1099 Certification

Federal law requires reporting certain real estate transactions to the IRS and issuing Form 1099. Sellers authorize use of their information and must provide it accurately; failure to do so may result in civil or criminal penalties. It does not automatically mean you owe tax.

Buyers Vesting

This form instructs escrow how the Buyer(s) names and ownership interests should appear on the deed. The selected vesting can affect ownership percentages, inheritance and survivorship rights, creditor claims, taxes, and how an owner’s interest transfers at death. Buyers should review the choice carefully and consult legal or tax professionals when needed.

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1099 Waiver

The answers to the questions within the Form 1099 waiver determine whether the transaction requires a Form 1099 filing under federal law. If filing is required, escrow uses the seller’s accurate taxpayer information to report the sale. I

Escrow Instructions

Provides a written roadmap for completing the transaction. They identify the parties’ agreement, specify the conditions that must be satisfied before closing, and authorize how funds and documents are handled, recorded, and disbursed. The escrow holder follows these instructions neutrally and generally cannot alter them or resolve disputes without authorization

593 Withholding FTB

Form 593 determines applicable exemptions and whether CA income tax withholding is required. If withholding is applicable, it calculates and reports the amount withheld to the FTB.  s. Any withholding generally serves as a prepayment of California tax, not necessarily the final amount owed.

Grant Deed

A grant deed transfers property ownership from the grantor to the grantee. In California, the grantor’s signature is generally notarized so the deed can be recorded, verifying identity and voluntary signing while helping prevent fraud. Notarization alone does not complete the transfer; delivery and acceptance are also required.