Resources | Buyers & Sellers
Buyer's Escrow Documents
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Buyer's New Loan & Insurance Info Sheet
Escrow Holder's authority to contact your Lender and Insurance Agent
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Vesting Form
Instructs Escrow Holder exactly how you wish to acquire title to the subject property. READ CAREFULLY.
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Disbursement Instructions
Instructs Escrow Holder where and how to disburse proceeds/refunds at the close of escrow.
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Statement of Information
When completed, this document will contain private and privileged information. It is required for use by the insuring Title Company to search personal name(s) and eliminate liens against parties with similar names.
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Authorization to Expedite Escrow
Escrow Holder's authority to request a payoff statement from your lender(s) and Homeowner's Association information, if applicable.
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Disbursement Instructions
Instructs Escrow Holder where and how to disburse proceeds/refunds at the close of escrow.
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1099 Questionnaire and Input Form
Required for Federal and State income tax reporting. Escrow cannot close without this form properly completed and signed.
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Seller's Affidavit of Non-foreign Status
Each seller must complete with legal name, social security number, mailing address and signature. Escrow cannot close until this form has been received.
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Statement of Information
When completed, this document will contain private and privileged information. It is required for use by the insuring Title Company to search personal name(s) and eliminate liens against parties with similar names.
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California Tax Forms for Real Estate Withholding
California Real Estate Holding Certificate and Computation of Loss or Gain (with instructions)
Download 593 Form - Real Estate Tax Statement
Download 593C Form - Real Estate Holding Certificate
Download 593E Form - Estimated Loss or Gain
Download 593 C + E Instructions -
California Franchise Tax Board
Find links on CA Franchise Tax Board web site and download (540, 540C and 540EZ). -
Foreign Seller's Documentation
Download IRS 8828-B Form
Download IRS W-7 Form
Download IRS SS-4 Form
Seller's Escrow Documents
Outside Resources
Insurance
La Quinta Insurance Services
Don Barneson
51025 Avenida Mendoza, Suite 101
La Quinta, CA 92253
760-777-1307
www.laquintainsurance.net
Farmers Insurance
Richard Cox
p: 760-797-1800
f: 760-766-0796
richard@coxinsuranceagency.com
Peggy Ames State Farm
44740 Monterey Ave
Palm Desert, CA 92260
p: 760-775-1800
f: 760-346-0540
www.peggyames.com
Rancho Santa Fe Insurance
74090 El Paseo
Palm Desert, CA 92261
Roger Dibble
p: 760-341-4114
f: 866-414-1899
www.rsfinsurance.com
CPA
Baltes & Associates, CPAs
41990 Cook Street, Bldg J, Ste 902
Palm Desert, CA 92211
Robert Baltes
p: 760-568-1776
f: 760-568-1780
www.baltescpa.com
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Door2DoorDocs.com
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Big Horn Pool Care - Pool Services
50855 Washington St., C-188
La Quinta, CA 92253
(760) 600-6196
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Cage Free Dog Care and Overnight Boarding
78023 Calle Estado
La Quinta, CA 92253
(760) 564-1600
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