Owner Information Form

CLIENT NAME

PROPERTY ADDRESS

HOME ADDRESS

MOBILE PHONE

HOME PHONE

WORK PHONE

CLIENT'S EMERGENCY CONTACT INFORMATION

CONTACT NAME

PHONE PREFERENCE

LIABILITY INSURANCE

Proof of Coverage: Agent can simply send dec page to charlie@montedavispm.com
Addtl Insured: Monte Davis Property Mgmt, 9901 Brodie Ln, Ste 160-288, Austin, TX 78748
Proof of Coverage: Insurance agent should email the dec page to charlie@montedavispm.com

FLOOD INSURANCE

Are you aware that this property is located in a 100-year floodplain?YesNo

If you are aware of your flood plain status, answer Yes, If not answer No.

Are you aware that this property has flooded at least once within the last five (5) years?YESNO

W-9

[Please complete and return the first page – a PO Box address can NOT be used for 1099 purposes.
If an LLC, must state type of LLC (single-member LLC will be treated as an individualand receive 1099
also)]

1099

We encourage everyone to opt in to receive these electronically at year-end, but will need a
written authorization (email is sufficient).

BANK ACCOUNT

Call the office with your routing and account numbers. Do NOT send electronically for
security purposes.

Type of Policy

Limit of Liability

HOME WARRANTY COMPANY

COMPANY NAME

COMPANY PHONE

COMPANY EMAIL

POLICY NUMBER

EXPIRATION DATE

ITEMS COVERED

COMPANY AUTHORIZATIONYESNO

If you are not managing your own property, did you authorize your HWC to allow us to call/receive calls or questions.

NOTE: When we call, they ask us for your name, email and phone to verify the account. If they have anything other than what you have provided above, please advise.

HOME/PROPERTY OWNERS ASSOCIATION

HOA OR POA NAME

CONTACT NAME AND NUMBER

HOA OR POA EMAIL

Did you authorize your HOA/POA to notify us directly of tenant violations?YESNO

Will you continue paying HOA dues yourself?YESNO

And must this be done on an annual basis?YES NO

HOA Rules and Regulations: Please send us information specifically pertaining to tenants.

Community Pool

Will you pay any annual pool or recreation center fees on behalf of the tenants?YESNO

If required, have you notifed the HOA / signed any paperwork authorizing tenants to use any pool or recreation center?YESNO

Due to CV-19, are there any specific instructions you can share for the tenants such as temporary closures or alternate processes to get ID cards?

Anything else tenants should be aware of?

HOW DID YOU FIND US?

I FOUND YOU THROUGH...REFERRALTHE INTERNETAN ADVERTISEMENT

I WAS REFERRED BY

If you chose "referral" above, please let us know who that was.

Todays Date

E-signature

Please type your name here