Rental Management Client Information Form
The IRS requires a social security number or corporate tax I.D. on all rental property. Form 1099s are prepared annually for tax purposes. Only one social security or tax I.D. can be used. The individual to whom the payment is made will receive the 1099 and will thus be responsible for all tax implications associated with the filing of that 1099. To ensure the highest probability of success, it’s critical you fill in this management agreement in its entirety to ensure we have the right information to effectively manage your property.
Name
First Name
Last Name
Property Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Corporate Ownership Name (if applicable)
Mailing Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Contact Phone
Please enter a valid phone number.
Email
example@example.com
Ownership Type
Please Select
Individual
Partnership
Estate
LLC
S Corp
C Corp
Tax ID or SSN
Client EFT
GB Property Management will deposit your rental funds directly into your bank account via an electronic funds transfer “EFT”. In an event that GBPM deposits funds erroneously into my account, I authorize GBPM to debit my account for an amount not to exceed the original amount of the erroneous credit if funds are not returned within two business days of being notified of the error.
Account Type
Please Select
Personal Checking
Personal Savings
Business Checking
Business Savings
Bank Name
Routing Number (9 Digits)
Account Number
Copy of Voided Check
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