Form AD, Disclosure Regarding Real Estate Agency Relationship Instructions
This form contains 150 fields organized into 46 sections. Below is a complete list of every field, its type, and what information is expected.
| Field Name | Type | Description |
|---|---|---|
| Additional Agent Acknowledgement | ||
| More than one agent from the same firm represents Buyer. | Checkbox |
Check this box if more than one agent from the same real estate firm represents the buyer and an Additional Agent Acknowledgement (C.A.R. Form AAA) is attached.
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| Additional Buyer Preferences and Priorities | ||
| Additional Buyer Preferences Reference | Text |
Provide a textual indication regarding the status or reference of additional buyer preferences and priorities.
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| Buyer Preferences Acknowledgment | Text |
Enter initials or any required acknowledgment for the attached Buyer Identification of Preferences and Priorities form.
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| Additional Property Description | ||
| Additional Description Line 1 | Text |
Please provide the first line of any additional description for the property.
|
| Additional Description Line 2 | Text |
Please provide the second line of any additional description for the property.
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| Additional Description Line 3 | Text |
Please provide the third line of any additional description for the property.
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| Additional Signature Addendum | ||
| Additional Signature Addendum attached | Checkbox |
Check this box if an Additional Signature Addendum (C.A.R. Form ASA) is attached to this document.
|
| ADVISORIES, ADDENDA AND DISCLOSURES: | ||
| Other | Checkbox |
Check this box if there are other advisories, addenda, or disclosures attached that are not specifically listed. Fill only if 'Properties Excluded from Representation' has an attached list
Depends on:
Attached List Reference
|
| Other Attached Document Name | Text |
Provide the name or a brief description of any additional advisories, addenda, or disclosures attached. Fill only if 'Other' is 'Yes'.
Depends on:
Other
|
| Agent and Broker Information | ||
| Agent Name | Text |
Enter the full legal name of the agent.
|
| Agent DRE License Number | Text |
Provide the Department of Real Estate (DRE) license number for the agent.
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| Salesperson or Broker-Associate Name | Text |
Enter the full legal name of the salesperson or broker-associate.
|
| Salesperson or Broker-Associate DRE License Number | Text |
Provide the Department of Real Estate (DRE) license number for the salesperson or broker-associate.
|
| Date | Date |
Enter the date this form or section was completed.
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| Amount of Compensation | ||
| Alternative Fixed Compensation Option 1 | Number |
Enter the first alternative fixed dollar amount for compensation.
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| Alternative Fixed Compensation Option 2 | Number |
Enter the second alternative fixed dollar amount for compensation.
|
| Alternative Fixed Compensation Option 3 | Number |
Enter the third alternative fixed dollar amount for compensation. Fill only if 'Alternative Fixed Compensation Option 2' is 'Yes'.
Depends on:
Alternative Fixed Compensation Option 2
|
| Compensation Percentage | Number |
Enter the percentage of the acquisition price that will be paid as compensation. Fill only if 'Alternative Fixed Compensation Option 1' is 'Yes'.
Depends on:
Alternative Fixed Compensation Option 1
|
| Fixed Compensation Amount | Number |
Enter the fixed dollar amount of compensation to be paid, if applicable, in addition to the percentage of the acquisition price. Fill only if 'Alternative Fixed Compensation Option 1' is 'Yes'.
Depends on:
Alternative Fixed Compensation Option 1
|
| Broker Compensation Advisory | ||
| Commission Percentage | Number |
Enter the percentage of the acquisition price to be paid as compensation.
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| Broker/Agent Initials | ||
| Broker/Agent Initials First | Text |
Enter the initials of the primary broker or agent.
|
| Broker/Agent Initials Second | Text |
Enter the initials of the secondary broker or agent, if applicable.
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| Buyer Financial/Personal Information | ||
| Alternative Information Delivery Days | Number |
Enter the alternative number of calendar days to deliver Buyer personal/financial information if different from the default of 5 days.
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| CAR Form BFPI Attached Indication | Text |
Indicate if the C.A.R. Form BFPI is attached to this agreement.
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| Buyer Funds Insufficiency Declaration | Text |
Enter 'Yes' if the Buyer does not have sufficient funds to pay the Broker, or 'No' if they do. Fill only if 'CAR Form BFPI Attached Indication' is 'Yes'.
Depends on:
CAR Form BFPI Attached Indication
|
| Buyer Funds Insufficiency Confirmation | Text |
Provide any additional confirming text or initials regarding the Buyer's funds status, especially if indicating insufficient funds.
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| BUYER OBLIGATIONS: | ||
| Buyer Initials 1 | Text |
Enter the first set of initials for the buyer. Fill only if 'Exclusive' is 'Yes'.
Depends on:
Representation Type Selection
|
| Buyer Initials 2 | Text |
Enter the second set of initials for the buyer. Fill only if 'Exclusive' is 'Yes'.
Depends on:
Representation Type Selection
|
| Broker/Agent Initials 1 | Text |
Enter the first set of initials for the broker or agent. Fill only if 'Exclusive' is 'Yes'.
Depends on:
Representation Type Selection
|
| Broker/Agent Initials 2 | Text |
Enter the second set of initials for the broker or agent. Fill only if 'Exclusive' is 'Yes'.
Depends on:
Representation Type Selection
|
| Buyer's Agent Confirmation | ||
| Buyer's Agent License Number | Text |
Please provide the license number of the buyer's agent.
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| Buyer's Brokerage Firm | ||
| Buyer's Brokerage Firm Name | Text |
Enter the legal name of the buyer's brokerage firm. Fill only if 'Broker is representing both the buyer and seller' is 'Yes'.
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| Buyer's Brokerage Firm DRE License Number | Text |
Enter the Department of Real Estate (DRE) license number for the buyer's brokerage firm. Fill only if 'Buyer's Brokerage Firm Name' is filled.
Depends on:
Buyer's Brokerage Firm Name
|
| Buyer's Representative Name | Text |
Enter the full name of the individual acting as the buyer's representative. Fill only if 'Buyer's Brokerage Firm Name' is filled.
Depends on:
Buyer's Brokerage Firm Name
|
| Buyer's Representative DRE License Number | Text |
Enter the Department of Real Estate (DRE) license number for the individual buyer's representative. Fill only if 'Buyer's Representative Name' is filled.
Depends on:
Buyer's Representative Name
|
| Buyer's Representative Signature Date | Date |
Provide the date the buyer's representative signed this document. Fill only if 'Buyer's Representative Name' is filled.
Depends on:
Buyer's Representative Name
|
| Buyer's Brokerage Firm Confirmation | ||
| Buyer's Brokerage Firm License Number | Text |
Enter the license number for the buyer's brokerage firm.
|
| The Buyer | Checkbox |
Check this box if the buyer's brokerage firm represents only the buyer in this transaction.
|
| Buyer's Initials | ||
| Buyer Initials Box 1 | Text |
Enter the buyer's initials for the first designated area.
|
| Buyer Initials Box 2 | Text |
Enter the buyer's initials for the second designated area.
|
| Buyer 1 Initials | Text |
Provide the initials of the first buyer. Fill only if 'Exclusive representation' is 'Yes'.
Depends on:
Representation Type Selection
|
| Buyer 2 Initials | Text |
Provide the initials of the second buyer, if applicable. Fill only if 'Exclusive representation' is 'Yes'.
Depends on:
Representation Type Selection
|
| Cancellation Rights and Notice | ||
| Non-exclusive Cancellation Days | Number |
Enter the number of days after receipt for the non-exclusive cancellation to become effective.
|
| Exclusive Cancellation Effective Days | Number |
Enter the number of days after receipt for the exclusive cancellation to become effective.
|
| Exclusive Cancellation Maximum Days | Number |
Enter the maximum number of days for the exclusive cancellation period. Fill only if 'Exclusive Cancellation Effective Days' is 'Yes'.
Depends on:
Exclusive Cancellation Effective Days
|
| Continued Right to Payment | ||
| Continuation Period Calendar Days | Number |
Enter the number of calendar days for the continuation period following the representation period.
|
| Extension Period Days | Number |
Enter the number of days for any extension to the continuation period. Fill only if 'Continuation Period Calendar Days' is 'Yes'.
Depends on:
Continuation Period Calendar Days
|
| Entity Name | ||
| Full Entity Name | Text |
Provide the full legal name of the entity. If it is a trust, enter the complete trust name; if it is under probate, enter the full name of the estate, including its case number.
|
| First Broker/Agent Signature | ||
| First Broker Agent Name | Text |
Enter the full name of the first broker or agent signing the document.
|
| First Broker Agent Signature Date | Date |
Enter the date the first broker or agent signs the document.
|
| First Broker Agent Telephone | Text |
Enter the telephone number for the first broker or agent.
|
| First Broker Agent Email | Text |
Enter the email address for the first broker or agent.
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| First Broker Agent DRE License Number | Text |
Enter the DRE License number for the first broker or agent.
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| First Buyer Signature | ||
| Buyer Signature Date | Date |
Enter the date the buyer signed this document.
|
| Printed Name of Buyer | Text |
Provide the full printed name of the buyer.
|
| Printed Name of Legally Authorized Signer | Checkbox |
Check this box if the printed name provided for the first buyer signature is that of a legally authorized signer acting in a representative capacity.
|
| Buyer Title | Text |
Enter the title of the buyer, if applicable. Fill only if 'Printed Name of Legally Authorized Signer' is filled and the signer has a title.
Depends on:
Printed Name of Legally Authorized Signer
|
| First Buyer Printed Name | Text |
Please enter the printed name of the first buyer. Fill only if 'Broker is representing both the buyer and seller' is 'Yes'.
|
| First Buyer Signature Date | Date |
Please provide the date the first buyer signed. Fill only if 'First Buyer Printed Name' is filled.
Depends on:
First Buyer Printed Name
|
| First Seller Signature | ||
| First Seller Signature | Text |
Enter the full name or signature of the first seller. Fill only if 'Broker is representing both the buyer and seller' is 'Yes'.
|
| First Seller Signature Date | Date |
Enter the date the first seller signed. Fill only if 'First Seller Signature' is filled.
Depends on:
First Seller Signature
|
| First Signatory Information | ||
| Buyer | Checkbox |
Check this box if the first signatory is a Buyer.
|
| Seller | Checkbox |
Check this box if the first signatory is a Seller.
|
| Landlord | Checkbox |
Check this box if the first signatory is a Landlord.
|
| Tenant | Checkbox |
Check this box if the first signatory is a Tenant.
|
| First Signatory Name | Text |
Please provide the full name of the first signatory acknowledging receipt of this disclosure.
|
| First Signatory Date | Date |
Please enter the date when the first signatory acknowledged receipt of this disclosure.
|
| General | ||
| Signature | ||
| Signature | ||
| Signature | ||
| Signature | ||
| Legally Authorized Signer Names | ||
| Signer 1 Name | Text |
Please provide the full name of the first legally authorized signer.
|
| Signer 2 Name | Text |
Please provide the full name of the second legally authorized signer.
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| NEIGHBORHOOD, AREA, SUBDIVISION CONDITIONS; PERSONAL FACTORS: | ||
| Buyer 1 Name | Text |
Please provide the full name of the first buyer.
|
| Date Signed 1 | Date |
Please provide the date when the first buyer signed. Fill only if 'Buyer 1 Name' is signed.
Depends on:
Buyer 1 Name
|
| Buyer 2 Name | Text |
Please provide the full name of the second buyer.
|
| Date Signed 2 | Date |
Please provide the date when the second buyer signed. Fill only if 'Buyer 2 Name' is signed.
Depends on:
Buyer 2 Name
|
| Other Terms | ||
| First Other Term | Text |
Please enter the first additional term or condition not specified elsewhere in this agreement.
|
| Text | ||
| Second Other Term | Text |
Please enter the second additional term or condition not specified elsewhere in this agreement. Fill only if is 'Yes'.
Depends on:
|
| Page 11 | ||
| Text | ||
| Acknowledgment Date (1) | Date |
Enter the date when the first Seller or Buyer acknowledged the receipt and understanding of the Broker Compensation Advisory. Fill only if is filled.
Depends on:
|
| Seller/Buyer Name (2) | Text |
Enter the full name of the second Seller or Buyer who is acknowledging the receipt and understanding of the Broker Compensation Advisory. Fill only if 'second Printed name of Buyer' is filled.
Depends on:
Second Buyer Printed Name
|
| Acknowledgment Date (2) | Date |
Enter the date when the second Seller or Buyer acknowledged the receipt and understanding of the Broker Compensation Advisory. Fill only if 'Seller/Buyer Name (2)' is filled.
Depends on:
Seller/Buyer Name (2)
|
| Page 14 | ||
| Acknowledging Party 1 | Text |
Enter the full name of the first party acknowledging receipt of the advisory.
|
| Date Acknowledged 1 | Date |
Enter the date the first party acknowledged receipt of the advisory.
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| Acknowledging Party 2 | Text |
Enter the full name of the second party acknowledging receipt of the advisory.
|
| Date Acknowledged 2 | Date |
Enter the date the second party acknowledged receipt of the advisory.
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| Payments Received by Broker from Seller | ||
| Payments Received from Seller or Others (First Amount) | Number |
Enter the first amount received by the broker from the seller or others.
|
| Payments Received from Seller or Others (Second Amount) | Number |
Enter the second amount received by the broker from the seller or others.
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| Payments Received from Seller or Others (Third Amount) | Number |
Enter the third amount received by the broker from the seller or others.
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| Preparation Date | ||
| Date Prepared | Date |
Please provide the date when this document was prepared.
|
| Properties Excluded from Representation | ||
| Paragraph Number Excluded Properties | Text |
Enter the paragraph number that specifies the properties excluded from representation.
|
| Description of Excluded Properties | Text |
Provide a detailed description of the properties that are excluded from representation.
|
| Attached List Reference | Text |
Enter any reference or confirmation if the excluded properties are identified on an attached list. Fill only if 'Paragraph Number Excluded Properties' is 'Yes'.
Depends on:
Paragraph Number Excluded Properties
|
| Text | ||
| Text |
Depends on:
|
|
| Property Location | ||
| Specific Property Locations | Text |
Provide a detailed list of specific property locations, addresses, or areas of interest for property acquisition.
|
| General Location Description | Text |
Enter a general description of the geographic area or primary location where the buyer intends to acquire property.
|
| County(ies) | Checkbox |
Check this box if the property location is restricted to specific county or counties.
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| City(ies) | Checkbox |
Check this box if the property location is restricted to specific city or cities.
|
| Counties | Text |
List the names of the counties where the buyer intends to acquire property.
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| Cities | Text |
List the names of the cities where the buyer intends to acquire property.
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| Property To Be Acquired | ||
| Specified Properties | Text |
Provide a detailed description of the specific properties to be acquired, if not covered by the predefined categories.
|
| Property Type | ||
| General Property Type | Text |
Specify the general type of property to be acquired.
|
| Additional Property Type Details | Text |
Provide additional details or another general property type for the property to be acquired.
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| Specified Property Type 1 | Text |
Enter the first specific property type if narrowing down from general types.
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| Specified Property Type 2 | Text |
Enter the second specific property type if narrowing down from general types.
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| Specified Property Type 3 | Text |
Enter the third specific property type if narrowing down from general types.
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| Real Estate Broker Firm Information | ||
| Real Estate Broker Firm | Text |
Enter the full legal name of the real estate broker firm.
|
| DRE License Number | Text |
Provide the Department of Real Estate (DRE) license number for the real estate broker firm.
|
| Firm Address | Text |
Enter the street address for the real estate broker firm.
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| Firm City | Text |
Enter the city for the real estate broker firm's address.
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| Firm State | Text |
Enter the state for the real estate broker firm's address.
|
| Firm Zip Code | Text |
Enter the zip code for the real estate broker firm's address.
|
| Representation Period | ||
| Representation Start Date | Date |
Provide the date when this representation period begins.
|
| Representation End Date | Date |
Provide the date when this representation period ends.
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| Representation Terms Table Headers | ||
| Paragraph Number Header | Text |
Enter the header text for the paragraph number column.
|
| Paragraph Title or Contract Term Header | Text |
Enter the header text for the paragraph title or contract term column.
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| Terms and Conditions Header | Text |
Enter the header text for the terms and conditions column.
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| Represented Party | ||
| Represented Party Name | Text |
Please provide the full name of the party being represented.
|
| Second Broker/Agent Signature | ||
| First Broker/Agent Phone Number | Text |
Enter the telephone number for the first broker or agent.
|
| Second Broker/Agent Signature Date | Date |
Enter the date when the second broker or agent signed this document.
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| Second Broker/Agent Phone Number | Text |
Enter the telephone number for the second broker or agent.
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| First Broker/Agent Email Address | Text |
Enter the email address for the first broker or agent.
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| Second Broker/Agent Email Address | Text |
Enter the email address for the second broker or agent.
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| Second Buyer Signature | ||
| Second Buyer Signature Date | Date |
Please provide the date when the second buyer signed the document.
|
| Second Buyer Printed Name | Text |
Please provide the printed full name of the second buyer.
|
| Printed Name of Legally Authorized Signer | Checkbox |
Check this box if the printed name for the second buyer's signature is that of a legally authorized signer acting in a representative capacity, rather than as an individual.
|
| Second Buyer Title | Text |
Please provide the title of the second buyer, if applicable. Fill only if 'Printed Name of Legally Authorized Signer' is filled and the signer has a title.
Depends on:
Printed Name of Legally Authorized Signer
|
| Second Buyer Printed Name | Text |
Enter the full printed name of the second buyer. Fill only if 'First Buyer Printed Name' is filled.
Depends on:
First Buyer Printed Name
|
| Second Buyer Signature Date | Date |
Enter the date the second buyer signed. Fill only if 'Second Buyer Printed Name' is filled.
Depends on:
Second Buyer Printed Name
|
| Second Seller Signature | ||
| Second Seller Signature | Text |
Please provide the second seller's signature or name. Fill only if 'First Seller Signature' is filled.
Depends on:
First Seller Signature
|
| Second Seller Signature Date | Date |
Please provide the date the second seller signed. Fill only if 'Second Seller Signature' is filled.
Depends on:
Second Seller Signature
|
| Second Signatory Information | ||
| Buyer | Checkbox |
Check this box if the second signatory is the Buyer.
|
| Seller | Checkbox |
Check this box if the second signatory is the Seller.
|
| Landlord | Checkbox |
Check this box if the second signatory is the Landlord.
|
| Tenant | Checkbox |
Check this box if the second signatory is the Tenant.
|
| Second Real Estate Broker Firm Name | Text |
Enter the name of the real estate broker firm for the second signatory.
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| Second Real Estate Broker Firm Signature Date | Date |
Enter the date the second real estate broker firm signed the disclosure.
|
| Seller's Agent License Number | ||
| Seller's Agent License Number | Text |
Enter the license number of the seller's agent.
|
| Seller's Brokerage Firm | ||
| Seller's Brokerage Firm Name | Text |
Enter the full legal name of the seller's brokerage firm. Fill only if 'Broker is representing both the buyer and seller' is 'Yes'.
|
| Seller's Brokerage Firm DRE License Number | Text |
Enter the Department of Real Estate (DRE) license number for the seller's brokerage firm. Fill only if 'Seller's Brokerage Firm Name' is filled.
Depends on:
Seller's Brokerage Firm Name
|
| Seller's Brokerage Firm Representative Name | Text |
Enter the name of the individual representative signing on behalf of the seller's brokerage firm. Fill only if 'Seller's Brokerage Firm Name' is filled.
Depends on:
Seller's Brokerage Firm Name
|
| Seller's Brokerage Firm Representative DRE License Number | Text |
Enter the Department of Real Estate (DRE) license number for the individual representative of the seller's brokerage firm. Fill only if 'Seller's Brokerage Firm Representative Name' is filled.
Depends on:
Seller's Brokerage Firm Representative Name
|
| Date Signed | Date |
Enter the date the individual representative signed this document. Fill only if 'Seller's Brokerage Firm Representative Name' is filled.
Depends on:
Seller's Brokerage Firm Representative Name
|
| Seller's Brokerage Firm Confirmation | ||
| Seller's Brokerage Firm License Number | Text |
Please provide the license number for the Seller's Brokerage Firm.
|
| The Seller | Checkbox |
Check this box if the Seller's Brokerage Firm is acting as the broker for the seller only.
|
| Type of Representation | ||
| Paragraph Reference for Type of Representation | Text |
Provide the paragraph reference number or identifier related to the type of representation being specified.
|
| Representation Type Selection | Text |
Indicate whether the representation is 'Non-exclusive' or 'Exclusive'. 'Exclusive' is only valid if checked and initialed in paragraph 15.
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