New Seller Intake

Seller Information Sheet

Congratulations on the pending sale of your property! Completing this sheet helps us prepare accurate closing documents and keep your closing on schedule. Fill it out online below, or download the PDF to complete by hand.

Prefer to fill it out by hand?
Download the editable PDF, complete it, and email it back to info@atlantictitlefirm.com or bring it to closing.

⬇ Download PDF

When you submit this form online, our team automatically receives your completed Seller Information Sheet as a PDF — no printing or scanning required.

About the Seller(s)

Your security matters. Please do not enter Social Security Numbers, mortgage account numbers, or other sensitive ID numbers on this online form. We'll collect those through a secure channel before closing. (The downloadable PDF includes those fields if you prefer to provide them by hand.)

Seller Full Name *

Marital Status

Married Single

Co-Seller Full Name (if any)

Co-Seller Marital Status

Married Single

If both are married, are you married to each other?

Yes No

Contact Information

Current Address *

Forwarding Address (after closing, if different)

Cell Phone *

Email *

Home Phone

Work Phone

Citizenship & FIRPTA

Are you a citizen of the United States?

Yes No

If not a U.S. citizen, country of citizenship

If you are a foreign person, the sale may be subject to FIRPTA (Foreign Investment in Real Property Tax Act). Generally, 15% of the sales price is withheld from proceeds at closing and remitted to the IRS within 20 days unless an exemption applies or a withholding certificate is obtained beforehand. Please let us know early so we can advise you.

Title History

Is anyone currently in title to the property deceased since the property was purchased?

Yes No

Are any of the parties currently in title divorced since the property was purchased?

Yes No

Is this your homestead property?

Yes No

Closing

How would you like to close?

Yes, in our office Mail-away closing Mobile closing (we come to you) RON (remote online notarization)

If mail-away or mobile, address where the notary should meet you

For a mail-away closing, your documents must be signed in the presence of a notary public. Use of personal notaries is not allowed.

Existing Mortgages

Is there an existing mortgage on the property?

Yes No

First mortgage — holder name (account # collected securely later)

Second mortgage / HELOC — holder name (if any)

Payoff Authorization

Required if you answered Yes to an existing mortgage above. Skip it if there is no mortgage.

Sign here and we will request your exact payoff from the lender(s) above right away, so there is no separate form later. Loan numbers are optional and speed things up; never enter your Social Security number.

Lender phone (if known)

First loan / account # (optional)

Second loan / account # (optional)

I/we, the undersigned borrower(s) and/or owner(s) of the property described above, hereby authorize the mortgage lender(s) and loan servicer(s) named above, and their successors and assigns, to release to Atlantic Title Firm and its designated agents any and all information concerning the mortgage loan(s) secured by that property, including but not limited to the current payoff balance, per-diem interest, escrow balances, loan status, and any other information necessary to facilitate the closing of this transaction. This authorization remains in effect until the closing is complete. A photocopied, faxed, or electronically transmitted copy of this authorization shall be as valid as the original.

Sign here *

Draw your signature with your mouse or finger

Printed name (legal) *

Date

I am the borrower (or an authorized signer) named above, and I authorize Atlantic Title Firm to obtain the payoff and loan information described. I agree that my electronic signature above is legally binding and has the same effect as a handwritten signature.

Condo / Homeowners' Association

Association Name

Association Contact / Phone

Master Association Name

Master Association Contact / Phone

I understand that I will be responsible to pay for any estoppel fees that the association demands.

Existing Title & Survey

Do you have a copy of your Title Insurance Policy?

Yes No

Do you have a copy of your Survey & Elevation Certificate (if a single-family home)?

Yes No

Any improvements to the property or adjoining neighboring properties since the date of the survey?

Yes No

If you have these documents, please email copies to info@atlantictitlefirm.com.

Property Rentals

Is the subject property currently rented?

Yes No

Are there any future rentals?

Yes No

Amount of rent & date due

Security deposit you are holding

If rented, please email a copy of the Lease Agreement(s) to info@atlantictitlefirm.com.

1031 Exchange & Entity Sellers

Are you engaging in a 1031 Exchange?

Yes No

If title is held by an entity, please provide: Corporation — Articles of Incorporation, current Certificate of Good Standing, and a corporate resolution naming authorized signers. Partnership — the Partnership Agreement. LLC — the Articles of Organization.

Portal Access Authorization (optional)

Want your real estate agent, transaction coordinator or attorney to see the documents in your secure Atlantic Title portal? Check each person you want to authorize and fill in their details. Leave this section blank if no one else should have access.

Realtor / Real Estate Agent

Name

Brokerage

Second Realtor / Agent

Name

Brokerage

Transaction Coordinator

Name

Attorney

Name

Law firm

The acknowledgments and signature below are only required if you checked someone above.

Please read before signing. The documents in your portal may contain sensitive personal information, including Social Security numbers, dates of birth, financial account and loan numbers, wire and banking details, and copies of government-issued identification. By signing below you are allowing the people you checked above to see this information.

I understand my closing documents may contain my Social Security number and other private financial information. I authorize Atlantic Title Firm to give the people I listed above access to my secure portal and to share these documents with them. I understand this authorization stays in effect for this transaction, and that I may revoke it at any time by notifying Atlantic Title Firm in writing (or by calling the office).

Type your full legal name *

Date

Draw your signature *

Sign with your finger or mouse

Co-seller full legal name (if any)

Date

Co-seller signature (if any)

Co-seller signs here

By typing my name and drawing my signature above, I am electronically signing this authorization and agree it has the same effect as a handwritten signature.

Documents & Identity Verification

Take a photo with your phone or upload a file (JPG, PNG, HEIC, or PDF — up to 20 MB each). To verify your identity, we'll need a government-issued photo ID such as your driver's license or passport.

Photo ID — Front (Driver's License / Passport) Take photo or upload

Photo ID — Back Take photo or upload

Additional Documents (optional — you can add several) Take photo or upload

Helpful examples: existing Owner's Title Policy, survey & elevation certificate, recent mortgage statement (for payoff), HOA / estoppel contact, lease agreement(s), trust or entity documents, death certificate (if a party in title is deceased), divorce decree or marital settlement (if divorced), marriage certificate, power of attorney, or — if you are a foreign person — your passport or resident alien (green) card.

Anything Else?

Additional Information

Questions?

Seller Information Sheet

About the Seller(s)

Contact Information

Citizenship & FIRPTA

Title History

Closing

Existing Mortgages

Condo / Homeowners' Association

Existing Title & Survey

Property Rentals

1031 Exchange & Entity Sellers

Portal Access Authorization (optional)

Documents & Identity Verification

Anything Else?

We're Here to Help