Forms
Below are descriptions and links to the necessary forms Walnut Creek requires to manage your properties. Click on the form name to open. Once forms are completed we will reach out to confirm accurate information and ensure a smooth transition.
-
Property
Management AgreementWe must have this form to begin managing the property as it gives us permission to act on your behalf. We also cannot payout rental proceeds if this is not on file. We ask that you read it carefully as it contains important information. When completing this form please be sure to use the full address and include any additional house numbers that may be part of the address.
-
Consumer Guide
This is a state mandated form that is required to be signed and kept on file. It explains the policy of Walnut Creek when working with Landlords/Tenants.
-
Owner
Information FormThis is so we can collect your contact information so we are able to communicate with you when necessary. We are only collecting the information we require and do not give out your information to anyone – including the tenant. Please be sure to update us if your information ever changes.
-
Property
Information FormWe need this information so we can gain the knowledge of the property. Know one knows your property better than you do and for us to excel at our mission we must be made privy to that information. The more information you provide, the more accurate and faster we can be at marketing your property, handling utilities, on-boarding any current tenants, rent collection and any government subsidies and/or city inspections/permits.
-
W-9 Form
This is a required document so we are able to send your 1099 and tax reports at the end of the year quickly. We may also need this information when turning on utilities, filling out government forms, etc. This information is provided yearly to the IRS when we file taxes so having accurate information is of the utmost importance.
-
Direct Deposit
Authorization FormWe find that direct deposit is the fastest and most efficient way to receive your rent proceeds. This form is giving us permission to make the deposit directly into your bank account and gives you the opportunity to give us accurate banking information. By choosing this option you are saving yourself the added time of going to the bank to make a deposit and avoid the possibility of the check getting lost in the mail and delaying you receiving your money.
-
W9 - Electronic Consent Form
This form is required for Walnut Creek to send your yearly W9 information Electronically and Securely