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FinCEN Sample Designation Agreement
FinCEN Reporting Designation Agreement Template Comply with the new FinCEN Residential Real Estate Reporting rule without reinventing the wheel. This professionally structured designation agreement lets parties in the reporting cascade formally assign the reporting responsibility for a transaction—exactly as allowed under the rule. Includes an editable Google Doc template with fillable fields plus built-in merge fields for Qualia and SoftPro, making it easy to drop directly into your closing workflow. Bonus: Includes the companion article explaining when and why to use a designation agreement under the FinCEN rule.