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Documents to keep after close of escrow

  • Your buyers final closing statement-you will need this for tax purposes.
  • Sellers will receive a substitute 1099-you will need to claim your sale on your tax return.
  • All transaction documentation. ( I provide my clients with a complete transaction CD with the documents in pdf format within a few weeks of closing.)
  • All loan documentation.
  • The deed and title insurance policies.  Expect these to arrive within 3-4 weeks after closing.  Make sure to put them in a safe deposit box, or other firesafe box for safe keeping.
  • Insurance policies to prove coverage.  These should be kept in safe place in your property, such as a fireproof box.
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