San Bernardino County Recorder Larry Walker, Auditor/Controller-Recorder 222 W. Hospitality Lane, 1st Floor, San Bernardino CA 92415-0022 Hours 8 a.m. to 4:30 p.m., Monday-Friday. (909) 387-8314 www.sbcounty.gov/acr Charge Account Request Form Type of Request: New Account Change to an Existing Account (Complete only those sections that have changed) Charge Account Number Type of Organization: Service Type: Estimated Number of Recorded Documents Per Month Estimated Number of Copy Requests Per Month Unique Identifier Organization Address Agency Name Address City State Contact Phone Number Fax Number E-Mail Address Agency Manager Phone Number Fax Number Zip Code E-Mail Address Title Service Company - Will a title service company be used? Title Service Company Name Yes No (if yes, please complete the fields below) Contact Name Address City Phone Number State Zip Code Confirmation E-mail Addresses (Please complete to receive confirmation of recordings as they occur) E-Mail Address #1 E-Mail Address #2 Billing Address: Agency Parent Account No. Agency/Service Provider Name Address City Contact Phone Number Service Provider State Zip Code E-Mail Address Fax Number Authorized Users (Please list authorized user(s). Attach a separate list if needed) Add Delete Add Delete Add Delete Add Delete Add Delete Name Phone Number Name Phone Number Name Phone Number Name Phone Number Name Phone Number I hereby agree to the terms and conditions and accept the County Recorder’s established procedures for setting up and modifying a charge account. Agency's Manager's Signature Date RECORDER USE ONLY Approved Denied Signature of Chief Deputy Recorder Date NEW CHARGE CODE ASSIGNED BY: Name Date Signature Charge Code No. Check No. Amount CONFIRMATION E-MAIL SET-UP Name Rev. 08/03/09 Signature Date Page 1of 3 American LegalNet, Inc. www.FormsWorkFlow.com San Bernardino County Recorder Charge Account Request Form Terms and Conditions Eligibility Limitations: Title Companies: Title companies must record at least 50 documents per month to be eligible for a charge account. Accounts with no activity for two consecutive months will be deactivated unless otherwise approved. Government Accounts: Governmental entities must require invoicing prior to issuing warrants to be eligible for account set up. Credit Rating: By signing this agreement, customer authorizes, understands and agrees that the County may review customers credit history prior to entering into this agreement or at any other time during the term of this agreement or at any other time during the term of this agreement for purpose of determining of determining eligibility for extension of credit or collecting a debt owned hereunder. Account Information and Fees: Setup fee: A $125 fee is required at the time of setup of an account. Update fee: A $15.00 fee is charged for each revision made to an existing account. Gov’t fee: All account fees are waived for government accounts Charge Account Agreements are subject to approval by the Chief Deputy Recorder Account Approval: Account number: Upon approval of the Charge Account Request Form, San Bernardino County Recorder’s Fiscal staff will notify the customer in writing when a charge account number has been established. Please reference this account number on future correspondence to ensure the prompt and correct processing of service requests. Account Update: Changes to an account must be authorized by the originating agency, by completing and submitting a New/Revised Charge Account Request Form with the appropriate fee. The Recorder’s fiscal staff will notify the customer in writing when the updates have been completed. The Recorder’s Office fiscal staff will notify the customer in writing if a charge account is denied. Account Denial: Charge Authorization: For your protection and ours, customers are required to submit a Charge Authorization Form with each service request. This form will be used to verify that users have been properly authorized to charge against the account. The form can be accessed on the ACR website at http://www.sbcounty.gov/acr, "Online Services", "Forms/Publications", "Recorder Divison", "Charge Authorization Form". Service Companies: If you choose to use a service company, they will be receiving the confirmation information and ensuring confirmations are forwarded to the title company. They will be responsible for answering any recording or billing questions and submitting payments to the County of San Bernardino Recorder. Pricing: Charges for services provided by San Bernardino County Recorder, County Clerk and Records Management Divisions shall be set forth in a written price schedule. The price schedule is available on the ACR website http://www.sbcounty.gov/acr, "Online Services", "Forms/Publications", "Recorder Divison", "Fee Schedule". Billing and Payment Terms: Payment is due 24 hours from the receipt of invoice or 3 business days after the transaction date. Title Companies: Other Accounts: Government and Image customers will be billed at the end of each month. Payment is due 30 days from the date of invoice. Late payments: You will be notified of any overdue balance either by phone or by fax. This notice will indicate, the details of the delinquency and our fiscal staff’s contact information. Please be aware that overdue invoices may result in the temporary suspension of a charge account. Also, be sure to keep confirmations of each EFT that you initiate in case there are any discrepancies with receiving your payment. Rev. 08/03/09 Page 2 of 3 American LegalNet, Inc. www.FormsWorkFlow.com San Bernardino County Recorder Charge Account Request Form Payment methods: Payments must be made via electronic funds transfer. Send your electronic payments to: Bank of America ABA for wires: 026009593 Account # 1459401714 Name of the Account: County of San Bernardino-Recorder's Office Image Customers: Images System Requirements: Important ftp client configuration settings are: SSL Mode: SSL Explicit Encryption TCP Port: 990 FTP Mode: PASSIVE Passive Ports: 10000 - 10200 Once an account has been established the customer will be issued the address and password to access the FTP server. 1The FTP server will only accept SSL encrypted FTP connections therefore customers need to use FTP client software that supports SSL connections. Filezilla is one such open source program that can be freely downloaded. The County will provide IT support for the service. The customer is responsible for contacting the IT department at 909-386-8876 to report problems with their connection to the server. Fees will not be waived due to unavailability to the site unless record of an ongoing service request is on file. Availability: Images are batched by date and are not available by individual image. Document: Images are transferred to the FTP server daily. Please note, there is a two-day delay between image scanning and availability on the server. The previous thirty days of images are available for downloading from the FTP server at all times. Map: Images are transferred to the FTP server monthly. Images are transferred and organized by month, after the close of the month’s images have been scanned. The previous three months of images are available for downloading from the FTP server at all times. Although the availability window through the FTP server may have passed, the Recorder’s office, for an additional fee, may still provide you with images upon request. Please contact the Accountant at (909) 387-1016 for further assistance. Term of Agreement: This agreement will automatically continue for successive one-year renewal terms unless the customer or San Bernardino County Recorder give written notice of cancellation. The County will send out annual update requests to verify the information on hand and give the customer an opportunity to make changes at no charge during this time. Mail Completed Form to: San Bernardino County Recorder 222 W. Hospitality Lane San Bernardino, CA 92415-0022 Mail code: 0022/Fiscal 909-387-1023 1 TSS will work with ISD to set up customer accounts and passwords to access the ftp server Rev. 08/03/09 Page 3 of 3 American LegalNet, Inc. www.FormsWorkFlow.com