The form for billing disclosures required by Section 4530 shall be in substantially the following form:
CHARGES FOR DOCUMENTS PROVIDED AS REQUIRED BY SECTION 4525*
Property Address:
Owner of Property:
Owner’s Mailing Address (If known or different from property address.):
Provider of the Section 4525 Items:
Print Name __________ Position or Title__________ Association or Agent
Date Form Completed:
Check or Complete Applicable Column or Columns Below:
| Document | Civil Code Section Included | Fee for Document | Not Available(N/A) or Not Applicable (N/App), or Directly Provided by Seller and confirmed in writing by Seller as a current document (DP) |
| Articles of Incorporation or statement that not incorporated | Section 4525(a)(1) | ||
| CC&Rs | Section 4525 (a)(1) | ||
| Bylaws | Section 4525(a)(1) | ||
| Operating Rules | Section 4525(a)(1) | ||
| Age restrictions, if any | Section 4525(a)(2) | ||
| Rental Restrictions, if any | Section 4525(a)(9) | ||
| Annual budget report or summary, including reserve study | Sections 5300 and 4525(a)(3) | ||
| Assessment and reserve funding disclosure summary | Sections 5300 and 4525(a)(4) | ||
| Financial statement review | Sections 5305 and 4525(a)(3) | ||
| Assessment enforcement policy | Sections 5310 and 4525(a)(4) | ||
| Insurance summary | Sections 5300 and 4525(a)(3) | ||
| Regular assessment | Section 4525(a)(4) | ||
| Special assessment | Section 4525(a)(4) | ||
| Emergency assessment | Section 4525(a)(4) | ||
| Other unpaid obligations of seller | Sections 5675 and 4525(a)(4) | ||
| Approved changes to assessments | Sections 5300 and 4525(a)(4),(8) | ||
| Settlement notice regarding common area defects | Sections 4525(a)(6),(7) and 6100 | ||
| Preliminary list of defects | Sections 4525(a)(6), 6000 and 6100 | ||
| Notice(s) of violation | Sections 5855 and 4525(a)(5) | ||
| Required statement of fees | Section 4525 | ||
| Minutes of regular board meetings conducted over the previous 12 months, if requested | Section 4525(a)(10) | ||
| Total fees for these documents: | |||
| *The information provided by this form may not include all fees that may be imposed before the close of escrow. Additional fees that are not related to the requirements of Section 4525 may be charged separately. | |||
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Related Topics
Related Statutes
- AB 690 (Quirk-Silva). Common interest developments: managers: conflicts of interest.
- Civil Code Section 1134. Disclosure of Defects to Purchaser.
- Civil Code Section 6100. Notice of Settlement Agreement.
- Civil Code Section 5305. Review of Financial Statement.
- Civil Code Section 5300. Annual Budget Report.
- Civil Code Section 4535. Owner’s Additional Transfer Requirements.
- Civil Code Section 4530. Escrow Documents Provided by Association.
- Civil Code Section 4525. Disclosures to Prospective Purchaser.
Related Case Law
- Berryman v. Merit Property Management, Inc.
(2007) 152 Cal.App.4th 1544
[Association Records; Transfer Document Fees] An association’s managing agent is permitted to earn a profit on the fees it charges for providing property transfer documents.