Buyer Questionnaire

Buyer 1 Information
Buyer 1 Name*
Social Security#*
Marital Status*
Email*
Cell Phone*
Home Phone
Work Phone
Fax
Is there a 2nd Buyer?*
- Yes
- No
Buyer 2 Information
Name
Social Security#
Marital Status
Email
Cell Phone
Home Phone
Work Phone
Fax
Relationship & Ownership
Please fill out these fields if there is more than one borrower...
Relationship of Buyers to Each Other
Please Explain*
How would you like your name to appear on the Deed?*
If spouse is not a borrower on the loan, will spouse be on the deed?
Please include spouse's information in "Buyer 2" section above.
How do you wish to take title to the property?*
A Joint Tenant has a right of survivorship to the other owner(s)’ interest. Upon the death of one owner, his/her interest is automatically transferred to the other surviving joint tenant(s) without probate if you are unsure, you should consult with our office or an attorney for a full explanation.
A Tenant in Common holds an undivided interest in the property, along with other owners. Upon the death of one owner, his/her interest passes to his/her heirs via probate, NOT to the other Tenants in Common - if you are unsure, you should consult with our office or an attorney for a full explanation.
Corporation, LLC or Partnership Information
Corporate Name*
Authorized Signer*
Tax ID*
Title/Position*
Trust Information
Name of Trust*
Trust Tax or SS#*
Date of Trust*
Date Format: MM slash DD slash YYYY
Grantor of Trust*
Insurance Information
(Homeowners or Condominium Units)
A binder will be required reflecting your lender. You can always follow up with Accurate Title once the insurance company has been selected.
Agency
Contact Person
(if available)
Phone#
Policy# (if available)
General Information
Will this be the primary residence for Buyer #1?*
Will this be the primary residence for Buyer #2?*
If property is primary residence, then all buyers & spouses must attend closing for homestead purposes, even if not on deed or mortgage.
Please provide spouse’s legal name:*
Will any of the Buyers be using a power of attorney?*
Will Accurate Title prepare it?*
Condominium, Homeowners Association, Mobile Home or Co-op (If Applicable)
Association Name
Association Phone
Management Company
Management Phone
Amount of Dues
Collected..
If other, indicate schedule*
Realtor Information
Do you have a Realtor?*
- Yes
- No
Realtor's Name
Agent Phone
Amount of Deposit
(If no Realtor is involved)
Who is holding the deposit?*
Acknowledgements
Funds*
- I understand that any funds due must be wired or be in the form of a Cashier’s or Certified check made payable to Accurate Title. I understand that prior to utilizing any wiring instructions we must have verbal confirmation with Accurate Title.
ID*
- I understand that current government issued photo identification will be required from all parties at closing.
Signature
By signing above, I hereby authorize Accurate Title to release completed copies of the Settlement Statement to realtors or attorneys representing parties to this transaction.
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Comments
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Buyer Questionnaire

Buyer 1 Information

Buyer 2 Information

Relationship & Ownership

Corporation, LLC or Partnership Information

Trust Information

Insurance Information

General Information

Condominium, Homeowners Association, Mobile Home or Co-op (If Applicable)

Realtor Information

Acknowledgements

Title & Closing Services

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