Seller Information Sheet Form for Your Website

Prefer to fill it out by hand? Download the editable PDF, complete it, and email it back to us or bring it to closing.

⬇ Download PDF

When you submit this form online, our team automatically receives your completed Seller Information Sheet as a PDF — no printing or scanning required.

About the Seller(s)

Your security matters. Please do not enter Social Security Numbers, mortgage account numbers, or other sensitive ID numbers on this online form. We'll collect those through a secure channel before closing. (The downloadable PDF includes those fields if you prefer to provide them by hand.)

Seller full name *

Marital status

Married Single

Co-seller full name (if any)

Co-seller marital status

Married Single

If both are married, are you married to each other?

Yes No

Contact Information

Current address *

Forwarding address (after closing, if different)

Cell phone *

Email *

Home phone

Work phone

Citizenship & FIRPTA

Are you a citizen of the United States?

Yes No

If not a U.S. citizen, country of citizenship

If you are a foreign person, the sale may be subject to FIRPTA (Foreign Investment in Real Property Tax Act). Generally, 15% of the sales price is withheld from proceeds at closing and remitted to the IRS within 20 days unless an exemption applies or a withholding certificate is obtained beforehand. Please let us know early so we can advise you.

Title History

Is anyone currently in title to the property deceased since the property was purchased?

Yes No

Are any of the parties currently in title divorced since the property was purchased?

Yes No

Is this your homestead property?

Yes No

Closing

How would you like to close?

In our office Mail-away closing Mobile closing (we come to you) RON (remote online notarization)

If mail-away or mobile, address where the notary should meet you

For a mail-away closing, your documents must be signed in the presence of a notary public. Use of personal notaries is not allowed.

Existing Mortgages

Is there an existing mortgage on the property?

Yes No

First mortgage — holder name (account # collected securely later)

Second mortgage / HELOC — holder name (if any)

Condo / Homeowners' Association

Association name

Association contact / phone

Master association name

Master association contact / phone

I understand that I will be responsible to pay for any estoppel fees that the association demands.

Existing Title & Survey

Do you have a copy of your Title Insurance Policy?

Yes No

Do you have a copy of your Survey & Elevation Certificate (if a single-family home)?

Yes No

Any improvements to the property or adjoining neighboring properties since the date of the survey?

Yes No

If you have these documents, please email copies to us.

Property Rentals

Is the subject property currently rented?

Yes No

Are there any future rentals?

Yes No

Amount of rent & date due

Security deposit you are holding

If rented, please email a copy of the Lease Agreement(s) to us.

1031 Exchange & Entity Sellers

Are you engaging in a 1031 Exchange?

Yes No

If title is held by an entity, please provide: Corporation — Articles of Incorporation, current Certificate of Good Standing, and a corporate resolution naming authorized signers. Partnership — the Partnership Agreement. LLC — the Articles of Organization.

Documents & Identity Verification

Take a photo with your phone or upload a file (JPG, PNG, HEIC, or PDF — up to 20 MB each). To verify your identity, we'll need a government-issued photo ID such as your driver's license or passport.

Photo ID — front (driver's license / passport)

📷Take photo or upload

Photo ID — back

📷Take photo or upload

Additional documents (optional — you can add several)

📎Take photo or upload

Helpful examples: existing Owner's Title Policy, survey & elevation certificate, recent mortgage statement (for payoff), HOA / estoppel contact, lease agreement(s), trust or entity documents, death certificate (if a party in title is deceased), divorce decree or marital settlement (if divorced), marriage certificate, power of attorney, or — if you are a foreign person — your passport or resident alien (green) card.

Anything Else?

Additional information

Seller Information Sheet for Your Website