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Civil Code Section 4528 – Disclosure Form

The form for billing disclosures required by Section 4530 shall be in at least 10-point type and substantially the following form:

CHARGES FOR DOCUMENTS PROVIDED AS REQUIRED BY SECTION 4525*

The seller may, in accordance with Section 4530 of the Civil Code, provide to the prospective purchaser, at no cost, current copies of any documents specified by Section 4525 that are in the possession of the seller.

A seller may request to purchase some or all of these documents, but shall not be required to purchase ALL of the documents listed on this form.

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

 
     

Not Available
(N/A), Not
Applicable
(N/App), or Directly Provided by Seller and confirmed in writing by Seller as a current document (DP)

Document

Civil Code Section Included

Fee for Document

       

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 shall be charged separately.

(Amended by Stats. 2017, Ch. 127, Sec. 2. (AB 690) Effective January 1, 2018.)

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