Use and Operation

In accordance with UC Business and Finance Bulletin BUS 49, Cashiering Responsibilities and Guidelines, cash collections of Major Cashiering Stations must be deposited daily. Collection at Subcashiering Stations and other cash handling departments must be deposited at the designated Major Cashiering Station at least weekly or whenever collections exceed 500.00. Likewise, a deposit must always be made at the end of each calendar month, regardless of the amount collected as of that due date. All collections shall also be deposited by fiscal year end June 30.
All cash collections will be recorded on the receipt and approved as to form and content by General Accounting.
All void receipts must be marked VOID, initialed by the person making the transaction and approved by the Department Head. All copies of each voided receipt must be kept and submitted along with the Report of Cash Received and Deposited for that day to General Accounting.
Checks and money orders must be payable at face value in U.S. dollars.
Overages and shortages in income must be reported as a separate line item on the Report of Cash Received and Deposited. They are not to be cleared through the change funds.
The Change Fund must be used for the purpose authorized and never as a petty cash fund.
The Change Fund must be kept separate and must not be merged with any other funds.
When not in use, the fund must be maintained with adequate security, in a locked compartment.
When it is necessary for a temporary custodian to be put in charge of the fund while the official custodian is absent, complete the attached Temporary Transfer of Custody of Change Fund form and send it to General Accounting for approval.
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Change Fund Audit

Periodic audits of the fund and methods of operation will be conducted by General Accounting, Internal Auditors, and/or External Auditors.
Auditors must show current credentials before the fund or the records are relinquished for audit.  The custodian should be present during the audit and should carefully observe the process because he/she will be asked to sign the audit report certifying to the findings and acknowledging return of the fund.
General Accounting will also periodically distribute a Change Fund Questionnaire to verify the status and maintenance of the fund.
Upon completion of a physical audit, an audit report showing the audit findings and recommendations will be sent to your supervisor or department head.
Any deviation from the outlined policies and procedures for the maintenance of the Change Fund may result in a recall of the fund.
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Relief from Responsibility

The transfer of a Change Fund by the authorized custodian to another person is prohibited.
If the need for the Change Fund ceases, it must be closed. The custodian shall submit a Department Deposit Record and Change Fund Closing Form to General Accounting, Wilshire Center, 5th Floor, MC 143348
If there is a need to maintain the Change Fund, the department should request for a new one using the procedures for the establishment of the fund. University policy requires that the old Change Fund be closed first and a new one be opened whenever there is a change of custodian. Departments should allow two weeks to establish a new Change Fund to avoid being left without a Change Fund during the transition between custodians.
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In the Event of Theft

The department must notify Campus Police immediately.
A letter from the department head requesting reimbursement of the fund must be sent to General Accounting including the following information
Name of custodian
Change fund number
Amount of theft
Date and hour of theft
Circumstances involved
The file number assigned by Campus Police
Actions taken to prevent future occurrences
General Accounting will submit a check request for replacement funds based on receipt of the letter.
Accounts Payable will issue and mail the check to the department/custodian.
The custodian cashes the check, and funds are to be once again secured in accordance with BUS 49.

Description
This form of assignment provides for the assignments of pipeline easements and rights of way.

Revoke your living trust in its entirety if your circumstances or wishes have changed with this easytouse onepage form.

File this form in your county's public record to make the revocation official
Notify your trustee and beneficiaries of the revocation

This form is used to terminate payment on a single check number to a single payee.  Check stop payment requests are not valid for Official Checks and Cashier's Checks..

To make your record keeping easier, standardize the ways in which you terminate someone’s employment. Since termination is generally for a specific cause, this form provides you with a way to fully explain that cause. It also

States the date of termination
Advises the employee that any severance compensation is in accordance with the rules set out in the Company Manual
Asks the employee to return all company property

Use this simple and complete form to ensure that you've terminated an employee properly.

Verify your verbal conversation with that employee, set out termination date
Document benefits to which the employee is entitled and that the employee agrees that there are no further claims against the company
Make the transaction “official” by providing space for both your signature and that of your employee

Summarize with this easytouse form the recommendations for employee raises made by different supervisors each year. Supervisors will find the various scales in the form helpful in recommending a raise or recommending against a raise. This form

Analyzes employees with a simple scale from “deficient” to “excellent.”
Rates the recommendation for a raise from “none” to “high.”

Ask all the right questions in an employee interview. This  form sets out in detail the things you’ll need to know to conform to America's equal employment opportunity laws. Includes the questions you may or may not ask about


Marriage
Parenting
Age
Ethnicity/National Origin/Race
Religion
Criminal Records
Disabilities

Self evaluations help professionals measure how they are performing in their job. A predefined format for documenting this data can provide guidance and consistency within a company. This form enables departments, particularly Human Resourcesto help record, track, and report information for the employee evaluation process.

Making it easier to check the credit status of a potential renter.

Can be used to provide written authorization of a credit check before renting property.

Before you allow a potential renter to sign a lease, you want to be sure he or she can be trusted to pay the rent on time and in full. You need to do a credit check, and you need a potential tenant’s permission to get the process started. With this Authorization for Credit Check, you have the written, signed permission you need for the credit bureau and for your records.

TERMS AND CONDITIONS COVERED

• name of credit bureau
• name of applicant
• name of property agent
• applicant’s signature, Social Security number and current address

Giving you the knowhow to determine which mortgage is best for you.

Can be used to itemize all aspects of a mortgage for comparison purposes.

There are so many mortgage brokers and lenders out there today offering different points, closing costs and interest rates. So how do you determine which one will give you the best deal It’s easy when you use this comprehensive Mortgage Comparison Sheet.

THIS  FORM ALLOWS YOU TO

build a direct “apples to apples” comparison of what each lender is offering
survey your options
make the best and most costeffective mortgage choice

Imagine that you have already recognized the need for comprehensive strategies in your community, collected a group of allies, gathered preliminary information to gauge the context for collaboration, formed a partnership, and developed a shared vision. Your partnership is ready to move forward, but you aren't exactly sure how to turn your vision into strategies that make the best use of existing resources and offer the best response to local conditions. You need more information to guide your effortsand you can find it through a community assessment.

A community assessment is an exercise by which a collaborative partnership gathers information on the current strengths, concerns, and conditions of children, families, and the community. The information comes from many sourcesespecially parents and family membersand is elicited by many techniques, including interviews, focus groups, and scanning demographic data collected by local agencies. Because many types of partners participate in a community assessmentstrategic planners, program staff, administrators, teachers, parents, and other community membersthe resulting information is broad, accurate, and useful.

Community assessments focus on local assets, resources, and activities as well as gaps, barriers, or emerging needs. The process of identifying and appraising this information will help your collaborative partnership

clearly understand the context in which families live and the issues families want to address;

locate hidden strengths or underutilized resources that could be developed;

determine which resources could contribute to comprehensive strategies, and in what way;

design effective, collaborative strategies that engage children and families because they respond to real and important conditions; and

empower families and community members by giving them a role in designing and implementing the strategies.

The process of conducting a community assessment involves 1 scanning the community to locate existing information, 2 developing a family focus, 3 identifying community assets and the degree to which they are accessible to the people who can benefit from them, and 4 analyzing the information obtained through the first three steps. This chapter outlines each of these stages.

Giving you the knowhow to protect yourself and your tenants with a complete, easytouse lease.

Can be used to document the terms of any monthtomonth rental of a home, apartment or condominium.

When you're renting property on a monthbymonth basis, it's even more important to be sure all the terms and conditions are clear. With the Socrates Monthly Rental Agreement, you've got a simple, uptodate rental form that outlines the responsibilities of each party and can be easily customized to meet your needs.

This Monthly Rental Agreement provides clear, concise language as well as stepbystep instructions, covering terms and conditions such as

rental payments
duration of lease
parking
subletting
damage to premises
painting
pets
payment of utilities
lockouts
right of inspection
deposit refunds
terminating the lease

Helping you take control of your credit situation.

Can be used to repair, restore and rebuild negative credit status.

Good credit is essential in America today, and there is a network of credit reporting agencies that keep track of your current credit rating and check your credit worthiness every time you apply for a loan, credit card or any...

Helping you take control of your credit situation.

Can be used to repair, restore and rebuild negative credit status.

Good credit is essential in America today, and there is a network of credit reporting agencies that keep track of your current credit rating and check your credit worthiness every time you apply for a loan, credit card or any other type of credit. If you feel overwhelmed and confused by your credit situation, this proven credit repair system shows you, stepbystep, how to access your credit report, remove negative marks that destroy credit, add positive credit indicators and turn bad credit into good credit.

14 FORMS INCLUDED

• request for credit report
• request for free credit report
• complaint letter to delete inaccurate information
• request for removal of outdated information
• request to merge inquiries with account
• reminder to respond
• demand for corrected credit report
• addition of consumer statement
• request for husband and wife file separation
• request for addition of supplementary credit references
• explanation for delinquent payment
• creditor settlement agreement
• request for reasons for credit denial
• master credit data

Can be used to repair, restore and rebuild negative credit status.

Good credit is essential in America today, and there is a network of credit reporting agencies that keep track of your current credit rating and check your credit worthiness every time you apply for a loan, credit card or any...

Helping you take control of your credit situation.

Can be used to repair, restore and rebuild negative credit status.

Good credit is essential in America today, and there is a network of credit reporting agencies that keep track of your current credit rating and check your credit worthiness every time you apply for a loan, credit card or any other type of credit. If you feel overwhelmed and confused by your credit situation, this proven credit repair system shows you, stepbystep, how to access your credit report, remove negative marks that destroy credit, add positive credit indicators and turn bad credit into good credit.

TOPICS COVERED

• stepbystep instructions and information
• how to test your credit worthiness
• how credit bureaus work
• how to develop a tripleA credit
• how to obtain and use credit
• what your credit report discloses
• the 10step strategy to repairing your credit
• gaining creditor cooperation
• turning around your bad credit rating, from tax liens to bankruptcy
• repossession to foreclosure
• credit scams to avoid
• useful terms and resources

14 FORMS INCLUDED

• request for credit report
• request for free credit report
• complaint letter to delete inaccurate information
• request for removal of outdated information
• request to merge inquiries with account
• reminder to respond
• demand for corrected credit report
• addition of consumer statement
• request for husband and wife file separation
• request for addition of supplementary credit references
• explanation for delinquent payment
• creditor settlement agreement
• request for reasons for credit denial
• master credit data

Helping you protect and control your assets during your lifetime and after your death.

Contains all the stepbystep instructions and materials needed to prepare your own living trust.

Living trusts are becoming more and more popular today because they allow you to protect your beneficiaries from the high costs of probate and reduce estate taxes as well. A living trust provides more protection than a will, ensures immediate transfer of your assets to your named beneficiaries and allows you full control of your property during your lifetime. With this comprehensive kit, you have the knowhow to set up your own living trust without incurring costly legal fees, allowing you and your beneficiaries to rest easy knowing your assets are protected now and for the future.

18 FORMS AND DOCUMENTS INCLUDED

• 4 living trust forms and filled out samples of each
• living trust form for married individual with children with trust for children
• living trust form for married individual with children but without trust for children
• living trust form for married individual without children
• living trust form for nonmarried individual
• revocable twoparty living trust
• revocable oneparty living trust
• assignment of property to trust
• schedule of beneficiaries and distributive shares
• schedule of assets
• amendment to trust
• revocation of trust
• certificate of trustee’s powers
• bill of sale
• affidavit of succession

• Microsoft Windows 2000 Professional or Microsoft Windows XP Home or Professional
• Adobe Acrobat Reader 6.0 or higher
• Microsoft Word 2000 or higher
• Microsoft Excel 2000 or higher

The easy way to give your renters the option to buy.

Can be used to lease a condominium or house with the option to buy.

If you have rental property that you're ready to sell, but you want to give your renters a chance to buy it—or perhaps you have an interested buyer who can't afford a big downpayment or qualify for a mortgage right away—then this is the document for you. Socrates created this Lease with Purchase Option form for those times when you want to offer your tenants more, than an ordinary lease does. It gives you a customizable agreement that includes all the uptodate terms and conditions you want in a lease, plus an option to purchase clause, so you're protected and your tenants are satisfied.

The form is available as a download and covers all the necessary rental terms and conditions, including

payment
duration
security deposit
parking
subletting
damage to premises
utilities
maintenance and repairs
insurance
painting
pets
and more
It also includes a purchase option, which includes

purchase price
down payment
closing date
purchase option deadline
With this Lease with Purchase Option form, you can create a complete and legal document that attracts tenants who are interested in purchasing your property and protects you in the event that future legal disputes arise.

Also included Federally required Lead Paint Disclosure information in English and Spanish, to legally document the disclosure of leadbased paint or lead hazards to a tenant.

Saving you time and money by putting the documents you need at your fingertips.

Contains a complete collection of forms, agreements and other documents to help you conduct business easily and costeffectively.

If you’re tired of spending countless hours and funds to create and file business documents, this complete, convenient resource may be your solution. It contains 279 readytouse legal forms and agreements, most of which can be customized to meet your needs to help you legally protect your business and make your life easier.

DOCUMENTS INCLUDED
agreements, including
General Agreement, Agreement to Sell Personal Property, Partnership Agreement, Agreement to Lease, Lease Termination Agreement, Confidentiality Agreement, Employment Agreement, Contractor Agreement and Independent Contractor Agreement

affidavits, including
Affidavit, Bulk Sales Affidavit and Affidavit of Lost Stock Certificate

assignments, including
General Assignment, Assignment of Contract, Assignment of Mortgage and Assignment of Assets

authorizations, including
Authorization to Release Credit Information, Direct Deposit Authorization and Authorization to Return Goods

certificates, including
Certificate of Amendment, Certificate of Limited Partnership and Certificate of Sale of Business Under an Assumed Name Certificate

demands, including
Demand for Payment, Demand for Rent, Demand Promissory Note and Demand Note

releases, including
General Release, Specific Release, Landlord and Tenant’s Mutual Release and Release of Mortgage

minutes, including
Minutes of First Meeting of Shareholders and Minutes of Directors’ Meeting

notices, including
Notice to Tenant to Make Repairs, Notice of Termination Due to Work Rules Violation, Second Notice of Overdue Account and Notice of Change in Rent

waivers, including
Waiver of Liability, Waiver of Lien and Waiver and Assumption of Risk

Other frequently used forms, including
Address Change Notice
Balloon Note
Bill of Sale
Change Work Order
Commercial Lease
Conduct of Business Under Fictitious or Assumed Name
Credit Information Request
Payment Inquiry
Quitclaim Deed
Residential Rental Application

Use this simple, onepage form as a guide for recording the minutes of the first meeting of shareholders.

• Topics covered include verification of shareholders recorded in company records; minutes of the first meeting of the Board of Directors; and acceptance by the shareholders of the resolution to accept the directors’ choice of officers and bylaws
• Use these sample minutes as a guide to what should be included in your minutes and as a checklist of the items that should be covered in this first meeting of shareholders

Keep accurate inventory records of your company's goods and determine future ordering needs by keeping track of what is selling well and what is sitting too long in inventory.

• This simple record lists details about when—and from whom—each consignment of inventory has arrived
• It also provides details on how much of something has sold and how much remains in stock

This package contains essential legal documents for Demolition Contractors, Owners, Suppliers or Subcontractors to use to assert their legal rights or claims and to address important legal issues regarding particular demolition project. The heart of this package is the demolition contract that complies with state law.

This package contains the following forms

1.A Demolition Contract Cost Plus or Fixed Fee
2.A Change Order Sheet
3.A Certificate of Completion
4.A Bid Log
5.A Bid Follow Up Letter
6.A Summary of Estimate
7.A Worker Safety and Health Plan, and
8.An Accident Report Form.

Estimate paint and construction jobs,market and manage your small business and access the appropriate contractors' forms. This is the ultimate management and production tool for any contractor.

• Learn how easy it is to manage your office more efficiently
• Gain the necessary skills and information that successful contractors need to succeed in subjects such as creating business plans, paint and construction estimation, accounting and payroll, contractors’ forms, everyday business agreements, office management forms, marketing and more

Ensure that your wishes about the disposition of your property are carried out after your death by leaving behind a formal Will that is used in conjunction with your living trust. This ninepage form is designed for a NonMarried Individual.

This form covers virtually everything likely to be included in any Will
Customize the Will to meet your specific requirements and needs

List all the important personal details of your life for the people who will deal with your affairs after your death. Remember, even good friends and relatives may lack some of this information.

This useful form covers all the facts that anyone handling your affairs would wish to know—from the names of your parents to the names and addresses of your children
Also details where your will and any codicils can be found

• Microsoft Windows 2000 Professional or Microsoft Windows XP Home or Professional
• Adobe Acrobat Reader 6.0 or higher
• Microsoft Word 2000 or higher
• Microsoft Excel 2000 or higher

Leave behind detailed instructions and requests for your friends and relatives to follow upon your death. Your thoughtfulness and planning will be appreciated.

This useful form covers any important wishes you'd like carried out
Provide copies to your representatives, friends and family to ensure your wishes are known

Use this form to resign as power of attorney if you no longer wish to have that responsibility.

This form announces to the person who appointed you that you are resigning the commission
File your resignation in your county's public records office to make it official

Use this form to let your doctor know of your wishes with respect to when care should be terminated if you become unable to express your wishes. You should also have a Living Will to support this document.

This form advises your doctor that you have prepared a Living Will and where it is located
Name the person you have designated—usually a relative—to make the decision to terminate care

Contains all the stepbystep instructions and materials needed to prepare your own living trust.

Living trusts are becoming more and more popular today because they allow you to protect your beneficiaries from the high costs of probate and reduce estate taxes as well. A living trust provides more protection than a will, ensures immediate transfer of your assets to your named beneficiaries and allows you full control of your property during your lifetime. With this comprehensive kit, you have the knowhow to set up your own living trust without incurring costly legal fees, allowing you and your beneficiaries to rest easy knowing your assets are protected now and for the future.

TOPICS COVERED IN THE INSTRUCTIONAL GUIDE

• what a living trust is
• specific advantages of a living trust
• what living trusts cannot do
• living trusts and your will
• living trusts and joint ownership
• living trusts and marital property rights
• selecting trustees for your living trust
• what property can be placed in a living trust
• managing your living trust
• how living trusts are taxed
• rights to the living trust property
• naming beneficiaries
• how to transfer assets to your trust
• recording the living trust
• revoking or changing the living trust

18 FORMS AND DOCUMENTS INCLUDED

• 4 living trust forms and filled out samples of each
• living trust form for married individual with children with trust for children
• living trust form for married individual with children but without trust for children
• living trust form for married individual without children
• living trust form for nonmarried individual
• revocable twoparty living trust
• revocable oneparty living trust
• assignment of property to trust
• schedule of beneficiaries and distributive shares
• schedule of assets
• amendment to trust
• revocation of trust
• certificate of trustees powers
• bill of sale
• affidavit of succession

All contents reviewed and approved by attorneys or industry experts.
System Requirements
All software products require a permanent registration code for full access.

• Software purchased online as Downloadable Software already comes with a permanent registration code.

Compatible with all PCs running Microsoft Windows 2000, Microsoft Windows XP Home or Professional plus Apple Macintosh systems running Microsoft Windows. Not compatible with Apple or MAC O/S.

This product also requires

• Adobe Acrobat Reader 6.0 or higher
• Microsoft Internet Explorer 6.0 or higher
• Microsoft Word 2000 or higher
• Microsoft Excel 2000 or higher
• Microsoft .NET Framework 1.1 Service Pack 1 SP1

This product is not intended to provide legal or financial advice or substitute for the advice of an attorney or advisor.

Use this form to list extensive or complicated property details and instructions for transferring your property to a trust after your death.

This threepage form itemizes each transfer that you'd like made to your trust
Track each item's value, history and transfer details

Provide detailed instructions to the trustee of your estate for exactly how you'd like your assets distributed with this easytouse form.

List all of your beneficiaries and how you'd like their portion distributed
List specific amounts or percentages for distribution

Use this form to appoint both yourself and an additional person as trustees for your estate, as well as to name a successor trustee.

Use this form to set out the duties and activities of trustees
Use it, too, to state specifically the ways in which the trustees will manage the trust and its proceeds during your lifetime

Take control of your assets and property by writing a living trust with this sevenpage form. This sample is appropriate for a person who is married and has children but does not have a trust for the children.

Includes the necessary clauses required for building a complete living trust
Delete or amend provisions as necessary for maximum customizationTake control of your assets and property by writing a living trust with this sevenpage form. This sample is appropriate for a person who is married and has children but does not have a trust for the children.

Giving you the ability to choose who will take care of your affairs if you’re unable to do it yourself.

Can be used to give another person limited legal authority to handle specific financial transactions or property.

If you’re concerned that health problems may prevent you from handling certain responsibilities such as paying bills, managing investments, supervising home repairs or running your business, use the Limited Power of Attorney form to give someone else the power to manage your finances and property if you become incapacitated. You can specify exactly what the designated person’s authority will cover, including any of the following

• real estate and personal property transactions
• bonds and banking
• business operations
• gifts to charities
• insurance
• access to safe deposit boxes
• claims and litigation
• records, reports and statements

This uptodate form lets you be sure that future decisions are made correctly, without conservatorship proceedings, expensive court costs and stress for your family. It’s easy to protect your assets and put your mind at ease with the Socrates Limited Power of Attorney. All contents reviewed and approved by attorneys.

Plan ahead and leave behind complete data on your insurance policies and pension for loved ones. This simple but thorough onepage form allows you to

Provide complete details on up to three insurance policies—including beneficiaries
Describe the details of any pensions, annuities or other financial accounts

This form is a general power of attorney. The form authorizes the agent of the principal to use the principal's money, property, or other assets only in the best interest of the principal. The form must be signed by two witnesses, the principal, and the agent.

Make your final wishes known to your family and friends with detailed instructions. Your loved ones will feel comforted knowing they are following your wishes.

This form includes your specifications for funeral, burial or other arrangements
Let your loved ones know if you've provided for your final expenses

Keep your living trust uptodate with this useful form. This twopage form makes any changes that you'd like made to your trust official.

• Identify the trust, parties to that trust and the date of your amendments
• Amendments include any substitutions, additions or deletions

Avoid confusion about your inheritance plans before a second marriage with this useful form. Make official notice of your intention to leave your inheritance to your individual children and not to each other.

• This handy form allows you to officially state your inheritance wishes, eliminating your implied intent
• Easytouse document maintains record of signatures and witnesses making it an official record

This Written Revocation of Will form is to revoke a prior will by separate written instrument. A separate revoking document is needed because when a new will is made, it will usually contain a clause revoking all prior wills. But what if the will containing the revocation clause is not favored by your heirs and they also have your old will which they do favor Sometimes an unfavored will may be ignored by the heirs, destroyed or otherwise withheld from probate. Instead, a prior will is probated by your heirs. This written revocation is to make it clear that no prior will shall be probated and to provide additional evidence of your intent to revoke.

This Document Locator Personal Information Estate Package is used to list the location of important documents, personal information and burial desires. There is also a page for a message concerning your last wishes. Use this package to inform your relatives about your personal documents and desires.

This Demand to Produce Copy of Will from Heir to Executor or Person in Possession of Will is a written demand to an executor or a person to produce a will. This letter is written by a child or heir of the deceased who knows that the deceased left a will and is now demanding a copy.

Use this form to formally notify witnesses or any other party of the precise time and place of the hearing if their presence is required. This handy form allows you to send out your formal notices in the most efficient way possible and provide a copy of these notices to the court as proof that you have sent them. The form includes

• Date and time of the hearing
• Name of the judge hearing the case
• The room number and the address of the courthouse where the hearing will take place
• Your certification that the notice has been sent

Use this simple and straightforward form to provide your witness and subsequently the court with the following

• Statement verifying the length of time you have resided in the state
• Statement from a notary public verifying the authenticity of your witness
• Statement from any nonlawyer who helped you fill in the form, if necessary

This is a template for final notice before legal action. It is final request letter to the customer for payment of unpaid amount.

Final decree is the concluding judgment issued by a court at the end of the legal procedure, finalizing its decision . Final decree is issued by a court when intermediate or temporary orders are issued by them during the hearing. Eg. interlocutory decrees of divorce are issued to give a chance for reconciliation, then a final decree is issued in the divorce petition.

A lien is a claim against a piece of real estate that must be paid off prior to the property being transferred or sold. This type of lien is often referred to as a mechanic’s lien and may, generally, be filed by anyone who has supplied labor and/or materials for the improvement of a piece of real estate. This form is used to waive a future lien give up the right to assert a lien, or to release a lien state that the reasons for the lien have now been satisfied. It may be used by a homeowner to make certain that any contractors or subcontractors release a lien that they, themselves, have filed against a particular piece of real estate.

Give this Reference Check form to everyone from whom you ask for a newtenant reference. Doing so will help you avoid being too casual and will make easier the lives of the people giving references. The form helps ensure that you ask all the right questions including those about

Rent payments
How tenant maintained the leased premises
Banking details
Attitude and behavior

Helping you maintain safe and pleasant living conditions for your tenants.

Can be used to clearly communicate the rules for acceptable behavior that your tenants must follow.

You want to attract and keep good tenants, and that means making sure that your property is a place they’ll want to live. This convenient twopage form makes it easy to create policies that regulate tenant behavior.

THIS TWOPAGE FORM ALLOWS YOU TO

state your policies on a variety of issues clearly and concisely
protect yourself legally if disputes should arise

TERMS AND CONDITIONS COVERED INCLUDE

rights of others, including noise levels and parking
rubbish, including disposal of food, hazardous waste and such bulky items as furniture and appliances
safety, including supervision of minors and activities
property appearance, including storage of personal property
pets, including registration requirements, numbers allowed, confinement and complaints
apartment modificationscommon areas, roof access, antenna installation and owner approval requirements
common passageways, including no obstructions or storage and responsibility for actions of guests

Use this form to list all the payments due and received by the buyer, seller and lender at a property closing. This statement includes the final transactions that make a purchase official.
Fill in the form to determine exactly how much money you will need to bring to your closing
Your title company will confirm whether your figures are correct at the closing
 

Making it easy to disclose the conditions of your home before you sell.

Can be used by a homeowner to document the conditions of a property for a potential buyer.

Before buyers purchase residential real estate, they want to know exactly what they are getting into. Sellers have an obligation to share any knowledge they have about the condition of important parts of their home. This convenient disclosure form covers a wide range of items that your buyers will be concerned about, including

electrical systems, from switches and outlets to cable and telephone wiring
heating and cooling elements, such as the air conditioner, furnace, fireplace and humidifier
foundation problems or structural damage
roof age, damage or leaks
hazardous conditions that may exist on the property, such as lead paint or asbestos
It also includes space for any additional comments or explanations you may want to include, making it easy for you to document in writing your knowledge of your property. Important Lead Paint Disclosure information is also included.

Helping you feel confident that the property you’re buying is in good repair.

Can be used to facilitate a comprehensive inspection of a property before you purchase it.

Before you buy a home or rental property, it’s important to conduct a thorough inspection of the property so you have a baseline of the building’s condition and can insist that the seller make the necessary repairs before you finalize the deal. With this convenient, comprehensive threepage form, you can systematically review the building and attend the closing with confidence.

THIS THREEPAGE FORM ALLOWS YOU TO

make sure all aspects of the building are inspected
document any agreed upon repairs or modifications

ITEMS COVERED INCLUDE

General major changes, repairs completed, pest control clearance, receipts and warranties
Roofing age, leaks, gutters, flashing and drainage
Attic ventilation and insulation
Exterior doors, windows, vegetation, drainage, concrete, chimneys and stairs
Basement foundation, sump pump, outlets, water damage, termites, ventilation and drains
Interior walls, ceilings, floors, windows, stains or leaks, stairs and handrails
Kitchens and baths appliances, leaks, water pressure, outlets, tile and cabinets
Garage door function, firerated doors and surfaces
Electrical age of wiring, outlets, circuit breaker box, light fixtures and smoke alarms
Plumbing water flow and pressure, washer, dryer, water heater and leaks
Heating/cooling/air filters operation, noise, heat exchanger flame, filters and valves
Fireplace safety check, fire boxes, damper, spark arrestor and rain cap

Obtain proof from your lender that you've done what every homeowner dreams of paid off your mortgage Provide this form to your lender to

• Certify that your mortgage has been paid off in full and any liens against it have been lifted
• Record your new free and clear status in the appropriate government offices

Have potential tenants fill out this Key Arrangement form if you do not wish to accompany them on every viewing of the premises. This form stipulates that
You have given the potential tenant the keys to the premises for the sole purpose of that tenant’s viewing the premises and that the keys will be returned to you at a specific time on the same day
The tenant has given you a deposit and an item of valuable property—both of which will be returned when the keys are returned

Providing protection for you and your tenants before the lease is signed.

Can be used to document the conditions of a rental property before a tenant moves in.

Before renting property, it’s important that both landlord and tenants inspect the premises and agree on the conditions that exist before the lease is signed. With this comprehensive form, you can implement an organized inspection and walkthrough so future misunderstandings regarding property damage and security deposits can be avoided. Include photos of any questionable areas with this checklist and you’ll have complete, signed documentation of the conditions for your records.

PROPERTY CONDITIONS AND OTHER ITEMS COVERED

• floors condition of wood, tile or carpet
• walls and ceilings cracks, paint condition, holes or patches
• lighting fixtures, bulbs and outlets
• windows condition of screens and glass and functionality
• window coverings tears or stains on drapes, blinds in working order
• doors damage, keys and locks
• miscellaneous sink, disposal, appliances
• comments on condition of areas
• number of keys provided to tenants
• signatures of all parties

Maximize your home's exposure when selling it by trying to sell it yourself and enlisting the aid of a broker. This twopage form details your arrangement and includes

The terms of your agreement including how the commission is split in different scenarios and how much the commission is
The term limit that this agreement in is effect and what circumstances void the arrangement

This document is used by a potential buyer of real estate to make an offer to purchase the property. It is not a contract or agreement for the purchase of the real estate. It is an offer to pay a certain price for a parcel of real estate, based on the meeting of certain conditions, including

Buyer arranging suitable financing
Inspection of the property
Freeing the property of debts or liabilities
Execution of an Agreement to Sell Real Estate
Date of closing
Deadline for accepting offers

Helping you deal with tenants who are overdue with their payments.

Can be used to provide legal notice to tenants who are behind in rent.

One of the more difficult aspects of being a landlord is dealing with tenants who haven't paid their rent. With Socrates' Notice to Pay Rent or Quit form, you can remind your tenants of their obligations and protect yourself legally. This notification form lets you warn your tenants in writing that eviction proceedings could start—while also allowing them to arrange for payment of the amount they owe. It provides all the necessary information in legal, uptodate language, so your tenants will know exactly where they stand, and you can customize the following information to meet your specific situation

• date
• tenant's name
• property address and description of the premises
• number of days tenant has to vacate the premises
• past due amount
• account information
• number of days tenant has to reinstate tenancy by making full payment of past due
• amount
• signatures
• proof that notice was served

With this Notice to Pay Rent or Quit form, Socrates makes your life easier by giving you legal recourse to begin eviction procedures as well as a written record of the notification, which can be used if any disputes arise.All contents reviewed and approved by attorneys or industry experts.
 

Compare the mortgages on offer when you buy a new house or condo with this easytouse form that helps you evaluate loan amounts as well as the interest rates and to focus on important differences you might not have thought of

• Fees that each lender will charge you
• Prepayment penalties
• Interest rate lockin details

Provide your lender a signed and notarized undertaking that you will observe the terms of your mortgage with that lender.

• Set out the terms to which you have already agreed the amount of the mortgage, the amount of the monthly payment, the term length of the loan
• Confirm your understanding that your loan is due and payable in full if you default onyour monthly payments

The easy way to document the fact that you own your property free and clear.

Can be used to certify that a mortgage held by a third party has been paid off.

One of the biggest events of your life could be the day that you pay off your mortgage and finally own your property free and clear. When that happy day arrives, you want to certify that your debt has been paid, and this convenient Discharge of Mortgage form makes this easy to do.

STEPS AND INFORMATION COVERED

obtain a signed and notarized certification from your mortgage holder that your mortgage is paid off
legally record the transaction with your County Registry of Deeds

This Discharge of Mortgage form is meant to be used when your mortgage is held by a third party. If your mortgage is still with your original lender at the time it is paid off, use the Release of Mortgage form.

 Caution      This home inspectors checklist is not a substitute for a home inspection conducted by a Licensed Professional Engineer P.E. but can also be used to bring areas of concern to the attention of your home inspection engineer.
 
 
 

Description
This form is used when a question has arisen as to the ownership of each Party in the leasehold interest assigned to them in an Assignment. The Parties desire, by this Stipulation, to declare and establish each Party's interest in the Lease.

The Restoration of Surface and indemnity by Assignee form, is used for the assignee to agree to restore the surface of the land included within the assigned assets as nearly as possible to its prelease condition when the use and operation on that part of the land is completed.

Description
This form is a simple model for a bill of sale for personal property used in connection with a business enterprise. Adapt to fit your circumstances.

Description
The Indemnities form, the assignor agrees the indemnities and holds the assignee free from any.

Description
The Granting Clause form, the the receipt and sufficiency of which is acknowledged, assignor grants, assigns, and conveys, without warranty of title, either express, implied or statutory, to assignee.

Description
The Governing Law form, the provisions of this assignment relating specifically to title to real property that, due to applicable law, must be governed by the law of the jurisdiction in which the real property is located, shall be governed by the laws of such jurisdiction.

Description
The Compliance With Laws form, is for the assignee to agree to comply with any and all state, federal, and local laws, ordinances, rules, orders, and regulations with respect to the leases.

Description
This form is used when Assignor sells, transfers, conveys and quit claims to Assignee, all of Assignor's rights, title, and interests in those easements and rights of way described within. This Assignment includes all personal property, pipelines, and equipment located on or under the Easements.

An exclusive righttosell listing is the most commonly utilized instrument. It gives the broker the exclusive right to earn a commission by representing the owner and bringing a buyer, either through another brokerage or directly. The owner pays both the listing and selling broker fees. The owner cannot sell the property herself without paying a commission, unless an exception is noted in the contract.

 
This is a demand for rent from a landlord to a tenant when the rent is overdue. 

This form addresses important considerations that may effect the legal rights and obligations of the parties in a propertyrelated matter, such as insurance and estate planning. This questionnaire enables those seeking legal help to effectively identify and value their personal property in an organized manner. Thorough advance preparation enhances the attorney’s case evaluation and can significantly reduce costs associated with case preparation.

This questionnaire may also be used by an attorney as an important information gathering and issue identification tool when forming an attorneyclient relationship with a new client. This form helps ensure thorough case preparation and effective evaluation of a new client’s needs. It may be used by an attorney or new client to save on attorney fees related to initial interviews.

This form is used to help a person gather relevant information about their assets.

This Personal Property Inventory form provides a central place for an individual or family to itemize all the personal property that is owed and kept in a home. This form is beneficial for keeping accurate records for insurance companies or estate planners.

This Excel spreadsheet allows you to enter amounts into itemized categories for income and expenses. The worksheet will automatically calculate monthly totals for income and expenses, as well as any money remaining after all expenses are paid. A helpful tool for planning and organizing your financial affairs. Adapt to your needs.

This cash flow statement shows incoming and outgoing income and expenses of a typical household. Good for budgeting purposes. Adapt to your needs.

This form is a notice of revocation of a power of attorney. The principal has chosen to revoke all powers given to the agent to act on his/her behalf. It is also in the principal's best interest to deliver the notice to all persons relying on the agent to act as the representative of the principal.

This form enables you to document matters relevant to your life and personal planning such as the location of your important legal documents, relatives names, contact information, medical information, financial asset inventory and more.

This Estate Planning Questionnaire and Worksheet is for completing information relevant to an estate. It contains questions for personal and financial information. You may use this form for client interviews. It is also ideal for a person to complete to view their overall financial situation for estate planning purposes.

Description
This provision provides that the assignee agrees to carry out all of the express and implied undertakings contained in the oil and gas leases and imposed on the original Lessees, and indemnify and hold Assignor harmless from and against Assignees failure to comply with the terms of the leases.

Description
This form is used by an Assignor for adequate considerationwhen he assigns and conveys to Assignee, all of Assignor's rights, title, and interests in an oil and gas lease.

Description
This form is used when the Assignor owns and desires to assign to Assignee, all of its interests in and to the well and wellbore described within, together with the rights associated with the wellbore as specifically described within.

Description
The seller agrees to sell to the purchaser certain items of personal property. The seller warrants that the property is free from all claims and offsets of any kind.

This form is used when Seller assigns, sells, transfers, and quit claims to Buyer, all of Seller's rights, title, and interests in a pipeline in place, consisting of approximately numberfeet of number inch line located on certain lands.

Description
The following form transfers the rights of an artist to certain designs and artwork created by the artist and gives the transferee the right to copywrite the designs and artwork.

Description
This Bill of Sale without Warranty by Individual Seller is a Bill of Sale with an appropriate state specific Acknowledgment by Individual Seller.This is a Quitclaim Conveyance. This form complies with all applicable state statutory laws.

Description
This Bill of Sale without Warranty by Corporate Seller is a Bill of Sale with an appropriate state specific Acknowledgment by corporation Seller. This is a Quitclaim Conveyance. This form complies with all applicable state statutory law.

Description
This Bill of Sale with Warranty by Individual Seller is a Bill of Sale with an appropriate state specific Acknowledgment by Individual Seller. This is a Warranty Conveyance as opposed to a Quitclaim Conveyance.

Description
Transfer of title to personal property is normally made by a bill of sale. A bill of sale also constitutes a record of what has been sold, to whom, when, and for what price. A sale of animals ordinarily involves the same considerations as the sale of any other personal property. Therefore, such sales are generally governed by the provisions of the Uniform Commercial Code, which, in UCC § 21051, specifically includes the unborn young of animals in the definition of goods.

Description
This form is a generic Bill of Sale for a Snowmobile from an individual rather than from a dealer. No warranty is being made as to its condition.

A bill of sale is a document that transfers ownership of an asset from a seller to the buyer. This form is a short form used for the sale of personal property.

Description
This form is a generic Bill of Sale of restaurant equipment. The description of items being sold can be modified as needed. No warranty is being made as to the condition of the equipment. This form is a generic example that may be referred to when preparing such a form for your particular state. It is for illustrative purposes only. Local laws should be consulted to determine any specific requirements for such a form in a particular jurisdiction.

Description
This form is a generic Bill of Sale for a Recreational Vehicle, All Terrain Vehicle, and/or Dirt Bike from an individual rather than from a dealer. No warranty is being made as to its condition.

Description
This form is a Quitclaim Bill of Sale. The seller quitclaims to the buyer any and all interest he/she may have in certain personal property. As a condition of the agreement, the Bill of Sale must be signed in the presence of a notary public.

Sometimes a surface owner has abandoned equipment left on land, and wants to dispose of it. While title to that property is not entirely clear, this form provides some documentation of a transfer of that property.

Description
This form addresses important considerations that may effect the legal rights and obligations of the parties in a sales transaction. This questionnaire enables those seeking legal help to effectively identify and prepare their issues and problems. Thorough advance preparation enhances the attorney’s case evaluation and can significantly reduce costs associated with case preparation.

This questionnaire may also be used by an attorney as an important information gathering and issue identification tool when forming an attorneyclient relationship with a new client. This form helps ensure thorough case preparation and effective evaluation of a new client’s needs. It may be used by an attorney or new client to save on attorney fees related to initial interviews.

Description
This is a multistate form covering the subject matter of the title.

Description
A bill of sale is a document that transfers ownership of an asset from a seller to the buyer. This bill of sale form is for personal property and equipment located on the land described within the cill of sale.

Description
This form is a generic Bill of Sale for a Personal Computer from an individual rather than from a dealer. No warranty is being made as to its condition.

Description
This form is a generic Bill of Sale of a trailer. The description of the trailer can be modified as needed. No warranty is being made as to the condition of the property. This form is a generic example that may be referred to when preparing such a form for your particular state. It is for illustrative purposes only. Local laws should be consulted to determine any specific requirements for such a form in a particular jurisdiction.

Description
This form is a generic Bill of Sale for a Motorcycle from an individual rather than from a dealer. No warranty is being made as to its condition.

Description
The most common use of the term tractor is for the vehicles used on a farm. A farm tractor is used for pulling or pushing agricultural machinery or trailers, for plowing, tilling, disking, harrowing, planting, and similar tasks. It is an off road vehicle and not designed for travel on a public road.

A lawn tractor is used for mowing grass and other types of landscaping. This form is a generic Bill of Sale for a Lawn Tractor from an individual rather than from a dealer. No warranty is being made as to its condition.

Description
Bill of Sale in Connection with Sale of Business Individual or Corporate Seller or Buyer. This bill of sale may include anything that is intangible but considered part of the business. These may be all licenses, processes, designs, formulas, computer programs, computer software packages, trade secrets, product manufacturing instructions etc.

Description
This is a generic form for a bill of sale of a cabin which is to be moved onto a lot which is not owned by the buyer of the cabin. Personal property is property which is movable. A fixture is personal property that is attached to the earth or placed in a building in such a way or under such circumstances that it is deemed to become part of the real property and owned by the owner of the real property. If the real property on which the fixture is placed is leased by the owner of the fixture, it becomes the property of the landowner when the lease expires unless it is a trade fixture.

It is important that the owner of the cabin and the owner of the real property reach an understanding evidenced by a written agreement as to who will own the cabin and whether it can be moved once the lease expires.

Description
This form is a generic Bill of Sale for a Golf Cart from an individual rather than from a dealer. No warranty is being made as to its condition. This form is for illustrative purposes only. Local laws should be consulted to determine any specific requirements for such a form in a particular jurisdiction.

Description
This form is a generic Bill of Sale for a Four Wheeler ATV from an individual rather than from a dealer. No warranty is being made as to its condition.

Description
The most common use of the term tractor is for the vehicles used on a farm. The farm tractor is used for pulling or pushing agricultural machinery or trailers, for plowing, tilling, disking, harrowing, planting, and similar tasks. It is an off road vehicle and not designed for travel on a public road.

This form is a generic Bill of Sale for a Farm Tractor from an individual rather than from a dealer. No warranty is being made as to its condition.

Description
If an operator elects to abandon wells, a landowner may want to take the wells over, to continue to produce them, or convert them to some other use. This form provides for a transfer of the equipment in exchange for the assumption of the obligation to plug the wells.
 

Description
This form is a generic example that may be referred to when preparing such a form for your particular state. It is for illustrative purposes only. Local laws should be consulted to determine any specific requirements for such a form in a particular jurisdiction.

Description
Seller assigns, bargains, conveys, and delivers to purchaser all of its fixtures, machinery, equipment, vehicles, and tools. Seller further covenants and agrees that it shall, at any time and from time to time, at the request of buyer, execute and deliver to buyer any and all instruments and documents which may be necessary to vest in buyer full title, right and interest to any of the mentioned properties and assets.

Description
This form is a generic Bill of Sale for a Bicycle from an individual rather than from a dealer. No warranty is being made as to its condition.

Description
Artwork in tangible form is personal property. Transfer of title can therefore be made by a Bill of Sale. A Bill of Sale also constitutes a record of the transaction for both the artist and the person buying the artwork. It can provide the seller with a record of what has been sold, to whom, when, and for what price. The following form anticipates that the seller is the artist and therefore reserves copyright and reproduction rights.

Description
An artisan, also called a craftsman, is a skilled manual worker who uses tools and machinery in a particular craft. A bill of sale is a document that transfers ownership of personal property from the seller to the buyer. The phrase as is used in a bill of sale as the form demonstrates is a phrase used in warranty law to disclaim the seller's liability for faults in the item sold. The buyer accepts the item in the present condition, whether the faults are apparent or not.

Description
This form is used when Assignor, pursuant to the terms and conditions of a Purchase and Sale Agreement, sells, assigns, transfers, conveys, and delivers to Assignee all of Assignor's rights, title, and interests in and to the within described property and interests collectively, the Assets

Description
This a form of an Assignment and Bill of Sale of Well Bores.

Description
This form is used when the Assignor sells, assigns, and conveys to Assignee, an undivided percentage of all of Assignor's rights, title, and interests in his Oil and Gas Leases. By this Assignment, Assignor also sells, assigns, and conveys to Assignee a like undivided interest in all equipment, personal property, and fixtures located on the lands covered by the Leases.

Description
This is a form of an Assignment and Bill of Sale of Pipeline and Gathering System, this form is provided for the assignment and bill of sale for pipeline and gathering system.

Description
This is a form of an Assignment and Bill of Sale of Gathering Systems Undivided Interests in Multiple Gathering Systems, this form is provided for assignments and bill of sales of a gathering systems for oil, gas or minerals.

Description
This form is used when the Assignor assigns, sells, and conveys to Assignees, all of Assignor's rights, title, and interests in the Oil and Gas Leases on lands located in the county and state named within. This Assignment covers and includes, and Assignor sells and conveys to Assignees, all of Assignor's interest in all equipment, personal property, and fixtures located on the Lands or used in connection with the Leases.

Description
This form is used when an Assignor assigns, sells and conveys to an Assignee, all of the Assignor's rights, title, and interests in the Oil and Gas Leases and lands described in the Assignment , together with all of Assignor's rights, title, and interests in all wells located on the Lands, whether or not such interests, Leases, and Lands are accurately described.

Description
This form is used when the Assignor assigns, sells, and conveys to Assignee, all of Assignor's rights, title, and interests, being no less than a stated undivided working interest and net revenue interest, in an Oil and Gas Lease.

Description
This is a multistate form covering the subject matter of the title.

Description
This form is a Bill of Sale for a mobile home. The form also provides a section for the seller to list any and all liens against the mobile home. The form must be signed in the presence of a notary public.

This is a bill of sale for the sale of a watercraft such as a boat. It provides for the seller, buyer consideration and boat description.

This is a Well Takeover form, the assignor shall have the option to take over any well, such option to be exercised by mailing or otherwise giving notice to assignee of assignors intention to take over a well.

This is a Reasonable Development form. The assignee shall drill all additional wells necessary to develop the leases and the land they cover, necessary to protect them from drainage, as would a reasonably prudent operator; provided, however, without limitation of the foregoing, assignee shall drill all development, protection, or offset wells which may be required under the terms and provisions of the oil and gas leases on the lands, to the depths assigned.

Description
The Plugging of Wells form, the assignee shall plug all wells not capable or no longer capable of producing oil or gas in paying quantities and shall restore the lands around any such well in a manner that meets all requirements of any governmental agency having jurisdiction and the oil and gas lease on which the well is located.

This is a Well Takeover form, the assignor shall have the option to take over any well, such option to be exercised by mailing or otherwise giving notice to assignee of assignors intention to take over a well.

This form is used after the signing and recording of the Original Assignment when it has been discovered that errors were made in the Original Assignment. Rather than attempt to correct each of the errors, Assignor and Assignee agree to replace, in its entirety, the Original Assignment with this Replacement Assignment.

Description
This form is used by the Assignor to transfer, assign, and convey to Assignee interests in leases and all oil, gas and other minerals produced, saved and sold from the Lease and Land.

Description
This form is used when the Assignor wishes to convey, assign and sell to the Assignee an undivided working interest in an oil and gas lease but reserves an overriding royalty interest payable on all oil, gas, and associated hydrocarbons produced, saved and sold from the Lands.

Description
This form is used when the Assignor wishes to convey, assign and sell to the Assignee an undivided working interest in an oil and gas lease but reserves an overriding royalty interest payable on all oil, gas, and associated hydrocarbons produced, saved and sold from the Lands.

Description
This form is used by the Assignor to transfer, assign, and convey to Assignee interests in a Lease and all oil, gas and other minerals produced, saved and sold from the Lease and Land.

Description
This Exhibit provides a schedule of oil and gas leases subject to the Operating Agreement.

Description
This Exhibit provides a schedule of oil and gas leases subject to the Operating Agreement.

Description
This Exhibit provides a schedule of oil and gas leases subject to the Operating Agreement.

Description
This form expresses the intent of the assignor in this assignment to assign and convey to assignee, subject to all the stated reservations and conditions in this assignment, all of assignor's rights, title, and interests on the Effective Date, in and to the oil and gas leases and lands that are the subject of this assignment, regardless, as to the descriptions, of the omission of any lease or leases, errors in description, any incorrect or misspelled names or any transcribed or incorrect recording references.

Description
This form specifies Drilling Requirements

Description
This form states that the Assignee shall be obligated to furnish Assignor a statement showing all wells drilled or being drilled pursuant to the terms of this Assignment, the status of all wells, and current production information for all producing wells.

Description
This form is used when the parties own undivided leasehold interests in the Lease as to depths from the surface of the ground to a Specific Depth. The parties acknowledge that the production from a well on the leasehold interest will be obtained from depths in which the ownership is not common. Thus, the parties find it necessary to enter into this Agreement to enable the parties to each be paid a proportionate part of the commingled production from the separate depths in which they own interests.

Description
This form provides for assignments of operating rights interests in oil, gas or mineral dealings.

Description
The is a form of an Assignment of Oil and Gas Leases reserving a Production Payment.

Description
This form is used when Assignor assigns, sells, and conveys to Assignee, his Oil and Gas Leases. By this Assignment, Assignor also sells, and conveys to Assignee all equipment, personal property, and fixtures located on the Lands or used in connection with the Leases, reserving a production payment.

Description
This form is used by the Assignor to transfer, assign, and convey to Assignee all of Assignor's interest in a Lease reserving a before Payout overriding royalty interest.

Description
This form is used by an Assignor when he assigns and conveys to Assignee, all of Assignor's rights, title, and interests in an oil and gas lease and reserves an overriding royalty interest.

Description
This form is used when the assets of a dissolved Corporation included interests in oil and gas leases. In connection with the dissolution of the Corporation, Assignors were deemed to have been distributed the interests in oil and gas leases owned by the Corporation and the Assignors desire to assign to Assignee all of their rights, title and interests in those oil and gas leases and the lands they cover.

Description
This form is used when Assignor sells, conveys, and assigns to Assignee, all of Assignor's rights, title and interests in the Lease, without warranty of title, express or implied.

Description
This form is used when Assignor assigns, sells, and conveys to Assignees, an undivided percentage interest in the rights granted to Assignor in a previous contract.

Description
This form is used when after delivery and recording of the Assignment the Assignor and Assignee determine that the Assignment was not complete. Assignor and Assignee desire to amend the Assignment so that it accurately reflects their intent and fully describes the interests and Leases intended to be included in and subject to the Assignment.

This package contains essential legal documents for New Parents who desire to address important changes in their Legal Life with the addition of a child.The documents in this package are State Specific and include the following

1     A Will that meets your specific needs;
2    An Advance Health Care Directive;
3    A General Power of Attorney for Property and Finances effective immediately;
4    A General Power of Attorney for Care and Custody of a Child or Children;
5    A Financial Statement form for a Husband and Wife;
6    A Parental Permission and Medical Consent form; and
7    Personal Planning Information and Document Inventory Worksheets.

Use this form to notify the court that you and your spouse are ready to accept the decree dissolving your marriage and have reached a settlement regarding property, finances and children. This thorough, easytouse threepage form provides the necessary notification to the court.

Appropriate terminology is provided for both parties to cover all aspects of their acceptance of the agreed terms of the divorce
Appropriate terminology is also provided to have the agreement notarized


 

Use this form if to ask for a judgment regarding child custody and visitation if you and your spouse cannot come to an agreed upon arrangement. This form helps you present the facts and wishes of both parties to the court and includes
The names and ages of the children
The person or persons with whom the children have lived over the past 5 years
Verification that you have not previously asked a court to make such a judgment about custody

Use this form in conjunction with your marital settlement agreement to set up a custody and visitation schedule if you and your spouse have children. The court will expect to review these visitation arrangements as appendix A to your agreement. This form thoroughly sets out

Weekday and Weekend Schedule
Summer Schedule
Travel arrangements
Holiday Schedule

Use this thorough, comprehensive checklist to advise you how to proceed in a noncontested divorce. This form can save you time and money if you and your spouse have agreed upon all the terms of your divorce. This checklist details

What materials/forms to complete and take with you to the final court hearing
How the hearing is likely to proceed
The points to cover during the hearing when you are asked to speak and how to address the court

Use this form to file an answer to the court verifying that you accept the final terms of the divorce as the respondent or defendant. This twopage form allows you to do so in an efficient way.

• The form provides the means for you to register your acceptance
• It also provides space for you to offer a formal affidavit of acceptance

This is a binding contract in which you and your spouse agree to the division of all your property and debts.

This Marital Domestic Separation and Property Settlement Agreement is a Separation and Property Settlement for persons with adult children. The parties have joint property or debts. It is used to settle a divorce action. It contains detailed provisions for the division of assets and the payment of liabilities.

This NoFault Agreed Uncontested Divorce Package specifically designed for Persons without Children and with or without Property and/or Debts includes 1Information about Divorce, 2 Forms List, 3 Forms Explanations, 4 Instructions and Steps, 5 Checklist, 6 Forms and 7 Access to Divorce Law Summary for your State. The forms include the required petition or complaint, waiver, separation agreement, financial reporting statements, judgment and other forms to complete your divorce.

This divorce package includes 1 Information about Divorce, 2 Forms List, 3Forms Explanations, 4 Instructions and Steps, 5 Checklist, 6 Forms 7 Access to Divorce Law Summary for Your State.

The forms include the required petition or complaint, waiver, separation agreement, financial reporting statements, judgment and other forms to complete your divorce.

Description
The Naturally Occurring Radium, Thorium, Or Other Materials “Norm” form, the assignee has inspected the assets for the purpose of detecting the presence or concentration of naturally occurring radium, thorium, and other such materials “NORM” and satisfied itself as to their physical and environmental condition, both surface and subsurface, and Assignee accepts all of the same.

Description
This form provides for the assignor to be responsible for and indemnify and hold assignee harmless from any environmental issue.

Provide your state with the necessary business filings to keep your business in good standing. This important form fulfills state requirements by explaining and outlining the authority of corporate stockholders and officers to adopt a company resolution.

• Customize to include exact language of resolution and adoption procedures
• Provides verification of complete resolution process

This is a revocation of the authority granted to act with regard to mental health treatment when you are incapable of providing informed consent to treatment or refusal to accept treatment.

This revocation of the power of attorney for the care and custody of a child or children. Specific reference is made to the previously executed power of attorney and the date of its execution. A Power of Attorney can be revoked by the principal at any time, as long as he or she is competent.

This is a revocation of the power of attorney.

This document gives the person you name as your agent the authority to make any and all health care decisions for you when you are no longer capable of making them yourself. This document gives your agent authority to consent, to refuse to consent, or to withdraw consent to any care, treatment, service, or procedure to maintain, diagnose, or treat a physical or mental condition. This power is subject to any statement of your desires and any limitations that you include in this document.

This is a statutory form that is provided for in the Revised Statutes, which allows you to express your wishes and desires regarding whether or not your life is prolonged by artificial means. Any competent adult may execute a declaration directing that life sustaining procedures be withheld or withdrawn if, at some future time, he is in a terminal condition and either unconscious or otherwise incompetent to decide whether any medical procedure or intervention should be accepted or rejected. You can also use this form to make an anatomical gift of your organs or tissues after death.

This Revised Uniform Anatomical Gift Act Donation form pursuant to state statutes designates the specific body parts and organs an individual wishes to donate at the time of death. An individual who is at least 18 years of age may make an anatomical gift by a signed document of gift.

This is a statutory form that is provided for in the Probate Code. It is a multi part document that provides a variety of options for the user. Part 1 of this form is a power of attorney for health care. Part 1 lets you name another individual as agent to make health care decisions for you if you become incapable of making your own decisions or if you want someone else to make those decisions for you now even though you are still capable. Part 2 of this form lets you give specific instructions about any aspect of your health care, whether or not you appoint an agent. Part 3 of this form lets you express an intention to donate your bodily organs and tissues following your death. Part 4 of this form lets you designate a physician to have primary responsibility for your health care.

This is a revocation of the power of attorney for the care and custody of a child or children.  A Power of Attorney can be revoked by the principal at any time, as long as he or she is competent. This form complies with all state statutory laws.

This is a revocation of the authority granted in a Health Care Directive. A Health Care Directive is used to name an individual as an agent to make health care decisions for you if you become incapable of making your own decisions or if you want someone else to make those decisions for you even though you are still capable; to give specific instructions about any aspect of your health care, whether or not you appoint an agent; to express an intention to donate your bodily organs and tissues following your death; and/or to designate a physician to have primary responsibility for your health care. A patient having capacity may revoke the designation of an agent only by a signed writing or by personally informing the supervising health care provider. A patient having capacity may revoke all or part of an advance health care directive, other than the designation of an agent, at any time and in any manner that communicates an intent to revoke.

This form is a durable power of attorney for health care. This document gives your agent authority to consent, to refuse to consent, or to withdraw consent to any care, treatment, service, or procedure to maintain, diagnose, or treat a physical or mental condition. This power is subject to any statement of your desires and any limitations that you include in this document. The principal must list his/her desires, special provisions, and limitations. This form may be also used to specify the agent's authority to authorize an autopsy, anatomical donation, or disposition of remains. The principal may also use this form if he/she wants to limit the term of the durable power of attorney.

This contains two forms. One is a living will. It allows you to express your desires concerning lifesustaining treatment in the event you are terminally ill or permanently unconscious. This is a nonstatutory version, meaning that although valid, the wording isn't identical to the language in the statute for living wills.

The other form is a durable power of attorney for health care. It allows you to appoint an agent to make health care decisions for you if you are unable to do so. The agent will have the power to have access to medical records for treatment or payment decisions; to disclose medical records to others for purposes of treatment, payment, or health care operations; to employ and discharge physicians; to consent to or refuse to consent to medical procedures, including the withholding or withdrawal of lifesustaining treatment, and nutrition and hydration, according to the wishes expressed in the living will, and sign necessary documents in connection with health care matters.

Health Care Declarations Two Forms These forms allow a physician to make medical decisions for a patient when either he/she becomes unconscious and/or terminally ill, and cannot make decisions regarding their medical care. It may also be used to appoint a health care agent to make health care deisions for you if you are unable to do so.

This Statutory Living Will form allows you to express your wishes and desires if it is determined that your death will occur whether or not lifesustaining procedures are utilized and where the application of lifesustaining procedures would serve only to artificially prolong the dying process. It is a declaration that such procedures be withheld or withdrawn, and that you be permitted to die naturally with only the administration of medication or the performance of any medical procedure deemed necessary to provide you with comfortable care.

A person who is an adult may designate another adult individual or other adult individuals to make health care decisions on that person's behalf by executing a written health care power of attorney. This Statutory Power of Attorney for Health Care form gives the person acting as your agent, the authority to make any and all health care decisions for you in accordance with your wishes when you are no longer capable of making them yourself. Provisions for autopsy, burial, and organ donation instructions are included.

This form is a special power of attorney. The form provides that the agent of the principal is only authorized to use the principal's funds for the best interest of the principal. The principal also authorizes the agent to receive reimbursement for reasonable amounts, travel costs, lodging, meals, attorney or accountant fees.

This form is a special power of attorney delegating powers of a parent or legal guardian. The parent or legal guardian delegates to the parental agent powers concerning the care, custody, or property of a minor or incapacitated person. However, the agent does not have the authority to consent to the marriage or adoption of the minor.

This form is a notice of revocation of a power of attorney. The principal has chosen to revoke all powers given to the agent to act on his/her behalf. It is also in the principal's best interest to deliver the notice to all persons relying on the agent to act as the representative of the principal.

This is a revocation of the wishes and desires you expressed in a Statutory Living Will form that allows you to express your wishes and desires if it is determined that your death will occur whether or not lifesustaining procedures are utilized and where the application of lifesustaining procedures would serve only to artificially prolong the dying process. This form acts as a revocation of a previously executed living will. This form complies with all applicable state statutory laws.

In this form, the Maker acknowledges that he/she created a durable power of attorney by a written instrument. However, the Maker states that he/she revokes the durable power of attorney in its entirety and that the revocation is valid because he/she reserved the exclusive right to amend or revoke the durable power of attorney at any time without the consent of his/her agent.

This form is a durable power of attorney for health care. Some of the duties that the agent of the principal is empowered to perform are as follows to employ and discharge health care providers, pay reasonable fees and expenses for contracted services, and to consent, refuse, or withdraw consent to any care, treatment or service rendered on behalf of the principal.

This form is a durable power of attorney. The form provides that the agent of the principal is only authorized to use the principal's funds for the best interest of the principal. If the agent fails to comply with principal's instructions, the agent then may be liable for criminal charges or civil liability.

A consent form is used to grant permission for a certain action, and is signed by the party granting such permission. This form, a sample Consent of Parent or Guardian for Medical Treatment and Temporary Custody , can be used to gain permission for the named action. Use as a model and adapt the language to your own circumstances.

This statutory advance health care directive has been enacted by Alaska Acts Chapter 83 of 2004 and contains five parts relating to Durable Power of Attorney for Health Care Decisions, Instructions for Health Care, Anatomical Gift at Death, Mental Health Treatment, and Primary Physician Designation.

This form serves as a written revocation of an anatomical gift made by the next of kin, guardian, agent, or authorized person of a deceased individual. Specific reference to the earlier gift document must be made.

This form is a Declaration Relating To Use Of Life Sustaining Procedures for the State and allows an individual to declare whether or not such procedures will be used to prolong his/her life. It also contains provisions for the donation of specific body parts in the event of death. This document must be witnessed and properly acknowledged.

This form allows the next of kin, a guardian, agent, or authorized person of the deceased to make a gift of the decedent's body for the purpose specified in the form.

This Advance Directive for Health Care allows the declarant to willfully and voluntarily make his/her desires known concerning instructions to others through a living will, or by a health care proxy, or both, that the dying of the declarant shall not be artificially prolonged under the circumstances listed in the health care directive. Declarant also directs his/her physician to provide, withhold, or withdraw certain treatment from him/her as indicated in the directive.

This is a revocation of the wishes and desires you expressed in the Statutory Living Will form that allows you to express your wishes and desires if it is determined that your death will occur whether or not lifesustaining procedures are utilized and where the application of lifesustaining procedures would serve only to artificially prolong the dying process. This form acts as a revocation of a previously executed living will. This form complies with all applicable state statutory laws.

This Power of Attorney is a form which provides for the appointment of an attorneyinfact for the care of a child or children, including health care.

This Power of Attorney form requires that the signature of the person giving another the power of attorney to be notarized.

This is a general durable power of attorney which becomes effective upon the onset of disability, incompetency or incapacity of the principal. This form allows you to appoint an attorneyinfact agent to make decisions regarding property, business, financial and other matters for you. This form must be properly acknowledged before a notary public. It includes limited powers with regard to health care decisions.

Living Will This is a declaration pursuant to state law that allows an individual to declare his/her desires with regard to life sustaining procedures in the event they are used to prolong the dying process.

This is a sample general durable power of attorney that becomes effective upon the disability, incompetency or incapacity of the principal.

This form allows you to appoint an attorneyinfact agent to make decisions regarding collection and payment, management, banking, business interests, tax, property, financial and other matters for you. It includes limited health care decision authority.

This is a sample durable Power of Attorney with provisions to appoint a guardian over the estate if necessary. A Power of Attorney is a legal document which gives the person you choose the agent the power to manage your assets and financial affairs while you are alive. The document must be signed by you the principal while you have the required legal capacity to give your agent clear and concise instructions. The appointment may be for a fixed period and can be revoked by you at any time providing you still have the legal capacity to do so. A power of attorney ceases when you die. The executor named in your will then takes over the responsibilities of your estate. A durable power of attorney stays valid even if you become unable to handle your own affairs incapacitated. If you don't specify that you want your power of attorney to be durable, it will automatically end if you later become incapacitated.

Remind credit bureaus that you are entitled to a response from them within 30 days of requesting that they make a change to your credit report.

• Use this template letter in conjunction with a copy of your original letter if you have not received a response within 30 days
• This letter reminds the bureaus of your legal rights and asks for immediate action

Ensure that items more than 7 years old are promptly removed from your credit report with this template letter.

• This form letter form reminds credit bureaus of the 7year rule
• List obsolete items and ask for verification that the items in question have been deleted

Determine why you were denied credit with this useful template letter.

• Exercise your right to request such an explanation
• Remind the recipient that you have the right to receive an answer within 30 days

Exercise your right to keep your credit history separate from your spouse's history using this template letter.

• Use this template letter to remind the bureaus of your right to maintain separate credit files
• Maintain separate files for as long as you'd like

Review your credit report after being denied credit using this template letter requesting a free copy of your credit report. You have the legal right to a free copy of your credit report whenever you are denied credit as a result of something in your credit report.
Use this letter to indicate your situation and request a free copy of your credit report
This letter includes which details about yourself to include and advises what you should enclose with your request

Request a credit reference from the bank of a potential customer before providing the customer with credit. Bank references tend to be the most objective and reliable references to use when considering extending credit to a customer.

• Send this handy form directly to the customer’s bank so the bank knows precisely what information you require
• Ensures that you remember to ask for all relevant information by using this form

Ensure that your good credit relationships are represented on your credit report using this template letter.

• Include positive credit references in your credit report to offset any negative remarks
• This useful letter helps you list the names and addresses of the creditors you wish the bureau to add to your report

Clean up your credit report by having inquiries on your credit status merged or completely removed using this template letter.

• Use this form letter to ask credit bureaus to correct their records by either removing these inquiries or at least merging them into the accounts in which they belong
• This letter also reminds the bureaus of the laws by which you are authorized to make such a request—and requests an additional copy of your report once the changes are made

Remind your creditors of your positive past credit history with them and request that they minimize the importance of one or two negative marks in an otherwise positive credit history. Your creditors can help you highlight the positive aspects of your credit history on your report.

This template letter reminds creditors that your credit history with them is good overall
It asks your creditors to revise their statements to the credit bureaus to highlight your positive history

Get a free copy of your credit report after requesting a change be made to your existing report.
If you have not received a new credit report within 30 days, use this template letter to remind the bureaus of their legal obligations to you
This letter also notifies the bureaus that they have 5 days to respond to your new request

Clarify the amount of a debt you have outstanding. Make certain that you and those you owe all agree to the amount of debt owed.
Easytouse format allows you to specify the amount of debt and interest
Maintain signed record of your acknowledgement

Use this official form to investigate a person's credit history without fear of legal implications to either party.

Customize to the specifics of each request
Provides written documentation of response

• Record and manage all details of debt to be collected
• Clearly state fees and terms in advance to avoid future litigation

Provide the court with certain basic, but necessary, information about your financial situation when filing for bankruptcy. This concise but thorough twopage form ensures that you provide the court with the exact information required to consider your petition of bankruptcy. The form includes

Your personal details
Statistical/administrative information—your assets, your debts, number of creditors
 

Complete your official bankruptcy filing with this required statement of social security number.
This form provides you with an acceptable way of providing the court with social security numbers for you and your spouse
This document will help verify the information you provided in your financial statement