Escrow Accounts - Residential & Commercial Permit Guidelines Account Guideline.pdfEscrow Accounts -...

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Page 54 of 175 Escrow Accounts - Residential & Commercial Permit Guidelines Establishing/Modifying an account: Customer must complete the Authorization Form For Faxing CO’s and/or Escrow Request Form must be given to Permit Coordinator or Supervisor to be set-up or modified Replenishing an Existing Escrow Account: Customer can add funds to their escrow account in two ways: online OR over-the- counter 1) Online Follow these easy steps: Go to http://www.capecoral.net/ “I Want to” “Pay” “Contractor Escrow” Last Rev. 08/09/2017

Transcript of Escrow Accounts - Residential & Commercial Permit Guidelines Account Guideline.pdfEscrow Accounts -...

Page 1: Escrow Accounts - Residential & Commercial Permit Guidelines Account Guideline.pdfEscrow Accounts - Residential & Commercial Permit Guidelines Establishing/Modifying an account: •

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Escrow Accounts - Residential & Commercial

Permit Guidelines Establishing/Modifying an account:

• Customer must complete the Authorization Form For Faxing CO’s and/or Escrow Request

• Form must be given to Permit Coordinator or Supervisor to be set-up or modified Replenishing an Existing Escrow Account:

• Customer can add funds to their escrow account in two ways: online OR over-the- counter 1) Online – Follow these easy steps:

• Go to http://www.capecoral.net/

• “I Want to”

• “Pay”

• “Contractor Escrow”

Last Rev. 08/09/2017

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At this screen below click on the last link “Online Contractor Escrow Payment”

Customer must have AEC Registration # to add funds online

All deposits made online will automatically update the customers trust account.

Last Rev. 08/09/2017

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2) Over-the-counter:

• In CORE, click on “Contractor Escrow Payment”

Type in one of the 3 search options and click Continue

Last Rev. 08/09/2017

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If there is more than one option, CORE will return all options for selection. Select the correct

one and click Continue.

You will be prompted to enter an amount to be added to the escrow account, click Continue

Last Rev. 08/09/2017

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The transaction will then be placed in your “Events” and you can process payment.

Once payment is processed the customers escrow account will automatically be updated and

the deposit will be reflected.

Last Rev. 08/09/2017

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Page 1 of 1 Authorization Form Escrow Request F-DCD-2018 Rev A09-28-2018 slr

Authorization Form Escrow Request

The information below must be completed in order to authorize activation of your escrow account for payment of permit fees. (If you wish to make changes to any information on this form, you must submit a new form. For example, fax #, escrow charges, etc…)

New Request Revised Request

Company Name:

License Holders Name:

Phone # Fax #

Select the type(s) of fee(s) you wish to pay utilizing disbursements from your escrow account:

Permit Fees - REQUIRED FOR ONLINE (WEB) PERMITSAdditional Fees (i.e., revision, re-submits, duplicate boards, completions, extensions, and any fees related to a permit) - REQUIRED FOR ONLINE (WEB) PERMITSRe-inspection Fees CO Fees (all) CO Fees, excluding solid waste Deposit Check Overage to Escrow Account (must authorize escrow usage also)

(Signature of License holder or Authorized Agent)

(Please print or type name)

Title

Date

Fax completed form to (239) 574-0590

CSR Initials Date