–ResidentialandNonresidential578 Three-DayNoticetoQuitDuetoForeclosure–ToHoldoverOwnerorNonresidential Tenant579 RightofFirstRefusaltoBuy–Addendum579-1 RightofFirstRefusaltoLeaseSpace—LeaseAddendum580 ProofofService–ForServiceofNoticetoRealEstateTenants581 NoticeofBeliefofAbandonment–ResidentialorNonresidentialProperty582 NoticetoLandlordtoSurrenderPersonalProperty–ForUsebyResidentialTenantsOnly582-1 CostsPayabletoReclaimPersonalProperty583 NoticeofRighttoReclaimPersonalProperty–ToNonresidentialTenantAfter Termination of Tenancy 583-1 NoticeofRighttoReclaimPersonalProperty–ToOtherswithanInterestinProperty LeftbyNonresidentialTenant

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14 PB “Are first tuesday forms legal to use?” “Are first tuesday forms legal to use?”Let our monthly Market Chartsand analysis give you the edge.

584 NoticeofRighttoReclaimPersonalProperty–ToResidentialTenantAfterTermination of Tenancy584-1 NoticeofRighttoReclaimPersonalProperty–ToOtherswithanInterestinProperty LeftbyResidentialTenant585 SecurityDepositDisposition–OnVacatingResidentialPremises586 DispositionofDepositonSaleofTenant-OccupiedPremises587 TerminationofLeaseandSurrenderAgreement590 PropertyManagementAgreement590-1 RequestforVerificationofInsurance–PropertyManagement590-2 TerminationofPropertyManagementAgreement591 ResidentManagerAgreement592 VacationRentalManagementAgreement593 GuestOccupancyAgreement–ForTransientOccupancyProperties594 ConfirmationofReservation–TransientOccupencies595 AssignmentofLease–ByLandlord/Lessor596 AssignmentofLease–ByTenant/Lessee597 NoticeofNonresponsibility–FromLandlord(Calif.CivilCode§3094)598 TenantEstoppelCertificate

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