Resources | Buyers & Sellers

Buyer's Escrow Documents

  • Buyers New Loan and Insurance

    Buyer's New Loan & Insurance Info Sheet

    Escrow Holder's authority to contact your Lender and Insurance Agent

    Download
  • Vesting

    Vesting Form

    Instructs Escrow Holder exactly how you wish to acquire title to the subject property. READ CAREFULLY.

    Download
  • Disbursement

    Disbursement Instructions

    Instructs Escrow Holder where and how to disburse proceeds/refunds at the close of escrow.

    Download
  • Information

    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.

    Download
  • Seller's Escrow Documents

  • Expedite Escrow

    Authorization to Expedite Escrow

    Escrow Holder's authority to request a payoff statement from your lender(s) and Homeowner's Association information, if applicable.

    Download
  • Disbursement

    Disbursement Instructions

    Instructs Escrow Holder where and how to disburse proceeds/refunds at the close of escrow.

    Download
  • 1099

    1099 Questionnaire and Input Form

    Required for Federal and State income tax reporting. Escrow cannot close without this form properly completed and signed.

    Download
  • Non-foreign Status

    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.

    Download
  • Statement Information

    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.

    Download
  • CA Tax Forms

    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
  • CA Franchise Tax Board

    California Franchise Tax Board

    Find links on CA Franchise Tax Board web site and download (540, 540C and 540EZ).
  • Foreign Sellers

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


Notaries

bancserv.net
Door2DoorDocs.com


Accommodators

API Exchange
Orexco 1031
Diversified Exchange
First Exchange
IPX 1031
Haven Exchange


Utilities
Imperial Irrigation District
Desert Utility Company Contacts (PDF)
Southern California Edison
Verizon Phone/DSL/Wireless Service
Coachella Valley Water District
Time Warner Cable Desert Cities


Schools

Coachella Valley Unified School District
Desert Sands Unified School District
Palm Springs Unified School District
College of the Desert
Private Schools in Palm Desert


City Government Web Sites

Cathedral City
Coachella
Desert Hot Springs
Indio
La Quinta
Palm Desert
Palm Springs
Rancho Mirage


Local Businesses

Big Horn Pool Care - Pool Services
50855 Washington St., C-188
La Quinta, CA 92253
(760) 600-6196

The Village Pup
Cage Free Dog Care and Overnight Boarding
78023 Calle Estado
La Quinta, CA 92253
(760) 564-1600


Business Resources

FedEx
United Parcel Service
White Pages
Yellow Pages


Bonds

Austin Cooper (909) 886-9861
Bond Services (909) 890-1409
Hallmark Insurance
J R Olsen Bonds
Mission Counties