§ 1368.2. – Escrow Disclosure Form
The form for billing disclosures required by Section 1368 shall be in substantially the following form:
CHARGES FOR DOCUMENTS PROVIDED AS REQUIRED BY SECTION 1368*
Property Address _______________________________________________________________
Owner of Property ______________________________________________________________
Owner’s Mailing Address _________________________________________________________
(If known or different from property address.)
Provider of the Section 1368 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 | Not Available (N/A) or Not Applicable (N/App) |
| Articles of Incorporation or statement that not incorporated | 1368(a)(1) | ||
| CC&Rs | 1368(a)(1) | ||
| Bylaws | 1368(a)(1) | ||
| Operating Rules | 1368(a)(1) | ||
| Age restrictions, if any | 1368(a)(2) | ||
| Pro forma operating budget or summary, including reserve study | 1365 and 1368(a)(3) | ||
| Assessment and reserve funding disclosure summary | 1365 and 1368(a)(4) | ||
| Financial statement review | 1365 and 1368(a)(3) | ||
| Assessment enforcement policy | 1365 and 1368(a)(4) | ||
| Insurance summary | 1365 and 1368(a)(3) | ||
| Regular assessment | 1368(a)(4) | ||
| Special assessment | 1368(a)(4) | ||
| Emergency assessment | 1368(a)(4) | ||
| Other unpaid obligations of seller | 1367.1 and 1368(a)(4) | ||
| Approved changes to assessments | 1365 and 1368(a)(4), (8) | ||
| Settlement notice regarding common area defects | 1368(a)(6), (7) and 1375.1 | ||
| Preliminary list of defects | 1368(a)(6), 1375, and 1375.1 | ||
| Notice(s) of violation | 1363 and 1368(a)(5) | ||
| Required statement of fees | 1368 | ||
| Minutes of regular meetings of the board of directors conducted over the previous 12 months, if requested | 1368(a)(9) |
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 1368 may be charged separately.