Risk Management Transaction Forms
SDAR publishes Risk Management Forms, all designed to give REALTORS® additional ways to manage and reduce legal risk. You can download samples of each, and Question and Answer (Q&A) sheets on the most commonly used. Order C.A.R and SDAR Forms online by logging into Member services on your right. Get SDAR Risk Management Forms on WINForms®, a FREE benefit to SDAR Members. Click here for more information.
Addendum to the Purchase Agreement (APA)
Supplements C.A.R.'s standard Purchase Agreement, addressing additional though legally important issues. Latest revision: Revision Date: May 2008.
 Sample Form
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Buyer's Election of Inspections (BEI)
Designed to show buyers the different types of inspections available so that agents can prove that the buyer is aware of the reasonable care to protect himself that the law requires. Revision Date: October 2007.
Sample Form
Free Form (requires Member Login)
BEI Q & A
Buyer's Election of Inspections for Vacant Land (BEIVL)
Designed to show buyers the different types of inspections available for vacant land so that agents can prove that the buyer is aware of the reasonable care to protect himself that the law requires. Creation Date: November 2007.
Sample Form
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Confirmation Letter
Designed to memorialize client-agent discussions in regard to a real estate transaction or inquiry.
 Sample Form Letter
Free Form Letter (requires Member Login)
Disclosures Regarding "Subject To" and "AITD" Transactions (AITD)
Allows agent to be sure that buyers and sellers are aware of the risks inherent in these types of transactions. Revision Date: March 2004: Verbiage added for WINForms; hard copies of prior version OK to use.
Sample Form
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FIRPTA Buyer
The Foreign Investment in Real Property Tax Act (FIRPTA) requires sellers to give their Social Security Numbers to the buyer. Because some sellers are reluctant to do so, this form tells buyers of potential adverse consequences for failing to obtain the seller's SSN. Obtaining the buyer's signature on this form also holds the buyer's agent harmless for any loss to the buyer because of the failure to obtain the seller's SSN. The PDF file of this form is preformatted and ready to use. Revision Date: January 2009.
Sample Form
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FIRPTA Seller
The Foreign Investment in Real Property Tax Act requires sellers to give their Social Security Numbers to buyers. Because some sellers are reluctant to do so, this form helps convince sellers that it is required by law. The PDF file of this form is preformatted and ready to print. Revision Date: January 2009.
Sample Form
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Letter of Intent (LOI)
Ensures that all parties understand the legal limitations of a letter of intent. Latest revision: March 2004: Verbiage added for WINForms; hard copies of prior version OK to use.
Sample Form
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Local Area Disclosure (LAD)
The Risk Management Committee created this user-friendly booklet to put known disclosure issues unique to San Diego County at your fingertips. Revision Date: October 2007.
Sample Form
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Mold Advisory (MA)
(Formerly Mold Disclosure) Designed to explain the problems with mold and the necessity of obtaining a mold inspection. In essence relieves the broker of responsibility regarding the actual and potential existence of mold at the property, provided the form is given to and signed by the buyer. Revision Date: April 2008
Sample Form
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Seller's Listing Information Checklist (SLIC)
Designed to help sellers provide accurate information for the listing, and showing that the seller accepts responsibility for providing accurate information. Revision Date: March 2004: Verbiage added for WINForms; hard copies of prior version OK to use.
Sample Form
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SLIC Q & A
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Seller's Statement on Repairs (SSR)
This form makes it much easier for agents to document repairs, and helps clear up confusion on the part of both sellers and buyers. It is designed to be given to the seller when you are delivering the buyer's request for repairs. Because the SSR contains the exact language of the Residential Purchase Agreement, the seller has a clear understanding of the responsibilities for the documentation of repairs. The SSR makes it easier to keep all the information necessary with a single form and to complete the written statements as required. Form Date: January 2009.
Sample Form
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SSR Q & A
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Seller Property Questionnaire Addendum (SPQA)
REPLACES Seller's Additional Disclosures (SAD) Form - Designed as an addendum to C.A.R.'s Seller Property Questionnaire (SPQ) and must not be used without the SPQ. Shows that agents have made a full effort to encourage complete disclosure, and acknowledges that the seller, and not the agent, is responsible for such disclosures. Form Date: April 2008.
Sample Form
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Vacant Land Questionnaire Addendum (VLQA)
(REPLACES Vacant Land Disclosure Statement-VLDS) - Designed as an addendum to C.A.R.'s Seller Vacant Land Questionnaire (VLQ) and must not be used without the VLQ. Form Date: January 2009
Sample Form
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