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Risk Management 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 zipForm®, a FREE benefit to SDAR Members.

zipForm®

Local transaction forms are available FREE for SDAR REALTOR® members to download. All other San Diego County REALTORS® who wish to download the forms can get them for $69/year through zipForm®.

 
  1. Transaction Forms
  2. Risk Management Specialist
  • (APA) Addendum to the Purchase Agreement (APA)

    (APA) Addendum to the Purchase Agreement (APA)

    Supplements C.A.R.'s standard Purchase Agreement, addressing additional though legally important issues. Latest revision: Revision Date: August 2011.

    Sample Form | Fax-Back Orders | zipForm®
  • (BEI) Buyer's Election of Inspections

    (BEI) Buyer's Election of Inspections

    Supplements C.A.R.'s standard Purchase Agreement, addressing additional though legally important issues. Latest revision: Revision Date: August 2011.

    Sample Form | Fax-Back Orders | zipForm®
  • (BEIVL) Buyer's Election of Inspections for Vacant Land

    (BEIVL) Buyer's Election of Inspections for Vacant Land

    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 | Fax-Back Orders | zipForm®
  • Confirmation Letter

    Confirmation Letter

    Designed to memorialize client-agent discussions in regard to a real estate transaction or inquiry.

    Sample Form Letter | Free Form Letter
  • (AITD) Disclosures Regarding

    (AITD) Disclosures Regarding "Subject To" and "AITD" Transactions

    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 | Fax-Back Orders | zipForm®
  • BA-FIRPTA Buyer

    BA-FIRPTA Buyer

    The Buyer's Advisory on Foreign Investment in Real Property Tax Act (FIRPTA) requires sellers to give their Social Security Numbers to the buyer. 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.

    Sample Form | Fax-Back Orders | zipForm®
  • (LOI) Letter of Intent

    (LOI) Letter of Intent

    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 | Fax-Back Orders | zipForm®
  • (LAD) Local Area Disclosure

    (LAD) Local Area Disclosure

    The Risk Management Committee created this user-friendly booklet to put known disclosure issues unique to San Diego County at your fingertips. Revision Date: 2012.

    Sample Form | LAD Q&A
  • (MA) Mold Advisory

    (MA) Mold Advisory

    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 | Fax-Back Order | zipForm®
  • (SLIC) Seller's Listing Information Checklist

    (SLIC) Seller's Listing Information Checklist

    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 | SLIC Q&A | zipForm®
  • (SSR) Seller's Statement on Repairs

    (SSR) Seller's Statement on Repairs

    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. Form Date: January 2009.

    Sample Form | SSR Q&A | zipForm®
  • (SPQA) Seller Property Questionnaire Addendum

    (SPQA) Seller Property Questionnaire Addendum

    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: January 2010.

    Sample Form | Fax-Back Order | zipForm®
  • (VLQA) Vacant Land Questionnaire Addendum

    (VLQA) Vacant Land Questionnaire Addendum

    (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 | Fax-Back Order | zipForm®
  • Other Forms & Contracts

    Other Forms & Contracts

    All other forms including SDAR Membership forms and MLS transaction forms are also available

    Membership forms & Contracts
Risk Management
Risk Management Specialist ™

The Risk Management Specialist™ (RMS) program is a cutting-edge designation, designed to help REALTORS® understand and interpret contracts and the laws that govern them. The courses are taught by legal experts who are actively working in the community.

In today's world managing risk has become a necessity, not an option.

Membership in the RMS Program includes many benefits, such as a 10% discount on selected SDAR classes and seminars, as well as on the purchase of transaction forms for RMS in paper format from SDAR's REALTOR® Stores. Some courses are CalBRE-approved and are eligible towards your California real estate license renewal.

 
Arbitration
How to Earn the RMS Designation
  • Must complete ALL 5 Core Classes
  • Must complete 1 Contract Class
  • Must complete 2 Elective Classes
  • All courses MUST be live through SDAR
  • Courses completed with the last calendar year (from application date) will be accepted*
  • A member in good standing of NAR
  • A member must be a REALTOR®
  • Complete all courses within 1 year of application
  • RMS Members must have a minimum of two years as an agent; time can be accumulated through this one-year program.
  • RMS members must have a minimum of 4 transactions before graduating. (Transactions to be verified by Broker of Record.)

* With proof of completion

 
RMS Specialist
Core Classes
Classes CE Hours
Ethics 4ET 4
Risk Management 3RM 3
Fair Housing 3FH 3
Management & Supervision 3MS 3
C.A.R.'s Guide to the RPA 4CP 3
Contracts Classes
Classes CE Hours
Understanding the RPA-CA / Listing & Buying 19CE (6CP & 13CS) 19
Contract Essentials 8CP 8
Elective Classes*
Classes CE Hours
Short Sales & Foreclosures 8CP 8
Know Your Disclosures 6CP 6
Rules of Marketing and Advertising None 2
C.A.R.'s All About Disclosures None 3

*Elective Classes may be added / changed

Application Process – Download Application (PDF)

1. Submit application with initial one time non-refundable application fee of $49
2. Complete all education requirements
3. Annual Dues waived the first year
4. $99 Annual Dues – prorated monthly

RMS Recertification Requirements (Yearly)
  • Must complete Ethics
  • Must complete Annual Forms Updates Class
Benefits of RMS Program Membership
  • Risk Management Alerts, which updates you on legal issues, hot legal topics and legislative and regulatory changes
  • Name published in Membership Directory
  • Name published on SDAR's web site
  • 10% discount on selected SDAR education classes and seminars
  • 10% discount on SDAR's Risk Management Forms (paper format only; does not include zipForm®)
  • 10% discount on monthly selected risk management products.
  • Contact our exclusive partner Landy Insurance to answer any of your E&O questions
  • Discount on E&O insurance coverage through CRES Insurance Services
  • Free attendance to all regular REALTOR®/Attorney Seminars ($100 value per year)
Download RMS Checklist (PDF)