Seller information sheet.

Your security matters. Please do not enter Social Security numbers, mortgage account numbers or other sensitive identifiers on this form. We collect those through a secure channel before closing.

Whether the property is your primary residence affects how it is assessed and may affect what is prorated at closing. Pennsylvania and Alabama treat this differently, so we ask rather than assume.

If you are a foreign person the sale may fall under FIRPTA, the Foreign Investment in Real Property Tax Act. Withholding is generally taken from the sale proceeds at closing and remitted to the IRS unless an exemption applies or a withholding certificate is obtained beforehand. This is a federal rule and applies in both states. Tell us early so we can advise you before it becomes urgent.

Either a death or a divorce in the chain adds documents we have to gather, and gathering them late is one of the most common reasons a closing slips.

For a mail-away closing your documents must be signed before a notary public. Personal or family notaries are not accepted. Remote online notarization is not available on every transaction — we will confirm whether your file qualifies.

Account numbers are collected securely later, never on this form. A home equity line you have not drawn on still has to be closed and released, so please list it even if the balance is zero.

A prior owner's policy can qualify the transaction for a reissue credit in Alabama, so it is worth digging out. Upload copies below if you have them.

If the property is tenanted, upload the lease below. Deposits and prepaid rent usually transfer to the buyer at closing.

A 1031 exchange must be set up with a qualified intermediary before closing. Once you have received the proceeds it is too late, so tell us as early as you can.

Photograph them with your phone or upload files — PDF, JPG, PNG or HEIC. Useful ones: your existing owner's title policy, survey, a recent mortgage statement, association contact details, lease agreements, trust or entity documents, a death certificate or divorce decree if either applies, a power of attorney, or your passport or green card if you are a foreign person.