Charge Account Request Form
Type of Request: New Account Change to an Existing Account (Complete only sections that have changed)
Charge Account Number:
(existing accounts only)
Service Type:
Estimated Number of Recorded Documents Per Month Estimated Number of Copy Requests Per Month
Organization Information Government Agency Non-Government Agency
Agency Name
Street Address City State Zip Code
Contact Name and Title
Phone Number Fax Number E-Mail Address
Organization Manager
Phone Number
Fax Number
Authorized Users (Please list authorized user(s). Attach a separate list, if needed.)
Add Delete
Name Phone Number
Add Delete
Name
Phone Number
Add Delete
Name
Phone Number
Add Delete
Name Phone Number
Add Delete
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 Manager’s Signature Date
RECORDER USE ONLY
Approved Denied Signature of Deputy Recorder Date
NEW CHARGE CODE ASSIGNED BY:
Name Signature
Date Charge Code Number Check Number Amount
CONFIRMATION E-MAIL SET-UP
Name Signature Date
San Bernardino County
Recorder-Clerk
222 W. Hospitality Lane, 1
st
Floor, San Bernardino CA
92415-0022
Hours 8 a.m. to 5:00 p.m., Monday-Friday
01/08/20
Page 1 of 3
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 $125.00 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
Account Approval:
Charge Account Agreements are subject to approval by the Deputy Recorder
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.
Account Denial:
The Recorder’s Office fiscal staff will notify the customer in writing if a charge account is denied.
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 ARC
website at http://www.sbcounty.gov/arc, "Forms" tab, "Recorder Forms", "Charge Account Authorization Form".
San Bernardino County
Recorder-Clerk
Charge Account Request Form
Charge Authorization:
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 Historical Archives shall be set forth in a
written price schedule. The price schedule is available on the ARC website http://www.sbcounty.gov/arc, "Fees" tab, "County
Recorder-Clerk Fee Schedule".
Billing and Payment Terms:
Title Companies:
Payment is due 24 hours from the receipt of invoice or 3 business days after the transaction date.
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.
01/08/20
Payments must be made via electronic funds transfer.
Payment methods:
Send your electronic payments to:
Wells Fargo Bank
ABA for wires: 121000248
Account # 4941356420
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. The 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 this office at (855) 732-2575 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.
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.
Images are batched by date and are not available by individual image. Availability:
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 call (855) 732-2575 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. Customers will have an opportunity to make changes to their account(s) at no charge
once per calendar year.
Mail Completed Form to:
San Bernardino County Recorder
222 W. Hospitality Lane
San Bernardino, CA 92415-0022
Mail code: 0022/Fiscal
TSS will work with ISD to set up customer accounts and passwords to access the ftp server
San Bernardino County
Recorder-Clerk
Charge Account Request Form
01/08/20