Party role ? Who this party is in the transaction. Buyer is the person or entity taking the interest. Control person is an owner, officer, trustee, or beneficiary of a buyer entity or trust.
Select buyer control_person transferee other Party type ? Individual, entity, trust, or government. The type decides which identity questions apply and whether a control-person tree is required.
Select individual entity trust government Aliases ? Other names this party uses: prior names, trade names, transliterations. One per line. Each alias is screened separately.
Control persons ? Owners, officers, trustees, and beneficiaries who direct or benefit from a buyer entity or trust. Texas SB 17 looks through entities to the people behind them. An incomplete tree holds the file. On the free worksheet this box is recorded as a note and is not evaluated or screened; control-person screening runs on a paid record, where each person is entered as a separate party.
The free worksheet records this as a note. It is not evaluated and it is not screened. Control-person screening runs on a paid record, where each person is entered as a separate party.
Interest type ? Fee simple, leasehold, mineral, or other. The Texas rule set treats short leaseholds differently from fee interests; see the lease term field.
Select fee leasehold mineral other Intended homestead ? Will the buyer live on the property as a primary residence? Relevant to the Texas SB 17 homestead exception for lawfully present individuals.
Select Yes No Interest held before September 1, 2025 ? Did the party already hold this interest before September 1, 2025? Texas SB 17 applies to interests acquired on or after that date.
Select Yes No Post-closing transfer planned ? Is a transfer to another person or entity planned after closing? Texas SB 17 reaches indirect acquisitions, so ParcelClear records the intended transferee.
Select Yes No Transferee details ? Name and relationship of any planned transferee, recorded as text. It is not screened on its own. To screen that person, add them as a party with the transferee role.