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Section 4528 - Billing Disclosure Form
The form for billing disclosures required by Section 4530 shall be 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*
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) or
Document Civil Code Section Included Not Applicable (N/App)
Articles of Incorporation Section 4525(a)(1)
or statement that not
incorporated
_________ _________
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 Sections 4525(a)(6),(7) and
common area defects 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.
Section 1368.2 - Billing Disclosure Form
The form for billing disclosures required by Section 1368 shall be in substantially the following form and in at least 10-point type:
CHARGES FOR DOCUMENTS PROVIDED AS REQUIRED BY SECTION 1368*
Property Address
Owner of Property
Owner's Mailing Address
(If known or different from property address.)
Provider of the Section 1368 Items:
Print Name Position or Title Association or Agent Date Form Completed
Check or Complete Applicable Column or Columns Below
Not Available (N/A) or
Document Civil Code Section Included Not Applicable (N/App)
Articles of Incorporation Section 1368(a)(1)
or statement that not
incorporated _________ _________
CC&Rs Section 1368(a)(1) _________ _________
Bylaws Section 1368(a)(1) _________ _________
Operating Rules Section 1368(a)(1) _________ _________
Age restrictions, if any Section 1368(a)(2) _________ _________
Pro forma operating
budget or summary,
including reserve study Sections 1365 and 1368(a)(3) _________ _________
Assessment and reserve funding
disclosure summary Sections 1365 and 1368(a)(4) _________ _________
Financial statement review Sections 1365 and 1368(a)(3) _________ _________
Assessment enforcement policy Sections 1365 and 1368(a)(4) _________ _________
Insurance summary Sections 1365 and 1368(a)(3) _________ _________
Regular assessment Section 1368(a)(4) _________ _________
Special assessment Section 1368(a)(4) _________ _________
Emergency assessment Section 1368(a)(4) _________ _________
Other unpaid obligations of seller Sections 1367.1 and 1368(a)(4) _________ _________
Approved changes to
assessments Sections 1365 and 1368(a)(4),(8) _________ _________
Settlement notice regarding Sections 1368(a)(6),(7) and
common area defects 1375.1 _________ _________
Preliminary list of defects Sections 1368(a)(6), 1375 and
1375.1 _________ _________
Notice(s) of violation Sections 1363 and 1368(a)(5) _________ _________
Required statement of fees Section 1368 _________ _________
Minutes of regular meetings of
the board of directors
conducted over the previous
12 months, if requested Section 1368(a)(9) _________ _________
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 1368 may be charged separately.
Changes
4528. ยง1368.2
The form for billing disclosures required by Section 13684530 shall be in at least 10-point type and substantially the following form:
CHARGES FOR DOCUMENTS PROVIDED AS REQUIRED BY SECTION 1368*4525*
Property Address
Owner of Property
Owner's Mailing Address
(If known or different from property address.)
Provider of the Section 13684525 Items:
Print Name Position or Title Association or Agent Date Form Completed
Check or Complete Applicable Column or Columns Below
Not Available (N/A) or
Document Civil Code Section Included Not Applicable (N/App)
Articles of Incorporation Section 13684525(a)(1)
or statement that not
incorporated _________ _________
CC&Rs Section 13684525(a)(1) _________ _________
Bylaws Section 13684525(a)(1) _________ _________
Operating Rules Section 13684525(a)(1) _________ _________
Age restrictions, if any Section 13684525(a)(2) _________ _________
Rental restrictions, if any Section 4525(a)(9) _________ _________
Pro forma operating
Annual budget report or summary,
including reserve study Section 1365s 5300
and 13684525(a)(3) _________ _________
Assessment and reserve funding
disclosure summary Sections 1365 5300
and 13684525(a)(4) _________ _________
Financial statement review Sections 1365 5305
and 13684525(a)(3) _________ _________
Assessment enforcement policy Sections 1365 5310
and 13684525(a)(4) _________ _________
Insurance summary Section 1365s 5300
and 13684525(a)(3) _________ _________
Regular assessment Section 13684525(a)(4) _________ _________
Special assessment Section 13684525(a)(4) _________ _________
Emergency assessment Section 13684525(a)(4) _________ _________
Other unpaid obligations
of seller Sections 1367.1 5675
and 13684525(a)(4) _________ _________
Approved changes to
assessments Sections 1365 5300
and 13684525(a)(4),(8) _________ _________
Settlement notice regarding Section 1368s 4525(a)(6),(7)
and 1375.16100
common area defects _________ _________
Preliminary list of defects Sections 1368 4525(a)(6),
13756000 and1375.16100 _________ _________
Notice(s) of violation Section 1363s 5855
and 13684525(a)(5) _________ _________
Required statement of fees Section 13684525 _________ _________
Minutes of regular board meetings of
the board of directors
conducted over the previous
12 months, if requested Section 13684525(a)(910) _________ _________
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 13684525 may be charged separately.
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