Colorado Real Estate Company

Transcription

1 Colorado Real Estate Company Very local. Very personal. VERI Colorado. TM Sales Associate STARTUP CHECKLIST : Associate Name : Today s Date Check if Completed: Step 1: Step 2: Step 3: Step 4: Step5: Step 6: Step 7: Sales Associate Independent Contractor Agreement DORA----APPLICATION TO AMEND REAL ESTATE LICENSE:TRANSFER TO NEW FIRM / ACTIVATE INACTIVE LICENSE proof of e&o insurance will be completed by DORA. Associate can go to to apply for required insurance. Check from associate made to C.R.E.C. $ agent can also submit their check and application to DORA directly. W9 tax form credit card authorization agreement Direct Deposit Authorization Agreement (NOT MANDATORY) SALES ASSOCIATE POLICIES AND PROCEDURES PROVIDED TO SALES ASSOCIATE VERI Office Use Only: Recruiter Name: Checklist Completion Date: DORA Application WITH check sent to Department of Regulatory Agencies: Date Sent Startup Paperwork to VERI Managing Broker: Date In RECEIVED BY: Date Paperwork Received DATE LICENSE RECEIVED Associate Start Date

2 PAGE 1 of 4 Colorado Real Estate Company Very local. Very personal. VERI Colorado. TM Sales AGENT Independent startup Agreement This Agreement made this day of, 20 (START DATE), by and between VERI Colorado, LLC hereinafter referred to as Company, and hereinafter referred to as Sales Agent. Full Name as it appears on your Real Estate License Sales Agent Company Name (if applicable): Real Estate License #: License Exp. Date: Referred by Realtor (One Name only): Your Current Would You Like a VERI Account? YES Example: joe.smith@vericolorado.com SSN: or-- EIN: - Birth date: Home Address: City: ZIP: Home Phone: Cell Phone: Home Fax: Office Address: City: ZIP: Office Phone: Office Fax: Other: WITNESSETH: WHEREAS, Sales Agent is duly licensed as a Real Estate Sales Agent by the State of Colorado, and WHEREAS, the Company maintains the tools, systems and other items necessary and incidental to the proper operation of a Real Estate Sales Brokerage business, and WHEREAS, Sales Agent is engaged in business as a Real Estate licensee, duly licensed by the State of Colorado. NOW, THEREFORE, in consideration of the promises and the mutual agreements herein contained, it is understood and agreed as follows: 1. Sales Agent Compensation and Sales Agent Marketing Fee. Sales Agent shall receive no salary but rather, compensation is entirely based on commissions paid by clients to Company, not from Company directly. Sales Agent understands that if the client fails to pay, Sales Agent shall receive no compensation. Sales Agent agrees to pay Company a non-refundable Monthly Marketing Fee plus Per Transaction Fee as checked: [SALES AGENT MAY CHANGE THE COMPENSATION SELECTION MADE IN THIS SECTION, ONCE PER YEAR, BETWEEN JANUARY 1 ST. AND JANUARY 31 ST. ] Select ONLY One: SALES AGENT KEEPS 100% OF ALL COMMISSIONS EARNED Per transaction Fee = $0.00, Desk Fee = $0.00, Compliance Fee = $0.00 Sales Agent agrees to pay Company a non-refundable Monthly Marketing Fee of $ on the 1 st day of each month and also agrees that Sales Agent Compensation shall be 100% of commissions paid by any Sales Agent client and received by Company. Sales Agent agrees to pay Company Per Transaction Fee of $0.00 (none) per successfully closed transaction unless otherwise agreed to in writing. SALES AGENT KEEPS 100% OF ALL COMMISSIONS EARNED Per transaction Fee = $ , Desk Fee = $0.00, Compliance Fee = $0.00 Sales Agent agrees to pay Company a non-refundable Monthly Marketing Fee of $ on the 1 st day of each month and also agrees that Sales Agent Compensation shall be 100% of commissions paid by any Sales Agent client and received by Company. Sales Agent agrees to pay Company Per Transaction Fee of $ per successfully closed transaction unless otherwise agreed to in writing.

3 Colorado Real Estate Company Very local. Very personal. VERI Colorado. TM PAGE 2 of 4 Initials Date: 2. Independent Contractor Relationship. Sales Agent enters this relationship as an independent contractor on a month to month agreement. thing contained within this Agreement shall constitute a hiring by either party nor any other relationship such as employee/employer, joint venture, partnership other than the independent contractor relationship set forth herein. This agreement shall govern the actions and conduct in the Sales Agents Real Estate Sales Business. Should the Sales Agent be involved with the Company in a position other than real estate sales, exhibits to this contract will be added at the end of this agreement and said exhibits will govern the actions in those roles with the Company. 3. Company Supervision. Sales Agent is under the control of Company as to the result of Sales Agent s work only and not as to the means by which such result is accomplished, except to the extent as required by law. Sales Agent shall be the sole determinant of his/her method of conduct of his/her Real Estate sales business, except where such methods are inconsistent with this Agreement, the Company s Policies and Procedures, or the law. The Company shall have no right, except to the extent required by law, to direct or limit Sales Agent s activities as to hours, leads, open houses, prospecting, reports, sales meeting attendance, services, time off, training, vacation, or other similar activities Authority to Bind. Sales Agent shall have no authority to bind the Company by any promise or representation unless specifically authorized in a particular transaction or as defined herein. The Company shall not be liable for any of Sales Agent s acts or omissions. The Company shall not be liable to Sales Agent for any expenses, losses or damages incurred by him/her nor shall Sales Agent be liable to the Company for any expenses incurred by it. 4. Sales Agent s Responsibilities. Until termination hereof, Sales Agent agrees to work diligently and with Sales Agent s best efforts to sell or lease any and all Real Estate listed with the Company or the MLS, to solicit additional listings and customers and otherwise promote the business of serving the public in Real Estate transactions to the end that each of the parties hereto may derive the greatest profit possible. Sales Agent shall use only those forms and materials approved by the Company, the Association of Realtors or the Division of Real Estate. 5. Adherence to State and Federal Laws. Sales Agent agrees to commit no act of any type for which the Real Estate Examiners/Auditors from the State are authorized to sanction, suspend or revoke Sales Agent s license. Sales Agent agrees to conduct his business and regulate his/her habits so as to maintain and to increase, rather than diminish, the good will and reputation of the Company. The parties hereto agree to conform to and abide by the By-laws and Code of Ethics of the National, State and Local Associations of Realtors and all MLS Rules and Regulations. Sales Agent expressly understands and agrees that the Company has a zero tolerance policy regarding Sales Agent s noncompliance with obeying said rules and laws and that Sales Agent shall immediately be terminated in the event any of Sales Agent s activity is found to be in noncompliance with the law (i.e. loan fraud, forging of documents, mishandling of earnest money deposits, etc.). 6. Errors and Omissions Insurance (E&O). Sales Agent agrees to carry current Errors and Omissions Insurance. The Company shall exercise its best efforts to maintain an active Company E&O policy. From time to time, claims, complaints or litigation involving the Company may arise directly from the activities of Sales Agent. In such cases, Sales Agent agrees to pay all reasonable attorneys fees, damages, costs and expenses, including, but not limited to, the full amount of the E&O deductible assessed against the Company in defending or satisfying any claim or judgment against the Company because of Sales Agent s activity, even if such claim or judgment is brought or filed subsequent to the expiration or termination of this agreement or any renewals or extensions hereof. The Company agrees to work closely with Sales Agent to keep such expenses to a minimum, but the Company and/or E&O carrier reserves the right to select the attorney(s). In the event any activity in which Sales Agent is involved results in a dispute, litigation or legal expense, Sales Agent agrees to cooperate fully and completely with the Company and its attorneys Company Determination. It is the policy to avoid litigation wherever reasonably possible, and the Company, within its sole discretion, may determine whether or not any litigation or dispute shall be prosecuted, defended, compromised, or settled, and the terms and conditions of any compromise or settlement, or whether or not legal expense shall be incurred Insurance Exclusions. Sales Agent acknowledges and recognizes there are insurance exclusions contained in the E&O policy of insurance. It is specifically acknowledged and recognized by Sales Agent, by way of illustration only and not by way of limitation, that if any litigation or dispute involving Sales Agent relates to any act of racial or other legally defined discrimination, fraud or any other intentional tort or situation wherein a Sales Agent is involved as a direct principal (i.e., as seller, purchaser, principal, landlord or tenant) in any Real Estate sale or rental transaction, or in matters that relate to insurance, mortgage brokering or settlement services, no E&O insurance is available to the Sales Agent Indemnification of the Company. Sales Agent shall indemnify and hold harmless the Company from all settlement costs, damages, fines, levies, suits, proceedings, claims, actions or causes of action of any kind and of whatsoever nature, including but not limited to all costs, litigation expenses and reasonable attorney s fees arising from, growing out of, or incurred in connection with, or, incidental to, Sales Agent s activities and Sales Agent s operation of a Real Estate business or taken or omitted pursuant to this Agreement. 7. Commission Withholding. Sales Agent expressly agrees that the Company may deduct from the commissions payable to Sales Agent as a withholding and/or set-off any portion or all of the fees, charges and expenses which have been billed to Company on behalf of Sales Agent or are otherwise due to the Company by Sales Agent as authorized by this Agreement.

4 Colorado Real Estate Company Very local. Very personal. VERI Colorado. TM PAGE 3 of 4 Initials Date: 7.1. Income Taxes. The Company shall not withhold from Sales Agent s commissions any amounts for any federal, state or local taxes. Sales Agent shall pay his/her own self-employment taxes and any and all income taxes and any other taxes of any type or description whatsoever without withholding or contribution by the Company. The Company shall not make any premium payments or contributions for any workman s compensation or unemployment compensation for Sales Agent unless required by state law Sales Agent s Warrant to Pay Taxes. Sales Agent represents and warrants that he/she will report all income earned from the Company pursuant to this Agreement and pay all federal, state and local income, self-employment taxes or other assessments required to be paid by Sales Agent under federal, state or local laws. 8. Reimbursement of Expenses. Sales Agent shall reimburse the Company for any and all expenses related to selling or purchasing a property. These expenses shall include, but not be limited to MLS fees, advertising and promotional costs and any legal fees incurred by Sales Agent. The standard transaction fee applies to personal transactions. 9. Sales Agent Indemnification of Company. Sales Agent agrees to indemnify, defend, and otherwise hold the Company harmless from any and all claims made against the Company or Sales Agent regarding or arising out of Sales Agent s personal purchase and/or sale of real property. Sales Agent further agrees to disclose to the buyer/seller that Sales Agent is acting in the transaction solely as a principal and not as a Sales Agent of the Company and that the Company has absolutely no liability in the transaction. 10. Legal Exclusion. The Company shall not be liable to make any payment for any loss in connection with any claims made against it for the sale of property owned, developed or constructed by Sales Agent, or any organization or entity in which Sales Agent has a financial interest, in connection with Sales Agent s activities as an underwriter, sponsor, partner, joint or co-venture or member of any Real Estate partnership, venture or syndicate, or in the event of any fraud or misrepresentation by Sales Agent. 11. Exclusive Relationship with Sales Agent. Sales Agent shall not enter into any agreement with another licensed Real Estate Sales Brokerage, individual or organization for any fees or compensation of any kind pertaining to the Real Estate business without the consent of the Company. Compliance with state laws, rules and regulations require that commissions, finder fees, bonuses or referral fees be paid through The Company rather than to the Sales Agent directly. 12. Insurance Coverage. Sales Agent shall carry personal liability and property damage insurance coverage on all vehicles used in Sales Agent s Real Estate business. The required policy shall name the Company as an additional insured party. Sales Agent agrees to indemnify and hold the Company harmless for any losses incurred by the Company due to damages negligently or intentionally caused by Sales Agent s driving. Sales Agent shall maintain his/her own insurance coverage on personal property used or stored in any of Company s facilities. Sales Agent acknowledges the Company s insurance coverage is limited to Company s equipment and facilities and agrees not to hold the Company responsible for personal property losses suffered in the office due to theft, fire, vandalism or any other reason. Failure of the Company to enforce any part of this paragraph 13 shall not constitute a waiver of this requirement. 13. Trade Secrets. Sales Agent agrees that any and all information acquired while Sales Agent is associated with the Company (including, but not limited to, transaction files, other documents, products, systems, programs, production reports or telephone lists) is the sole and exclusive property of the Company and constitutes confidential trade secrets of the Company. Immediately upon termination of this contract Sales Agent shall turn over to the Company all papers, records, files and documents constituting trade secrets which Sales Agent possesses or has the ability to obtain. Sales Agent agrees that on termination or expiration of this agreement Sales Agent will maintain the confidentiality of any policies, procedures, standards of practice, materials, website content, passwords, and/or any other confidential information gained while associated with the Company. Furthermore, Sales Agent agrees that the trade secrets and information provided in the section were unknown to you prior to your relationship with the Company. 14. Breach of Confidentiality. Sales Agent shall not use to Sales Agent s own advantage, or the advantage of any other person or entity, any information gained from files or from the business of the Company. In the event of a breach by Sales Agent of this section 15, the Company shall be entitled to an injunction restraining Sales Agent from disclosing any trade secrets. Further, the Company shall be entitled to all attorney fees and expenses incurred by the Company, assuming the Company is the prevailing party in a legal action. thing herein shall be construed as prohibiting the Company from pursuing any other remedies available to the Company for such breach including recovery of injunctive relief, compensatory damages and punitive damages. 15. Termination of Agreement. This agreement is month to month and the association that is created may be terminated at any time upon 30 day written notice to the other party. This contract may be terminated by the Company immediately upon Sales Agent s breach or violation of any terms or agreements as set forth in this Agreement, including nonpayment of any fees or expenses owed to the Company.

5 Colorado Real Estate Company Very local. Very personal. VERI Colorado. TM PAGE 4 of 4 Initials Date: 16. Special Laws and Programs. Company and Sales Agent shall comply with all Federal and State laws regarding fair housing, civil rights, anti-discrimination or any other laws which make discrimination based on race, color, religion, sex, familial status, national origin or income illegal in connection with the sale or rental of real property. Company and Sales Agent shall comply with the Antitrust Compliance Program of the National Association of Realtors. 17. Arbitration. In the event of a disagreement or dispute between Sales Agents in the office or between Company and Sales Agent arising out of or connected with this agreement which cannot be adjusted by and between the parties, Sales Agent hereby agrees to arbitrate, using as a guide the National Association of Realtors guidelines for arbitration pursuant to the provisions of its by-laws, said provisions being hereby incorporated by reference. 18. Waiver. The failure of any party hereto to enforce at any time any of the provisions or terms of this Agreement shall not be construed to be waiver of such provision or term, nor the right of any party thereafter to enforce such term or provision. 19. Enforceability. If any provision of this Agreement is invalid or unenforceable in any jurisdiction, the other provisions herein shall remain in full force and effect in such jurisdiction and shall be liberally construed in order to effectuate the purpose and intent of this Agreement, and the invalidity or unenforceability of any provision of this Agreement in any jurisdiction shall not affect the durability of enforceability of any such provision in any other jurisdiction. 20. Fifteen (15) Day tice. The terms of this agreement may be altered at any time upon a 15-day written notice. Sales Agent agrees to electronic notification via Use of Offices. Sales Agent will indemnify and hold harmless the Landlord, the Sales Agent, the Company, and all other private contractors, and employees of the Company from and against any claims, actions, damages, liability or expense in connection with loss of life, personal property, personal injury and damage to property occasioned by any negligent act or omission of the Landlord, Brokerage, and Sales Agents employees or invitees while they are within the premises of the Company offices. Sales Agent shall not operate any other businesses other than real estate out of the Company offices. 22. Sales Agent Leads from Previous Broker. Sales Agent may have participated in a leads program at another brokerage prior to joining Company and likely executed a written and binding agreement with previous brokerage limiting or excluding any and all follow up with the leads and/or use of information associated with the leads program. Company does not allow Sales Agent to attempt to solicit or follow up with any individuals from a prior lead source program unless the Sales Agent can show proof of ownership of lead or information associated with lead. Upon proof of ownership and prior written approval by Company, Sales Agent is allowed to contact leads or use lead information. Sales Agent shall reimburse the Company for any cost incurred, legal or otherwise, due to the Sales Agent follow-up with any lead or use of any lead information from a previous broker 23. Sales Associate Policies and Procedures handbook. The Sales Associate Policies and Procedures handbook has been provided to the Sales Agent including information of VERI Colorado LLC policies, philosophies and practices. It is important for Sales Agent to become familiar with this handbook. It is important that Sale Associate reads it carefully and completely. Sales Associate acknowledges that he/she has received a copy of this handbook, read the handbook, and understands handbook is not a contract of employment and does not constitute a contract for employment. Sales Agent agrees to be bound by all the provisions, terms and conditions of the Company s written policies and procedures and Company memoranda to the extent not in conflict with this Agreement. In the event there is any such conflict between said documents and this Agreement, then the Policies and Procedures shall control. Sales Agent acknowledges and agrees that said memoranda may be altered or changed from time to time and Sales Agent agrees to be bound by such changes. By signing this Sales Agent Independent Contractor Agreement, Independent Contractor agrees to be bound by all the provisions, terms and conditions of this agreement. This agreement shall not be binding on the Company until signed by the Company or Company Representative. (SIGNATURE of Sales Agent) PRINTED Sales Agent Name as it appears on Real Estate License Lorrie Lucero, Managing Broker, Owner, VERI Colorado, LLC Date

6 ACTIVE LICENSEES ONLY

7 NEW LICENSEES ONLY Colorado Division of Real Estate 1560 Broadway, Suite 925, Denver, CO (303) , Colorado Real Estate Broker License Application In compliance with Title 12, Article 61, Part 1, C.R.S., I hereby apply for a real estate broker s license: Section 1. Personal Information First Name M.I. Last Name Maiden Name Address SSN (required, C.R.S.) Date of Birth Place of Birth Physical Address City State Zip Code Home Phone Mobile Phone Mailing Address (if different from above) City State Zip Code Section 2. Employment Information Please indicate the manner in which you wish to be licensed: I am requesting an inactive license at this time, and understand that an additional form and fee will be required upon my request to move to active status. te: Inactive licenses will not print. Please confirm your license status using our online e services page. As a broker licensed under the supervision of the Employing Broker shown below (your license will be mailed to your employing broker): This Section Must Be Completed by the Employing Broker: By signing below, I am attesting to the fact that I am currently an active licensed employing real estate broker by whom the above applicant is to be employed. I certify that pursuant to Rules E 29, E 30, E 31 and E 32 that I have informed this applicant of the written office policy, and I will properly supervise this employee during their employment with me. Employing Broker Name: Employing Broker License #: Business Name on License: Business License #: Employing Broker s Signature: Lorrie Lucero ER VERI Colorado LLC EL Lorrie Lucero Digitally signed by Lorrie Lucero DN: cn=lorrie Lucero, o, ou, =lorrie@lorrielucero.com, c=us Date: :57:27-06'00'

8 NEW LICENSEES ONLY Section 2. Employment Information (cont.) As an Individual Proprietorship. This option is not available to Associate Broker level licensees. If you wish to use an individual trade name, you must include an Individual Trade Name Affidavit available from the Colorado Secretary of State s website. An individual proprietor is a person who engages in business as an individual natural person with or without a trade name. This designation is not for persons doing business as corporations, partnerships or limited liability companies. Please complete the below information. Trade Name: Business Address: City, State, Zip: Business Phone: As the responsible broker for a corporation, partnership or limited liability company. This option is only available to Independent and Employing level applicants. If this company is not yet licensed with the Colorado Division of Real Estate, you must complete the Application for New Corporation, Partnership or LLC (included in this packet), and submit an additional license fee required by that application. If the company is already licensed, please complete the information below: Name of Currently Licensed Company: Section 3. Lawful Presence This section is to be completed by the license applicant. Acceptable ID types are as follows: State issued driver s license or ID, government issued ID, U.S. Passport, U.S. Citizenship certificate, U.S. Military ID, Tribal ID, Resident Alien/Permanent Alien Card, Valid Temporary Resident Card, Valid Foreign Passport, Valid I 94 or Valid I 766 (employee authorization card). Please initial your selection. A. Lawful Presence I am a U.S. citizen. Enter the acceptable secure and verifiable document in Section B that applies and fully complete the information requested. Complete documentation must be provided upon request. Complete documentation must be provided upon request. I am not a U.S. citizen, but I am lawfully present in the U.S. and authorized by the Department of Homeland Security to be employed in the U.S. Enter the acceptable secure and verifiable document in Section B that applies and fully complete the information requested. Complete documentation must be provided upon request. B. Secure & Verifiable Document Government Issued Identification Name of state or federal agency that issued the document Full name as shown on ID License/ID Number Expiration Date (mm/dd/yyyy) State Issued Driver's License

9 NEW LICENSEES ONLY Section 4. Occupational Licenses Please initial next to each answer for the below questions: Yes Yes 4.1 Are you now, or have you ever held a real estate license in Colorado or any other jurisdiction? If yes, please list below. If you answer yes to this question, you must include a certified license history for any license held outside of Colorado: License Type: State: Dates: to License Type: State: Dates: to 4.2 List all other current or previous occupational or professional registrations, licenses or certificates (i.e. attorney, appraiser, mortgage loan originator, insurance, securities, etc.): License Type: State: Dates: to License Type: State: Dates: to License Type: State: Dates: to Yes 4.3 Have any of the registrations, licenses or certifications listed in questions 4.1 or 4.2 ever been denied, disciplined, revoked, suspended or had a renewal denied or is the license the subject of a consent agreement or the subject of a current investigation? If yes, you must submit the following documents: 1. A signed, written statement including name of agency, dates, nature of alleged infraction and disposition. 2. A copy of the original charges or complaint against you. 3. A copy of any agency order or other notification of the action taken. 4. A confirmation of the current status of the license, certification or registration. Section 5. Background Please answer all of the below questions. Failure to answer any of these questions will result in the return of your application as incomplete. DO NOT include misdemeanor traffic violations, municipal code violations or petty offenses. Yes* Yes* Yes* Yes* Have you ever been convicted or pleaded lo Contendere to any felony or misdemeanor? Have you ever been incarcerated or in custody, or placed on parole, probation or any other type of court ordered supervision in a criminal case? Have you ever agreed to a deferred sentence or a deferred judgment with respect to any felony or misdemeanor, or are currently subject to the terms of a deferred prosecution? Have you ever been charged with any felony or misdemeanor or are such charges pending or under investigation? *If you answer yes to any of the questions in Section 5, you must list below the nature of each charge, conviction or other circumstances. If any of the above occurred within the last ten years, you must also submit the Addendum to the Application for Real Estate Broker s License, located within this application packet. IMPORTANT: Failure to disclose any required information is grounds for denial. Us additional sheets if necessary. Nature of Charge or Conviction

10 NEW LICENSEES ONLY Section 6. Errors and Omissions Insurance Information Please indicate the manner in which you are insured for errors and omissions (E&O). Failure to have errors and omissions insurance in place at the time of application will either delay license issuance or result in the license being issued on an inactive status. I am insured with Rice Insurance Services, the Commission s group carrier. Please provide proof of E&O insurance coverage with this application. You may enroll with Rice Insurance by visiting their website at or by phone at I am insured with an independent insurance carrier. (If you are insured in this manner, please include the E&O Insurance Certification of Conforming Coverage form, included with this application packet.) I am requesting an inactive status at this time. Coverage is not required until I choose to activate my license. (Inactive licenses will not print. Please check the Division s website to confirm license issuance.) Section 7. Attestations Please initial next to each answer below: I understand that if I have no registered agent in this state, such registered agent is not located under its registered agent s name at its registered agent s address, or the registered agent cannot with reasonable diligence be served, I may be served by registered mail or by certified mail, return receipt requested, addressed to the entity at its principal address. The consent hereby given shall be deemed to be continuing and is irrevocable. I understand that the sworn statement made in Section 3 regarding lawful presence is required by law because I have applied for a professional or commercial license regulated by 8 U.S.C. sec I understand that state law requires me to provide proof that I am lawfully present in the United States when asked as well as submission of a secure and verifiable document. I may also be required to provide proof of lawful presence. I understand that in accordance with sections and (2)(a)(I), C.R.S., false statements made herein are punishable by law. I state under penalty of perjury in the second degree, as defined in , C.R.S. that the above statements are true and correct. I am the person identified above and the information contained herein is true and correct to the best of my knowledge. I understand that under Colorado law, providing false information is grounds for denial, suspension or revocation of a license, certificate, registration or permit. I understand that the above information must be disclosed to the Department of Regulatory Agencies upon request and is subject to verification. APPLICANT SIGNATURE DATE

11 Form W-9 (Rev. August 2013) Department of the Treasury Internal Revenue Service Name (as shown on your income tax return) Request for Taxpayer Identification Number and Certification Give Form to the requester. Do not send to the IRS. Print or type See Specific Instructions on page 2. Business name/disregarded entity name, if different from above Check appropriate box for federal tax classification: Individual/sole proprietor C Corporation S Corporation Partnership Trust/estate Limited liability company. Enter the tax classification (C=C corporation, S=S corporation, P=partnership) Other (see instructions) Address (number, street, and apt. or suite no.) City, state, and ZIP code Exemptions (see instructions): Exempt payee code (if any) Exemption from FATCA reporting code (if any) Requester s name and address (optional) List account number(s) here (optional) Part I Taxpayer Identification Number (TIN) Enter your TIN in the appropriate box. The TIN provided must match the name given on the Name line to avoid backup withholding. For individuals, this is your social security number (SSN). However, for a resident alien, sole proprietor, or disregarded entity, see the Part I instructions on page 3. For other entities, it is your employer identification number (EIN). If you do not have a number, see How to get a TIN on page 3. te. If the account is in more than one name, see the chart on page 4 for guidelines on whose number to enter. Social security number Employer identification number Part II Certification Under penalties of perjury, I certify that: 1. The number shown on this form is my correct taxpayer identification number (or I am waiting for a number to be issued to me), and 2. I am not subject to backup withholding because: (a) I am exempt from backup withholding, or (b) I have not been notified by the Internal Revenue Service (IRS) that I am subject to backup withholding as a result of a failure to report all interest or dividends, or (c) the IRS has notified me that I am no longer subject to backup withholding, and 3. I am a U.S. citizen or other U.S. person (defined below), and 4. The FATCA code(s) entered on this form (if any) indicating that I am exempt from FATCA reporting is correct. Certification instructions. You must cross out item 2 above if you have been notified by the IRS that you are currently subject to backup withholding because you have failed to report all interest and dividends on your tax return. For real estate transactions, item 2 does not apply. For mortgage interest paid, acquisition or abandonment of secured property, cancellation of debt, contributions to an individual retirement arrangement (IRA), and generally, payments other than interest and dividends, you are not required to sign the certification, but you must provide your correct TIN. See the instructions on page 3. Sign Here Signature of U.S. person General Instructions Section references are to the Internal Revenue Code unless otherwise noted. Future developments. The IRS has created a page on IRS.gov for information about Form W-9, at Information about any future developments affecting Form W-9 (such as legislation enacted after we release it) will be posted on that page. Purpose of Form A person who is required to file an information return with the IRS must obtain your correct taxpayer identification number (TIN) to report, for example, income paid to you, payments made to you in settlement of payment card and third party network transactions, real estate transactions, mortgage interest you paid, acquisition or abandonment of secured property, cancellation of debt, or contributions you made to an IRA. Use Form W-9 only if you are a U.S. person (including a resident alien), to provide your correct TIN to the person requesting it (the requester) and, when applicable, to: 1. Certify that the TIN you are giving is correct (or you are waiting for a number to be issued), 2. Certify that you are not subject to backup withholding, or 3. Claim exemption from backup withholding if you are a U.S. exempt payee. If applicable, you are also certifying that as a U.S. person, your allocable share of any partnership income from a U.S. trade or business is not subject to the Date withholding tax on foreign partners share of effectively connected income, and 4. Certify that FATCA code(s) entered on this form (if any) indicating that you are exempt from the FATCA reporting, is correct. te. If you are a U.S. person and a requester gives you a form other than Form W-9 to request your TIN, you must use the requester s form if it is substantially similar to this Form W-9. Definition of a U.S. person. For federal tax purposes, you are considered a U.S. person if you are: An individual who is a U.S. citizen or U.S. resident alien, A partnership, corporation, company, or association created or organized in the United States or under the laws of the United States, An estate (other than a foreign estate), or A domestic trust (as defined in Regulations section ). Special rules for partnerships. Partnerships that conduct a trade or business in the United States are generally required to pay a withholding tax under section 1446 on any foreign partners share of effectively connected taxable income from such business. Further, in certain cases where a Form W-9 has not been received, the rules under section 1446 require a partnership to presume that a partner is a foreign person, and pay the section 1446 withholding tax. Therefore, if you are a U.S. person that is a partner in a partnership conducting a trade or business in the United States, provide Form W-9 to the partnership to establish your U.S. status and avoid section 1446 withholding on your share of partnership income. Cat X Form W-9 (Rev )

12 Street Company: Address: Suite#: City: State: Street Address: Suite#: Zip: Phone City: State: #1: - - Type(cell, Colorado Real Estate Company office, etc) Zip: Very local. Very personal. VERI Colorado. Phone #2: - - Type(cell, TM #1: - - Type(cell, office, etc) Phone #2: - - Type(cell, office, etc) (circle one) Primary Address That My Orders are to be Shipped: (circle one) Name: Primary Address That My Orders are to be Shipped: Company: Name: CREDIT CARD AUTHORIZATION AGREEMENT Address: Company: Is this a residential Address? Yes Sales Address: Agent shall reimburse the Company for any and all expenses Is this related a residential to selling Address? or purchasing Yes a property. These City: Address: expenses shall include, but not be limited to MLS fees, State: advertising and Zip: promotional costs and any legal fees incurred by Sales Agent, Monthly Marketing Fee charged by Company. I hereby authorize, VERI City: State: Zip: Colorado This shipping LLC address or assigns will (the be COMPANY ), used for all shipments to use credit to you card unless for any otherwise and all payments noted on for each amounts order form. due to VERI To change Colorado, your LLC primary from shipping me. address, please submit a new customer setup form. This shipping address will be used for all shipments to you unless otherwise noted on each order form. To change your primary shipping address, please submit a new customer setup form. I certify that I am an authorized user of this credit card and that I will not dispute the payment with my credit card company, so long as the transaction corresponds to the terms indicated in this form, the Sales AGENT Independent Contractor Agreement and the The Sales Associate Policies and Procedures handbook. Any changes to this payment information must be done by submitting another form to Company. Payment Information (please print) 2 2 Payment Information (please print) Name on Card: Name on Card: Type of Card: VISA Master Card American Express Discover Type of Card: VISA Master Card American Express Discover Card Number: Exp. Date: / Card Number: Exp. Date: / Signature: By signing this form, you approve Colorproductive, LLC to use this credit card for all Colorproductive charges invoiced to your Signature: account. Any changes must be done by using another completed payment form. OnSpot Marketing is a Brand of By signing this form, you approve Colorproductive, LLC to use this credit card for all Colorproductive charges invoiced to your SALES Colorproductive AGENT with NAME billing done through Colorproductive, LLC. account. Any changes must be done by using another completed payment form. OnSpot Marketing is a Brand of Colorproductive with billing done through Colorproductive, LLC. SALES AGENT SIGNATURE

13 Colorado Real Estate Company Very local. Very personal. VERI Colorado. TM DIRECT DEPOSIT AUTHORIZATION AGREEMENT Make sure to attach a check and verify your bank account & routing number below. We must have both in order to set you up on payroll. New Deposit Change Deposit Information Revoke Authorization AGENT NAME I hereby authorize, Veri Colorado LLC or assigns (the COMPANY ), to deposit any amounts owed to me by initiating credit entries to my account at the financial institution (the BANK ) indicated below. Further, I authorize BANK to accept and credit entries indicated by COMPANY to my checking account(s) as follows: ATTACH VOIDED CHECK HERE Place a CHECK here and then photocopy this form please turn in the photocopy A deposit slip cannot be used for this purpose. Routing Number: Account Number: SIGNATURE DATE / / TITLE