California Codes, Civil Code - CIV, Division 4 — General Provisions, Part 5 — Common Interest Developments, Chapter 4 — Ownership and Transfer of Interests, Article 2 — Transfer Disclosure, Section 4528
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*
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.
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.
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 CompletedCheck or Complete Applicable Column or Columns Below
Not Available (N/A), Not Applicable (N/App), or Directly Provided by Seller and confirmed in writing by Seller as a current document (DP)
Document
Civil Code Section Included
Fee for Document
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
Assessment and reserve funding disclosure summary
Financial statement review
Assessment enforcement policy
Insurance summary
Regular assessment
Section 4525(a)(4)
Special assessment
Section 4525(a)(4)
Emergency assessment
Section 4525(a)(4)
Other unpaid obligations of seller
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
Required statement of fees
Minutes of regular board meetings conducted over the previous 12 months, if requested
Section 4525(a)(10)
Copy of the report issued pursuant to the most recent inspection of exterior elevated elements
Sections 4525(a)(11) and 5551
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 shall be charged separately.
Notes
Requires the billing-disclosure form for requested association documents to use at least 10-point type and substantially the prescribed format, itemizing availability and fees, including requested regular-board minutes from the previous 12 months. A seller may provide current possessed documents at no cost and need not buy every listed document; fees unrelated to the required disclosures must be charged separately.
Use as reference
Lexinter.net | California Code, Civil Code - CIV § 4528 | https://laws.lexinter.net/codes/california/civil-code/division-4/part-5/chapter-4/article-2/section-4528