Intake Form

Thank you for choosing to work with us at Tenant Planet, Inc. The following is our Property Questionnaire—We appreciate you helping us help you by providing the most accurate information as possible for us to be able to assume effective management of the property.

Please note—if you don’t have requested pieces of this information, it is ok to skip, but the more information we have the better, especially in regards to property specific attachments (Rental Agreements, Increases, Notices, and Property related bills).

    Contact info:


    Ongoing Property Services:

    yesno

    Please Attach a copy of your most recent Water Bill below:
    exclusive



    YesNo

    Please Attach a copy of your most recent Gas & Electric Bill below:



    YesNo




    TenantLandlordOwnerOther

    YesNo



    YesNo


    TenantLandlordOwnerOther

    YesNo



    YesNo

    Please provide the HOA’s name and contact information below:

    Please attach a copy of the HOA’s CC&Rs below:


    TenantLandlordOwnerOther

    YesNo



    YesNo



    TenantLandlordOwnerOther

    YesNo



    YesNo



    TenantLandlordOwnerOther

    YesNo




    Safety & Habitability:
    YesNoUnsure
    YesNoUnsure
    YesNoUnsure

    .


    YesNo

    MTuWThFSSu



    Property Warranty Info:










    Maintenance Report:
    (Be as specific as possible, include supplier name & color code)

    (Be as specific as possible, include supplier name & color code)





    Fixtures:
    YesNo





    YesNo

    YesNo
    GasElectricBoth



    Other Maintenance Items:
    YesNo


    YesNo
    YesNo


    YesNo


    YesNo


    YesNo



    Property Insurance:





    (Door keys, mail key, garage door opener, access to amenities)


    Drop them off at the Tenant Planet OfficeMeet Tenant Planet Team Member at PropertyMail items to Tenant Planet Office

    Please note, if mailing keys, they must be mailed in a PACKAGE NOT ENVELOPE. If mailed via envelope, they will be lost during the post office’s sorting process.




    Owner Distributions:


    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.


















    Current Property Manager Info:

    YesNo






    YesNo







    Mortgage info:
    YesNo




    Property Taxes:
    YesNo

    YesNo



    CA Franchise Tax Board Reporting:
    YesNo

    YesNo




    Scroll to Top