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HomeMy WebLinkAboutContracts & Agreements_115A-2021First American Title Insurance Company NATIONAL COMMERCIAL SERVICES City of Redlands, a municipal corporation PO Box 3005, 35 Cajon Street, Suite 222 Redlands, CA 92373 Re Property 300 East State Street Redlands, CA 92373 File No NCS-1071233-0NT1 ( KS) Dear Mr Bench Kelly Simoneau Escrow Officer ksimoneau@firstam.com 3281 E Guasti Road Suite 440 Ontario CA 91761 Phone Number (909)510-6206 FAX (877)461 2088 June 23, 2021 Regarding your purchase of the property referenced above, First American Title Insurance Company National Commercial Services will be handling your transaction In connection with the above referenced transaction COMPLETE IN FULL and/or SIGN AND RETURN the enclosed items • Vesting Instruction and Amendment Buyer Information Request • Preliminary Change of Ownership Report • W-9 Form • Exchange Information Worksheet PLEASE SIGN AND RETURN • Receipt for Natural Hazard Disclosure ENCLOSED please find the following for your records Entity Document Request List (please provide applicable documentation) • Escrow Acceptance Letter • Natural Hazard Disclosure Report • Preliminary Title Report/Commitment for Title Insurance In order to expedite the processing of your escrow, please email the enclosed completed documents to Kelly Simoneau at ksimoneau@firstam com or fax (877)461-2088 Please note that all original recordable documents must be sent directly to escrow Should you have any questions or need further assistance, please contact the undersigned We appreciate the opportunity to serve you First American Title Insurance Company National Commercial File No NCS-1071233-ONT1 (KS) Services Date 06/23/2021 Sincerely, Kelly Simoneau Escrow Officer First American Title Insurance Company KS/kc Via Email First American Title Insurance Company NATIONAL COMMERCIAL SERVICES 3281 E Guasti Road, Suite 440 Ontario, CA 91761 VESTING INSTRUCTION AND AMENDMENT RE 300 East State Street, Redlands, CA 92373 Escrow No NCS-1071233-ONT1 (KS) NOTE Please Indicate your choice by checking the appropriate selection Please fill in the blanks completely and print names exactly as they should appear on all documents and as you will be signing your name PURSUANT TO THE ABOVE REFERENCED ESCROW, ESCROW HOLDER IS INSTRUCTED TO REFLECT MY/OUR NAME(S) AND VESTING AS FOLLOWS: 1 [ ] HUSBAND AND WIFE (Print names exactly as they should appear on documents including loan documents) A ( ) As Joint Tenants B ( ) As Community Property C ( ) As Community Property with right of survivorship D ( ) As Tenants in Common Each as to an undivided % interest - percentage or fraction (i e , 1/2 or 50%) E ( ) Other, please specify 2 [ ] MARRIED MAN -AS HIS SOLE AND SEPARATE PROPERTY [ ] MARRIED WOMAN -AS HER SOLE AND SEPARATE PROPERTY Print Name exactly as it should appear on documents, including loan documents PLEASE INDICATE THE FULL NAME OF THE SPOUSE FOR PREPARATION OF AN INTERSPOUSAL TRANSFER DEED Page 1 3 [ ] INDIVIDUAL (Print names exactly as they should appear on documents including loan documents) A ( ) A SINGLE MAN (never married) D ( ) A SINGLE WOMAN (never married) B ( ) A WIDOWER (wife is deceased) E ( ) A WIDOW (husband is deceased) C ( ) AN UNMARRIED MAN (divorced) F. ( ) AN UNMARRIED WOMAN (divorced) AND A ( ) A SINGLE MAN (never married) D ( ) A SINGLE WOMAN (never married) B ( ) A WIDOWER (wife is deceased) E ( ) A WIDOW (husband is deceased) C ( ) AN UNMARRIED MAN (divorced) F ( ) AN UNMARRIED WOMAN (divorced) ADDITIONAL VESTING IF MORE THAN ONE INDIVIDUAL A ( ) As Joint Tenants B ( ) As Tenants in Common Each as to an undivided % interest - percentage or fraction (i e , 1/2 or 50%) C ( ) Other, please specify 4 [ ] TRUST (Please confirm with your lender if they will make a loan to the trust prior to completing this form) and (Name of Trustee) (Name of Trustee) dated (Name of Trust) (Date of Trust) 5 [ X] OTHER A Municipal Corporation HOW YOU HOLD TITLE TO YOUR PROPERTY CAN HAVE SERIOUS TAX CONSEQUENCES IT IS STRONGLY RECOMMENDED THAT YOU SEEK TAX AND/OR LEGAL COUNSEL WHEN COMPLETING THIS FORM City,6f Redlands, \municipal corporation Byv Name Paul T Banch Title Mayor ATTEST. e Donaldson Clerk Lp,,,,,J Page 2 iliens agar. One Owner Death of Co -Owner Possible: advantages/ pisadvenilages° Parties pivisiion. Creation equal if not otherwise specify joint tenancy ossessii aliid. Equal Equal. Each co-owner may transfer Each co-owner may transfer Transferability or mortgage their interest his/her interest separately but separately 3 tenancy in common results.3 '4 mortgage. mortgage. Unless marriedhor domestic Co-owner:s5in'terest-not subject to 7 Entire_ property subject to forced. sale: Entire ;property subject to forced. sale. partners, co -owner's interest lienstof other debtor/owner' ut to satisfy debt or =either spouse or to.satisfy debt of Other spouse or 'not:.subject::to'tens of other forced saleean 4cot, ito;co-domriestic partner fdomestic:partn'er delator/owhx but.;forced'010rnrii'OV.: etifor's4death. Decedent's interest passes to his/her heirs by will or intestacy Co=Owrter liiterE -;separately trans First American Title Insurance Company COMMON WAYS TO TAKE TITLE TO CALIFORNIA RESIDENTIAL REAL PROPERTY COI,ON:tr i;crrRrrT :PROPIERTY Two or more persons' (may Two or more persons' (may be Husband and wife or domestic be spouses or domestic spouses or domestic partners) partners. partners2). :Ownership) carp ie'div.,ideri iinto any number ofi interests; egr:ial);orthequaL e equal: owner tTifi rnterests;:mu; Revised as of January 1, 2005 to include California registered domestic partnership law 2 COMM'U'K7Y:PROPERTY �WITC lilGlfHT OP' SuktiavORSHW Husband and wife or domestic partners. ual " Ow nership, nterests,rriust.be;equaf. One or more conveyances Single conveyance (creating Single conveyance or presumption (Law presumes interests are identical interests). Vesting must from marriage or domestic partnership. Single conveyance and spouses or domestic partners must indicate consent which can be on deed. 'Equal. Both spouses or domestic partners must consent to transfer or .:rnay b rabie:3' Decedent's interest automatically passes to surviving joint tenant ("Right of Survivorship"). 'Right of Sur kiiihtP*i6iT s-r— prol,*te) , flay have4ta drsacl*antages ior,.spai in:,,: ,Equal: Both spouses or domestic partners must consent to transfer or Deceased's 1/2 interest passes to Decedent's V2 interest automatically surviving spouse or domestic partner passes to surviving spouse or unless otherwise devised by will. domestic partner due to Right of T.fiuvh,r ; itir�. _. -.z- Qualified sii vivorshrp rights Mutual Right;of Survivorship. Mutual .consent required forltransfer •consent, required for tiarisfer Surviving spouse or domestic,partner2`Survivingspouse or iomestic #1:1* ave'tax ad'vanta9ei -,party erz ,ma' ave,.tax.advantage. 1. 'Persons' includes a natural person as well as a validly form corporation, limited liability company or general partnership. Trust property is vested in the trustee (usually a natural person o corporation). 2. For domestic partners meeting California statutory requirements, benefits are same as community property except certain tax benefits may not be available. Note: To unrelated persons wh( are either (a) same sex, or (b) opposite sex if they meet age or disability requirements, may be domestic partners provided that they are not married or in a domestic partnership and comply with other statutory requirements. 3. Transfers by married persons or domestic partners may require a quitclaim deed from spouse/partner for title insurance purposes. THE FOREGOING IS PROVIDED FOR GENERAL INFORMATION ONLY FOR QUESTIONS OR FINANCIAL, TAX OR ESTATE PLANNING, WE SUGGEST YOU CONTACT AN ATTORNEY OR CERTIFIED PUBLIC ACCOUNTANT ©2005 First American Title Insurance Company First American Title Insurance Company NATIONAL COMMERCIAL SERVICES Kelly Simoneau Escrow Officer ksimoneau©firstam.com 3281 E Guasti Road, Suite 440 Ontario, CA 91761 Phone Number (909)510 6206 FAX (877)461 2088 Buyer / Borrower Information Request Please supply us the information below in order to expedite our escrow New Lender is NOT APPLICABLE Loan Officer File No NCS-1071233-ONT1 Phone Fax E-Mail Name of Insurance Co is: Agent Phone Fax E-Mail Buyer/Borrower Contact Information City of Redlands, a municipal Corporation Mail Correspondence to Attn Mayor Paul T Barlch PO Box 3005, Redlands, CA 92373 Home Phone Office Phone 909-798-7631 Cell Fax E-Mail jdonaldson©cltyofredlands org *if the above address you've supplied is a P 0 Box, do you have a physical address should we need to overnight something in the future? Yes, the address is 35 Cajon Street, Suite 4, Redlands, CA 92373 Ci of Redlands),a municipal corporation • Name Paul T Barich Title Mayor ATTEST igYAgolial) nne Donaldson City Clerk IMPORTANT INFORMATION ABOUT THE COMPLETION OF THIS FORM PENALTIES ASSESSED BY THE TAX COLLECTOR FOR NON -COMPLETION HAVE INCREASED CA Senate Bill 507 signed into Law and effective in 2012 amends Sections of the Revenue and Taxation Code relating to taxation, increasing the penalties imposed for failure to file a change of ownership report. Because of the potential for significantly higher penalties, it is very important that you 1) Complete the Preliminary Change of Ownership Report ("PCOR") with all information, 2) Ensure that the mailing address for the grantee is complete and accurate to ensure that the Assessor can contact you with any inquiries. The Title Company/Escrow Officer cannot help you complete this document because of liability reasons. If you are unable to complete the PCOR or it is rejected for filing, the County will charge an additional $20 fee and the Assessor will mail notification to you requesting completion of the PCOR. If you don't complete and return the PCOR at that time, a penalty can be assessed and added to your tax bill BOE-502-A (P1) REV 15 (02-21) PRELIMINARY CHANGE OF OWNERSHIP REPORT To be completed by the transferee (buyer) prior to a transfer of subject property, in accordance with section 480.3 of the Revenue and Taxation Code. A Preliminary Change of Ownership Report must be filed with each conveyance in the County Recorder's office for the county where the property is located. NAME AND MAILING ADDRESS OF BUYER/TRANSFEREE (Make necessary corrections to the printed name and mailing address) P L_ ASSESSOR'S PARCEL NUMBER 7 0171 132-16-0-000 SELLER/TRANSFEROR BUYER'S DAYTIME TELEPHONE NUMBER ( ) BUYER'S EMAIL ADDRESS STREET ADDRESS OR PHYSICAL LOCATION OF REAL PROPERTY 300 East State Street, Redlands, CA 92373 YES X NO This property is intended as my principal residence. If YES, please indicate the date of occupancy or intended occupancy YES I X I NO Are you a disabled veteran or a unmarried surviving spouse of a disabled veteran who was compensated at 100% by the Department of Veterans Affairs? MO DAY YEAR MAIL PROPERTY TAX INFORMATION TO (NAME) Mayor Paul T Barich MAIL PROPERTY TAX INFORMATION TO (ADDRESS) PO Box 3005, 35 Caion Street, Suite 4 CITY Redlands PART 1. TRANSFER INFORMATION Please complete all statements. This section contains possible exclusions from reassessment for certain types of transfers. NO YES n Ix IXI Ix IxI I x 1 Ix I Ix1 I x I IxI I x I Ix I Ix1 I X I I x I STATE CA ZIP CODE 92373 A. This transfer is solely between spouses (addition or removal ofa spouse, death ofa spouse, divorce settlement, etc.), B. This transfer is solely between domestic partners currently registered with the California Secretary of State (addition or removal ofa partner, death ofa partner, termination settlement, etc.). *C. This is a transfer' between parent(s) and child(ren) I I between grandparent(s) and grandchild(ren). Was this the transferor/grantor's principal residence? I I YES NO *D This transfer is the result of a cotenant's death. Date of death *E. This transaction is to replace a rincipal residence owned by a person 55 years of age or older Within the same county? YES I I NO *F This transaction is to replace a rincipal residence by a person who is severely disabled. Within the same county? YES NO *G. This transaction is to replace a principal residence substantially damaged or destroyed by a wildfire or natural disaster for which the Governor proclaimed a state of emergency Within the same county? YES NO H This transaction is only a correction of the name(s) of the person(s) holding title to the property (e.g., a name change upon marriage). If YES, please explain I. The recorded document creates, terminates, or reconveys a lender's interest in the property J. This transaction is recorded only as a requirement for financing purposes or to create, terminate, or reconvey a security interest (e,g., cosigner). If YES, please explain K. The recorded document substitutes a trustee of a trust, mortgage, or other similar document. L. This is a transfer of property' 1, to/from a revocable trust that may be revoked by the transferor and is for the benefit of the transferor, and/or I I the transferor's spouse n registered domestic partner 2. to/from an irrevocable trust for the benefit of the creator/grantor/trustor and/or I I grantor's/trustor's spouse I I grantor's/trustor's registered domestic partner M. This property is subject to a lease with a remaining lease term of 35 years or more including written options. N. This is a transfer between parties in which proportional interests of the transferor(s) and transferee(s) in each and every parcel being transferred remain exactly the same after the transfer 0 This is a transfer subject to subsidized low-income housing requirements with governmentally imposed restrictions, or restrictions imposed by specified nonprofit corporations. *P This transfer is to the first purchaser of a new building containing an active solar energy system. Q. Other This transfer is to * Please refer to the instructions for Part 1. Please provide any other information that will help the Assessor understand the nature of the transfer THIS DOCUMENT IS NOT SUBJECT TO PUBLIC INSPECTION BOE 502 A (P2) REV 15 (02 21) PART 2. OTHER TRANSFER INFORMATION A Date of transfer, if other than recording date B Type of transfer Purchase n Foreclosure Gift Trade or exchange X Check and complete as applicable Merger, stock, or partnership acquisition (Form BOE-100-B) Contract of sale Date of contract I I Inheritance Date of death n Sale/leaseback n Creation of a lease n Assignment of a lease In Termination of a lease Date lease began Original term in years (including written options) Remaining term in years (including written options) Other Please explain C Only a partial interest in the property was transferred I I YES n NO If YES, indicate the percentage transferred PART 3 PURCHASE PRICE AND TERMS OF SALE A Total purchase price B Cash down payment or value of trade or exchange excluding closing costs C First deed of trust @ % interest for D E F G Check and complete as applicable years Monthly payment $ n FHA (_Discount Points) Cal Vet VA (Discount Points) Bank/Savings & Loan/Credit Union n Loan carried by seller Balloon payment $ Due date Fixed rate n Variable rate Second deed of trust @ % interest for years Monthly payment $ Fixed rate ❑ Variable rate n Bank/Savings & Loan/Credit Union n Loan carried by seller Balloon payment $ Due date Was an Improvement Bond or other public financing assumed by the buyer? $ 16,000 000 00 Amount $ Amount $ Amount $ YES NO Outstanding balance $ Amount, if any, of real estate commission fees paid by the buyer which are not included in the purchase price Phone number ( ) The property was purchased Through real estate broker Broker name X Direct from seller I From a family member Relationship n Other Please explain $ H Please explain any special terms, seller concessions, broker/agent fees waived, financing, and any other information (e g , buyer assumed the existing loan balance) that would assist the Assessor in the valuation of your property PART 4 PROPERTY INFORMATION A Type of property transferred Single-family residence I I Co op/Own-your-own Multiple family residence Number of units. n Condominium n Timeshare n Other Description (i e , timber, mineral, water rights, etc.) Check and complete as applicable II LXI Manufactured home Unimproved lot Commercial/Industrial B I I YES n NO Personal/business property, or incentives, provided by seller to buyer are included in the purchase price Examples of personal property are furniture, farm equipment, machinery, etc Examples of incentives are club memberships, etc Attach list if available If YES, enter the value of the personal/business property $ C n YES X NO A manufactured home is included in the purchase price If YES, enter the value attributed to the manufactured home $ YES n NO The manufactured home is subject to local property tax If NO, enter decal number Incentives $ D n YES I I NO The property produces rental or other income If YES, the income is from X I Lease/rent Contract Mineral rights E The condition of the property at the time of sale was X Good n Average Please describe Other Fair Poor CERTIFICATION Ip tify (or declare) at the foregoing and all information hereon, including any accompanying statements or documents, is true and correct to the est of my knowledge L.IGNATUR EO CER NAME OF BUYER/TRANSFEREE/PERSONAL REPRESENTATIVE/CORPORATE OFFICER (PLEASE PRINT) Paul T Banch ATTE DATE 2 /h�__ TELEPHONE T "2 (909) 798-7531 TITLE EMAIL ADDRESS Mayor, City of Redlands jdonaldson@cityofredlands.org The Assessor's office may contact you for additional information regarding this transaction anne Donaldson, City Clerk BOE-502-A (P3) REV 15 (02 21) ADDITIONAL INFORMATION Please answer all questions in each section, and sign and complete the certification before filing, This form may be used in all 58 California counties. If a document evidencing a change in ownership is presented to the Recorder for recordation without the concurrent filing of a Preliminary Change of Ownership Report, the Recorder may charge an additional recording fee of twenty dollars ($20). NOTICE: The property which you acquired may be subject to a supplemental assessment in an amount to be determined by the County Assessor Supplemental assessments are not paid by the title or escrow company at close of escrow, and are not included In lender impound accounts. You may be responsible for the current or upcoming property taxes even if you do not receive the tax bill. NAME AND MAILING ADDRESS OF BUYER, Please make necessary corrections to the printed name and mailing address, Enter Assessor's Parcel Number, name of seller, buyer's daytime telephone number, buyer's email address, and street address or physical location of the real property NOTE. Your telephone number and/or email address is very important. If there is a question or a problem, the Assessor needs to be able to contact you. MAIL PROPERTY TAX INFORMATION TO. Enter the name, address, city, state, and zip code where property tax information should be mailed, This must be a valid mailing address, PRINCIPAL RESIDENCE. To help you determine your principal residence, consider (1) where you are registered to vote, (2) the home address on your automobile registration, and (3) where you normally return after work, If after considering these criteria you are still uncertain, choose the place at which you have spent the major portion of your time this year Check YES if the property is intended as your principal residence, and indicate the date of occupancy or intended occupancy DISABLED VETERAN If you checked YES, you may qualify for a property tax exemption. A claim form must be filed and all requirements met in order to obtain the exemption. Please contact the Assessor for a claim form. PART 1. TRANSFER INFORMATION if you check YES to any of these statements, the Assessor may ask for supporting documentation. C, D, E, F, G: If you checked YES to any of these statements, you may qualify for a property tax reassessment exclusion, which may allow you to maintain your property's previous tax base. A claim form must be filed and all requirements met in order to obtain any of these exclusions. Contact the Assessor for claim forms, NOTE. If you give someone money or property during your life, you may be subject to federal gift tax. You make a gift if you give property (including money), the use of property, or the right to receive income from property without expecting to receive something of at least equal value in return. The transferor (donor) may be required to file Form 709, Federal Gift Tax Return, with the Internal Revenue Service if they make gifts in excess of the annual exclusion amount. H: Check YES if the reason for recording is to correct a name already on title [e.g., Mary Jones, who acquired title as Mary J. Smith, is granting to Mary Jones] This is not for use when a name is being removed from title. I. Check YES if the change involves a lender, who holds title for security purposes on a loan, and who has no other beneficial interest in the property 'Beneficial interest" is the right to enjoy all the benefits of property ownership. Those benefits include the right to use, sell, mortgage, or lease the property to another A beneficial interest can be held by the beneficiary of a trust, while legal control of the trust is held by the trustee, 3: A "cosigner' is a third party to a mortgage/loan who provides a guarantee that a loan will be repaid. The cosigner signs an agreement with the lender stating that if the borrower fails to repay the loan, the cosigner will assume legal liability for it. N: This is primarily for use when the transfer is into, out of, or between legal entities such as partnerships, corporations, or limited liability companies. Check YES only if the individuals and the interest held by each remains exactly the same in each and every parcel being transferred. 0: Check YES only if this property is subject to a government or nonprofit affordable housing program that imposes restrictions. Property may qualify for a restricted valuation method (i.e., may result in lower taxes). P• If you checked YES, you may qualify for a new construction property tax exclusion, A claim form must be filed and all requirements met in order to obtain the exclusion. Contact the Assessor for a claim form. PART 2: OTHER TRANSFER INFORMATION A. The date of recording is rebuttably presumed to be the date of transfer If you believe the date of transfer was a different date (e.g., the transfer was by an unrecorded contract, or a lease identifies a specific start date), put the date you believe is the correct transfer date. If it is not the date of recording, the Assessor may ask you for supporting documentation. B: Check the box that corresponds to the type of transfer If OTHER is checked, please provide a detailed description. Attach a separate sheet if necessary C: If this transfer was the result of an inheritance following the death of the property owner, please complete a Change in Ownership Statement, Death of Rea/ Property Owner, form BOE-502-D, if not already filed with the Assessor's office. BOE 502-A (P4) REV 15 (02-21) PART 3: PURCHASE PRICE AND TERMS OF SALE It is important to complete this section completely and accurately The reported purchase price and terms of sale are important factors in determining the assessed value of the property, which is used to calculate your property tax bill. Your failure to provide any required or requested information may result in an inaccurate assessment of the property and in an overpayment or underpayment of taxes, A. Enter the total purchase price, not including closing costs or mortgage insurance, "Mortgage insurance' is insurance protecting a lender against loss from a mortgagor's default, issued by the FHA or a private mortgage insurer B. Enter the amount of the down payment, whether paid in cash or by an exchange. If through an exchange, exclude the closing costs, 'Closing costs' are fees and expenses, over and above the price of the property, incurred by the buyer and/or seller, which include title searches, lawyer's fees, survey charges, and document recording fees. C. Enter the amount of the First Deed of Trust, if any Check all the applicable boxes, and complete the information requested. A "balloon payment' is the final installment of a loan to be paid in an amount that is disproportionately larger than the regular installment, D. Enter the amount of the Second Deed of Trust, if any Check all the applicable boxes, and complete the information requested, E. If there was an assumption of an improvement bond or other public financing with a remaining balance, enter the outstanding balance, and mark the applicable box. An "improvement bond or other public financing" is a Ilen against real property due to property -specific improvement financing, such as green or solar construction financing, assessment district bonds, Mello -Roos (a form of financing that can be used by cities, counties and special districts to finance major improvements and services within the particular district) or general improvement bonds, etc, Amounts for repayment of contractual assessments are included with the annual property tax bill, F Enter the amount of any real estate commission fees paid by the buyer which are not included in the purchase price. G. If the property was purchased through a real estate broker, check that box and enter the broker's name and phone number If the property was purchased directly from the seller (who is not a family member of one of the parties purchasing the property), check the "Direct from seller' box. If the property was purchased directly from a member of your family, or a family member of one of the parties who is purchasing the property, check the 'From a family member" box and indicate the relationship of the family member (e.g., father, aunt, cousin, etc.). If the property was purchased by some other means (e.g., over the Internet, at auction, etc.), check the 'OTHER' box and provide a detailed description (attach a separate sheet if necessary). H. Describe any special terms (e.g., seller retains an unrecorded life estate in a portion of the property, etc.), seller concessions (e.g., seller agrees to replace roof, seller agrees to certain interior finish work, etc.), broker/agent fees waived (e.g., fees waived by the broker/agent for either the buyer or seller), financing, buyer paid commissions, and any other information that will assist the Assessor in determining the value of the property PART 4. PROPERTY INFORMATION A. Indicate the property type or property right transferred, Property rights may include water, timber, mineral rights, etc. B. Check YES if personal, business property or incentives are included in the purchase price in Part 3. Examples of personal or business property are furniture, farm equipment, machinery, etc. Examples of incentives are club memberships (golf, health, etc.), ski lift tickets, homeowners' dues, etc. Attach a list of items and their purchase price allocation. An adjustment will not be made if a detailed list is not provided. C. Check YES if a manufactured home or homes are included in the purchase price. Indicate the purchase price directly attributable to each of the manufactured homes. If the manufactured home is registered through the Department of Motor Vehicles in lieu of being subject to property taxes, check NO and enter the decal number D. Check YES if the property was purchased or acquired with the intent to rent or lease it out to generate income, and indicate the source of that anticipated income. Check NO if the property will not generate income, or was purchased with the Intent of being owner -occupied. E. Provide your opinion of the condition of the property at the time of purchase. If the property is in "fair" or 'poor" condition, include a brief description of repair needed. Form 1N-9 (Rev October 2018) Department of the Treasury Intema Revenue Service Request for Taxpayer Identification Number and Certification I. Go to www.irs.gov/FormW9for instructions and the latest information Give Form to the requester Do not send to the IRS I Print or type See Specific Instructions on page 2. 1 Name (as shown on your income tax return) Name is required on this line do not leave this line blank City of Redlands, a municipal corporation 2 Business name/disregarded entity name, if different from above 3 Check appropriate box for federal tax classification of the person whose name is entered on line 1 Check following seven boxes Individual/sole proprietor or C Corporation I I S Corporation I I Partnership single -member LLC Limited liability company Enter the tax classification (C=C corporation, S=S corporation, P=Partnership) Note. Check the appropriate box in the line above for the tax classification of the single -member owner LLC if the LLC is classified as a single member LLC that is disregarded from the owner unless the owner another LLC that is not disregarded from the owner for U.S federal tax purposes Otherwise, a single is disregarded from the owner should check the appropriate box for the tax classification of its owner Other (see instructions)► only one of the Trust/estate ► 4 Exemptions certain Instructions Exempt Exemption code (if (Applies to accounts (codes apply only to entities, not individuals see on page 3) payee code (if any) from FATCA reporting any) Do not check of the LLC is member LLC that maintainedoutsidethe U.S.) 5 Address (number, street, and apt. or suite no.) See instructions PO Box 3005 Requester's name and address (optional) 6 City, state, and ZIP code Redlands, CA 92373 7 List account number(s) here (optional) Taxpayer Identification Number (TIN) Enter your TIN in the appropriate box The TIN provided must match the name given on line 1 to avoid backup withholding For individuals, this is generally your social security number (SSN) However, for a resident alien, sole proprietor, or disregarded entity, see the instructions for Part I, later For other entities, it is your employer identification number (EIN) If you do not have a number, see How to get a 77N, later Note If the account is in more than one name, see the instructions for line 1 Also see What Name and Number To Give the Requester for guidelines on whose number to enter Part II Social security number or Employer identification number 9 5 6 0 0 0 7 6 6 Certification Under penalties of perjury, I certify that 1 The number shown on this form is my correct taxpayer identification number (or I am waiting for a number to be issued to me), and 2 I am not subject to backup withholding because (a) I am exempt from backup withholding, or (b) I have not been notified by the Internal Revenue Service (IRS) that I am subject to backup withholding as a result of a failure to report all interest or dividends, or (c) the IRS has notified me that I am no longer subject to backup withholding, and 3 I am a U.S citizen or other U S person (defined below), and 4 The FATCA code(s) entered on this form (if any) indicating that I am exempt from FATCA reporting is correct Certification instructions YoI mutt ross out item 2 above if you have been notified by the IRS that you are currently subject to backup withholding because you have failed to ort all inte t and dividends on your tax return For real estate transactions, item 2 does not apply For mortgage interest paid, acquisition abandonment o ecured property, cancellation of debt, contributions to an individual retirement arrangement (IRA), and generally, payments of er than interest and ividends, you of required to sign the certification, but you must provide your correct TIN See the instructions for Part II, ater Sign Here Signature h' U.S person General Instructions Section references are to the Internal Revenue Code unless otherwise noted Future developments. For the latest information about developments related to Form W-9 and its instructions, such as legislation enacted after they were published, go to www urs.gov/FormW9 Purpose of Form An individual or entity (Form W-9 requester) who is required to file an information return with the IRS must obtain your correct taxpayer identification number (TIN) which may be your social security number (SSN), individual taxpayer identification number (ITIN), adoption taxpayer identification number (ATIN), or employer identification number (EIN), to report on an information return the amount paid to you, or other amount reportable on an information return Examples of information returns include, but are not limited to, the following • Form 1099 INT (interest earned or paid) ATTEST anne Donaldson, City Clerk Date11" b--24-2-I • Form 1099 DIV (dividends, including those from stocks or mutual funds) • Form 1099 MISC (various types of income, prizes, awards, or gross proceeds) • Form 1099-B (stock or mutual fund sales and certain other transactions by brokers) • Form 1099 S (proceeds from real estate transactions) • Form 1099 K (merchant card and third party network transactions) • Form 1098 (home mortgage interest), 1098-E (student loan interest), 1098 T (tuition) • Form 1099 C (canceled debt) • Form 1099-A (acquisition or abandonment of secured property) Use Form W 9 only if you are a U S person (including a resident alien), to provide your correct TIN If you do not return Form W-9 to the requester with a TIN, you might be subject to backup withholding See What is backup withholding, later Cat No 10231X Form W-9 (Rev 10-2018) Form W-9 (Rev 10-2018) By signing the filled -out form, you: 1. Certify that the TIN you are giving is correct (or you are waiting for a number to be issued), 2. Certify that you are not subject to backup withholding, or 3. Claim exemption from backup withholding if you are a U.S. exempt payee. If applicable, you are also certifying that as a U S. person, your allocable share of any artnership income from a U.S. trade or business is not subject to the with olding tax on foreign partners' share of effectively connected income and 4 Certifythat FATCA code(s) entered on this form if any) indicating that you arexempt from the FATCA reporting, is correct. see What is FATCA reporting, later, for further information, Note: If you are a U.S. person and a requester gives you a form other than Form W-9 to request your TIN, you must use the requester's form if it is substantially similar to this Form W-9 Definition of a U.S. person. For federal tax purposes, you are considered a U.S. person if you are: • An individual who is a U.S. citizen or U.S. resident alien, • A partnership, corporation, company, or association created or organized in the United States or under the laws of the United States; • An estate (other than a foreign estate); or • A domestic trust (as defined in Regulations section 301.7701 7). Special rules for partnerships. Partnerships that conduct a trade or business in the United States are generally required to pay a withholding tax under section 1446 on any foreign partners' share of effectively connected taxable income from such business, Further, in certain cases where a Form W-9 has not been received, the rules under section 1446 require a partnership to presume that a partner is a foreign person, and pay the section 1446 withholding tax, Therefore, if you are a U.S. person that is a partner in a partnership conducting a trade or business in the United States, provide Form W-9 to the partnership to establish your U.S. status and avoid section 1446 withholding on your share of partnership income. In the cases below, the following person must give Form W-9 to the partnership for purposes of establishing its U.S. status and avoiding withholding on its allocable share of net income from the partnership conducting a trade or business in the United States. • In the case of a disregarded entity with a U.S. owner, the U.S, owner of the disregarded entity and not the entity; • In the case of a grantor trust with a U.S. grantor or other U.S. owner, generally, the U.S. grantor or other U.S. owner of the grantor trust and not the trust; and • In the case of a U,S. trust (other than a grantor trust), the U.S. trust (other than a grantor trust) and not the beneficiaries of the trust. Foreign person. If you are a foreign person or the U.S. branch of a foreign bank that has elected to be treated as a U.S. person, do not use Form W-9 Instead, use the appropriate Form W-8 or Form 8233 (see Pub. 515, Withholding of Tax on Nonresident Aliens and Foreign Entities), Nonresident alien who becomes a resident alien. Generally, only a nonresident alien individual may use the terms of a tax treaty to reduce or eliminate U.S. tax on certain types of income. However, most tax treaties contain a provision known as a `saving clause. ' Exceptions specified in the saving clause may permit an exemption from tax to continue for certain types of income even after the payee has otherwise become a U.S. resident alien for tax purposes. If you are a U.S. resident alien who is relying on an exception contained in the saving clause of a tax treaty to claim an exemption from U.S, tax on certain types of income, you must attach a statement to Form W-9 that specifies the following five items. 1, The treaty country Generally, this must be the same treaty under which you claimed exemption from tax as a nonresident alien. 2. The treaty article addressing the income. 3, The article number (or location) in the tax treaty that contains the saving clause and its exceptions, 4 The type and amount of income that qualifies for the exemption from tax. 5, Sufficient facts to justify the exemption from tax under the terms of the treaty article, Example. Article 20 of the U.S.-China income tax treaty allows an exemption from tax for scholarship income received by a Chinese student temporarily present in the United States. Under U.S. law, this student will become a resident alien for tax purposes if his or her stay in the United States exceeds 5 calendar ears, However, pars raph 2 of the first Protocol to the U.S.-China treaty (datedyApril 30, 1984) allows the provisions of Article 20 to continue to apply even after the C inese student becomes a resident alien of the United States, A Chinese student who qualifies for this exception (under paragraph 2 of the first protocol) and is relying on this exception to claim an exemption from tax on his or her scholarship or fellowship income would attach to Form W-9 a statement that includes the information described above to support that exemption. If you are a nonresident alien or a foreign entity, give the requester the appropriate completed Form W-8 or Form 8233. Backup Withholding What isackup withholding? Persons making certain payments to you must under certain conditions withhold and pay to the IRS 24% of such payments. This is called "backup withholding " Payments that may be subject to backup withholding include interest, tax-exempt interest, dividends, broker and barter exchange transactions, rents, royalties nonemployee pay, payments made in settlement of payment card and third party network transactions, and certain payments from fishing boat operators. Real estate transactions are not subject to backup withholding Page 2 You will not be subject to backup withholding on payments you receive if you give the requester your correct TIN, make the proper certifications, and report all your taxable Interest and dividends on your tax return, Payments you receive will be subject to backup withholding if' 1. You do not furnish your TIN to the requester, 2. You do not certify your TIN when required (see the instructions for Part II for details), 3 The IRS tells the requester that you furnished an incorrect TIN, 4 The IRS tells you that you are subject to backup withholding because you did not report all your interest and dividends on your tax return (for reportable interest and dividends only), or 5. You do not certify to the requester that you are not subject to backup withholding under 4 above (for reportable Interest and dividend accounts opened after 1983 only), Certain payees and payments are exempt from backup withholding, See Exempt payee code, later, and the separate Instructions for the Requester of Form W-9 for more information. Also see Special rules for partnerships, earlier What is FATCA Reporting? The Foreign Account Tax Compliance Act (FATCA) requires a participating foreign financial institution to report all United States account holders that are specified United States persons. Certain payees are exempt from FATCA reporting, See Exemption from FATCA reporting code, later, and the Instructions for the Requester of Form W-9 for more information. Updating Your Information You must provide updated Information to any person to whom you claimed to be an exempt payee if you are no longer an exempt payee and anticipate receiving reportable payments in the future from this person. For example, you may need to provide updated information if you are a C corporation that elects to be an S corporation, or if /ou no longer are tax exempt. In addition, you must furnish a new Form -9 if the name or TIN changes for the account; for example, if the grantor of a grantor trust dies, Penalties Failure to furnish TIN. If you fail to furnish your correct TIN to a requester, you are subject to a penalty of $50 for each such failure unless your failure is due to reasonable cause and not to willful neglect, Civil penalty for false information with respect to withholding. If you make a false statement with no reasonable basis that results in no backup withholding, you are subject to a $500 penalty Criminal penalty for falsifying information. Willfully falsifying certifications or affirmations may subject you to criminal penalties including fines and/or imprisonment. Misuse of TINs. If the requester discloses or uses TINs in violation of federal law, the requester may be subject to civil and criminal penalties, Specific Instructions Line 1 You must enter one of the following on this line• do not leave this line blank, The name should match the name on your tax return. If this Form W-9 is for a joint account (other than an account maintained by a foreign financial institution (FFI)), list first, and then circle, the name of the person or entity whose number you entered in Part I of Form W-9, If you are providing Form W-9 to an FFI to document a joint account, each holder of the account that Is a U.S. person must provide a Form W-9 a, Individual. Generally, enter the name shown on your tax return, If you have changed your last name without informing the Social Security Administration (SSA)(of the name change, enter your first name, the last name as shown on your social security card, and your new last name. Note: ITIN applicant: Enter your individual name as It was entered on your Form W-7 application, line la. This should also be the same as the name you entered on the Form 1040/1040A/1040EZ you filed with your application, b. Sole proprietor or single -member LLC. Enter your individual name as shown on your 1040/1040A/1040EZ on line 1. You may enter your business, trade, or `doing business as" (DBA) name on line 2. c, Partnership, LLC that is not a single -member LLC, C corporation, or s corporation. Enter the entity's name as shown on the entity's tax return on line 1 and any business, trade, or DBA name on line 2. d. Other entities. Enter your name as shown on required U.S. federal tax documents on line 1. This name should match the name shown on the charter or other legal document creating the entity You may enter any business, trade or DBA name on line 2. e, Disregarded entity For U.S. federal tax purposes, an entity that is disregarded as an entity separate from Its owner is treated as a "disregarded entity " See Regulations section 301 7701 2(c)(2)(iii), Enter the owner's name on line 1. The name of the entity entered on line 1 should never be a disregarded entity The name on line 1 should be the name shown on the Income tax return on which the income should be reported. For example, if a foreign LLC that is treated as a disregarded entity for U.S, federal tax purposes has a single owner that is a U.S. person, the U.S, owner's name is required to be provided on line 1 If the direct owner of the entity is also a disregarded entity, enter the first owner that is not disregarded for federal tax purposes. Enter the disregarded entity's name on fine 2, "Business name/disregarded entity name.' If the owner of the disregardeentity is a foreign person, the owner must complete an appropriate Form W-8 instead of a Form W-9 This is the case even if the foreign person has a U.S. TIN. Form W-9 (Rev. 10-2018) Line 2 If you have a business name, trade name, DBA name, or disregarded entity name, you may enter it on line 2. Line 3 Check the appropriate box on line 3 for the U.S. federal tax classification of the person whose name is entered on line 1. Check only one box on line 3. IF the entity/person on line 1 is a(n) THEN check the box for • Corporation Corporation • Individual • Sole proprietorship, or • Single -member limited liability company (LLC) owned by an individual and disregarded for U.S, federal tax purposes. Individual/sole proprietor or single- member LLC • LLC treated as a partnership for U.S. federal tax purposes, • LLC that has flied Form 8832 or 2553 to be taxed as a corporation, or • LLC that is disregarded as an entity separate from its owner but the owner is another LLC that is not disregarded for U.S. federal tax purposes, Limited liability company and enter the appropriate tax classification, (P= Partnership, C= C corporation; or S= S corporation) • Partnership Partnership • Trust/estate Trust/estate Line 4, Exemptions If you are exempt from backup withholding and/or FATCA reporting, enter in the appropriate space on line 4 any code(s) that may apply to you. Exempt payee code. • Generally, individuals (including sole proprietors) are not exempt from backup withholding. • Except as provided below, corporations are exempt from backup withholding for certain payments, including Interest and dividends. • Corporations are not exempt from backup withholding for payments made in settlement of payment card or third party network transactions. • Corporations are not exempt from backup withholding with respect to attorneys' fees or gross proceeds paid to attorneys, and corporations that provide medical or health care services are not exempt with respect to payments reportable on Form 1099-MISC. The following codes identify payees that are exempt from backup withholding. Enter the appropriate code in the space in line 4 1—An organization exempt from tax under section 501(a), any IRA, or a custodial account under section 403(b)(7) if the account satisfies the requirements of section 401(f)(2) 2—The United States or any of its agencies or instrumentalities 3—A state, the District of Columbia, a U.S, commonwealth or possession, or any of their political subdivisions or Instrumentalities 4—A foreign government or any of its political subdivisions, agencies, or instrumentalities 5—A corporation 6—A dealer in securities or commodities required to register in the United States, the District of Columbia, or a U.S. commonwealth or possession 7—A futures commission merchant registered with the Commodity Futures Trading Commission 8—A real estate investment trust 9—An entity registered at all times during the tax year under the Investment Company Act of 1940 10—A common trust fund operated by a bank under section 584(a) 11—A financial institution 12—A middleman known in the investment community as a nominee or custodian 13—A trust exempt from tax under section 664 or described in section 4947 The following chart shows types of payments that may be exempt from backup withholding. The chart applies to the exempt payees listed above, 1 through 13. IF the payment is for ... THEN the payment is exempt for... Interest and dividend payments All exempt payees except for 7 Broker transactions Exempt payees 1 through 4 and 6 through 11 and all C corporations. S corporations must not enter an exempt payee code because they are exempt only for sales of noncovered securities acquired prior to 2012. Barter exchange transactions and patronage dividends Exempt payees 1 through 4 Payments over $600 required to be reported and direct sales over $5,000 Generally, exempt payees 1 through 52 Payments made in settlement of payment card or third party network transactions Exempt payees 1 through 4 ee Form 1099-MISC, Miscellaneous Income, and its instructions, 2However, the following payments made to a corporation and reportable on Form 1099-MISC are not exempt from backup withholding• medical and health care payments, attorneys' fees, gross proceeds paid to an attorney reportable under section 6045(0, and payments for services paid by a federal executive agency Exemption from FATCA reporting code. The following codes identify payees that are exempt from reporting under FATCA, These codes apply to persons submitting this form for accounts maintained outside of the United States by certain -foreign financial institutions. Therefore, if you are only submitting this form for an account you hold in the United States, you may leave this field blank. Consult with the person requesting this form if you are uncertain if the financial institution is subject to these requirements. A requester may indicate that a code Is not required byproviding you with a Form W-9 with "Not Applicable" (or any similar indication) written or printed on the line for a FATCA exemption code, A —An organization exempt from tax under section 501(a) or any individual retirement plan as defined in section 7701(a)(37) B—The United States or any of its agencies or instrumentalities C—A state, the District of Columbia, a U.S. commonwealth or possession, or any of their political subdivisions or instrumentalities D—A corporation the stock of which is regularly traded on one or more established securities markets, as described in Regulations section 1.1472 1(cE—A corporation that is a member of the same expanded affiliated group as a corporation described In Regulations section 1.1472 1(c)(1)(i) F—A dealer in securities, commodities, or derivative financial instruments (including notional principal contracts, futures forwards, and options) that is registered as such under the laws of the United States or any state G—A real estate investment trust H—A regulated investment company as defined in section 851 or an entity registered at all times during the tax year under the Investment Company Act of 1940 I —A common trust fund as defined in section 584(a) 3—A bank as defined in section 581 K—A broker L—A trust exempt from tax under section 664 or described in section 4947(a)(1) plan AA tax exempt trust under a section 403(b) plan or section 457(g) Note: You may wish to consult with the financial institution requesting this form to determine whether the FATCA code and/or exempt payee code should be completed. Line 5 Enter your address (number, street, and apartment or suite number). This is where the requester of this Form W-9 will mail your information returns. If this address differs from the one the requester already has on file, write NEW at the top. If a new address is provided, there is still a chance the old address will be used until the payor changes your address in their records. Line 6 Enter your city, state, and ZIP code. Part I. Taxpayer Identification Number (TIN) Enter your TIN in the appropriate box. If you are a resident alien and you do not have and are not eligible to get an SSN your TIN is your IRS Individual taxpayer identification number (ITIN). inter it in the social security number box. If you do not have an ITIN, see How to get a TIN below Form W-9 (Rev 10-2018) If you are a sole proprietor and you have an EIN, you may enter either your SSN or EIN. If you are a single -member LLC that Is disregarded as an entity separate from its owner, enter the owner's SSN (or EIN, If the owner has one), Do not enter the disregarded entity's EIN If the LLC is classified as a corporation or partnership, enter the entity's EIN Note: See What Name and Number To Give the Requester, later, for further clarification of name and TIN combinations. How to get a TIN. If you do not have a TIN, apply for one Immediately To apply for an SSN, get Form SS-5 Application for a Social Security Card, from your local SSA office or get this form online at www,SSA,gov You may also get this form by calling 1-800-772 1213. Use Form W 7, Application for IRS Individual Taxpayer Identification Number, to apply for an ITIN, or Form SS-4, Application for Employer Identification Number, to apply for an EIN. You can apply for an EIN online by accessing the IRS website at www.irs.gov/Businesses and clicking on Employer Identification Number (EIN) under Starting a Business. Go to www,irs,gov/Formsto view, download, or print Form W-7 and/or Form SS-4 Or, you can go to www.irs.gov/OrderFormsto place an order and have Form W-7 and/or SS- 4 mailed to you within 10 business days. If you are asked to complete Form W-9 but do not have a TIN, apply for a TIN and write "Applied For' in the space for the TIN sign and date the form, and give it to the requester For Interest and dividend payments, and certain payments made with respect to readily tradable instruments, generally you will have 60 days to get a TIN and give It to the requester before you are subject to backup withholding on payments. The 60-day rule does not apply to other types of payments, You will be subject to backup withholding on all such payments until you provide your TIN to the requester Note: Entering "Applied For' means that you have already applied for a TIN or that you intend to apply for one soon. Caution: A disregarded U.S. entity that has a foreign owner must use the appropriate Form W-8. Part II. Certification To establish to the withholding agent that you are a U.S. person, or resident alien, sign Form W-9 You may be requested to sign by the withholding agent even if item 1, 4, or 5 below indicates otherwise, For a joint account, only the person whose TIN is shown in Part I should sign (when required). In the case of a disregarded entity, the person identified on line 1 must sign. Exempt payees, see Exempt payee code, earlier Signature requirements. Complete the certification as indicated in items 1 through 5 below 1. Interest, dividend, and barter exchange accounts opened before 1984 and broker accounts considered active during 1983. You must, give your correct TIN, but you do not have to sign the certification. 2. Interest, dividend, broker, and barter exchange accounts opened after 1983 and broker accounts considered inactive during 1983. You must sign the certification or backup withholding will apply If you are subject to backup withholding and you are merely providing your correct TIN to the requester, you must cross out item 2 in the certification before signing the form. 3. Real estate transactions. You must sign the certification. You may cross out item 2 of the certification, 4. Other payments. You must give your correct TIN, but you do not have to sign the certification unless you have been notified that you have previously given an incorrect TIN. 'Other payments' include payments made in the course of the requester's trade or business for rents, royalties, goods (other than bills for merchandise), medical and health care services (including payments to corporations), payments to a nonemployee for services, payments made in settlement of payment card and third party network transactions, payments to certain fishing boat crew members and fishermen, and gross proceeds paid to attorneys (Including payments to corporations). 5. Mortgage interest paid by you, acquisition or abandonment of secured property, cancellation of debt, qualified tuition program payments (under section 529), ABLE accounts (under section 529A), IRA, Coverdell ESA Archer MSA or HSA contributions or distributions, and pension distributions. You must give your correct TIN, but you do not have to sign the certification. Page 4 What Name and Number To Give the Re For this type of account: Give name and SSN of: 1. Individual The individual 2. Two or more individuals (joint The actual owner of the account account) other than an account or, if combined funds, the first maintained by an FFI individual on the account 1 3. Two or more U.S. persons (joint account maintained by an FFI) Each holder of the account 4 Custodial account of a minor The minor 2 (Uniform Gift to Minors Act) 5. a. The usual revocable savings trust The grantor -trustee 1 (grantor is also trustee) b. So-called trust account that is not a legal or valid trust under state law The actual owner 1 6, Sole proprietorship or disregarded entity owned by an individual The owner 3 7 Grantor trust filing under Optional The grantor* Form 1099 Filing Method 1 (see Regulation section 1.671-4(b)(2)(I)(A)) For this type of account: Give name and EIN of: 8. Disregarded entity not owned by an individual The owner 9 A valid trust, estate, or pension trust Legal entity4 10 Corporation or LLC electing corporate status on Form 8832 or Form 2553 The corporation 11. Association, club, religious, charitable, educational, or other tax exempt organization The organization 12. Partnership or multi -member LLC The partnership 13. A broker or registered nominee The broker or nominee 14 Account with the Department of The public entity Agriculture in the name of a public entity (such as a state or local government, school district, or prison) that receives agricultural program payments 15, Grantor trust filing under the Form 1041 Filing Method or the Optional The trust Form 1099 Filing Method 2 (see Regulations section 1.671 4(b)(2)(i)(B)) 1List first and circle the name of the person whose number you furnish. If only one person on a joint account has an SSN, that person's number must be furnished. 2Circle the minor's name and furnish the minor's SSN. 3You must show your individual name and you may also enter your business or DBA name on the `Business name/disregarded entity' name line. You may use either your SSN or EIN (if you have one), but the IRS encourages you to use your SSN List first and circle the name of the trust, estate, or pension trust, (Do not furnish the TIN of the personal representative or trustee unless the legal entity itself is not designated in the account title.) Also see Special rules fot partnerships, earlier *Note: The grantor also must provide a Form W-9 to trustee of trust. Note: If no name is circled when more than one name is listed, the number will be considered to be that of the first name listed Secure Your Tax Records From Identity Theft Identity theft occurs when someone uses your personal information such as your name, SSN, or other identifying information, without your permission, to commit fraud or other crimes. An identity thief may use your SSN to get a job or may file a tax return using your SSN to receive a refund, To reduce your risk: • Protect your SSN, • Ensure your employer is protecting your SSN, and • Be careful when choosing a tax preparer If your tax records are affected by identity theft and you receive a notice from the IRS, respond right away to the name and phone number printed on the IRS notice or letter Form W-9 (Rev, 10-2018) If your tax records are not currently affected by identity theft but you think you are at risk due to a lost or stolen purse or wallet, questionable credit card activity or credit report, contact the IRS Identity Theft Hotline at 1 800-908-4490 or submit Form 14039 For more information, see Pub. 5027, Identity Theft Information for Taxpayers. Victims of identity theft who are experiencing economic harm or a systemic problem, or are seeking help in resolving tax problems that have not been resolved through normal channels, may be eligible for Taxpayer Advocate Service (TAS) assistance. You can reach TAS by calling the TAS toll -free case intake line at 1-877 777-4778 or TTY/TDD 1-800-829-4059 Protect yourself from suspicious emails or phishing schemes. Phishing is the creation and use of email and websites designed to mimic legitimate business emails and websites. The most common act is sending an email to a user falsely claiming to be an established legitimate enterprise in an attempt to scam the user into surrendering private information that will be used for Identity theft. The IRS does not initiate contacts with taxpayers via emails. Also, the IRS does not request personal detailed information through email or ask taxpayers for the PIN numbers, passwords, or similar secret access information for their credit card, bank, or other financial accounts, If you receive an unsolicited email claiming to be from the IRS, forward this message to phishingcairs.gov You may also report misuse of the IRS name, logo, or other IRS property to the Treasury Inspector General for Tax Administration (TIGTA) at 1-800-366-4484 You can forward suspicious emails to the Federal Trade Commission at spamna uce,gov or report them at www.ftc.gov/complaint. You can contact the FTC at www,ftcgov/idtheft or 877 IDTHEFi" (877-438-4338). If you have been the victim of identity theft, see www,IdentityTheft.gov and Pub, 5027 Visit wwwirs,gov/IdentityTheft to learn more about identity theft and how to reduce your risk. Page 5 Privacy Act Notice Section 6109 of the Internal Revenue Code requires you to provide your correct TIN to persons (Including federal agencies) who are required to file information returns with the IRS to report interest, dividends, or certain other Income paid to you, mortgage interest you paid; the acquisition or abandonment of secured property; the cancellation of debt; or contributions you made to an IRA, Archer MSA, or HSA, The person collecting this form uses the information on the form to file information returns with the IRS, reporting the above Information. Routine uses of this information include giving it to the Department of Justice for civil and criminal litigation and to cities, states, the District of Columbia, and U,S. commonwealths and possessions for use in administering their laws. The information also may be disclosed to other countries under a treaty, to federal and state agencies to enforce civil and criminal laws, or to federal law enforcement and intelligence agencies to combat terrorism. You must provide your TIN whether or not you are required to file a tax return, Under section 3406, payers must generally withhold a percentage of taxable interest, dividend, and certain other payments to a payee who does not give a TIN to the payer Certain penalties may also apply for providing false or fraudulent information, First American Title Insurance Company NATIONAL COMMERCIAL SERVICES 3281 E Guasti Road, Suite 440 Ontario, CA 91761 Ph (909)510 6206 FAX (877)461-2088 DATE June 23, 2021 Escrow # NCS-1071233-ONT1 TO Escrow Officer Kelly Simoneau EXCHANGE INFORMATION We need the following Information to process your escrow Please complete this form and return to our office ❑ I/We request that First American Exchange Company contact us to discuss a 1031 Exchange Or, I/we may also contact First American Exchange directly at (877) 317-1031 to discuss a Tax -Deferred Exchange ❑ I/We will contact My Exchange Company listed below regarding a Tax -Deferred Exchange I/We will ask them to contact you Accommodator Exchange Officer Exchange Number Phone and Fax Number E-Mail Address Final Date to Exchange ® I/We are certain that we will NOT be doing a 1031 Exchange Transaction for this property I/I) e-hereby-ai thorize you as Escrow Holder to discuss this file with my Exchange Company in order to process this escrow Name Paul T Barich, Mayor Signature( ) - Phone Number e Jeanne Donaldson, City Clerk ( ) - Signature Phone Number PLEASE COMPLETE AND RETURN First American Natural Hazard Disclosures Property Address 300 E STATE ST REDLANDS SAN BERNARDINO COUNTY, CA 92373 ("Property") FANHD Commercial Resale Property Disclosure Reports Disclosure Report Signature Page For SAN BERNARDINO County APN 0171-132-16-0000 Report Date 06/17/2021 Report Number 2879172 Natural Hazard Disclosure ("NHD") Statement and Acknowledgment of Receipt DISCLAIMER This NHD Summary (a) is not valid unless delivered with the complete FANHD Disclosure Report which transferee must read and acknowledge before close of escrow and (b) is subject to the Terms and Conditions contained in that complete Disclosure Report The transferor and his or her agent(s) or a third party consultant disclose the following information with the knowledge that even though this is not a warranty, prospective transferees may rely on this information in deciding whether and on what terms to purchase the Property Transferor hereby authorizes any agent(s) representing any principal(s) in this action to provide a copy of this statement to any person or entity in connection with any actual or anticipated sale of the Property The following are representations made by the transferor and his or her agent(s) or a third -party consultant based on their knowledge and maps drawn by the State. This information is a disclosure and is not intended to be part of any contract between the transferee and the transferor THIS REAL PROPERTY LIES WITHIN THE FOLLOWING HAZARDOUS AREA(S) A SPECIAL FLOOD HAZARD AREA (Any type Zone A or V") designated by the Federal Emergency Management Agency Yes X No Do not know and information not available from local jurisdiction AN AREA OF POTENTIAL FLOODING shown on a dam failure inundation map pursuant to Section 8589 5 of the Government Code Yes_ No X Do not know and information not available from local jurisdiction_ A VERY HIGH FIRE HAZARD SEVERITY ZONE pursuant to Section 51178 or 51179 of the Govemment Code The owner of this Property is subject to the maintenance requirements of Section 51182 of the Government Code Yes_ No X A WILDLAND AREA THAT MAY CONTAIN SUBSTANTIAL FOREST FIRE RISK AND HAZARDS pursuant to Section 4125 of the Public Resources Code. The owner of this Property is subject to the maintenance requirements of Section 4291 of the Public Resources Code Additionally it is not the state's responsibility to provide fire protection services to any building or structure located within the wildlands unless the Department of Forestry and Fire Protection has entered into a cooperative agreement with a local agency for those purposes pursuant to Section 4142 of the Public Resources Code Yes_ No X AN EARTHQUAKE FAULT ZONE pursuant to Section 2622 of the Public Resources Code Yes_ No X A SEISMIC HAZARD ZONE pursuant to Section 2696 of the Public Resources Code Yes (Landslide Zone) Yes (Liquefaction Zone)_ No_ Map not yet released by state X THESE HAZARDS MAY LIMIT YOUR ABILITY TO DEVELOP THE REAL PROPERTY TO OBTAIN INSURANCE OR TO RECEIVE ASSISTANCE AFTER A DISASTER THE MAPS ON WHICH THESE DISCLOSURES ARE BASED ESTIMATE WHERE NATURAL HAZARDS EXIST THEY ARE NOT DEFINITIVE INDICATORS OF WHETHER OR NOT A PROPERTY WILL BE AFFECTED BY A NATURAL DISASTER TRANSFEREE(S) AND TRANSFEROR(S) MAY WISH TO OBTAIN PROFESSIONAL ADVICE REGARDING THOSE HAZARDS AND OTHER HAZARDS THAT MAY AFFECT THE PROPERTY Signature of Transferor(s) Date Signature of Transferor(s) Date Signature of Agent Date Signature of Agent Date Transferor(s) and their agent(s) represent that the information herein is true and correct to the best of their knowledge as of the date signed by the transferor(s) and agent(s) ETransferor(s) and their agent(s) acknowledge that they have exercised good faith in the selection of a third -party report provider as required in Civil Code Section 1103 7 and that the representations made in this Natural Hazard Disclosure Statement are based upon information provided by the independent third party disclosure provider as a substituted disclosure pursuant to Civil Code Section 1103.4 Neither transferor(s) nor their agent(s) (1) has independently verified the information contained in this statement and Report or (2) is personally aware of any errors or inaccuracies in the information contained on the statement. This statementwas prepared by the provider below ird Party Disclosure " ovider(s) FIRSTAMERICAN PROFESSIONAL REAL ESTATE SERVICES. INC OPERATING THROUGH ITS FANHD DIVISION. Date 17 June 2021 Transferee represent?i-* read and untands this document. Pursuant to Civil Code Section 1103.8 the representations in this Natural Hazard Disclosu = — :.- e-transf- • s or agents disclosure obligations in this transaction 2 I Signature of Transferee(s) Date Signature of Transferee(s) Date TRANSFEREEIS) REPRESENTS ABOVE HE/SHE HAS RECEIVED. READ AND UNDERSTANDS THE COMPLETE FANHD DISCLOSURE REPORT DELIVERED WITH THIS SUMMARY: A. Commercial Natural Hazard Disclosure Report B Additional Property specific Statutory Disclosures. Former Military Ordnance Site, Airport Influence Area Airport Noise San Francisco Bay Conservation and Development District Jurisdiction (in S.F Bay counties only) C Additional County and City Regulatory Determinations as applicable Airports Avalanche Blow Sand, Coastal Zone Dam/Levee Failure Inundation Debris Flow Erosion Flood, Fault Zone, Fire Groundwater Landslide Liquefaction Methane Gas, Mines Naturally Occurring Asbestos Redevelopment Area Right to Farm, Runoff Area Seiche Seismic Shaking Seismic Ground Failure, Slope Stability Soil Stability Subsidence TRPA, Tsunami D General advisories Methamphetamine Contamination Mold Radon Endangered Species Act, Abandoned Mines Oil & Gas Wells Tsunami Maps (coastal only) Non residential Building Energy Use E. Government Guides in Combined Booklet with Report Refer to Booklet. Commercial Property Owner's Guide to Earthquake Safety Government Guides are also available on the Company's "Electronic Bookshelf' at htto://www.disclosures.com/. ©2021 First American Professional Real Estate Services, Inc. 200 Commerce Suite 100 Irvine CA 92602 Phone- (800) 527 0027 Fax. (800) 854 9625