Client Intake Form

To open your file with Lakeside Closing Service, please complete the form below. All information is treated as confidential client communication. Required fields are marked with *.

Owner(s) of Record

Full Legal Name(s)*

Mailing Address*

City, State, ZIP*

Email Address*

Phone Number*

Ownership Details

Resort / Developer Name*

Account / Owner Number

Year Purchased

Type of Ownership

Deeded Week Points-Based Right to Use Not sure

Number of Properties

1 2 3 or more

Outstanding Loan

Yes No

Maintenance Fees

Current Past Due

Documents — What You Have Available

Please check what you currently have on hand. You can send these in separately after submitting this form (see the submission methods below).

Original Deed / Title Documents Original Purchase Contract Most Recent Maintenance Fee Statement Loan or Financing Documents (if any) Photo ID — Driver's License or Passport Resort or Developer Correspondence (if any) Collection or Foreclosure Notices (if any)

Send Us Your Supporting Documents

After submitting this form, please send copies of your documents using any of the methods below:

Online Upload: lakesideclosingservice.com/uploads
Email: Info@LakesideClosingService.com
Fax: (321) 206-4518
Mail: Lakeside Closing Service, LLC
PO Box 135337, Clermont, FL 34713

Optional Payment

This form does not request or require payment. If you wish to submit payment online, you may do so at:
lakesideclosingservice.com/make-payment

Authorization

I/we authorize Lakeside Closing Service, LLC to review the documents and information submitted with this form and to prepare a confidential Timeshare Transfer Options & Recommendations packet based on that review. I/we understand that no fees are collected through this form.

I have read and authorize the above. *

Type your full name as your electronic signature*