California Civil Code > Part 5. Common Interest Developments (Davis-Stirling Common Interest Development Act) > Chapter 4. Ownership and Transfer of Interests > Article 2. Transfer Disclosure > Civil Code §4528. Form For Billing Disclosures
The form for billing disclosures required by Section 4530 shall be in at least 10-point[1] type and substantially the following form:
CHARGES FOR DOCUMENTS PROVIDED AS REQUIRED BY SECTION 4525*[2]
| 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.
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| 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.
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| Property Address
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| Owner of Property
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| Owner’s Mailing Address (If known or different from property address.)
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| Provider of the Section 4525 Items:
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| Print Name _________ Position or Title _________ Association or Agent
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| Date Form Completed
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Check or Complete Applicable Column or Columns Below
| Document | Civil Code Section Included | Fee for Document | Not Available (N/A), or Not Applicable (N/App), or Directly Provided by Seller and confirmed in writing by Seller as a current document (DP) |
| 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 may be charged separately. | |||
[2017 – Based on former §1368.2]
[1] See example in footnote 32, page 212 in Civil Code §5300.
[2] Note: The table borders shown in this section do not appear in the statute, but we have added them to make the section easier to read and the form easier to complete.
[3] Because Civil Code §4530 prohibits bundling of documents, a separate fee probably needs to be charged for each original document and each separate amendment to that document. Thus a separate line or row would need to be added for each separate document, and it would be best to identify them by recording date and document number for CC&Rs and effective date or filing date for other documents.
[19] Note: The borders shown in this section do not appear in the statute, but we have added them to make the section easier to read and the form easier to complete.