1. Cover Letter

For more information please see the document attached.

• Coop Sale Cover Letter (MA) (Form)

---

2. Applicant's Release

Please complete Applicant's Release (enclosed).

• Coop Applicant's Release (MA) (Form)

---

3. Credit/Background Report Authorization

Please complete Credit/Background Report Authorization for each applicant (enclosed). This report will be ordered by management and sent directly to the Board. Credit cards will not be accepted from outside parties. Please include a valid government issued I.D. in the package. If applicant has placed a freeze on their account please have it lifted to allow our office to run the reports.

• Credit/Background Check Authorization (MA) (Form)

---

4. Purchase Application

Please complete Purchase Application (enclosed).

• Seller's Information Sheet V.3 (MA) (Form)
• Condo/Coop Purchase Application (MA) (Form)

---

5. Contract of Sale

Please upload copy of Executed Contract of Sale with Riders (if any). Must be signed by all required parties.

---

6. Financial Statement

Please complete Financial Statement with Schedules (enclosed). Must list any outstanding mortgages on other properties. Must be signed by Applicant(s).

• REBNY Financial Statement: A-H (G9905) (Form)
• Income Statement (MA) (Form)

---

7. Verification of Assets

Please upload Verification of Assets listed on Financial Statement. Do not provide internet generated reports. Include bank and brokerage statements (no more than three months old).

---

8. Employer Reference Letter

Please upload an Employer Reference Letter, stating position, salary and terms of employment. If self-employed, a letter from C.P.A. providing your gross income and adjustable gross income for last two years and if available, the year to date. If retired, a letter from your C.P.A. providing your sources and amount of gross and adjustable gross income.

---

9. Tax Returns

Please upload most recent two (2) years of Federal, State/City Tax Returns with W-2s and Schedules. Must be signed and dated by applicants. For foreign purchasers, an audited net worth statement appearing on the letterhead of a Certified Public Accountant providing two years of gross income and adjustable gross income, sources of income and any tax obligations.

---

10. Landlord Reference Letter

Please upload a Landlord/Managing Agent Reference Letter (from present landlord/managing agent). Must provide the length of residency and the monthly obligation.

---

11. Personal Reference Letters

Please upload Three (3) Personal Reference Letters.

---

12. Financing Documents if applicable

If financing, please upload: 1. Commitment Letter (signed). 2. Bank Loan Application. 3. Appraisal Report. 4. Aztech Recognition Agreements - Must be signed by Lender and Applicant(s).

---

13. House Rules Acknowledgement

Please complete House Rules Acknowledgement (enclosed). A copy of the House Rules have been enclosed for informational purposes.

• 61 Lexington Avenue - House Rules Affidavit.pdf (PDF)
• 61 Lexington Avenue - By-Laws.pdf (PDF)
• 61 Lexington Avenue - House Rules.pdf (PDF)

---

14. Window Guard Form

Please complete Window Guard Form (enclosed).

• Window Guard(G9947) (Form)
• 61 Lexington Avenue - Window Guard Letter.pdf (PDF)

---

15. Lead Paint Indemnification

Please complete Lead Paint Indemnification form (enclosed).

• Lead Disclosure - Generic (G9927) (Form)

---

16. Smoke/Carbon Monoxide Detector Rider

Please complete Smoke/Carbon Monoxide Detector Rider (enclosed).

• Smoke/Carbon Monoxide Detector Rider V.2 (MA) (Form)

---

17. Mandatory Minimum Liability Insurance Notice

Please complete Mandatory Minimum Liability Insurance Notice (enclosed).

• 61 Lexington Avenue - Mandatory Minimum Liability Insurance Notice.pdf (PDF)

---

18. Occupancy Statement/Pet Policy Affidavit

Please complete Occupancy Statement/Pet Policy Affidavit (enclosed).

• Occupancy/Pet Policy Acknowledgement (C61Lexington) (Form)

---

19. Notification of Legal Mailing Address for Seller(s)

Please complete Notification of Legal Mailing Address for Seller(s) form (enclosed).

• Owner's Legal Mailing Address Post Closing (MA) (Form)

---

20. Emergency Contact Information

Please complete Emergency Contact Information form (enclosed).

• Emergency Information Form Pets (MA) (Form)

---

21. Lien Search

Please upload a copy of the Lien Search. Must be provided before a closing will be scheduled.

---

22. Guarantors

If submitting an application with a Guarantor, the Guarantor must submit all of the same financial and employment information and a credit authorization form.

---

23. Estate Sales

If the shares are being sold on behalf of an Estate, please provide the name and contact name and telephone number(s) for the Firm handling matters, contact the CLosing Department for a list of requirements for Estate Sales. The cost of Corporation Counsel will be borne by the Estate.

1. Cover Letter

For more information please see the document attached.

• Refinance Cover Letter (MA) (Form)

---

2. Loan Information Form

Please complete Loan Information Form (enclosed).

• Loan Information Form (MA) (Form)

---

3. Credit Report Authorization

Please complete Credit Report Authorization (enclosed). To be completed by each shareholder.

• Credit/Background Check Authorization (MA) (Form)

---

4. New Bank Commitment Letter

Please upload a copy of the New Bank Commitment Letter.

---

5. Bank Loan Application

Please upload a copy of the Bank Loan Application.

---

6. Current Bank Commitment Letter

Please upload a copy of the current Bank Commitment Letter or Mortgage Statement.

---

7. Appraisal Report

Please upload a copy of the Appraisal Report.

---

8. Recognition Agreements

Please upload three (3) Original Aztech Recognition Agreements, signed by the Lender and the Borrowers (shareholders).

1. Cover Letter

For more information please see the document attached.

• Refinance Cover Letter (MA) (Form)

---

2. Loan Information Form

Please complete Loan Information Form (enclosed).

• Loan Information Form (MA) (Form)

---

3. Credit Report Authorization

Please complete Credit Report Authorization (enclosed). To be completed by each shareholder.

• Credit/Background Check Authorization (MA) (Form)

---

4. New Bank Commitment Letter

Please upload a copy of the New Bank Commitment Letter.

---

5. Bank Loan Application

Please upload a copy of the Bank Loan Application.

---

6. Current Bank Commitment Letter

Please upload a copy of the current Bank Commitment Letter or Mortgage Statement.

---

7. Appraisal Report

Please upload a copy of the Appraisal Report.

---

8. Recognition Agreements

Please upload three (3) Original Aztech Recognition Agreements, signed by the Lender and the Borrowers.

---

9. Letter from Shareholder(s)

Please upload Letter from shareholder(s) explaining reason for the additional financing.

---

10. Tax Returns

Please upload copy of most recent year of Federal and State/City Tax Return with W-2's and Schedules. Must be signed and dated by shareholder(s).

---

11. Financial Statement

Please complete Financial Statement (enclosed). Must list any outstanding mortgages on other properties.

• REBNY Financial Statement: A-H (G9905) (Form)

---

12. Verification of Assets

Please upload Verification of Assets (must be current statements).

---

13. Employment Letter

Please upload Employment Letter and copy of latest paystub or if self-employed, a letter from your C.P.A. indicating your last full year or Gross and Adjusted Gross Income, plus a year-to-date summary including any outstanding taxes which may be due.

---

14. Lender(s) Written Permission

If this loan or line of credit is SUBORDINATE to any other lien, please upload written permission from all other Lender(s) granting permission for the subordinate lien.