Seller Disclosure Prep

Seller Disclosure Preparation Worksheet and Checklist

This worksheet assists sellers in organizing all known information, documents, and disclosures required before listing a residential property. Complete every section using accurate information from your personal knowledge and records. All user-supplied data appears as [[Token Name]] fields.

Property Identification

Property Address: [[Full Street Address, City, State, ZIP Code]]

Parcel / APN: [[Assessor's Parcel Number]]

Year Built: [[Year Property Was Built]]

Property Type: [[Single Family / Condo / Townhome / Multi-Unit / Other]]

Current Owner(s): [[Seller Full Legal Name(s)]]

Listing Date Target: [[Intended Listing Date]]

Prepared By: [[Seller or Agent Name]] on [[Preparation Date]], -

Section 1, Disclosure Obligations Overview

Most states require sellers to disclose known material defects that affect the value or desirability of the property. In addition:

• Federal law (42 U.S.C. § 4852d) requires specific lead-based paint disclosures and provision of the EPA pamphlet for any residential dwelling built before 1978.

• State and local laws may require additional disclosures for natural hazards, HOA matters, structural issues, environmental conditions, prior litigation, insurance claims, and death on the premises.

• Disclosures are generally based on the seller's actual knowledge. Sellers are not required to perform inspections they would not otherwise perform, but must not conceal known facts.

• "As-is" language does not eliminate the duty to disclose known defects in most jurisdictions.

Use this worksheet to compile a complete, consistent disclosure package., -

Section 2, Known Material Defects and Property Condition Checklist

For each category below, indicate whether you have actual knowledge of any current or past issues. Provide details, dates, repairs performed, and any related documentation references. Use additional sheets if needed.

2.1 Structural and Foundation

2.2 Roof and Exterior

• Roof covering type and age: [[Asphalt Shingle / Tile / Metal / Other, Age in years: [[Roof Age]] ]]
• Known roof leaks or repairs: [[Yes / No, Describe: [[Roof Leak Details]]]]
• Exterior siding / stucco / brick condition: [[Describe any cracks, water damage, deterioration: [[Exterior Condition Details]]]]
• Windows and doors (seals, fogging, operation): [[Describe issues: [[Window/Door Issues]]]]
• Chimney / fireplace condition: [[Describe issues or "None known"]]

2.3 Plumbing System

• Known leaks, slab leaks, or pipe failures: [[Yes / No, Details: [[Plumbing Issue Details]]]]
• Water heater age, condition, and known problems: [[Details or "None known"]]
• Sewer / septic issues or backups: [[Yes / No, Details: [[Sewer/Septic Details]]]]
• Low water pressure or other supply issues: [[Details]]

2.4 Electrical System

• Known electrical deficiencies, panel upgrades, or aluminum wiring: [[Details or "None known"]]
• Outlets, switches, or GFCI problems: [[Details]]
• Knob-and-tube or outdated wiring present: [[Yes / No]]

2.5 HVAC and Heating / Cooling

• Furnace / boiler / heat pump age and condition: [[Details]]
• Air conditioning system condition and known issues: [[Details]]
• Ductwork problems, asbestos, or mold in ducts: [[Details]]
• Recent service or replacement: [[Date and description]]

2.6 Water Intrusion, Moisture, and Mold

• History of water intrusion, flooding, or leaks into living spaces: [[Yes / No, Full details including locations and dates: [[Water Intrusion History]]]]
• Visible mold or musty odors: [[Yes / No, Locations and remediation: [[Mold Details]]]]
• Sump pump or French drain systems: [[Describe or "None"]]
• Known moisture problems in basement, crawlspace, or attic: [[Details]]

2.7 Pests, Termites, and Infestations

• Current or prior termite / wood-destroying insect activity or treatment: [[Details including dates and reports: [[Pest Details]]]]
• Rodent, bat, or other pest issues: [[Details]]
• Bed bug or other infestation history: [[Details]]

2.8 Other Interior and Systems

• Flooring, walls, ceilings (settling cracks, stains, damage): [[Details]]
• Kitchen and bath fixtures / appliances (age, known defects): [[List major items and issues]]
• Pool / spa / hot tub equipment and condition (if applicable): [[Details or "N/A"]]
• Garage door, opener, and safety sensors: [[Details]], -

Section 3, Past Repairs, Insurance Claims, and Litigation

- Major repairs or renovations in last 10 years (structural, roof, plumbing, electrical, HVAC):
[[List with dates, contractors, permits if any: [[Major Repairs List]]]]

- Insurance claims filed in last 10 years (water, fire, hail, wind, liability, etc.):
[[List date, type, amount, outcome, carrier if known: [[Insurance Claims List]]]]

- Any lawsuits, arbitrations, or administrative actions involving the property (boundary, construction defect, neighbor disputes, HOA):
[[Details or "None": [[Litigation History]]]]

- Any notices from government agencies, code enforcement, or HOAs regarding violations:
[[Details or "None"]], -

Section 4, Natural Hazards, Environmental, and Location-Specific Disclosures

Complete for all that apply in the property's jurisdiction.

• Flood zone designation or history of flooding: [[Flood Zone / History Details: [[Flood Information]]]] (Many states require specific flood disclosure forms.)

• Earthquake fault zone, seismic hazard, or known soil issues: [[Details or "Not applicable"]]

• Wildfire / fire hazard zone or history: [[Details]]

• Landslide, subsidence, or expansive soil risk: [[Details]]

- Environmental hazards (underground storage tanks, hazardous materials, contaminated soil/water, asbestos, radon, lead in soil):
[[Full known details or "None known": [[Environmental Hazards]]]]

• Proximity to airports, railroads, highways, industrial sites, or other nuisances affecting use or value: [[Details]]

- Required addenda or separate disclosures for this jurisdiction (list all known):
[[List e.g. Natural Hazard Disclosure, Flood Disclosure, Megan's Law, etc.]], -

Section 5, Lead-Based Paint Disclosure (Federal Requirement, Pre-1978 Homes)

If [[Year Built]] is 1977 or earlier, federal law requires:

• Disclosure of known lead-based paint and/or lead-based paint hazards.
• Provision of EPA pamphlet "Protect Your Family From Lead in Your Home".
• Inclusion of a lead warning statement in the sales contract.
• Records and reports pertaining to lead-based paint or hazards must be provided (e.g., prior inspections, risk assessments).

Known lead-based paint or hazards: [[Describe any known lead paint, prior testing, or "No knowledge of lead-based paint and/or lead-based paint hazards"]]

Records available: [[List reports, test results, or "None"]]

Seller will provide EPA pamphlet: [[Yes / To be provided at time of contract]]

Built before 1978 confirmation: [[Yes, Lead disclosure required / No, Built 1978 or later]], -

Section 6, HOA, Condominium, Common Interest, Easements, and Boundaries

• Is the property subject to an HOA, POA, or common interest community? [[Yes / No]]

• HOA name and contact: [[HOA Name, Management Company, Phone, Website]]

• Current HOA dues / assessments: [[Monthly / Quarterly / Annual Amount: [[HOA Dues Amount]]]] Special assessments pending or planned: [[Details or "None"]]

• HOA financial health or known issues (litigation, special assessments, reserve shortages): [[Details]]

• HOA governing documents available (CC&Rs, bylaws, rules, financials, meeting minutes): [[List what will be provided]]

• Easements, shared driveways, party walls, or access rights affecting the property: [[Describe or "None known"]]

• Boundary disputes, encroachments, or survey discrepancies: [[Describe or "None known"]]

• Any unpermitted work or additions that may violate HOA or zoning: [[Details]], -

Section 7, Other Required or Recommended Disclosures

• Any death on the premises within the period required by state law (often 3 years): [[Yes / No, Details if required to disclose: [[Death Disclosure]]]]

• Registered sex offender information notice required in jurisdiction: [[Confirm method of disclosure]]

• Smoke / carbon monoxide detectors installed and operational: [[Yes / Status]]

• Any known material facts that a reasonable buyer would consider important in deciding to purchase: [[Describe all such facts]]

• Prior occupancy as a grow house, meth lab, or other stigmatizing use (where disclosure required): [[Details or "None"]], -

Section 8, Documentation to Gather and Provide to Buyers / Agents

Attach or make available copies of the following (mark status):

1. Prior inspection reports (home, termite, sewer scope, roof, structural, etc.): [[List dates and providers or "None"]]
2. Repair invoices and warranties for work performed in last 5, 10 years: [[List]]
3. Utility bills (last 12 months) for buyer estimation: [[Will provide / Average monthly: [[Utility Average]]]]
4. HOA documents package (if applicable): [[Status]]
5. Survey or plot plan: [[Available / New survey to be ordered / None]]
6. Title report / commitment or existing title policy: [[Details]]
7. Permits for additions, remodels, or major work: [[List or "None known"]]
8. Warranties still in effect (roof, appliances, systems, home warranty): [[List]]
9. Lead-based paint records and EPA pamphlet: [[Status]]
10. Natural hazard disclosure reports or forms required by state: [[Status]]
11. Any other material documents: [[List]], -

Section 9, Seller's Certification of Actual Knowledge

I/We, the undersigned seller(s), certify that the information provided in this Seller Disclosure Prep worksheet is true and complete to the best of my/our actual knowledge as of the date signed. I/We understand that:

• This document is for preparation purposes and does not replace the formal disclosure statement(s) required by the purchase contract or state law.
• I/We have a continuing duty to update disclosures if new information becomes known before closing.
• Failure to disclose known material defects can result in liability even in "as-is" transactions.
• This worksheet helps ensure a complete package; all required jurisdiction-specific forms must still be completed and delivered in the manner required by law.

Seller 1 Signature: _______________________________ Date: [[Date]]

Printed Name: [[Seller 1 Full Name]]

Seller 2 Signature: _______________________________ Date: [[Date]]

Printed Name: [[Seller 2 Full Name]], -

Section 10, Agent / Broker Notes (if applicable)

Listing agent: [[Agent Name, Brokerage, License #]]

Buyer agent (when known): [[Details]]

Recommended professional inspections prior to listing or marketing: [[List recommended e.g. whole-house, sewer lateral, chimney, pool, etc.]]

Target timeline for completion of formal disclosure package: [[Date]], -

*This Seller Disclosure Prep worksheet is a general multi-state template to help organize disclosures. It is not legal advice and does not constitute a formal disclosure statement. Federal lead-based paint requirements (42 U.S.C. § 4852d) apply to homes built before 1978. State and local laws control most other disclosure obligations. Sellers must verify the exact forms, timing, and delivery requirements for the property's jurisdiction. Consult a qualified real estate attorney or your state's real estate commission for jurisdiction-specific guidance. All information must be based on the seller's actual knowledge. Information current as of June 2026; re-verify before use.*