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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.)

Marital Status
Co-Seller Marital Status
If both are married, are you married to each other?

Contact Information

Citizenship & FIRPTA

Are you a citizen of the United States?

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?
Are any of the parties currently in title divorced since the property was purchased?
Is this your homestead property?

Closing

How would you like to close?

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?
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.

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.
Draw your signature with your mouse or finger

Condo / Homeowners' Association

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

Wire Fraud Advisory & Your Proceeds

Criminals target real estate closings by hacking or imitating the emails of title companies, agents, lenders and attorneys and sending fake wiring instructions. Once a wire is sent to a criminal, the money is usually gone for good.

  • Atlantic Title Firm will NEVER change its wiring instructions by email, text, voicemail or phone call.
  • Before any wire, call us at a phone number you look up yourself (from our website, not from an email or text) to confirm the instructions with a team member. How to verify wire instructions.
  • Never use a phone number, link or attachment from an email to verify wire instructions.
  • If you suspect fraud, call your bank immediately to recall the wire, call us, and report it at ic3.gov.
  • We pay seller proceeds only under a signed Seller Proceeds Disbursement Authorization, verified by our phone call to the number you give us now. We will not accept new or changed payout instructions by email or text, and we send proceeds only to an account in your name.
I have read this Wire Fraud Advisory. I understand that Atlantic Title Firm will never change its wiring instructions by email, text or phone; that my proceeds will be paid only under a signed Seller Proceeds Disbursement Authorization verified by phone; that Atlantic Title Firm may hold my proceeds until verification is complete; and that Atlantic Title Firm is not responsible for funds sent using instructions I did not verify that way. I also agree to all terms of Atlantic Title Firm's Wire Fraud Advisory (Form ATF-WIRE-1), which are part of this acknowledgment, including that I release and will indemnify Atlantic Title Firm for losses from unverified wires or the compromise of my own (or my agent's, lender's or attorney's) email, phone or computer; that if I breach it or owe Atlantic Title Firm any amount under it, I will pay Atlantic Title Firm's attorneys' fees to collect or enforce it; and that Florida law applies with venue in St. Lucie County. I KNOWINGLY AND VOLUNTARILY WAIVE ANY RIGHT TO A JURY TRIAL IN ANY ACTION ARISING FROM IT. My checkbox and initials are my electronic signature.

Existing Title & Survey

Do you have a copy of your Title Insurance Policy?
Do you have a copy of your Survey & Elevation Certificate (if a single-family home)?
Any improvements to the property or adjoining neighboring properties since the date of the survey?

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

Property Rentals

Is the subject property currently rented?
Are there any future rentals?

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?

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.

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.
Sign with your finger or mouse
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)
Photo ID — Back
Additional Documents (optional — you can add several)

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?

Questions?

We're Here to Help

Not sure about a field? Call our title team and we'll walk you through it.

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