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).

Your Leasing Agent:

Contact info: (*required)
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: (*required)
Who Pays water?
TenantLandlordOwnerOther

Does the Tenant have an outstanding balance? yesno

How Much?

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

exclusive
Please Explain:

Who Pays Gas & Electric?
TenantLandlordOwnerOther

Does the Tenant have an outstanding balance?YesNo

How Much?

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

Please explain:

Who Pays Trash?
TenantLandlordOwnerOther

Does the Tenant have an outstanding balance?YesNo

How Much?

Please Attach a copy of your most recent Trash Bill below:

Please explain:

Who Pays the sewer bill?
TenantLandlordOwnerOther

Does the Tenant have an outstanding balance?YesNo

How Much?

Please Attach a copy of your most recent Sewer Bill below:

Please explain:

Is there recurring Pest Control Service For the Property?YesNo

Who Pays Pest Control?
TenantLandlordOwnerOther

Does the Tenant have an outstanding balance?YesNo

How Much?

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

Please explain:

Is the Property part of an HOA?YesNo

HOA Name:

Contact Info:

Address:

Does the Property Have Recurring Lawn or Landscaping Service?YesNo

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

Who pays the Landscaper?TenantLandlordOwnerOther

Does the Tenant have an outstanding balance?YesNo

How Much?

Please Attach a copy of your most recent Landscaping Bill below:

Please explain:

Does the Property Have Recurring Pool Service?YesNo

Please provide the Pool Company’s name and contact information below:

Who pays the Pool Company?TenantLandlordOwnerOther

Does the Tenant have an outstanding balance?YesNo

How Much?

Please Attach a copy of your most recent Pool Bill below:

Please explain:

Additional Comments:

Safety & Habitability: (*required)
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

Please explain:

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

Please Explain:

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

Which Items

Are there Laundry Hook Ups?YesNo

What Type?GasElectricBoth

Additional comments:

Other Maintenance Items: (*required)
Have you had any problems with any drains?YesNo

Which Drain (Toilet, Sink, Landscaping…etc)?
Please explain:

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

How Many? Where are the located? Are there any guest spaces?
Please explain:

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

How do you identify your mailbox? What number is it? Where is it located?
Please explain:

Does the Property come with any exclusive residence amenities? YesNo

Please explain:
Do these amenities require key or FOB access? YesNo

Additional comments:

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

Insurance Company Name:
Policy Number:

What keys, fobs or openers, are necessary for full use and enjoyment of the property? (*required) (Door keys, mail key, garage door opener, access to amenities)
Please explain:
How would you like to provide Tenant Planet access keys/remotes? (*required)
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.
For San Diego Area Properties: Mail to 35 Third Ave Chula Vista, CA 91910
For Bay Area Properties: Mail to 2033 Gateway Pl #550 San Jose, CA 95110

Additional Comments:

Owner Distributions: (*required)
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 flat recurring amount (must be less than net income) and retain remaining balance in trust account

How much would you like as your flat distribution?
Please explain:

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

Please Provide:
Company Name:
Office Address:
Your Representative’s Name:
Contact Number:
Contact Email:

Have you served them a termination notice?YesNo

When does it expire?
Please explain:

When will be the termination of your current property management agreement?
Please explain:

Additional Comments:

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

Attach mortgage statement below:
Further Comments:

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

Please attach a copy of your property tax bill below:

Are your Property taxes in an impound account?YesNo

Further Comments:

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

Per CA Law, we are required to report and remit funds on your behalf to the CA Franchise Tax Board four times per year.

Are you exempt from CA Franchise Tax Board Withholding?YesNo

Attach a copy of your exemption below:

Further Comments:

What is 13 minus six?