| Form Code - Name | Description | Rev. Date | Related Legal Q&A |
| AAA - Additional Agent Acknowledgement | This form used to document with principals that two agents in same brokerage are working as partners or team for a specified buyer or seller | New-11/12 | |
| AB - Buyer's Affidavit (FIRPTA Compliance) | Documents whether or not federal Foreign Investment in Real Property Tax Act (FIRPTA) withholding is required. Explains the criteria buyer and property must meet.
| 2/91 | Federal Withholding: The Foreign Investment in Real Property Tax Act (FIRPTAA) |
| ABA - Additional Broker Acknowledgement | This form is used to document with principals that two brokerage companies have a co-listing or are working jointly for a buyer | New-11/12 |
|
| AC - Confirmation: Real Esate Agency Relationships | Used to comply with California Civil Code requirements to confirm agency relationships in a transaction. This clause is pre-printed in C.A.R. Purchase Contracts. | 04/08 |
Agency Disclosure and Confirmation;
Agency Laws Summary Chart
|
| AD - Disclosure Regarding Real Estate Agency Relationships | Used to comply with California Civil Code. Explains types of agency relationships. | 11/09 |
Agency Disclosure and Confirmation;
Agency Laws Summary Chart
|
| ADM - Addendum | For use when additional terms are to be added to a purchase contract. Have an attorney review any legal phrases when using this blank line supplement. | 04/12 |
Contract Law and Real Estate Transactions;
Contingencies and Contingency Removal
|
| AFA - Assumed Financing Addendum | Separated from former PAA form. Used to document terms when buyer assuming an existing loan from seller | New - 11/12 | |
| ARC - Authorization to Receive and Convey Information | The ARC authorizes the agent to communicate with third party such as lender or loan officer regarding that agent's principal in regard to the sale or purchase of the identified property. | 04/04 | |
| AS - Seller's Affidavit of Nonforeign Status and/or California Withholding Exemption | Used to comply with federal Foreign Investment in Real Property Tax Act (FIRPTA) and California nonresident withholding laws. Documents whether tax withholding is required. Requirements are listed on the reverse. One form is used for each person or entity on title. | 04/12 |
Federal Withholding: The Foreign Investment in Real Property Tax Act (FIRPTA);
California Withholding Tax on the Sale of Real Property
|
| ASA - Additional Signature Addendum | This form allows parties to a transaction to document their consent to a writing in the transaction when there is not enough room on the writing itself to accommodate all signatures. | 04/06 | Contract Law and Real Estate Transactions |
| AVID - Agent Visual Inspection Disclosure | This form is used to document the results of an agent’s required visual inspection of residential property. It can be used as an attachment to the agent’s section of the Transfer Disclosure Statement or as a stand-alone when no TDS is required. | 04/11 |
Real Estate Licensee's Duty to Inspect Residential Property
|
| BDS - Business Disclosure Statement | For use with the Exclusive Authorization and Right to Sell a Business (ACB). Provides disclosure of material facts concerning the operation of the business and a statement of items included in the purchase price. | 10/01 | |
| BES - Buyer Intent to Exchange Supplement | For use in conjunction with a purchase contract to document intent of buyer to enter into an exchange. Also specifies what happens if the expected exchange is not completed. | 11/09 | Internal Revenue Code Section 1031: Tax Deferred Exchanges |
| BIA - Buyer's Inspection Advisory | This form emphasizes to buyer, buyer’s responsibility to investigate important aspects of the property. | 10/02 | Sales Disclosure Chart for REALTORS® |
| BIE - Buyer's Inspection Elections | This form is used by a buyer to identify which specific inspections or reports the buyer wants to order. It is to be kept by the buyer's agent and does not need to be given to the seller or listing agent. The form may be used more than once in a transaction if buyer decides to order some items at one time and others later. | 11/08 | Sales Disclosure Chart for REALTORS® |
| BIW - Buyer Inspection Waiver | This form is used to document that a buyer has been advised to obtain certain inspections but has declined to do so. | 04/08 | Sales Disclosure Chart for REALTORS® |
| BLA - Business Listing Agreement | Listing agreement for a business. | 10/01 | |
| BMI - Buyer Material Issues | Form used by Buyer to document issues that are of concern to Buyer. This form helps avoid disputes between a Buyer and Broker about whether a conversation took place and what was discussed. By identifying particular areas of concern to Buyer, the form enables a Broker to better assist the Buyer by gathering information or referring the Buyer to sources that can provide Buyer with additional information. | 11/11 | Sales Disclosure Chart for REALTORS® |
| BNA - Buyer Non-Agency Agreement | Used to notify Buyer that Listing Broker is not Buyer's agent even where Listing Broker performs services to facilitate the transaction. Helps protect Listing Broker from implied agency. | 4/02 |
Agency Disclosure and Confirmation;
Agency Laws Summary Chart BOS
|
| BOS - Bill of Sale | Documents the transfer of personal property accompanying the sale of real estate or a business. Addresses value, an inventory list, and whether any warranty applies. May be accompanied by a Notary Acknowledgement. The attached Notary Acknowledgement (not sold separately) can be used to verify the signature of the selling party. Provides greater comfort level even though the transfer is not required to be recorded. | 4/09 | |
| BPA - Business Purchase Agreement and Joint Escrow Instructions | For use when purchasing a business. Contains terms such as contingency on SBA loan and detail of assets and liabilities transferred. Includes agreement not to compete and allocation of purchase price. | 4/10 | |
| BRE - Buyer Representation Agreement Exclusive | The BRE establishes an agency relationship between a prospective Buyer and a REALTOR® and grants Broker the right to run a credit report on buyer. The compensation paragraph spells out that a commission is due to Broker from Buyer directly. However, amounts received from another Broker in a sale are credited against Buyer’s obligation. It also allows a Broker to state whether or not their brokerage accepts listings, and whether or not a dual agency relationship may be created. | 11/11 |
Buyer-Broker Agreements (C.A.R. Forms BRE, BRNE, BRNN);
Buyer-Broker Agreements: Q&A for Consumers
|
| BRNE - Buyer Representation Agreement Non-Exclusive | Same as BRE except compensation is payable only if Broker presents property to Buyer or acts on Buyer’s behalf. | 11/11 |
Buyer-Broker Agreements (C.A.R. Forms BRE, BRNE, BRNN);
Buyer-Broker Agreements: Q&A for Consumers
|
| BRNN - Buyer Representation Agreement (Non-Exclusive/Not for Compensation) | This form creates an agency relationship between a buyer and the broker and establishes the terms of that relationship. However, the agreement may be terminated by either party at any time, and the form does not give the broker any right to receive compensation from the buyer. | 11/11 |
Buyer-Broker Agreements (C.A.R. Forms BRE, BRNE, BRNN);
Buyer-Broker Agreements: Q&A for Consumers
|
| BUO - Back-up Offer Addendum | Separated from former PAA form. Used when buyer’s offer is put in back-up position because seller already in contract with another buyer | New - 11/12 | |
| CA - Commission Agreement | A written agreement to document an obligation to pay compensation consistent with the statute of frauds and DRE regulations. | 4/09 | Commissions;
Conditional Offers of Compensation;
MLS Offers of Compensation on Short Pay and Probate Transactions;
Procuring Cause Guidelines |
| CBC - Cooperating Broker Compensation Agreement and Escrow Instruction | Used to record commission agreement between brokers and provide compensation instruction to escrow. | 4/09 |
Commissions;
Conditional Offers of Compensation;
MLS Offers of Compensation on Short Pay and Probate Transactions;
MLS Short Sale and REO Issues;
Procuring Cause Guidelines;
REO Net Commissions
|
| CC - Cancellation of Contract, Release of Deposit and Joint Escrow Instruction | Accomplishes two purposes: First, it allows a buyer or seller to document that a contract is being cancelled and why. Second, it allows the buyer and seller to document a mutual agreement on the release of any deposit money held by escrow. | 4/10 |
Contract Law and Real Estate Transactions;
Liquidated Damages and Deposit Forfeitures (also available in Chinese, Korean, Spanish, Tagalog and Vietnamese)
|
| CCA - Court Confirmation Addendum | Separated from former PAA form. Used when contract requires ratification from a court | New - 11/12 | |
| CFC - Consent for Communications | Created to help REALTORS® safely comply with the federal and state rules that restrict REALTOR'S® ability to contact actual or prospective principals via phone, email, or fax. The form, which needs to be signed by the actual or prospective principal, documents that person's express permission to be contacted by the REALTOR® using one or more methods of communication. | 4/05 | Do-Not-Call, Do-Not-Fax, Do-Not-Email Laws Affecting REALTORS® |
| CFK - Cash for Keys | Agreement between owner of property following foreclosure sale and occupant (existing tenant or former owner). Used to try to get occupant to move out without the need to pursue a legal eviction. | 4/09 | Landlord/Tenant Guide for REALTORS® |
| CL - Commercial Lease Agreement | Comprehensive net lease for commercial or office space. Useful for smaller spaces, buildings or premises. | 11/11 |
Landlord/Tenant Guide for REALTORS®;
Security Deposits
|
| CLA - Commercial And Residential Income Listing Agreement (formerly NRL) | Multi-purpose listing agreement primarily used for property other than an owner-occupied residential. For commercial or income properties. | 4/12 |
Submitting Listings to the MLS;
MLS Listings May Be Open to the Public: Listing Agents Beware of Liability
|
| CML-CNDA - Confidentiality and Non-Disclosure Agreements | This form allows buyer or seller or both, to give information to the other with a contractual assurance that the information will be kept confidential. The confidentiality provisions only apply to designated information and extends to agents of the parties. Provisions deal with legal exceptions and compelled disclosure. | 4/09 | |
| CML-EIA - Environmental Issues Addendum | This form addresses how environmental inspections will be conducted, minimum insurance requirements, confidentiality, liens, indemnification and return of property to its pre-inspection condition. Also use the attached Landlord permission form when environmental inspections are included and property is leased or rented. | 4/09 |
Giving Notice to Employees About the Presence of Asbestos;
Mold and Its Impact on Real Estate Transactions
|
| CML-LEC - Landlord Environmental Consent | Landlord consent to environmental inspection requested by Buyer of a business or | 4/09 | |
| CML-REL - Release Agreement | Formal release and waiver of liability agreement to be used in association with requests for repair of defects or price credits or with the cancellation of an entire agreement. Can be a buyer release, seller release or mutual release. | 4/09 | |
| CND - Confidentiality and Non-Disclosure Agreement | A simple form to document that price or terms of offer or names of principal are confidential. | 4/09 | |
| CO - Counter Offer | Contains multiple counter offer clause. May be used with any type of purchase offer form, or as a counter to a counter. | 11/10 | Counter Offer Form (C.A.R. Form CO) |
| COL - Cancellation of Listing | The Cancellation of Listing documents the agreement between a seller and a listing broker when a property will not be marketed anymore during the remaining term of an unexpired listing agreement or when a seller and a listing broker decide that they are unable to continue to work together. Options exist whereby (i) a listing broker agrees to accept a sum certain in exchange for giving up the right to market and sell the property, (ii) the listing broker will release the seller without any immediate financial obligation unless the seller in fact sells the property during the listing term and (iii) the broker and client will depart without any continuing financial or other obligations flowing from one to the other. | 4/11 | Contract Law and Real Estate Transactions |
| COP - Contingency for Sale or Purchase of Other Property | Used with California Residential Purchase Agreement (RPA-CA) for either buyer sale of property contingency or seller purchase of property contingency. | 11/08 | Contingencies and Contingency Removal |
| CPA - Commercial Property Purchase Agreement and Joint Escrow Instructions | Purchase contract for use with non-residential property. Provides detailed terms on financing, notification, Environmental Hazards, Americans with Disabilities Act and other important terms. | 4/10 | |
| CPM - Contract Paragraph Matrix | This chart identifies where certain contingency and covenant paragraphs can be locted in any of the CAR agreements. | 4/10 | |
| CR - Contingency Removal | Gives Buyer three options for removing contingencies: individually, with specified exceptions or without any exceptions. Buyer is given a warning of the risk associated with removing all contingencies. | 4/10 | Contingencies and Contingency Removal |
| CTT - Notice of Change in Terms of Tenancy | Used to give month-to-month tenants notice of a change in tenancy terms. | 11/11 | Landlord/Tenant Guide for REALTORS® |
| DA - Disclosure and Consent for Representation of More Than One Buyer or Seller | This form is used to disclose that a real estate brokerage may represent a buyer or seller that is competing with the broker's principal. It also discloses the possibility that the same real estate brokerage company may represent both buyer and seller in the same transaction. | 11/06 | |
| DCE - Demand to Close Escrow | Typically, this form will be used when a seller wants to notify a buyer in writing of the seller’s expectation that a buyer close escrow by a particular date. | 10/05 | |
| DLT - Declaration Regarding Real Estate License and Tax Reporting | REALTORS can send this form to another person acting as an agent in a transaction to confirm that person's licensed status. The bottom part of the form is used by the listing broker to inform the cooperating broker of tax reporting requirements regarding the compensation. | 11/08 | |
| DPL - Declaration and Proof of Real Estate License | This form, attached to the NODPA, is used to document the Buyer's agent has a valid real estate license. | 4/08 | Notice of Default and Investor-Buyer Transactions: Home Equity Sales Contracts |
| DRA - Denial of Rental Application | New form for use when denying rental application. | 11/11 | Rejection Notice to Tenants Based on a Consumer Credit Report |
| EBC - Estimated Buyer Cost | Provides a worksheet to estimate buyer’s costs for purchase of the property, including buyer's total monthly payment. | 4/06 | |
| EEC - Employee Estoppel Certificate | Confirms terms of employment, including salary, accrued time, etc. Used when acquiring a business opportunity. | 10/00 | |
| ESP - Estimated Seller Proceeds | Provides a worksheet to estimate seller’s costs and proceeds from the sale of a property. | 4/06 | |
| ETA - Extension of Time Addendum | The ETA can be used to extend time frames and includes preprinted formats for extending the close of escrow, buyer investigations and loan contingency. | 4/06 | |
| FEHN - 48-Hour Notice of Inspection Prior to Termination of Tenancy | Satisfies the following notice requirement: If tenant requests an inspection prior to termination of tenancy, the landlord must give a notice to tenant of when the inspection will take place. The notice must be given at least 48 hours prior to the inspection, unless tenant has waived the notice. | 4/03 | Landlord/Tenant Guide for REALTORS® |
| FLD - Lead-Based Paint and Lead-Based Paint Hazards Disclosure, Acknowledgment and Addendum for Pre-1978 Housing Sales, Leases or Rentals | Used to comply with federal requirements for disclosure of any known lead-based paint or lead-based paint hazards on any housing constructed prior to 1978. From seller to buyer or from owner or landlord to tenant. | 11/10 | Federal Lead-Based Paint Hazard Disclosures |
| FLTN - Notice of Right to Receive Foreign Language Translation of Lease/Rental Agreement | When a lease/rental is negotiated primarily in one of five specified languages other than English, this form | 4/05 | Foreign Language Translations of Lease/Rental Agreements |
| FVA - FHA or VA Notice and Addendum | Documents the negotiation process between buyer and seller over payment for lender required repairs and costs associated with FHA or VA loans. | 4/10 | Summary Disclosure Chart for REALTORS® |
| FVAC - FHA/VA Amendatory Clause | Should be used when FHA or VA financing specified. Gov.’t required language that gives buyer deposit back if property does not appraise. | New - 11/12 | |
| HENC - Notice of Cancellation of Notice of Default Purchase Agreement | Attached to NODPA. Form Seller uses to cancel NODPA within specified time. | 1/06 | Notice of Default and Investor-Buyer Transactions: Home Equity Sales Contracts |
| HID - HUD Notice to Purchasers: For Your Protection: Get a Home Inspection | Notice required for FHA financed transactions. The current version must be used by law. | 4/08 | |
| HOA - Homeowner Association Information Request | Used to request information from HOA such as association dues, unpaid assessments, financial statements and governing documents. | 4/12 |
Homeowners' Associations: A Guide for REALTORS®;
Common Interest Development Brochure 2009
Condominium or Other Common Interest Development Disclosures
|
| ICA - Independent Contractor Agreement | Establishes independent contractor relationship between a Broker and an Associate-Licensee. Includes compensation, auto insurance and dispute resolution. Terms subject to differences in office policy manual. | 6/11 |
The Employer/Employee Relationship: Labor Issues Affecting REALTORS®;
Independent Contractor Agreement and Tax Issues;
Independent Contractor Reporting to the California Employment Development Department (EDD)
|
| IOA - Interim Occupancy Agreement (Buyer in Possession Prior to Close of Escrow) | Used when Buyer moves into a property prior to close of escrow. Establishes a tenancy relationship between Buyer and Seller. Rent and security deposit may be through escrow. If Buyer purchases property, security deposit is applied to down payment. | 1/06 | Landlord/Tenant Guide for REALTORS® |
| ITA - Interpreter/Translator Agreement | Allows broker to document that an interpreter or translator is being used in the transaction and outlines the responsibilities and rights of the parties relating to the translation. | 10/01 | Foreign Language Translations of C.A.R. Lease/Rental Agreements and Other Forms |
| KLA - Keysafe/Lockbox Addendum and Tenant Permission to Access Property | Documents tenant’s consent to have a lockbox or keysafe and FOR SALE sign placed on the property when the residence is not owner-occupied. Includes approved showing times. | 4/05 | NAR Lockbox Policy |
| LBSB - Loan Broker-Sales Broker Disclosure | B&P 10177.6 requires a broker to disclose within 24 hours if the broker is acting in the capacity of both a loan broker and a sales broker on the same transaction. DRE Reg 2904 requires such a broker to reveal the amount, source and form of compensation before close of escrow. | 4/09 | |
| LCA - Lease/Rental Commission Agreement | Commission agreement between landlord and broker for rental or lease transactions. | 10/98 |
Commissions;
Conditional Offers of Compensation
|
| LID - Landlord in Default Addendum | Satisfies legal requirement that landlord notify prospective tenant if landlord in default on loan. | New - 11/12 | |
| LL - Lease Listing Agreement: Exclusive Authorization to Lease or Rent | Agreement used to list rental property when owner is seeking a tenant. | 4/11 | Lease Listing (C.A.R. Form LL) and Residential Lease or Month to Month Rental Agreement (C.A.R. Form LR) |
| LR - Residential Lease or Month-to-Month Rental Agreement | May be used as either a month-to-month rental agreement or a fixed term lease. Includes language stating: the security deposit will not be returned until all named Tenants have vacated; if Tenant does not maintain as promised, Landlord will hire someone and charge the Tenant; and if Landlord will/will not be maintaining, repairing or replacing certain personal property. | 4/11 | Lease Listing (C.A.R. Form LL) and Residential Lease or Month to Month Rental Agreement (C.A.R. Form LR) |
| LRA - Application to Rent/Screening Fee | Includes separate boxed sections for: Premises Information, Personal Information, Residence History, Employment and Income History, Credit Information, Personal References and Relatives. One form is used for each applicant. | 4/11 | Landlord/Tenant Guide for REALTORS® |
| LRM - Lease/Rental Mold and Ventilation Addendum | This form advises a tenant of the potential health hazards of mold and of the tenant’s obligation to keep the property well ventilated and to report suspected mold conditions promptly. | 4/05 | Mold and Its Impact on Real Estate Transactions |
| MARSMRN - Mortgage Assistance Relief Services Offer of Mortgage Relief Notice | New Form that FTC requires broker to give to seller along with lender's offer to accept short sale (term sheet or approval letter). | 3/11 | MARS Rules for Short Sales |
| MARSSN - Mortgage Assistance Relief Services Short Sale Negotiation Notice | New Form that FTC requires broker to give to seller prior to providing short sale services. | 3/11 | MARS Rules for Short Sales |
| MCA - Market Conditions Advisory | This form is used to document that a Broker discussed with a Buyer that market conditions fluctuate and as a result there is no guarantee that prices will continue to move in a particular direction. Form also advises about the risks of making non-contingent offers or removing contingencies. | 11/11 | |
| MCN - Methamphetamine Contamination Notice | This form is used by a landlord or property owner to notify a tenant or purchaser that the property has been identified as being contaminated by methamphetamine. | 1/06 | Summary Disclosure Chart for REALTORS® |
| MHA - Manufactured Home Advisory Addendum and Release | This form is used as an addendum to the Manufactured Home Purchase Agreement. It informs a buyer that although a manufactured home may be sold in an as-is condition, occupancy by the buyer may be restricted if the property is not in compliance with certain government standards. | 4/07 | Mobilehomes |
| MHDA - Manufactured Home Dealer Addendum | This form is used as an addendum to the MHPA only when a buyer or seller is represented by a mobile or manufactured home dealer. The added contract terms satisfy dealer obligations under the law. | 4/07 |
Mobilehomes;
Mobilehome Dealers to Cooperate on Commissions
|
| MHL - Manufactured Home Listing Agreement | For all types of manufactured housing, both personal and real property with or without land. | 4/11 | Mobilehomes |
| MHPA - Manufactured Home Purchase Agreement and Joint Escrow Instructions | Purchase contract for manufactured housing can be used for personal property manufactured housing sold on vacant land or rented land, personal property manufactured housing sold together with real property, and manufactured housing converted to real property. | 4/10 | Mobilehomes |
| MHTDS - Manufactured Home and Mobilehome: Transfer Disclosure Statement | This is a statutory form required in the sales of manufactured homes. | 11/10 |
Mobilehomes;
Sales Disclosure Chart for REALTORS®
|
| MIMO - Move In/Move Out Inspection | Checklist for tenant and landlord to review and note condition of property before and after tenant ’s occupancy. Itemizes the condition of specific items in and around the rented property. Check boxes allow the landlord and tenant to easily determine whether the item is new, satisfactory/clean, other or will require a deduction from the tenant's security deposit. | 11/07 | Landlord/Tenant Guide for REALTORS® |
| MS - Mortgage Loan Disclosure Statement (Borrower) | Complies with DRE regulations effective 7/98 requiring disclosure when a broker is acting as an arranger of credit. Outlines loan terms, costs and expenses. | 08/08 | Loan Disclosure Chart |
| MT - Modification of Terms: Authorization and Right to Sell, Acquire or Rent | Used to modify the terms (such as price and expiration date) of a listing agreement. | 4/08 | Lease Listing (C.A.R. Form LL) and Residential Lease or Month to Month Rental Agreement (C.A.R. Form LR) |
| NA - Notary Acknowledgement | Documents the transfer of personal property accompanying the sale of real estate or a business. Addresses value, an inventory list, and whether any warranty applies. May be accompanied by a Notary Acknoledgement. The attached Notary Acknowledgement (not sold separately) can be used to verify the signature of the selling party. Provides greater comfort level even though the transfer is not required to be recorded. | 4/09 | |
| NAF - Addtional Information Regarding Termination of Tenancy Within One Year After Foreclosure (to be attached to a Notice of Termination - C.A.R. Form NTT) - Giving Tenants Less Than 90 Days to Vacate | | 3/11 | Landlord/Tenant Guide for REALTORS® |
| NBP - Notice to Buyer to Perform | Used by seller to document that buyer is advised to remove contingencies or take some other action or seller may cancel. Gives buyer at least 2 days notice. | 4/10 | Contract Law and Real Estate Transactions |
| NCA - New Construction Options and Upgrades Addendum | This addendum in designed primarily for use with the New Construction Purchase Agreement when the buyer wants options and upgrades over the builder's "standard model ". Includes payment total and liquidated damage clause. The pre-printed language in the NCA satisfies the DRE requirements if the property is part of a new subdivision. | 4/11 | SB 800: California's Construction Defect Law |
| NCAD - New Construction Addendum to New Construction Purchase Agreement | The NCAD provides a framework for the builder to opt into the provisions of Title 7 (SB800) and take advantage of the non-adversarial repair procedure and informs the seller of the option of using an enhanced protection agreement providing greater protection than the functionality standards in Title 7. Builders are also required to provide buyers with a copy of SB800. | | SB 800: California's Construction Defect Law |
| NCDS - New Construction Property Disclosure Statement | This form is designed for use with the NCPA. It is a general disclosure to the buyer of matters that may typically affect new construction. Use of this form can help sellers and buyers of new construction avoid misunderstandings about their respective responsibilities and whether or not items were disclosed. | 1/01 | SB 800: California's Construction Defect Law |
| NCEI - Common Interest Subdivision Supplemental Escrow Instructions | The NCEI is designed for use with the NCPA. It contains supplemental escrow instructions required by the DRE when the property is in a common interest subdivision. The pre-printed language in the NCEI satisfies the DRE requirements if the property is part of a new subdivision. | 1/01 | Homeowners' Associations: A Guide for REALTORS® |
| NCNC - New Construction Notice of Completion and Notice to Close Escrow | This form documents that the property improvements have been completed and puts Buyer on notice to close escrow within specified time. | 10/04 | SB 800: California's Construction Defect Law |
| NCPA - New Construction Residential Purchase Agreement and Joint Escrow Instructions | Purchase contract designed for use with properties with no existing residential dwelling, but where a new residential dwelling will be constructed prior to close of escrow. The DRE has stated that the pre-printed language in the NCPA and related addenda (see C.A.R.forms NCA, NCEI and NCDS) satisfies current subdivision laws. The contract is designed for use with subdivisions requiring a public report, as well as subdivisions exempt from public report, and single-lot, fill in properties. | 11/10 | SB 800: California's Construction Defect Law |
| NCRPA - New Construction Addendum to the RPA-CA | The NCRPA is an addendum to the California Residential Purchase Agreement (RPA-CA) and is for use when a house is already constructed and will be sold for the first time. The NCRPA provides a framework for the builder to opt into the provisions of Title 7 (SB800) and take advantage of the non-adversarial repair procedure, informs the seller of the option of using an enhanced protection agreement providing greater protection than the functionality standards in Title 7 and contains a federally required insulation statement and a proposition 65 warning. Builders are also required to provide buyer with a copy of SB800. | 11/11 | SB 800: California's Construction Defect Law |
| NHD - Natural Hazard Disclosure Statement | Used to comply with State requirements when a substituted Zone Disclosure Report is not used. Covers six zones: Seismic Hazard Zone, Earthquake Fault Zone, Wildland Fire Zone, State Responsibility Area, Flood Zone, and Dam Inundation Zone. | 10/04 | Natural Hazard Disclosure Statement |
| NIP - Notice of Identified Properties | Documents rights in a safety clause in a buyer representation agreement. Broker gives this form to buyer to protect broker commission rights if buyer purchases named property. | 4/09 |
Buyer-Broker Agreements (C.A.R. Forms BRE, BRNE, BRNN);
Buyer-Broker Agreements: Q&A for Consumers
|
| NNR - Notice of Nonresponsibility | For use by property owners to protect against mechanic’s lien when work not ordered by owner is to be performed on the property. | 4/02 | Mechanics' Liens |
| NODPA - Notice of Default Purchase Agreement | This tri-partite package of forms is only used when an owner-occupant of residential property, against which a Notice of Default has been recorded, is selling the property to an investor purchaser. The NODPA is the actual purchase agreement printed in the statutorily required format. The HENC is the form the seller uses if the seller desires to rescind the sale within the statutory period. | 4/10 | Notice of Default and Investor-Buyer Transactions: Home Equity Sales Contracts |
| NOE - Notice of Entry | Meets the requirement that, except in limited circumstances, a landlord must give a tenant a written notice that the landlord intends to enter the dwelling. | 4/11 | Landlord/Tenant Guide for REALTORS® |
| NPB - Notice of Prospective Buyers/Transferees | Form that listing broker gives to Seller to protect listing broker in | 4/10 | Residential Listing Agreements Between Seller and Real Estate Broker |
| NPC - Notice of Obligation to Pay Rental or Lease Payments in Cash | This form satisfies law, effective that Landlords may not require Tenants to pay rent in cash except if Tenant has defaulted on the rent. After then, Landlord can only require no more that 3 payments to be in cash if Landlord first gives Tenant notice in writing of the requirement. NPC would satisfy the written notice requirement. | 4/11 | Landlord/Tenant Guide for REALTORS® |
| NRI - Notice of Right to Inspection Prior to Termination of Tenancy | Assists landlords with compliance of statutory requirements and notifies the tenant of tenant's right to have an inspection of the property conducted prior to the termination of the tenancy. | 4/11 | Landlord/Tenant Guide for REALTORS® |
| NSE - Notice of Sale or Entry | Satisfies the 120-day notice requirement so that a written notice will not be required every time the landlord or agent intends to show the property. Verbal or oral notice is still required. | 11/11 | Landlord/Tenant Guide for REALTORS® |
| NSP - Notice to Seller to Perform | Allows buyer to give seller notice to provide documents and disclosures. | 4/10 | Contract Law and Real Estate Transactions |
| NTAF - Notice of Termination of Tenancy Within One Year After Foreclosure (Giving Tenant At Least 90 Days to Vacate) | Statutory notice informing tenant to seek counsel | 3/11 | Landlord/Tenant Guide for REALTORS® |
| NTF - Notice of Transfer Fee |
Effective January 1, 2008, a seller has an obligation to make specific disclosures if the property being sold is subject to a private transfer fee. These fees typically originated from an agreement between a developer and a government entity or interest group. This form contains the questions the seller is obligated to answer. | 11/07 | Private Transfer Fees |
| NTT - Notice of Termination of Tenancy | Used to give month-to-month Tenants notice that tenancy is coming to an end. Indicates that while a Landlord is obligated to give 60 days notice to terminate a periodic tenancy, if a Tenant has resided in the property for less than a year, or if the Buyer intends to live in the property, than 30 days notice may be given to a Tenant. | 11/07 | Landlord/Tenant Guide for REALTORS® |
| OA - Option Agreement | Creates a right to purchase property in the future at a particular price. Use with a separate purchase agreement. May also be used with a lease. | 4/08 | Option to Purchase Agreements |
| PAA - Purchase Agreement Addendum | For use with either RPA-CA or CO. Only checked paragraph(s) are included as part of the contract. Contains five different clauses: Cancellation of Prior Sale; Back-up Offer; Seller to Remain in Possession After Close of Escrow; Tenant to Remain in Possession; Junior or Assumed Financing; Court Confirmation. | 4/11 | Contingencies and Contingency Removal |
| PAC - Personal Assistant Contract | Creates an agreement between Associate-Licensee and Personal assistant. Assistant may or may not have real estate license. | 4/12 | Unlicensed Assistants |
| PAK - Probate Advisory (attached to PPA, not sold separately) | Gives notice that probate sales are exempt from certain disclosures but not all. | 4/11 | Probate Sales of Real Property |
| PAL - Probate Advisory (attached to PL, not sold separately) | Gives notice that probate sales are exempt from certain disclosures but not all | 4/11 | Probate Sales of Real Property |
| PCQ - Notice to Perform Covenant (Cure) or Quit | Allows a landlord to notify a tenant that the tenant must correct a violation of the lease or rental or cure a breach or otherwise satisfy the terms of the lease or the landlord may terminate the tenant's right to possession. | 11/11 |
Landlord/Tenant Guide for REALTORS®;
Unlawful Detainer: The Eviction Process in California
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| PL - Probate Listing Agreement (Probate Advisory attached) | This form can be used for listing probate property whether or not court confirmation is required. The attached "PROBATE ADVISORY" (not sold separately) discusses the applicability of, and exemptions from, statutory requirements to probate sales. | 4/06 |
Probate Sales of Real Property;
Probate Commission Chart;
MLS Offers of Compensation on Short Pay and Probate Transactions
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| PMA - Property Management Agreement | Contract between property owner and broker for broker's employment as property manager. Details authorities and responsibilities of broker and how monies are to be handled, including compliance with trust fund requirements. Includes owner duty to maintain the property in habitable condition and to pay required interest on security deposits. | 4/11 |
Landlord/Tenant Guide for REALTORS®;
Lease/Rental Disclosure Chart
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| PMAD - Property Management Addendum | This form authorizes property manager to withhold funds from trust account and foward to Franchise Tax Board when required under State law for out-of-state owners. | 11/09 |
Landlord/Tenant Guide for REALTORS®;
Lease/Rental Disclosure Chart
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| PMOI - Pre-Move Out Inspection Statement | Documents condition of property before tenant moves out so tenant has opportunity to make repairs and avoid deduction from security deposit. | 4/03 | Landlord/Tenant Guide for REALTORS® |
| POAA - Power of Attorney Signature Addendum | Identifies person who has authority to sign contract under probate code as representative of an estate. | New-11/12 | |
| PPA - Probate Purchase Agreement & Joint Escrow Instructions | Purchase contract for use with all probate sales whether or not court confirmation is required. The attached "PROBATE ADVISORY" (not sold separately) discusses the applicability of, as well as exemptions from, statutory requirements to probate sales. | 11/12 | Probate Sales of Real Property |
| PRQ - Notice to Pay Rent of Quit | First step in eviction process, if necessary, when tenant fails to pay rent on time. | 11/11 |
Landlord/Tenant Guide for REALTORS®;
Unlawful Detainer: The Eviction Process in California
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| PSA - Probate Signature Addendum | Identifies person who has authority to sign contract under probate code as representative of an estate. | New-11/12 | |
| PSD - Parking & Storage Disclosure | Discloses that buyer has responsibility to examine parking and storage areas to determine if suitable for buyer use. | New-11/12 | |
| QS - Qualified Substitute Declaration of Possession of Transferor's Affidavit of Nonforeign Status | Optional form used by escrow or title to demonstrate to buyer that no with-holding is required on sale because seller is not a foreign person. | 4/09 | Federal Withholding: The Foreign Investment in Real Property Tax Act (FIRPTA) |
| RA - REALTOR'S® Acknowledgement | This form promotes the value offered to a client when working with a REALTOR®. | 7/06 | |
| RDN - Receipt and Delivery of Notices to Perform | The RDN allows the parties to agree on how, where, when, and to whom notices to perform are to be delivered and deemed received. Although parties can agree to use this form anytime during the transaction, it should be used at the offer and counter offer stage. | 4/10 | |
| REO - REO Advisory (For Buyer/Seller) | This document gives information about and clarifies issues regarding REO sales, such as which disclosures the REO must comply with, which the REO is exempt from, the obligations of the real estate agent, and other impacts on the transaction. | 4/11 |
REO Disclosure Chart
REO Transactions
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| REOL - REO Advisory (Listing) (For Broker/Seller) | This document gives information about and clarifies issues regarding REO sales, such as which disclosures the REO must comply with, which the REO is exempt from, the obligations of the real estate agent, and other impacts on the transaction. | 4/11 |
REO Disclosure Chart
REO Transactions
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| RFA - Referral Fee Agreement | Broker to broker agreement for the referral of a principal. Signed by broker or office manager. Time limit for payment included. | 10/98 |
Referral Arrangements;
Referral Fee Chart
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| RFR - Receipt for Reports (replaces RRCR) | Used to document the receipt of certain reports that are generated as a result of the transaction. Also documents receipt of certain reports that may have been in seller's possession before the transaction was begun. | 4/10 | |
| RGM - Radon Gas and Mold Notice and Release Agreement | As required by HUD, this form gives Buyers of HUD-owned property notice that no representation is made regarding radon gas or mold. In addition, Buyer releases HUD and its agents from any liability associated with either of these substances. The form also advises Buyer to contact a lawyer and have an inspection. | 7/04 | Mold and Its Impact on Real Estate Transactions |
| RID - Increased Deposit/Liquidated Damages | Used when buyer increases deposit. Includes optional liquidated damages clause and escrow instructions. Without use of this form, increased deposits are not subject to the liquidated damages provisions. | 11/12 | Liquidated Damages and Deposit Forfeitures (also available in Chinese, Korean, Spanish, Tagalog and Vietnamese) |
| RIPA - Residential Income Property Purchase Agreement and Joint Escrow Instructions | Purchase contract for residential income property, such as an apartment building. | 4/11 | Landlord/Tenant Guide for REALTORS® |
| RLA - Residential Listing Agreement-Exclusive | Standard residential listing Agreement. Spells out Broker’s and Seller’s duties, and the terms of the listing. Includes a declaration that Seller has the authority to execute the listing Agreement contract. A 2-page Seller Advisory (SA) is attached, which advises the Seller of various issues and legal requirements that may arise during the selling process. | 11/12 | Residential Listing Agreements Between Seller and Real Estate Broker |
| RLAA - Residential Listing Agreement-Agency | Standard residential listing agreement similar to Residential Listing Agreement - Exclusive with one exception. When the RLAA is used, the listing broker is not entitled to compensation if the seller finds a buyer on his/her own and without the use of a real estate agent. Spells out Broker’s and Seller’s duties, and the terms of the listing. Includes a declaration that Seller has the authority to execute the listing Agreement contract. A 2-page Seller Advisory (SA) is attached, which advises the Seller of various issues and legal requirements that may arise during the selling process. | 11/12 | Residential Listing Agreements Between Seller and Real Estate Broker |
| RLAN - Residential Listing Agreenent-"Open" | Standard residential listing Agreement similar to Residential Listing Agreement - Exclusive. However, when RLAN is used the listing broker is only entitled to compensation if the listing broker procures a buyer. The listing broker is not entitled to compensation if another broker procures the buyer or the seller finds a buyer on his/her own. Spells out Broker’s and Seller’s duties, and the terms of the listing. Includes a declaration that Seller has the authority to execute the listing Agreement contract. A 2-page Seller Advisory (SA) is attached, which advises the Seller of various issues and legal requirements that may arise during the selling process. | 11/12 |
Residential Listing Agreements Between Seller and Real Estate Broker;
Limited Service Brokers and Open Listings
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| RLAS - Residential Lease After Sale (Seller in Possession after Close of Escrow) | Used when the Seller will remain in the property after close of escrow. Establishes a tenancy relationship between Seller and Buyer. No Month-to-Month option is included. (Short-term Seller possession occupancies may be documented using paragraph 2 of the PAA (Purchase Agreement Addendum)). It also includes two options for the rental payment, Buyer’s PITI or specific dollar amount. Gives an option for rent and security deposit to be paid through escrow rather than check, cash, etc. | 1/06 |
Landlord/Tenant Guide for REALTORS®;
Abandoned Personal Property: Disposition of Items Left Behind After Termination of a Tenancy
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| RPA-CA - California Residential Purchase Agreement and Joint Escrow Instructions | The standard purchase contract for single family residential property. | 4/10 | Contract Law and Real Estate Transactions;
Use of an "As Is" Clause |
| RPA-CA-1 - Replacement Page 1 for RPA-CA | | | |
| RR - Request for Repair | This form is used by buyers when making requests for repairs or other correction of items. It provides a place for seller to respond to buyer’s request. Buyer may accept seller’s response or make a new request. A new request may prevent confusion about which terms were agreed to by both parties. | 4/09 | |
| SA - Seller's Advisory | Provides a list of legal and practical issues for seller to consider when selling property, such as disclosures, contract terms and marketing issues. | 11/11 |
Sales Disclosure Chart for REALTORS®;
Summary Disclosure Chart for REALTORS®
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| SBSA - Statewide Buyer and Seller Advisory | This document advises both Buyer and Seller of various factors that may affect the decision to buy, different types of inspections that can be obtained and questions to ask about or research and information to be disclosed. Buyer is advised in each particular section to contact appropriate professionals for concerns. Designed to work in conjunction with local disclosure addenda. This form is not mandated by statute or contract. | 11/12 |
Sales Disclosure Chart for REALTORS®;
Summary Disclosure Chart for REALTORS®
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| SEL - Seller Instruction to Exclude Listing from the Multiple Listing Service | This form will be used as an addendum to the Listing Agreement for those situations where a Broker and Seller agree that a listing should not be submitted to a MLS either at all or for a particular period of time. The form discloses the benefits of submitting a listing to the MLS and contains an affirmative representation that the Seller wants to exclude the listing from the MLS. The form may also be used to satisfy local MLS documentation requirements. | 4/12 |
C.A.R. Model MLS Rules;
Virtual Office Websites ("VOWs")
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| SES - Seller Intent to Exchange Supplement | For use in conjunction with a purchase contract to document intent of seller to enter into an exchange. Also specifies what happens if the expected exchange is not completed. | 11/09 | Internal Revenue Code Section 1031: Tax Deferred Exchanges |
| SFA - Seller Financing Addendum and Disclosure | Designed to be used with the financing paragraph of the RPA-CA or RIPA. Contains terms of seller financing and the legally required disclosures. It also grants seller the right to obtain and review buyer's credit report, and requires buyer to complete a loan application. | 10/02 | Seller Financing: Minimum Interest Rates |
| SIP - Seller in Possession Addendum | Separated from former PAA form. Used to document terms when buyer allows seller to stay in home after close of escrow. | New-11/12 | |
| SNA - Seller Non-Agency Agreement | Used to notify Seller that Selling Broker is not Seller's agent even where Selling Broker performs services to facilitate the transaction. Helps protect Selling Broker from implied agency. | 4/02 | Agency Laws Summary Chart |
| SP - Single Party Compensation Agreement | Useful for "FSBO " properties or those where seller is reluctant to sign a listing. Used to document the agreement of seller to pay compensation if Property sells to a particular buyer. It can be used by seller’s or buyer’s agent. | 10/00 | Commissions |
| SPQ - Seller Property Questionnaire | The Seller Property Questionnaire is a form to be completed by a Seller in an effort to give Buyer a more comprehensive understanding of the property to be acquired. The form does not replace the Real Estate Transfer Disclosure Statement but supplements it. Even though the form itself is not mandated by statute or contract, the first section includes questions that either a law or the contract requires the seller to answer. These questions come from the Supplemental Statutory and Contractual Disclosure form (CAR form SSD) and if the SPQ is used the separate SSD is not needed in the transaction. The four pages of questions can often prompt Seller to remember something about the property that Seller otherwise would not have remembered or may not have considered important enough to disclose. As a result, the form may serve as a helpful tool in a transaction. The questions ask for Seller's actual knowledge not a warranty regarding the property's condition. | 11/11 | Seller Property Questionnaire: Summary of C.A.R. Form SPQ |
| SPT - Notice of Your "Supplemental" Property Tax Bill | Informs Buyers and Sellers that bills issued after | 10/05 |
Property Tax Exemptions from Reassessment;
Proposition 90 Watch
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| SSA - Short Sale Addendum | This form is to be used as an addendum to a purchase agreement (including the NODPA) when the sale is subject to lender approval because there is not enough equity in the property to satisfy all lender liens and other costs of sale. It applies whether the property is residential or commercial, whether a notice of default has been filed or not, whether the seller is an owner occupant or investor, or whether the buyer will be an occupant or an investor. | 4/12 | Short Sales |
| SSD - Supplemental Statutory and Contractual Disclosures | Provides for delivery and confirmation of receipt of statutory disclosures and contractual disclosures (such as insurance claims affecting the Property) not provided for in the Real Estate Transfer Disclosure Statement (TDS). | 11/09 | Sales Disclosure Chart for REALTORS® |
| SSIA - Short Sale Information Advisory | Advisories regarding short sale considerations for both buyer and seller | 11/12 |
Short Sales;
Short Sale Advertising;
MLS Short Sale and REO Issues;
MLS Offers of Compensation on Short Pay and Probate Transactions
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| SWPI - Septic Inspection, Well Inspection, Property Management and Allocation of Cost Addendum | This addendum to a purchase agreement identifies what is going to be ordered and who is going to pay for items related to septic systems, wells and property boundaries. | 4/12 | |
| TA - Trust Advisory (For Buyer/Seller) | Advises Buyer and Seller that trust sales are exempt from some disclosure obligations but not all. | 4/11 | |
| TAA - Trust Bank Account Record for All Trust Funds Deposited and Withdrawn | Keeps track of all trust funds deposited to, and withdrawn from, a trust fund bank account. Provides a form to assist broker in complying with state regulated trust fund handling requirements. | 11/07 | Trust Fund Accounts Guide (Leader) |
| TAB - Trust Bank Account Record for Each Beneficiary | Used when a separate accounting is made for each beneficiary. Keeps track of balance of bank account. Provides a form to assist broker in complying with state regulated trust fund handling requirements. | 11/07 | Trust Fund Accounts Guide (Leader) |
| TAL - Trust Advisory | This document gives information about and clarifies issues regarding sales by the trustee of a trust, such as which disclosures the trustee must comply with, which the trustee is exempt from, the obligations of the real estate agent, and other impacts on the transaction. | 4/11 | |
| TAP - Trust Bank Account Record for Each Property Managed | Used when a separate accounting is made for each property managed. Keeps track of balance of bank account. Provides a form to assist broker in complying with state regulated trust fund handling requirements. | 11/07 | Trust Fund Accounts Guide (Leader) |
| TBA - Termination of Buyer Agency | This form will be used when an agent working with a Buyer wants to or needs to terminate an agency relationship. It can be used by a Broker whose purchaser is acquiring new construction and the Broker will only be collecting a referral fee, or possibly by a Broker who determines that a prospective Buyer's wants, needs or demands are incompatible with the Broker's standards and business practice and therefore the Broker cannot continue working for the Buyer anymore. | 10/04 | Agency Laws Summary Chart |
| TCS - Transaction Cover Sheet | Used to record important transaction information, including contact and other information for buyers, sellers, escrow, selling and listing brokers, lender, appraiser, title and the property. | 10/00 | |
| TDS - Real Estate Transfer Disclosure Statement | The property disclosure statement required by law in most residential sales transactions in California. It includes Seller’s mandatory disclosure of specified items and any known adverse material conditions, as well as sections for seller’s and buyer’s agents to comply with diligent visual inspection requirements. | 11/12 | Sales Disclosure Chart for REALTORS® |
| TEC - Tenant Estoppel Certificate | Used when purchasing residential income property. Existing tenants verify that the lease or rental agreement is in full effect, and that the tenant has no claims against the landlord. | 4/11 | Landlord/Tenant Guide for REALTORS® |
| TF - Trust Funds Received and Released (Not Placed in Trust Bank Account) | Keeps track of all trust funds held by agent or broker. Whether or not funds placed in a bank account. Provides a form to assist broker in complying with state regulated trust fund handling requirements. | 10/99 | Trust Fund Accounts Guide (Leader) |
| TIP - Tenant in Possession Addendum | Separated from former PAA form. Used to document terms when buyer takes property subject to tenants already in possession. | New-11/12 | |
| TLA - Trust Listing Agreement | Regular listing agreement except seller and signature lines specify that property held in trust. | New-11/12 | |
| TPA - Three-Party Agreement | Creates contractual obligations between and among broker, associate licensee and personal assistant. Broker holds assistant's license. Broker pays compensation to assistant if licensed activity is performed. | 4/12 | Unlicensed Assistants |
| TSA - Trust Signature Addendum | Identifies person who has authority to sign contract under authority of a trust. | New-11/12 | |
| VLL - Vacant Land Listing Agreement | Separated from Commercial, Residential Income and Vacant Land Listing Agreement. | New-11/12 | |
| VLPA - Vacant Land Purchase Agreement and Joint Escrow Instructions | Purchase contract for vacant land or lots. Spells out financing clause options. Includes a reference to a manufactured housing addendum when a manufactured home is transferred together with vacant land. Also contains language on seller’s disclosure responsibilities. | 4/10 | Contract Law and Real Estate Transactions |
| VLQ - Seller Vacant Land Questionnaire | This form contains a list of questions asking about the Seller’s knowledge of the property. Since Sellers of vacant land are not required to complete a TDS, this form gives Sellers a place to make material disclosures. | 11/12 |
Sales Disclosure Chart for REALTORS®;
Summary Disclosure Chart for REALTORS®
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| VP - Verification of Property Condition | Used by buyer to verify the property’s condition prior to the close of escrow and to note any exceptions to agreed conditions prior to move-in. | 4/07 | Landlord/Tenant Guide for REALTORS® |
| VRA - Vacation Rental Agreement | Used where vacation rental occupancy is to be 30 days or less. For longer occupancies, a standard residential lease is recommended. | 1/06 | Landlord/Tenant Guide for REALTORS® |
| VRL - Exclusive Authorization for Vacation Rental | Provides the Broker the exclusive right to rent property for vacation rental use. | 4/02 | Landlord/Tenant Guide for REALTORS® |
| WHSD - Water Heater and Smoke Detector Statement of Compliance | Used by Seller to certify that water heaters and smoke dectors are properly installed in compliance with state and local laws. | 11/10 |
Sales Disclosure Chart for REALTORS®;
Summary Disclosure Chart for REALTORS®
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| WOO - Withdrawal of an Offer | This form is used to revoke an offer or counter offer before that document has been accepted. | 4/06 | Contract Law and Real Estate Transactions |
| WPA - Wood Destroying Pest Inspection and Allocation of Cost Addendum | Designed to be used with the RPA-CA. Provides for pre-allocation of costs to cure problems with wood destroying pests. | 11/12 | Pest Control Service Agreements |