APPRAISAL SERVICE REQUEST FORM

APPRAISAL SERVICE REQUEST FORM

Purpose: To initiate your appraisal request with KB Appraisal. Please provide the following details to help us understand your needs and prepare an accurate quote and scope of work. Submitting this form does not immediately constitute an order or engagement for appraisal services.
Date Submitted

MonthDayYear
Date

Section 1: Client and Contact Information
Client and Contact Information
Your Full Name*
Your Phone Number*
Your Email Address*
Mailing Address for Correspondence (if different from Property Address)

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
How did you hear about KB Appraisal?

Section 3: Estate Planning/ Equitable Distribution Appraisal Details
Deceased's Full Legal Name*
Date of Death*

MonthDayYear
Date
For what effective date(s) should the appraisal reflect the property's value?*

Date of Death: (Value as of the decedent's passing)Alternate Valuation Date (AVD): (Value as of 6 months after the Date of Death)Current Market Value: (Value as of the date of inspection)Other
IMPORTANT FEE NOTE:

Please note: If more than one valuation date is selected (e.g., Date of Death and Current Market Value), this will require multiple distinct valuations and will incur an additional fee. Your final Engagement Letter will detail all applicable fees.
If "Alternate Valuation Date (AVD)" is selected, or if a "Current Market Value" is also requested in addition to "Date of Death," please specify the reason and exact date(s) if known: *
Why this is important: For estate tax purposes (IRS Form 706), the value is typically required as of the Date of Death. However, in some cases, an Alternate Valuation Date (AVD) (6 months after death) may be elected for tax advantages, or a current value may be needed for other estate purposes (e.g., distribution, sale). Each distinct valuation date requires the appraiser to analyze market data from that specific historical period, impacting the scope of work and fee.
Explanation for 'Other' Purpose:
Estate Name / Case Number (if applicable)
County/Jurisdiction where the Estate is being administered (Optional):
Are you currently working with an Attorney/Legal Representative?

YesNo
Attorney Name
Attorney Phone Number
Attorney Email Address
Are there any specific court orders or instructions affecting the property or appraisal scope?

Section 4: Divorce/ Equitable Distribution Appraisal Details
Date a Party Moved Out of the Subject Property (if applicable):

MonthDayYear
Why this is important: Knowing the move-out date is crucial, as courts often use the date of separation for valuation purposes. This helps establish the specific effective date the appraisal should reflect, which might differ from the inspection date, ensuring the appraisal aligns with legal requirements for equitable distribution.
For what effective date should the appraisal reflect the property's value?

Current Market Value: Value as of the date of inspectionValue as of a Specific Historical Date: This is often the date of separation or the date when a party moved out.Both: If both "Current Market Value" and "Value as of a Specific Historical Date" are selected, this constitutes two distinct valuations and will incur an additional fee. Your final Engagement Letter will detail all applicable fees.
If Value of a Specific Historical Date is selected, please specify the exact date: *

MonthDayYear
Why this is important: The "effective date of value" is critical in divorce cases as it defines the precise point in time for the valuation. This might be the date of separation (which can differ significantly from the current date) and requires the appraiser to analyze historical market data and conditions.
Will both parties (you and your spouse/partner) be listed as clients on the appraisal report?*

YesNo
Other Party's Full Name*
Other Party's Phone Number:*
Other Party's Email Address:*
Are attorneys currently involved in the divorce proceedings, even if amicable?*

YesNo
Why this is important: Attorney involvement often dictates who the intended user of the appraisal report will be (e.g., the court, the attorneys, or both parties). This impacts report formatting, liability, and communication. We may need to engage directly with legal counsel to confirm the appraisal's specific requirements.

Section 12: Access and Special Instructions
Primary Contact Person for Access - Name*
Primary Contact Person for Access - Phone Number*
Primary Contact Person for Access - Email Address*
How will appraiser gain access to the property?

Lockbox (Please provide code below)Will meet contact person ( name above)Key at specific location (Please provide location belowOther ( Plesae provide infromation below)
Details for access (e.g., Lockbox code, exact key location, specific instructions, etc.)
Are there any pets on the property?

YesNo
If Yes, please describe and note any special instructions:
Are there any specific days or times when access is NOT possible?
Any other instructions or specific question you have for the appraiser:

Section 13: Supporting Documents
Upload Any prior appraisal reports (Optional)

Cancelof
Upload Any surveys, floor plans, or blueprints

Cancelof
Upload any other relevant data, photos, etc.

Cancelof
Upload any other relevant files:

Cancelof
Any other instructions or specific questions you have for the appraiser:

Section 14: Acknowledgement & Consent
Please read carefully before signing.

By submitting this form, I/we, the undersigned client(s), acknowledge and agree to the following:

1. I/we understand that this form serves as an initial request for appraisal services and does not constitute a formal engagement or commitment from KB Appraisal.

2. A separate Engagement Letter, outlining the full scope of work, appraisal fees, payment terms, and confidentiality, will be provided for my/our review and signature. No services will commence until this letter is formally executed.

3. I/we affirm that all information provided in this form is accurate and truthful to the best of my/our knowledge and belief.

4. I/we understand that the appraiser will rely on the information provided herein, in addition to their independent research and inspection, to determine the appropriate scope of work and fee.

5. I/we understand that timely and safe access to the property is required for the appraisal inspection.

6. I/we authorize KB Appraisal to discuss and share the appraisal report and related information with the parties listed in the "Authorized to Share With" field in SECTION 2.
Electronic Signature Consent:

By typing my/our name(s) below and dating this form, I/we agree that this constitutes a legal electronic signature, indicating my/our intent to provide the information and acknowledge the terms herein.
Client Signature*

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Printed Name*
Date*

MonthDayYear
Date

🚫 Important Note About Loan Appraisals

Due to federal regulations, appraisals for mortgage loans cannot be ordered directly by the homeowner, buyer, or borrower. To ensure independence and protect all parties, your lender must order the appraisal through their own approved process.

Please reach out to your lender or loan officer — they will take care of ordering the appraisal through the proper channels.

Thanks for understanding!
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APPRAISAL SERVICE REQUEST FORM

Client and Contact Information