Real Property Management Client Agreement

This agreement is in Acrobat PDF format which allows you to complete the agreement by
typing in the informaton and saving the document to your computer. Due to legal
requirements mandated by the Texas Real Estate Commission, you may sign the agreement
utlizing the digital signing feature or you will need to print the agreement afer completng,
sign & date where noted, and email or fax the completed packet to RPM.
Checklist:
Complete Management Agreement and sign all pages.
Scan and email completed agreement to RPM or fax to 214-296-9380.
If the home is currently leased, include: Copy of Lease, Deposit Release Form or Deposit
Funds, Move-in Conditon Form, and a copy of the key.
If vacant, be sure the utlites are on.
Include a copy of the HOA Rules & Regulatons, and phone number and email for the
HOA if applicable.
Once the management agreement is submited to RPM, a member of our Operatons
Department will contact you with more informaton about our company, procedures, and what
to expect going forward.
We would like to welcome you and thank you for entrustng us with your most valuable asset
and we look forward to surpassing your needs as your property management company.
Regards,
Real Property Management
Real Property Management
7616 LBJ Freeway, Ste. 680, Dallas, TX, 75251
Phone 972.233.1888 Fax 214.296.9380
www.RealPropertyDFW.com
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Date ___________
RENTAL PROPERTY ADDRESS
Address _________________________ City ____________________ State ____ Zip _________
CLIENT INFORMATION
The IRS requires a social security number or corporate tax ID on all rental property. 1099s are prepared annually for tax purposes and
only one social security or tax ID can be used. The individual to whom the payment is made will receive the 1099 and will thus be
responsible for all tax implicatons associated with the fling of that 1099. To ensure the highest probability of success, its critcal that
you fll in this management agreement in its entrety to ensure we have the right informaton to efectvely manage your property.
*Only one Social Security or Corporate Tax ID can be used:
Personal Social Security ______________________ Date of Birth ______________
Owner is not an individual. Owner is a: Partnership Estate LLC S or C Corporaton
Tax ID ________________________
OWNER PAYMENT METHOD
Real Property Management can send your rental funds by US Mail or deposit directly into your bank account
via an electronic funds transfer EFT. Please let us know which you prefer.
Yes, please send my funds by EFT. I hereby authorize Real Property Managment to deposit funds owed to me by initatng credit
entries to my account at the fnancial insttuton indicated below. In the event that RPM deposits funds erroneously into my
account, I authorize RPM to debit my account for an amount not to exceed the original amount of the erroneous credit. There is
a one-tme set-up charge for direct deposit in the amount of $25.
Bank Name ________________________
Account Type ________________________
Routng Number (9 digits) ________________________
Account Number ________________________
No, please send my payment by US Mail to the address provided under the client mailing address.
_______________________________ __________
Owner Signature Date
Property Owner:
First Name ____________________________
Last Name ____________________________
Corporate Name ____________________________
Mailing Address ____________________________
City ____________________________
State ____________________________
Zip Code ____________________________
Home Phone ____________________________
Cell Phone ____________________________
Work Phone ____________________________
Email ____________________________
Co-Owner:
First Name ____________________________
Last Name ____________________________
Corporate Name ____________________________
Mailing Address ____________________________
City ____________________________
State ____________________________
Zip Code ____________________________
Home Phone ____________________________
Cell Phone ____________________________
Work Phone ____________________________
Email ____________________________
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EXCLUSIVE MANAGEMENT AGREEMENT
Manager Obligatons
Owner hereby confers upon the Manager the following dutes, authority, and powers:
1. Leasing: To advertse the availability for rent of the property or any part thereof and to display For Rent signs thereon; to execute
leases, renewals or cancellatons of leases relatng to the property; to terminate tenancies and to sign and serve for the Owner such
notces as Manager deems appropriate; to insttute legal actons in the name of the Owner, to evict tenants and recover posses-
sion of the premises; to recover rents and the sums due; to setle, compromise and release such actons. Owner authorizes RPM, its
inspectors, contractors, and other real estate brokers and their associates to access the property to perform inspectons, repairs and
showings.
2. Rents & Security Deposits: To collect rents and to collect and disburse security and other deposits; to deposit all receipts collected
for Owner in a trust account with a qualifed banking insttuton. Manager shall not incur any liability for bankruptcy or failure of the
depository. At the end of this agreement, RPM will send the security deposit minus any fees owed to RPM by the tenant to the Own-
er and also send a leter to the tenant statng that the security deposit and accountng for the security deposit will be the Owners
responsibility. Once RPM complies with the above, the Owner will indemnify RPM from any loss or claim from a tenant for the return
of the security deposit. Any interest or income received from the tenants security deposit will not be paid to the Owner. Per Texas
Property Code, RPM may elect to place the tenants security deposit in an interest bearing account and any interest or income will be
paid to RPM.
3. Maintenance & Repairs: Owner authorizes RPM to negotate and make reasonable concessions to the tenant; to supervise and
discharge all labor required for the operaton and maintenance of the property and to maintain the property in case of vacancies; to
dispatch RPM staf and/or hire a contractor to make all necessary repairs per Texas Property Code and local city ordinances; to make
emergency repairs to the property without prior notfcaton and without regard to the expense limitaton when RPM determines
the repairs are necessary to protect the property or the health and safety of the tenant. Notwithstanding anything to the contrary in
this agreement, any inspectons that are performed by Manager are for latent situatons only that may afect the health or safety of
the tenants, or that may need upkeep or repair. Manager is not certfed as an inspector by any agency and expressly disclaims any
warrantes as such. Owner agrees to disclose to Manager any potentally dangerous situatons or defects of the premises. Repairs are
usually performed by internal maintenance technicians or preferred vendors that provided rebates/commissions/discounts/markups
to be retained by the Management Company. We require that owners maintain $300.00 in escrow per unit to ensure funds are im-
mediately available to repair items in a tmely manner. This Portolio Minimum will be deducted from the frst months rent.
4. Utlites: Owner agrees to have all utlites on while the property is vacant during the marketng and leasing period. This includes
electricity, gas and water.
5. Disbursements: To accrue and make disbursements from Owners funds for: maintenance, repairs, materials, leasing fees, col-
lecton fees, evicton fees, late fees, refundable/non-refundable deposits, management fees and to remit monies to Owner or into
Owners other accounts.
6. Periodic Statements: To render periodic itemized statements of receipts, expenses, charges and accruals and to remit to Owner
receipts less disbursements and accruals for future expenses. In the event disbursements shall exceed receipts, Owner assumes full
responsibility for the payment of any expenses and obligatons incurred in connecton with the exercise of Managers dutes set forth
herein.
Owner Obligatons
7. Management Fees: Owner agrees to pay Manager a fee or fees for services rendered at the rates hereinafer set forth. Owner rec-
ognizes that this agreement is not a partnership between the owner and Real Property Management (RPM). Owner recognizes RPM
as agent in any negotatons relatve to the property or any part thereof, which may have been initated during the term hereof, and
shall compensate Manager in accordance with the rates hereinafer set forth. Such compensaton is due and payable on demand and
may be deducted by the Manager from receipts. Management company fees charged to tenants include NSF check charges, serv-
ing fees, applicaton fees, lease renewal fees and collecton fees. Monthly Management fee _____ of gross rents per month. 50/50%
of net late fees, 3% of gross sales price if tenant purchases property. Leasing Fee per unit: _____ of the frst months gross rent rate
for single family homes, condos, duplex and mult-units. Lease fees will be assessed each tme the property becomes vacant and is
released. A fee of $95 will be charged for lease renewals.
8. Insurance: Owners will maintain without interrupton policies of casualty and liability insurance for the property and at RPMs
request, Owners will furnish RPM copies of such policies.
9. Data and Records: Owner agrees to make available all data, records and documents pertaining to the property which the Manager
may require to properly exercise Managers dutes hereunder.
_______________________________ __________ _______________________________ __________
Owner Signature Date Real Property Management (RPM) Date
8%
75%
3
10. Liability and Indemnifcaton: Owner agrees to comply with all obligatons, dutes, and responsibilites under Texas Property Code,
fair housing laws, local ordinances applicable to the use, leasing and management and care of the property. RPM is not responsible
or liable in any manner for personal injury to any person or for loss or damage to any persons real or personal property resultng
from any act or omission not cause by RPMs gross negligence, including but not limited to injuries or damages caused by: other
Brokers or their associates, contractors or appraisers authorized to access the property; acts of vandalism or thef or criminal acts;
freezing or leaking pipes; a dangerous conditon or environmental conditon of the Property; or the Propertys non-compliance with
any laws or ordinances. RPM is not responsible or liable in any manner for damages to Owner caused by a tenants breach of a lease.
Owner agrees to protect, defend, indemnify, and hold RPM harmless from any damage, costs, atorney fees, and expenses that: are
caused by Owner, negligently or otherwise; arise from Owners failure to disclose any material or relevant informaton about the
Property; are caused by Owner giving incorrect informaton to any person; are related to the management of the Property and are
not caused by RPM, negligently or otherwise. If Owner or RPM is a prevailing party in any legal proceeding brought as a result of a
dispute under this agreement or any transacton related to or contemplated by this agreement, such party will be enttled to recover
from the non-prevailing party, reasonable expenses and atorney fees.
11. Assignability: This agreement is expressly assignable to another qualifed property manager at the discreton of Real Property
Management.
12. Terms: This agreement supersedes all previous management agreements between the partes, both verbal and writen. This
agreement will be for a period of one year startng from the executon date and will automatcally renew, annually, from the original
executon date, unless writen notce of terminaton is received 30 days prior to the annual renewal date. If Owner terminates the
agreement efectve prior to the annual renewal date for any reason, Owner agrees to pay RPM an early terminaton fee equal to
fve months management fees or the balance of the management fees for months remaining on the lease term contract, whichever
is less. If the home is not rented at the tme of the early terminaton, the management fee owed shall be calculated using the target
rental rate set by the Owner or price being marketed for the lease for the home. If Owner terminates this agreement during the
period in which RPM is processing a qualifed tenant to lease the home but before the lease is signed, then Owner agrees the early
terminaton fee shall be calculated as one full months rent under the terms of the proposed lease amount. If Owner terminates
services and then enters into a rental contract with the qualifed candidate within 90 days of the early terminaton of this agreement,
then the terminaton fee will increase to two months rent. Upon terminaton, all monies due to owner, if any, will be returned within
30 days, less any early terminaton fees owed to RPM by Owner. The partes agree the early terminaton fee is not a penalty but liqui-
dated damages to compensate RPM for the value of the work performed prior to the early terminaton.
13. Foreclosure: Owner agrees to keep all mortgage obligatons, property taxes, associaton fees, or any other obligatons which could
lead to a foreclosure acton against the property current and paid in full as required. Should Manager be notfed that a foreclosure
acton has been initated against the subject property, this shall be considered a material breach by Owner. At Managers opton,
Manager may terminate the contract or Manager will freeze all of Owners funds related to that property and manager will make no
further disbursement to Owner. Owner will have 30 days to correct and make current the obligaton that initated the foreclosure ac-
ton. Should Owner fail to make current the obligaton, and thereby stop the foreclosure acton, Owner authorizes Manager to refund
the security deposit to the tenant and to deduct from Owners funds on hand with manger all amounts due to Manager or Tenant
including, but not limited to, any refund to Tenant of prorated rent or expenses and all of the management fees that would be due to
Manager through the end of the lease term. Owner and Manager agree that the Tenant is not a third party benefciary and nothing in
the paragraph shall limit Managers other legal remedies to collect from Owner any unpaid fees due to Manager.
14. Compliance with Texas Property Code: All rental property in Texas must have doors with specifc locking devices and windows
with locks, as well as working smoke detectors. In additon, all locks must be rekeyed between occupants. If a property is not in
compliance with Texas Property Code, RPM is required by law to bring the property up to code and the cost varies from $100.00-
$600.00. Rental Property in Texas is heavily regulated and Code Compliance is mandated by law.
INFORMATION ABOUT BROKERAGE SERVICES - AGENCY DISCLOSURE
I understand that Real Property Management is the Agent and representatve for the owner and will be paid a fee by the Owner. Per
the guidelines set forth by the Texas Real Estate Commission, Real Property Management will represent and act in the best interest of
the owner in negotatons, representatons, and leasing this property. Real Property Management is a licensed Broker in the state of
Texas.

_______________________________ __________ _______________________________ __________
Owner Signature Date Real Property Management (RPM) Date
4
OPTIONAL SERVICES
Maintenance and Remodeling Services
RPM can provide general handyman repairs, maid service, carpet cleaning, full remodeling services which include paintng / fooring /
trim work / bathroom and kitchen remodels. We also provide lawn care services during the vacancy period as well as throughout the
year. All rental property must be in rent ready conditon which requires that the inside of the home be deep cleaned, carpets
professionally cleaned, lawn mowed and trash removed. Please let us know if you need any of the following services:
Yes, I would like RPM to start mowing the lawn on a bi-weekly service efectve immediately untl leased. Average service
cost is $40/mowing, oversized lots and overgrown lawns will be additonal.
I will provide routne lawn service while occupied.
Yes, I would like RPM to complete the following repairs on my home:
Quarterly Preventatve Care and Inspecton Program
Tenant retenton is a key factor in reducing the costs of owning rental property. When a tenant moves, the owner incurs the cost of
the make ready, vacancy cost untl the home is released, and new leasing fees which combined can cost several thousand dollars.
RPM has found that owners who take care of their tenants (customer) can expect longer tenancy periods and lower overall costs.
We ofer owners Quarterly Inspectons which include changing out the AC flters, testng the smoke detectors, inspectng the interior
of the home to ensure the tenant is complying with the lease and taking care of the home, and an exterior inspecton to ensure the
outside of the home is being maintained as well. The number one reason tenants move is because maintenance items are not fxed
in a tmely manner and because they feel the Landlord does not care about them. Quarterly Inspectons are a win/win for both own-
ers and the tenant.
Yes, please enroll me today.
$75 per quarter, per unit managed for which Agent agrees to go to each property and complete an inspecton, change out
the AC flters, and replace the bateries as needed in all smoke detectors. An inspecton report will be sent to you with
photos of the interior and exterior conditon.
No, I do not want quarterly inspectons at my property(s).
Owner chooses not to partcipate in the Quarterly Inspectons Program.
Evicton Protecton Program
Yes, please enroll me today. Cost is $14.00 per month.
This program is not available for propertes with existng tenants that were not placed by RPM. RPM ofers this program for new
tenants we place in the property for $14.00 per month per unit managed. RPM agrees to pay legal fees and court costs in connecton
with an Unlawful Detainer Acton for one evicton per tenant placed in the property by Real Property Management. This program
does not cover a Writ of Possession or set out costs.
No, I decline this protecton.
Owner chooses not to partcipate in the Evicton Protecton Plan. Therefore, owner will be responsible for all court fees, including the
cost of fling the evicton and a writ of possession, if necessary. In additon, RPM will charge a fat rate of $350 per evicton.

_______________________________ __________ _______________________________ __________
Owner Signature Date Real Property Management (RPM) Date
5
RENTAL PROPERTY INFORMATION
Please refer to your closing documents or log onto the County Tax Roll Website
Property Deed of Trust
Owners of rental property must submit a copy of the Deed of Trust for legal verifcaton of ownership. Due to
a high volume of legal cases concerning real estate transactons, all managed propertes must have a Deed of
Trust showing the owner or corporaton as the legal owner of the property.
Yes, I have a copy of the Deed of Trust and have atached it.
No, I do not have a copy and authorize RPM to purchase a copy of the deed of trust from the County
Tax Assessor for a fee of $50.00. A copy will be sent to the owner for their records.
Is the homeowner late on mortgage payments and/or default? Yes No
Are there any liens on the property? Yes No Explain: __________________________
Home Warranty Informaton
Yes, my property has a Home Warranty Policy which covers the cost of repairs and/or appliances.
Home Warranty Policy ______________________________________
Home Warranty Company ___________________________________
Phone __________________
Policy # _________________
*The owner may be responsible for contactng the Home Warranty Company to submit the work order. RPM will make the
repair if we deem necessary to comply with Texas Property Code in regards to Health and Safety of the Tenant.
No, my property does not have a Home Warranty Policy
Rental Property
Address ____________________________
City ____________________________
State ____________________________
Zip Code ____________________________
Date Available ____________________________
Target Rent ____________________________
Insurance Agency ____________________________
Agent Name ____________________________
Policy # ____________________________
Phone ____________________________
6
Home Owners Associaton (HOA)
Yes, this home is part of a Home Owners Associaton.*
HOA Name ______________________________________
Address 1 _______________________________________
Address 2 _______________________________________
Phone _____________________
Email Address ____________________________________
No, my property is not part of a Home Owners Associaton.
*If yes, please provide a digital copy of the HOA Rules and Regulatons so we can provide to the new tenant. This can be a
link or a PDF and must be sent to us. If the HOA does not have a website, we will require a copy of this mailed to us. This is
required by law.
Housing Program
The payment is guaranteed and it takes approximately 6-8 weeks to process your informaton with Housing so
your frst rent payment will not be received by RPM approximately untl 8 weeks afer the tenant moves in and
then at the frst of the month thereafer.
Yes, I will accept Housing applicants for my rental property.
No, I do not accept Housing on my rental property.
Pools & Hot Tub/Spa
All tenants are required to sign a pool/spa addendum. RPM highly recommends that owners include the pool
service and increase the rent by the amount needed to maintain the pool. This ensures the pool is being
serviced monthly by your existng pool company.
N/A, my property does not have a pool or hot tub/spa.
Yes, I own a pool/hot tub and will contnue using my pool service to maintain the integrity of the pool. I
accept responsibility for the monthly maintenance and will be responsible for ensuring the mechanical
systems are in working order.
No, the tenant will be responsible for the monthly maintenance of the pool and must submit monthly
invoices showing the pool is being maintained by a professional pool company.
Special Provisions for the Lease
Please explain below any special instructons, provisions, or requirements pertaining to your property:
7
Unit Informaton Sheet
Comments
Type of Home
Number of Stories
Square Footage
Year Built
Flooring Type
# of Bedrooms
# of Bathrooms
# of Living Areas
Fireplace Yes No Wood Burning Gas
TV/Cable Yes No Cable Ready Satellite
# of Dining Areas
Stove/Range Yes No Electric Gas
Separate Oven Yes No
Disposal Yes No
Dishwasher Yes No
Microwave Yes No
Refrigerator Yes No If provided, Owner will/ will not repair
Pantry in Kitchen Yes No
Stainless Steel
Appliances
Yes No
Granite Counters Yes No
Washer/Dryer Hookups Yes No
Washer/Dryer Provided Yes No If provided, Owner will/ will not repair
Fenced Backyard Yes No Wood Fence Chain Link Fence
Sprinkler System Yes No
Pool Yes No Private Community
Hot Tub/Spa Yes No
Storage Unit Yes No
Garage Yes No Parking Spaces # of Remotes Garage Code
Covered Parking Yes No # of Spaces Parking Space #
Locaton of Water Main
Locaton of Fuse Box
Security Alarm Yes No Code Alarm Company Phone #
Security Gate Yes No Gate Code
-Choose One-
-Choose One-
-Choose One-
8
Air Conditoning Yes No Electric Window Unit
Heatng System Yes No Electric Gas
Community Mailbox Yes No Mailbox #
School District Elementary _________________
Middle _________________
High _________________
Pets Allowed Yes No Breed or Weight Restricton
Violent Death on
Property
Yes No Explain
Tenant Responsible for
These Utlites
Electricity Gas Internet Lawn
Water/Trash Cable Phone Pool
Are utlites currently on at property? Yes No (If no, they must be turned on)
*If property is vacant or soon to be vacant, we require that electric, gas, and water are ON. RPM will not market a property without
these utlites on.
9
LEASED PROPERTY TENANT INFORMATION
Do Not Complete This Page Unless Your Property Is Currently Occupied By A Tenant
Tenant 1 Tenant 2 Tenant 3
First Name _______________________ _______________________ _______________________
Last Name _______________________ _______________________ _______________________
Home Phone _______________________ _______________________ _______________________
Cell Phone _______________________ _______________________ _______________________
Work Phone _______________________ _______________________ _______________________
Email _______________________ _______________________ _______________________
Lease Begin Date ________________
Lease End Date ________________
Rental Amount ________________
Rental Due Date Each Month ________________
Pets ________________
Breed ________________
Pet Deposit Paid by Tenant $_______________
Security Deposit Paid by Tenant $_______________
Only Applies If You Have An Existng Tenant(s):
I acknowledge that I am holding the current tenants deposit and am solely responsible for these funds. I also acknowledge
that I am responsible for the disbursement of these funds to the tenant afer move out, less any damages caused to the
property.
I am sending the deposit funds to RPM to hold in escrow untl such a tme the tenant vacates the home.
Owner Signature ___________________________
Was the home brought up to Texas Code Compliance upon placing the tenant? Yes No Unsure
Texas Property Code requires all rental property to have proper locking devices on all windows and doors, and a specifc number of
smoke detectors based on the homes specifcatons. Code Work on windows and doors usually costs between $100-$600 depending
upon the homes existng locking devices.
Are there any special instructons, provisions, or requirements with the tenant per the lease and or verbal agreements between the
owner and the tenant? If so, please explain:
Owner Signature _______________________________ Date _________________
10
MOLD DISCLOSURE/LEAD-BASED PAINT ADDENDUM
Please complete the following questonnaire. Because of the potental health concerns, these questons require you disclose any
known concerns regarding mold and lead-based paint.
MOLD
1. Are you aware of any water damage or leaks at the property? Yes No
2. Are you aware of any mold growth on the property? Yes No
If you answered yes to either of the questons above, please explain:
LEAD-BASED PAINT AND/OR LEAD-BASED PAINT HAZARDS
Lead Warning Statement
Housing built before 1978 may contain lead-based paint. Lead from paint, paint chips, and dust can pose health hazards
if not managed properly. Before rentng pre-1978 housing, Owner must disclose the presence of known lead-based paint
and/or lead-based paint hazards in the dwelling so Tenant can be properly notfed.
Owners Disclosure - Check One
1. Presence of lead-based paint and/or lead based paint hazards (choose (a) or (b) below):
(a) Known lead-based paint and/or lead-based paint hazards are present in the housing (explain).
(b) Owner has no knowledge of lead-based paint and/or lead-based paint hazards in the housing.
2. Records and reports available to the Lessor (choose (a) or (b) below):
(a) Owner has provided the lessee with all available records and reports pertaining to lead-based paint and/or lead-based
paint hazards in the housing (list documents below).
(b) Owner has no reports or records pertaining to lead-based paint and/or lead-based paint hazards in the housing.
Explanaton/Documents
Owner Signature _______________________________ Date _________________
Form W-9
(Rev. December 2011)
Department of the Treasury
Internal Revenue Service
Request for Taxpayer
Identification Number and Certification
Give Form to the
requester. Do not
send to the IRS.
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2
.
Name (as shown on your income tax return)
Business name/disregarded entity name, if different from above
Check appropriate box for federal tax classification:
Individual/sole proprietor
C Corporation S Corporation Partnership Trust/estate
Limited liability company. Enter the tax classification (C=C corporation, S=S corporation, P=partnership)

Other (see instructions)

Exempt payee
Address (number, street, and apt. or suite no.)
City, state, and ZIP code
Requesters name and address (optional)
List account number(s) here (optional)
Part I Taxpayer Identification Number (TIN)
Enter your TIN in the appropriate box. The TIN provided must match the name given on the Name line
to avoid backup withholding. For individuals, this is your social security number (SSN). However, for a
resident alien, sole proprietor, or disregarded entity, see the Part I instructions on page 3. For other
entities, it is your employer identification number (EIN). If you do not have a number, see How to get a
TIN on page 3.
Note. If the account is in more than one name, see the chart on page 4 for guidelines on whose
number to enter.
Social security number

Employer identification number

Part II Certification
Under penalties of perjury, I certify that:
1. The number shown on this form is my correct taxpayer identification number (or I am waiting for a number to be issued to me), and
2. I am not subject to backup withholding because: (a) I am exempt from backup withholding, or (b) I have not been notified by the Internal Revenue
Service (IRS) that I am subject to backup withholding as a result of a failure to report all interest or dividends, or (c) the IRS has notified me that I am
no longer subject to backup withholding, and
3. I am a U.S. citizen or other U.S. person (defined below).
Certification instructions. You must cross out item 2 above if you have been notified by the IRS that you are currently subject to backup withholding
because you have failed to report all interest and dividends on your tax return. For real estate transactions, item 2 does not apply. For mortgage
interest paid, acquisition or abandonment of secured property, cancellation of debt, contributions to an individual retirement arrangement (IRA), and
generally, payments other than interest and dividends, you are not required to sign the certification, but you must provide your correct TIN. See the
instructions on page 4.
Sign
Here
Signature of
U.S. person

Date

General Instructions
Section references are to the Internal Revenue Code unless otherwise
noted.
Purpose of Form
A person who is required to file an information return with the IRS must
obtain your correct taxpayer identification number (TIN) to report, for
example, income paid to you, real estate transactions, mortgage interest
you paid, acquisition or abandonment of secured property, cancellation
of debt, or contributions you made to an IRA.
Use Form W-9 only if you are a U.S. person (including a resident
alien), to provide your correct TIN to the person requesting it (the
requester) and, when applicable, to:
1. Certify that the TIN you are giving is correct (or you are waiting for a
number to be issued),
2. Certify that you are not subject to backup withholding, or
3. Claim exemption from backup withholding if you are a U.S. exempt
payee. If applicable, you are also certifying that as a U.S. person, your
allocable share of any partnership income from a U.S. trade or business
is not subject to the withholding tax on foreign partners share of
effectively connected income.
Note. If a requester gives you a form other than Form W-9 to request
your TIN, you must use the requesters form if it is substantially similar
to this Form W-9.
Definition of a U.S. person. For federal tax purposes, you are
considered a U.S. person if you are:
An individual who is a U.S. citizen or U.S. resident alien,
A partnership, corporation, company, or association created or
organized in the United States or under the laws of the United States,
An estate (other than a foreign estate), or
A domestic trust (as defined in Regulations section 301.7701-7).
Special rules for partnerships. Partnerships that conduct a trade or
business in the United States are generally required to pay a withholding
tax on any foreign partners share of income from such business.
Further, in certain cases where a Form W-9 has not been received, a
partnership is required to presume that a partner is a foreign person,
and pay the withholding tax. Therefore, if you are a U.S. person that is a
partner in a partnership conducting a trade or business in the United
States, provide Form W-9 to the partnership to establish your U.S.
status and avoid withholding on your share of partnership income.
Cat. No. 10231X Form W-9 (Rev. 12-2011)
Form W-9 (Rev. 12-2011) Page 2
The person who gives Form W-9 to the partnership for purposes of
establishing its U.S. status and avoiding withholding on its allocable
share of net income from the partnership conducting a trade or business
in the United States is in the following cases:
The U.S. owner of a disregarded entity and not the entity,
The U.S. grantor or other owner of a grantor trust and not the trust,
and
The U.S. trust (other than a grantor trust) and not the beneficiaries of
the trust.
Foreign person. If you are a foreign person, do not use Form W-9.
Instead, use the appropriate Form W-8 (see Publication 515,
Withholding of Tax on Nonresident Aliens and Foreign Entities).
Nonresident alien who becomes a resident alien. Generally, only a
nonresident alien individual may use the terms of a tax treaty to reduce
or eliminate U.S. tax on certain types of income. However, most tax
treaties contain a provision known as a saving clause. Exceptions
specified in the saving clause may permit an exemption from tax to
continue for certain types of income even after the payee has otherwise
become a U.S. resident alien for tax purposes.
If you are a U.S. resident alien who is relying on an exception
contained in the saving clause of a tax treaty to claim an exemption
from U.S. tax on certain types of income, you must attach a statement
to Form W-9 that specifies the following five items:
1. The treaty country. Generally, this must be the same treaty under
which you claimed exemption from tax as a nonresident alien.
2. The treaty article addressing the income.
3. The article number (or location) in the tax treaty that contains the
saving clause and its exceptions.
4. The type and amount of income that qualifies for the exemption
from tax.
5. Sufficient facts to justify the exemption from tax under the terms of
the treaty article.
Example. Article 20 of the U.S.-China income tax treaty allows an
exemption from tax for scholarship income received by a Chinese
student temporarily present in the United States. Under U.S. law, this
student will become a resident alien for tax purposes if his or her stay in
the United States exceeds 5 calendar years. However, paragraph 2 of
the first Protocol to the U.S.-China treaty (dated April 30, 1984) allows
the provisions of Article 20 to continue to apply even after the Chinese
student becomes a resident alien of the United States. A Chinese
student who qualifies for this exception (under paragraph 2 of the first
protocol) and is relying on this exception to claim an exemption from tax
on his or her scholarship or fellowship income would attach to Form
W-9 a statement that includes the information described above to
support that exemption.
If you are a nonresident alien or a foreign entity not subject to backup
withholding, give the requester the appropriate completed Form W-8.
What is backup withholding? Persons making certain payments to you
must under certain conditions withhold and pay to the IRS a percentage
of such payments. This is called backup withholding. Payments that
may be subject to backup withholding include interest, tax-exempt
interest, dividends, broker and barter exchange transactions, rents,
royalties, nonemployee pay, and certain payments from fishing boat
operators. Real estate transactions are not subject to backup
withholding.
You will not be subject to backup withholding on payments you
receive if you give the requester your correct TIN, make the proper
certifications, and report all your taxable interest and dividends on your
tax return.
Payments you receive will be subject to backup
withholding if:
1. You do not furnish your TIN to the requester,
2. You do not certify your TIN when required (see the Part II
instructions on page 3 for details),
3. The IRS tells the requester that you furnished an incorrect TIN,
4. The IRS tells you that you are subject to backup withholding
because you did not report all your interest and dividends on your tax
return (for reportable interest and dividends only), or
5. You do not certify to the requester that you are not subject to
backup withholding under 4 above (for reportable interest and dividend
accounts opened after 1983 only).
Certain payees and payments are exempt from backup withholding.
See the instructions below and the separate Instructions for the
Requester of Form W-9.
Also see Special rules for partnerships on page 1.
Updating Your Information
You must provide updated information to any person to whom you
claimed to be an exempt payee if you are no longer an exempt payee
and anticipate receiving reportable payments in the future from this
person. For example, you may need to provide updated information if
you are a C corporation that elects to be an S corporation, or if you no
longer are tax exempt. In addition, you must furnish a new Form W-9 if
the name or TIN changes for the account, for example, if the grantor of a
grantor trust dies.
Penalties
Failure to furnish TIN. If you fail to furnish your correct TIN to a
requester, you are subject to a penalty of $50 for each such failure
unless your failure is due to reasonable cause and not to willful neglect.
Civil penalty for false information with respect to withholding. If you
make a false statement with no reasonable basis that results in no
backup withholding, you are subject to a $500 penalty.
Criminal penalty for falsifying information. Willfully falsifying
certifications or affirmations may subject you to criminal penalties
including fines and/or imprisonment.
Misuse of TINs. If the requester discloses or uses TINs in violation of
federal law, the requester may be subject to civil and criminal penalties.
Specific Instructions
Name
If you are an individual, you must generally enter the name shown on
your income tax return. However, if you have changed your last name,
for instance, due to marriage without informing the Social Security
Administration of the name change, enter your first name, the last name
shown on your social security card, and your new last name.
If the account is in joint names, list first, and then circle, the name of
the person or entity whose number you entered in Part I of the form.
Sole proprietor. Enter your individual name as shown on your income
tax return on the Name line. You may enter your business, trade, or
doing business as (DBA) name on the Business name/disregarded
entity name line.
Partnership, C Corporation, or S Corporation. Enter the entity's name
on the Name line and any business, trade, or doing business as
(DBA) name on the Business name/disregarded entity name line.
Disregarded entity. Enter the owner's name on the Name line. The
name of the entity entered on the Name line should never be a
disregarded entity. The name on the Name line must be the name
shown on the income tax return on which the income will be reported.
For example, if a foreign LLC that is treated as a disregarded entity for
U.S. federal tax purposes has a domestic owner, the domestic owner's
name is required to be provided on the Name line. If the direct owner
of the entity is also a disregarded entity, enter the first owner that is not
disregarded for federal tax purposes. Enter the disregarded entity's
name on the Business name/disregarded entity name line. If the owner
of the disregarded entity is a foreign person, you must complete an
appropriate Form W-8.
Note. Check the appropriate box for the federal tax classification of the
person whose name is entered on the Name line (Individual/sole
proprietor, Partnership, C Corporation, S Corporation, Trust/estate).
Limited Liability Company (LLC). If the person identified on the
Name line is an LLC, check the Limited liability company box only
and enter the appropriate code for the tax classification in the space
provided. If you are an LLC that is treated as a partnership for federal
tax purposes, enter P for partnership. If you are an LLC that has filed a
Form 8832 or a Form 2553 to be taxed as a corporation, enter C for
C corporation or S for S corporation. If you are an LLC that is
disregarded as an entity separate from its owner under Regulation
section 301.7701-3 (except for employment and excise tax), do not
check the LLC box unless the owner of the LLC (required to be
identified on the Name line) is another LLC that is not disregarded for
federal tax purposes. If the LLC is disregarded as an entity separate
from its owner, enter the appropriate tax classification of the owner
identified on the Name line.
Form W-9 (Rev. 12-2011) Page 3
Other entities. Enter your business name as shown on required federal
tax documents on the Name line. This name should match the name
shown on the charter or other legal document creating the entity. You
may enter any business, trade, or DBA name on the Business name/
disregarded entity name line.
Exempt Payee
If you are exempt from backup withholding, enter your name as
described above and check the appropriate box for your status, then
check the Exempt payee box in the line following the Business name/
disregarded entity name, sign and date the form.
Generally, individuals (including sole proprietors) are not exempt from
backup withholding. Corporations are exempt from backup withholding
for certain payments, such as interest and dividends.
Note. If you are exempt from backup withholding, you should still
complete this form to avoid possible erroneous backup withholding.
The following payees are exempt from backup withholding:
1. An organization exempt from tax under section 501(a), any IRA, or a
custodial account under section 403(b)(7) if the account satisfies the
requirements of section 401(f)(2),
2. The United States or any of its agencies or instrumentalities,
3. A state, the District of Columbia, a possession of the United States,
or any of their political subdivisions or instrumentalities,
4. A foreign government or any of its political subdivisions, agencies,
or instrumentalities, or
5. An international organization or any of its agencies or
instrumentalities.
Other payees that may be exempt from backup withholding include:
6. A corporation,
7. A foreign central bank of issue,
8. A dealer in securities or commodities required to register in the
United States, the District of Columbia, or a possession of the United
States,
9. A futures commission merchant registered with the Commodity
Futures Trading Commission,
10. A real estate investment trust,
11. An entity registered at all times during the tax year under the
Investment Company Act of 1940,
12. A common trust fund operated by a bank under section 584(a),
13. A financial institution,
14. A middleman known in the investment community as a nominee or
custodian, or
15. A trust exempt from tax under section 664 or described in section
4947.
The following chart shows types of payments that may be exempt
from backup withholding. The chart applies to the exempt payees listed
above, 1 through 15.
IF the payment is for . . . THEN the payment is exempt
for . . .
Interest and dividend payments All exempt payees except
for 9
Broker transactions Exempt payees 1 through 5 and 7
through 13. Also, C corporations.
Barter exchange transactions and
patronage dividends
Exempt payees 1 through 5
Payments over $600 required to be
reported and direct sales over
$5,000
1
Generally, exempt payees
1 through 7
2
1
See Form 1099-MISC, Miscellaneous Income, and its instructions.
2
However, the following payments made to a corporation and reportable on Form
1099-MISC are not exempt from backup withholding: medical and health care
payments, attorneys' fees, gross proceeds paid to an attorney, and payments for
services paid by a federal executive agency.
Part I. Taxpayer Identification Number (TIN)
Enter your TIN in the appropriate box. If you are a resident alien and
you do not have and are not eligible to get an SSN, your TIN is your IRS
individual taxpayer identification number (ITIN). Enter it in the social
security number box. If you do not have an ITIN, see How to get a TIN
below.
If you are a sole proprietor and you have an EIN, you may enter either
your SSN or EIN. However, the IRS prefers that you use your SSN.
If you are a single-member LLC that is disregarded as an entity
separate from its owner (see Limited Liability Company (LLC) on page 2),
enter the owners SSN (or EIN, if the owner has one). Do not enter the
disregarded entitys EIN. If the LLC is classified as a corporation or
partnership, enter the entitys EIN.
Note. See the chart on page 4 for further clarification of name and TIN
combinations.
How to get a TIN. If you do not have a TIN, apply for one immediately.
To apply for an SSN, get Form SS-5, Application for a Social Security
Card, from your local Social Security Administration office or get this
form online at www.ssa.gov. You may also get this form by calling
1-800-772-1213. Use Form W-7, Application for IRS Individual Taxpayer
Identification Number, to apply for an ITIN, or Form SS-4, Application for
Employer Identification Number, to apply for an EIN. You can apply for
an EIN online by accessing the IRS website at www.irs.gov/businesses
and clicking on Employer Identification Number (EIN) under Starting a
Business. You can get Forms W-7 and SS-4 from the IRS by visiting
IRS.gov or by calling 1-800-TAX-FORM (1-800-829-3676).
If you are asked to complete Form W-9 but do not have a TIN, write
Applied For in the space for the TIN, sign and date the form, and give
it to the requester. For interest and dividend payments, and certain
payments made with respect to readily tradable instruments, generally
you will have 60 days to get a TIN and give it to the requester before you
are subject to backup withholding on payments. The 60-day rule does
not apply to other types of payments. You will be subject to backup
withholding on all such payments until you provide your TIN to the
requester.
Note. Entering Applied For means that you have already applied for a
TIN or that you intend to apply for one soon.
Caution: A disregarded domestic entity that has a foreign owner must
use the appropriate Form W-8.
Part II. Certification
To establish to the withholding agent that you are a U.S. person, or
resident alien, sign Form W-9. You may be requested to sign by the
withholding agent even if item 1, below, and items 4 and 5 on page 4
indicate otherwise.
For a joint account, only the person whose TIN is shown in Part I
should sign (when required). In the case of a disregarded entity, the
person identified on the Name line must sign. Exempt payees, see
Exempt Payee on page 3.
Signature requirements. Complete the certification as indicated in
items 1 through 3, below, and items 4 and 5 on page 4.
1. Interest, dividend, and barter exchange accounts opened
before 1984 and broker accounts considered active during 1983.
You must give your correct TIN, but you do not have to sign the
certification.
2. Interest, dividend, broker, and barter exchange accounts
opened after 1983 and broker accounts considered inactive during
1983. You must sign the certification or backup withholding will apply. If
you are subject to backup withholding and you are merely providing
your correct TIN to the requester, you must cross out item 2 in the
certification before signing the form.
3. Real estate transactions. You must sign the certification. You may
cross out item 2 of the certification.
Form W-9 (Rev. 12-2011) Page 4
4. Other payments. You must give your correct TIN, but you do not
have to sign the certification unless you have been notified that you
have previously given an incorrect TIN. Other payments include
payments made in the course of the requesters trade or business for
rents, royalties, goods (other than bills for merchandise), medical and
health care services (including payments to corporations), payments to
a nonemployee for services, payments to certain fishing boat crew
members and fishermen, and gross proceeds paid to attorneys
(including payments to corporations).
5. Mortgage interest paid by you, acquisition or abandonment of
secured property, cancellation of debt, qualified tuition program
payments (under section 529), IRA, Coverdell ESA, Archer MSA or
HSA contributions or distributions, and pension distributions. You
must give your correct TIN, but you do not have to sign the certification.
What Name and Number To Give the Requester
For this type of account: Give name and SSN of:
1. Individual The individual
2. Two or more individuals (joint
account)
The actual owner of the account or,
if combined funds, the first
individual on the account
1
3. Custodian account of a minor
(Uniform Gift to Minors Act)
The minor
2
4. a. The usual revocable savings
trust (grantor is also trustee)
b. So-called trust account that is
not a legal or valid trust under
state law
The grantor-trustee
1
The actual owner
1
5. Sole proprietorship or disregarded
entity owned by an individual
The owner
3
6. Grantor trust filing under Optional
Form 1099 Filing Method 1 (see
Regulation section 1.671-4(b)(2)(i)(A))
The grantor*
For this type of account: Give name and EIN of:
7. Disregarded entity not owned by an
individual
The owner
8. A valid trust, estate, or pension trust Legal entity
4
9. Corporation or LLC electing
corporate status on Form 8832 or
Form 2553
The corporation
10. Association, club, religious,
charitable, educational, or other
tax-exempt organization
The organization
11. Partnership or multi-member LLC The partnership
12. A broker or registered nominee The broker or nominee
13. Account with the Department of
Agriculture in the name of a public
entity (such as a state or local
government, school district, or
prison) that receives agricultural
program payments
The public entity
14. Grantor trust filing under the Form
1041 Filing Method or the Optional
Form 1099 Filing Method 2 (see
Regulation section 1.671-4(b)(2)(i)(B))
The trust
1
List first and circle the name of the person whose number you furnish. If only one person on a
joint account has an SSN, that persons number must be furnished.
2
Circle the minors name and furnish the minors SSN.
3
You must show your individual name and you may also enter your business or DBA name on
the Business name/disregarded entity name line. You may use either your SSN or EIN (if you
have one), but the IRS encourages you to use your SSN.
4
List first and circle the name of the trust, estate, or pension trust. (Do not furnish the TIN of the
personal representative or trustee unless the legal entity itself is not designated in the account
title.) Also see Special rules for partnerships on page 1.
*Note. Grantor also must provide a Form W-9 to trustee of trust.
Note. If no name is circled when more than one name is listed, the
number will be considered to be that of the first name listed.
Secure Your Tax Records from Identity Theft
Identity theft occurs when someone uses your personal information
such as your name, social security number (SSN), or other identifying
information, without your permission, to commit fraud or other crimes.
An identity thief may use your SSN to get a job or may file a tax return
using your SSN to receive a refund.
To reduce your risk:
Protect your SSN,
Ensure your employer is protecting your SSN, and
Be careful when choosing a tax preparer.
If your tax records are affected by identity theft and you receive a
notice from the IRS, respond right away to the name and phone number
printed on the IRS notice or letter.
If your tax records are not currently affected by identity theft but you
think you are at risk due to a lost or stolen purse or wallet, questionable
credit card activity or credit report, contact the IRS Identity Theft Hotline
at 1-800-908-4490 or submit Form 14039.
For more information, see Publication 4535, Identity Theft Prevention
and Victim Assistance.
Victims of identity theft who are experiencing economic harm or a
system problem, or are seeking help in resolving tax problems that have
not been resolved through normal channels, may be eligible for
Taxpayer Advocate Service (TAS) assistance. You can reach TAS by
calling the TAS toll-free case intake line at 1-877-777-4778 or TTY/TDD
1-800-829-4059.
Protect yourself from suspicious emails or phishing schemes.
Phishing is the creation and use of email and websites designed to
mimic legitimate business emails and websites. The most common act
is sending an email to a user falsely claiming to be an established
legitimate enterprise in an attempt to scam the user into surrendering
private information that will be used for identity theft.
The IRS does not initiate contacts with taxpayers via emails. Also, the
IRS does not request personal detailed information through email or ask
taxpayers for the PIN numbers, passwords, or similar secret access
information for their credit card, bank, or other financial accounts.
If you receive an unsolicited email claiming to be from the IRS,
forward this message to phishing@irs.gov. You may also report misuse
of the IRS name, logo, or other IRS property to the Treasury Inspector
General for Tax Administration at 1-800-366-4484. You can forward
suspicious emails to the Federal Trade Commission at: spam@uce.gov
or contact them at www.ftc.gov/idtheft or 1-877-IDTHEFT
(1-877-438-4338).
Visit IRS.gov to learn more about identity theft and how to reduce
your risk.
Privacy Act Notice
Section 6109 of the Internal Revenue Code requires you to provide your correct TIN to persons (including federal agencies) who are required to file information returns with
the IRS to report interest, dividends, or certain other income paid to you; mortgage interest you paid; the acquisition or abandonment of secured property; the cancellation
of debt; or contributions you made to an IRA, Archer MSA, or HSA. The person collecting this form uses the information on the form to file information returns with the IRS,
reporting the above information. Routine uses of this information include giving it to the Department of Justice for civil and criminal litigation and to cities, states, the District
of Columbia, and U.S. possessions for use in administering their laws. The information also may be disclosed to other countries under a treaty, to federal and state agencies
to enforce civil and criminal laws, or to federal law enforcement and intelligence agencies to combat terrorism. You must provide your TIN whether or not you are required to
file a tax return. Under section 3406, payers must generally withhold a percentage of taxable interest, dividend, and certain other payments to a payee who does not give a
TIN to the payer. Certain penalties may also apply for providing false or fraudulent information.
10-10-11

B
efore working with a real estate broker, you
should know that the duties of a broker
depend on whom the broker represents. If
you are a prospective seller or landlord
(owner) or a prospective buyer or tenant (buyer), you
should know that the broker who lists the property for
sale or lease is the owners agent. A broker who acts
as a subagent represents the owner in cooperation
with the listing broker. A broker who acts as a buyers
agent represents the buyer. A broker may act as an
intermediary between the parties if the parties
consent in writing. A broker can assist you in locating
a property, preparing a contract or lease, or obtaining
financing without representing you. A broker is
obligated by law to treat you honestly.

IF THE BROKER REPRESENTS THE OWNER:
The broker becomes the owners agent by entering
into an agreement with the owner, usually through a
written - listing agreement, or by agreeing to act as a
subagent by accepting an offer of subagency from the
listing broker. A subagent may work in a different real
estate office. A listing broker or subagent can assist
the buyer but does not represent the buyer and
must place the interests of the owner first. The buyer
should not tell the owners agent anything the buyer
would not want the owner to know because an
owners agent must disclose to the owner any
material information known to the agent.

IF THE BROKER REPRESENTS THE BUYER:
The broker becomes the buyers agent by entering
into an agreement to represent the buyer, usually
through a written buyer representation agreement. A
buyers agent can assist the owner but does not
represent the owner and must place the interests of
the buyer first. The owner should not tell a buyers
agent anything the owner would not want the buyer
to know because a buyers agent must disclose to the
buyer any material information known to the agent.

IF THE BROKER ACTS AS AN INTERMEDIARY:
A broker may act as an intermediary between the
parties if the broker complies with The Texas Real
Estate License Act. The broker must obtain the written
consent of each party to the transaction to act as an
Approved by the Texas Real Estate Commission for Voluntary Use
Texas law requires all real estate licensees to give the following information about
brokerage services to prospective buyers, tenants, sellers and landlords.
Information About Brokerage Services

























































Real estate licensee asks that you acknowledge receipt of this information about brokerage services for the licensees records.

intermediary. The written consent must state who will
pay the broker and, in conspicuous bold or underlined
print, set forth the brokers obligations as an
intermediary. The broker is required to treat each
party honestly and fairly and to comply with The
Texas Real Estate License Act. A broker who acts as
an intermediary in a transaction:
(1) shall treat all parties honestly;
(2) may not disclose that the owner will accept a
price less that the asking price unless authorized in
writing to do so by the owner;
(3) may not disclose that the buyer will pay a
price greater than the price submitted in a written offer
unless authorized in writing to do so by the buyer; and
(4) may not disclose any confidential information or
any information that a party specifically instructs the
broker in writing not to disclose unless authorized in
writing to disclose the information or required to do so by
The Texas Real Estate License Act or a court order or if
the information materially relates to the condition of the
property.
With the parties consent, a broker acting as an
intermediary between the parties may appoint a person
who is licensed under The Texas Real Estate License
Act and associated with the broker to communicate
with and carry out instructions of one party and
another person who is licensed under that Act and
associated with the broker to communicate with and
carry out instructions of the other party.

If you choose to have a broker represent you,
you should enter into a written agreement with the
broker that clearly establishes the brokers obligations
and your obligations. The agreement should state
how and by whom the broker will be paid. You have
the right to choose the type of representation, if any,
you wish to receive. Your payment of a fee to a broker
does not necessarily establish that the broker
represents you. If you have any questions regarding
the duties and responsibilities of the broker, you
should resolve those questions before proceeding.
Buyer, Seller, Landlord or Tenant Date
Texas Real Estate Brokers and Salespersons are licensed and regulated by the Texas Real Estate Commission (TREC). If you have a question or complaint
regarding a real estate licensee, you should contact TREC at P.O. Box 12188, Austin, Texas 78711-2188 , 512-936-3000 (http://www.trec.texas.gov)
TREC No. OP-K