Get Or Notice Of Clients Trust Account & Authorization To Examine 2020-2025

Filling out the OR Notice Of Clients Trust Account & Authorization To Examine is an important step for licensed real estate professionals in Oregon. This guide provides a clear and comprehensive overview of each section of the form, ensuring users can complete it accurately and efficiently.

Follow the steps to fill out the form correctly.

1. Press the ‘Get Form’ button to access the form and open it in your preferred online editor.
2. Begin by entering the name and address of the bank in the designated section. Ensure accuracy to avoid any future discrepancies.
3. Indicate your professional title as a Licensed Real Estate Property Manager and write the name of the principal broker or property manager you represent.
4. Fill in the licensed name of your principal broker or property manager as required. This confirms your professional relationship and the supervisory structure.
5. Next, specify your licensed status as a principal real estate broker or as a registered business name under Oregon statutes.
6. Provide the account number of the clients' trust account. This is crucial as it links your authorization with the correct bank account.
7. Enter the account name as it appears at the bank. This ensures the trust account is properly identified.
8. Date and sign the form as the real estate licensee, confirming the accuracy of the information and your authority in managing the account.
9. In the bank acknowledgment section, a bank representative should enter their name, sign, and provide their title to acknowledge receipt of the notice.
10. Review the completed form for any errors or missing information. Once verified, you can save your changes.
11. After saving, you have the option to download, print, or share the form as needed.

Complete your documents online today to ensure compliance and maintain your professional standards.