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Before you list

Your California disclosure checklist.

Track the records you have, the ones still to find and the questions for your agent, then see where each requirement comes from. A preparation list, not legal advice.

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Your records

Condition and repair history

Pull together inspection reports, repair records and warranties. Note anything recurring or unresolved that you know about.

Start with: inspection reports, repair invoices, warranties

City & county

Alterations and permit records

Gather the paperwork for additions, conversions and other work. Flag any doubt about permits or approved use for review.

Start with: permit records, contractor paperwork, plans

State

The California disclosure forms

Ask which state forms apply, including the Transfer Disclosure Statement and natural hazard disclosures, and whether an exemption changes the package.

Start with: your agent or attorney

Federal

Lead information for older homes

If the home is old enough to fall under federal lead-paint rules, find out what applies and collect any lead reports you have.

Start with: any lead reports or records you already have

HOA

HOA or shared-property documents

For a condo or other common-interest property, ask which association documents, assessments and shared-responsibility details are required.

Start with: your association

Your records

Occupancy, use and property questions

Organize any leases or occupancy agreements. Flag boundary, access, title or use questions for the right professional.

Start with: leases, occupancy agreements, title paperwork

City & county

Local reports and requirements

Check what the city and county require for your address. San Francisco's 3R report is one example; other jurisdictions have their own.

Start with: your city or county building department

Your records

Your notes on known issues

Write down what you know about issues that came back or were never resolved. Work from records, not memory.

Start with: your own records, with dates where you have them

Say what you know

Accurate and complete beats polished. When you're not sure, say so and ask. Disclosures in our selling guide

Do
  • Work from records, not memory
  • Give the history, not just the fix
  • Say so when you're not sure
  • Keep the final versions together

Guessing

  • Dates you could look up
  • Work you never saw done
  • A guess written as a fact
  • A permit you assume exists

Leaving it out

  • A report you already have
  • A repair that came back
  • An open permit question
  • A lease or occupancy deal

Leaning on others

  • Last sale's paperwork
  • The buyer's agent's advice
  • A neighbor city's checklist
  • Escrow checking your forms

Where the rules come from

Disclosures come from more than one place. The address, the age of the home and any association can each change the list.

Where California seller disclosure requirements can come from
TopicStateCalifornia formsFederalLead-based paintCity & countyLocal reportsHOAShared property
What it covers
ExamplesTransfer Disclosure Statement and natural hazard disclosuresThe lead pamphlet, known lead information and any reportsSan Francisco's 3R report is one exampleAssociation documents and assessment details
Depends onThe property and the transaction; exemptions can applyThe home's age; exemptions can applyYour city and county, since neighbors differWhether the home is in an association
Where to start
Records to gatherRepair history, inspection reports, known issuesAny lead reports or records you havePermit and building recordsDocuments requested from the association
Who confirmsYour agent or attorneyYour agent or attorneyThe building department, then your agent or attorneyThe association, then your agent or attorney

General information, not legal advice. Requirements change and exemptions apply. Confirm what applies to your address with your agent or attorney. The San Francisco 3R example

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FAQ

What sellers ask about disclosures before they list, answered plainly.

It depends on the property and the transaction. State forms, federal lead rules and city or county requirements can all apply. Have your agent or attorney identify the current requirements for your address.
On the guided plan, $2,500 flat, paid upfront, you lead the sale and complete the disclosures, and Stelo is not your listing agent. On full service, 1% at close with a $3,500 minimum, a licensed partner agent handles the sale and prepares the package with you. Either way, the facts come from you.
No. It covers authorized use and building permit history, but not plumbing, electrical or commercial permits. Read the actual record, gather separate permit records where you need them, and resolve what's open.
Agree how the package is delivered and keep a record of what the buyer received. Keep buyer questions and your replies with your records, and check anything uncertain before you answer.
Raise it promptly with your agent or attorney and ask how to correct or supplement the package and record delivery. A finished package doesn't settle a newly discovered issue.
No. It stays on this page for this visit and nothing is stored. If you book a call from your call list, the documents you marked Ask my agent come with the booking.

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