Escrow – Checklist, BUYER.

Escrow Checklist – Buyer

Our goal is to provide a seamless experience that empowers you to feel secure throughout your escrow* transaction. To ensure a successful closing, the following forms must be read, completed in full and signed. Please note that failure to complete the forms by the specified date could result in closing delays.

Escrow Instructions

Confidential Statement of Information
Insurance Information
Preliminary Change of Ownership
Vesting Worksheet

Escrow Instructions
Please review your escrow instructions to ensure they match your purchase contract. If your name is misspelled or has changed, contact your Escrow Officer immediately.

Confidential Statement of Information
The title company requires this form to ensure the successful transfer of title. If any item on this form does not pertain to your situation, please enter ‘N/A’.

Insurance Information
Your lender will require fire insurance prior to funding the new loan. Please designate your selected insurance agency and provide all contact information to your Escrow Officer as soon as possible upon opening your escrow.

Preliminary Change of Ownership
This form must be submitted to the County Recorder with the Grant Deed. This is used by the Tax Assessor to determine the tax basis for the property. Complete and sign on the second page and return to Escrow. There are penalties assessed by the county for failure to return this form.

Vesting Worksheet
Complete this document to indicate how you wish to take title of the property. Consult your tax professional for advice on making a decision that best suits your financial and estate planning goals.

*Escrow is the service that will allow you and the Seller to conduct business with each other through a neutral third party, thereby minimizing risk. An escrow is ready to close when the parties have deposited all funds and documents required. Your timely deposit of all information and documents will help to ensure that your transaction closes as scheduled.

The Escrow Heritage Company

California Apostille Service – Spanish Mobile NotaryLoan SigningCalifornia Mobile Notary Network

About Sergio Musetti

Mobile Notary Public business, certified signing agent, Spanish translation interpreting, fingerprinting, Apostille service in California. Apostilla y traduccion. Loan Signing agent with National Notary Association since 2003 http://CaliforniaApostille.us http://WestSacramentoNotary.com
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