Intake Form

Contact info:
Legal Owner(s)’s Full Name(s)

Preferred Contact Number 

Alternate Contact Number

Email Address (of all owners)

Mailing Address (of all owners)

Further Comments:

Ongoing Property Services:
Who Pays water? (required)
TenantLandlordOwnerOther

Who Pays Gas & Electric?
TenantLandlordOwnerOther

Who Pays Trash?
TenantLandlordOwnerOther

Who Pays the sewer bill?
TenantLandlordOwnerOther

Is there recurring Pest Control Service For the Property?YesNo

Is the Property part of an HOA?YesNo

Does the Property Have Recurring Lawn or Landscaping Service?YesNo

Does the Property Have Recurring Pool Service?YesNo

Additional Comments:

Safety & Habitability:
Are there Operable Smoke Alarms in Each Sleeping Area?YesNoUnsure
Are there Operable Carbon Monoxide Alarms on Each Floor within 15ft of sleeping areas?YesNoUnsure
Is the water heater properly strapped ? YesNoUnsure
Where is the water shutoff valve for the property located?
Please explain:.
Where is the Electric Panel(s) for the Property Located?
Please explain:
Are there any pending problems, ongoing maintenance issues…etc that require attention?YesNo

What day is trash day?MTuWThFSSu
Additional Comments:


Property Warranty Info:
Warranty Company Name: 
Warranty Policy Number: 
Warranty Company Contact Information: 

Name
Email Address
Contact Number
Address
Attach Copy of Warranty Declarations Page:



Maintenance Report:
Exterior Paint Color: (Be as specific as possible, include supplier name & color code)
Please explain:
Interior Paint Color: (Be as specific as possible, include supplier name & color code)
Please explain:
Interior Paint Sheen:
Please explain:
Additional Comments:

Fixtures:
Within the last year, have you replaced appliances, water heaters, major plumbing?YesNo

What Appliances are owned by the property owner:
Please explain:
What Appliances are owned by the Tenant:
Please explain:
Is there Laundry Equipment At the Property?YesNo

Additional comments:

Other Maintenance Items:
Have you had any problems with any drains?YesNo

Do you have trash cans/bins on the property?YesNo
Does the property have any assigned parking spaces?YesNo

Does the property have a shared mail box group with other properties? YesNo

Does the Property come with any exclusive residence amenities? YesNo

Additional comments:

Property Insurance:
Please attach a copy of your property insurance policy’s declarations page:

Additional Comments:


What keys, fobs or openers, are necessary for full use and enjoyment of the property?(Door keys, mail key, garage door opener, access to amenities)
Please explain:
How would you like to provide Tenant Planet access keys/remotes?
Drop them off at the Tenant Planet OfficeMeet Tenant Planet Team Member at PropertyMail items to Tenant Planet Office

Additional Comments:


Owner Distributions:
please note, you will be able to securely enter your bank account information into our system via your owner portal to enable direct deposit distributions
Should your property produce positive cash flow you instruct Tenant Planet to:
Keep all net income in trust account until instructed otherwiseDisperse all net income (above minimum reserve balance) via direct depositDisperse all net income (above minimum reserve balance) via direct depositDisperse flat recurring amount (must be less than net income) and retain remaining balance in trust account

Federal Tax Reporting Disclosure (Excludes Corporate Owners)
We will use your TIN (Taxpayer Identification Number) at the end of each calendar year to provide you and applicable tax reporting agencies with IRS 1099 (Misc. Income) for rents we collect for you (except for corporate owners).  In additions we will use your TIN for Section 8 and other rental assistance programs and Welfare Vendor Payment Agreements which require the TIN of the property owner.  We will use the legal name and TIN you provide on the attached property management agreement.
Additional Comments:



Please attach Rental Agreement(s), any previous/current: 3 Day Notices, 30 Day Notices, Rent Increase Notices, Vendor Payment Agreements, or other written changes to the rental agreements

UNIT
DEPOSIT
TENANT(s) NAME
TELEPHONE NUMBER
INITIAL RENT
CURRENT RENT
UNIT BD COUNT
UNIT BATHROOM COUNT
STOVE PROVIDED
REFRIGERATOR PROVIDED


Current Property Manager Info:
Do you currently have an existing property manager for this property?
YesNo

Have you served them a termination notice?YesNo

Additional Comments:


Mortgage info:
Do you want Tenant Planet to pay your mortgage:YesNo

Property Taxes:
Do you want Tenant Planet to pay your property Taxes? YesNo

Are your Property taxes in an impound account?YesNo

CA Franchise Tax Board Reporting:
Do you reside outside the state of CA?YesNo

Are you exempt from CA Franchise Tax Board Withholding?YesNo

Further Comments:

What is 13 minus six?