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Use it when: You are preparing a written acceptance of an authorized successor trustee appointment under California Probate Code Section 15600. Review the trust and any appointment documents before acting.
Use it when: you want to name someone to make health care decisions if you cannot.
Use it when: A recorded deed created a life estate and the life tenant has died. This sworn affidavit documents the death for the public record; it is not a deed selecting new owners. Ask an attorney or title company if the deed or remainder ownership is unclear.
Use it when: You are reviewing the paperwork associated with a deceased joint tenant and surviving ownership.
Use it when: You are reviewing survivorship paperwork after a spouse or registered domestic partner has died.
Use it when: A named TOD deed beneficiary needs to review the affidavit and recording requirements after the transferor dies.
Use it when: You are gathering title paperwork after the trustee of a living trust has died.
Use it when: An agent is asked to swear that an existing power of attorney remains effective under Probate Code Section 4305. This affidavit does not create or expand your authority; confirm the receiving bank or title company's requirements.
Use it when: When a birth certificate is unavailable or incomplete, a person with personal knowledge (often an older relative) can swear to the facts of a birth or family relationship, for immigration, passports, or records.
Use it when: Friends and family sign these affidavits to support a marriage-based green card or removal of conditions case, describing what they personally know about the couple.
Use it when: An employer, insurer or housing provider accepts a sworn statement about a committed relationship and shared household. This is not registration of a domestic partnership with the California Secretary of State.
Use it when: A securities transfer agent has requested a deceased owner's domicile affidavit.
Use it when: A university, consulate or other recipient accepts a sponsor's sworn financial commitment. This is not USCIS Form I-134 or I-864, does not replace required official forms, and does not guarantee admission or a visa.
Use it when: Banks usually require a sworn, notarized affidavit before reimbursing a customer for a forged or unauthorized check.
Use it when: A receiving organization has asked you to explain differences in the way your name appears.
Use it when: The issuer accepts a sworn account of a lost, stolen, destroyed or unusable original document for replacement or cancellation. Agencies may require their own forms; this affidavit does not automatically replace a title, passport, vital record or other original.
Use it when: Transfer agents require a sworn affidavit and indemnity before replacing a lost or destroyed stock certificate. Many also require a surety bond.
Use it when: An organization accepts a sworn statement of no employment or self-employment income. Disclose other support and benefits accurately; this form does not establish eligibility or replace an organization's required zero-income form.
Use it when: Insurers use this sworn statement to confirm a claimant has no other coverage for a loss, often in policy-limits settlements.
Use it when: California public works bids require a non-collusion declaration under Public Contract Code Section 7106. Many agencies also want it notarized.
Use it when: A school, bank, agency or other recipient has requested a statement of where you live.
Use it when: A receiving organization accepts your sworn statement of business activity and income with supporting records. Some organizations require a CPA or tax preparer's letter instead of, or in addition to, an affidavit.
Use it when: The foreign authority handling your wedding accepts a sworn affidavit of marital status. Check its required form, issue date, apostille and translation requirements before completing the packet.
Use it when: Most auto insurers require a sworn, notarized affidavit before paying a theft claim.
Use it when: A private lender is preparing to assign an existing California deed of trust and its secured note. Transferring a loan is different from releasing a paid-off loan; ask an attorney about the transaction and required notices.
Use it when: A member uses this form to transfer all or part of an ownership interest in a limited liability company to someone else.
Use it when: A tow yard, impound lot or repair shop accepts the registered owner's notarized pickup authorization. Confirm its requirements first: police release, lender or lessor documents, identification, registration, insurance and fees may also be needed.
Use it when: You are documenting the agreed details of a private sale.
Use it when: A bill of sale documents the transfer of a business’s equipment, inventory, and other assets to a buyer.
Use it when: A bill of sale documents the sale of a boat, and any motor and trailer sold with it, and supports the buyer’s title transfer with the California DMV.
Use it when: This is a loose California all-purpose certificate of acknowledgment for California notaries public, worded exactly as Civil Code § 1189 requires, including the boxed notice at the top. Use it when a document has no acknowledgment wording, or when the printed wording does not comply with California law. Do not alter the wording. This page is for the notary — do not attach it.
Use it when: A bank or receiving authority asks for a record of the company's current officers, managers or members and their specimen signatures. Confirm the institution's format and date requirements first.
Use it when: You need to provide requested trust information without routinely supplying the entire trust document.
Use it when: You need a California notary to compare a copy with your original power of attorney and complete the certification. Downloading or filling in this certificate does not certify a copy.
Use it when: A corporation or LLC is documenting an authorized company decision and who may carry it out. Confirm approval and adoption requirements under the company's governing documents and applicable law.
Use it when: The receiving authority accepts a sworn copy statement by the person who keeps the original. The custodian certifies the copy; the notary notarizes the custodian's oath, rather than certifying the copy itself.
Use it when: Hospitals, clinics, and businesses use this sworn affidavit when producing records for an insurance claim or lawsuit, to confirm the copies are true, complete, and kept in the regular course of business.
Use it when: You need to review a declaration of abandonment requested for a sale, refinance or other property matter.
Use it when: you want to review the requirements for recording a declared homestead in California.
Use it when: A deed of trust secures a promissory note with California real estate, for example a private, family, or seller-financed loan. The borrower signs it, and it is recorded.
Use it when: You are considering an irrevocable refusal of an inheritance, gift or beneficiary interest under California Probate Code sections 275–295. Obtain legal advice first: timing, prior acceptance, taxes, creditors and public benefits can affect whether a disclaimer works.
Use it when: An authorized employer representative needs to verify employment records for a visa, embassy, lease or loan. Confirm whether the recipient requires its own form or company letterhead, and only disclose pay the employee has authorized.
Use it when: At nearly every real estate sale, the seller certifies under federal law (FIRPTA) that they are not a foreign person, so the buyer does not have to withhold tax.
Use it when: you want someone to handle ongoing financial, property or paperwork matters.
Use it when: A recipient has requested a general affidavit rather than its own specialized form.
Use it when: You have an existing signed revocable trust and want to document assignment of eligible personal property. This is not a real estate deed or a substitute for a bank's account-retitling requirements.
Use it when: Parties are preparing a private settlement that releases claims and includes a California Civil Code Section 1542 waiver. Releasing unknown claims can have permanent consequences; obtain legal advice before agreeing to the scope or payment terms.
Use it when: The donor needs to confirm that a gift involved no payment or repayment obligation. This affidavit does not transfer real estate or replace required vehicle-title paperwork; use the separate Gift Letter for Mortgage for a mortgage down payment.
Use it when: Your lender has requested a letter about gifted down-payment or closing-cost funds.
Use it when: You are reviewing a proposed California property transfer with an attorney or title professional.
Use it when: You are preparing a written easement for access, a shared driveway, utilities or another defined use. Easements can have lasting effects on property rights and value; consider professional legal and survey advice before signing.
Use it when: you want family, a caregiver or another person to receive your medical information.
Use it when: You are reviewing a property transfer between spouses or domestic partners.
Use it when: You need a limited permission letter for a task such as collecting records or documents.
Use it when: you want an agent to handle one specific task rather than ongoing finances.
Use it when: The owner of a lost, stolen or destroyed promissory note needs to document the loss and indemnity for a receiving trustee, borrower or other party. An affidavit alone does not guarantee enforcement or reconveyance; confirm acceptance and any additional protection requirements with an attorney or title company.
Use it when: You are arranging written care permissions while a child is with another adult.
Use it when: Landlord and tenant want to record a short notice of an existing lease, extension options, purchase option or right of first refusal. The memorandum does not create a lease or change its terms; the underlying lease controls if they conflict.
Use it when: a child is traveling with one parent, another adult or alone.
Use it when: you want to document a proposed guardian to discuss as part of family planning.
Use it when: Title companies ask sellers and borrowers to swear to facts about possession, unpaid work, and liens before issuing title insurance at closing.
Use it when: A written, signed personal care agreement documents that a family member or friend is paid for providing care. It is often needed for Medi-Cal long-term care planning, so payments are not treated as gifts.
Use it when: A guarantor is reviewing a promise to pay or perform another person's or company's obligation. Your own money and property may be at risk, and the creditor may proceed against you without first pursuing the debtor.
Use it when: A release ends an injury claim in exchange for a settlement payment. Many insurers require the claimant’s signature to be notarized before they issue the check.
Use it when: This form names who will take care of your pets if you die or cannot care for them, with instructions for their care.
Use it when: You are reviewing written terms for a loan between private parties.
Use it when: A pension or benefit agency accepts a notarized affidavit of existence. Use the agency's own certificate if it requires one, and confirm its deadline, photo and apostille instructions. Another person cannot sign for the living pensioner.
Use it when: You are reviewing whether a quitclaim deed fits a proposed property-interest transfer.
Use it when: A beneficiary is acknowledging a trust or estate distribution, with a choice of receipt only or receipt and voluntary release. A trustee may not require a release as a condition of a distribution the trust requires under Probate Code Section 16004.5.
Use it when: The lien claimant is preparing a full or partial release of a recorded California mechanic's lien. This is different from a progress-payment lien waiver.
Use it when: You are preparing a recorded request for notices under a particular California deed of trust or mortgage. A Request for Notice provides information only; it does not stop foreclosure or create property rights.
Use it when: You are documenting a trustee's resignation using an authorized method under the trust or California Probate Code Section 15640. Signing this form alone does not replace required consent, notice or a court order.
Use it when: you want to cancel a health care directive, remove an agent or revoke part of your instructions.
Use it when: An authorized settlor is considering revocation of a revocable trust under Probate Code Section 15401. Follow the trust's required method, including any exclusive procedure; notarization alone does not revoke a trust or transfer its assets.
Use it when: you want to cancel a financial power of attorney or remove a named agent.
Use it when: You are reviewing how to revoke a transfer on death deed you previously signed and recorded.
Use it when: A scrivener’s affidavit corrects a minor clerical error in a recorded document, such as a misspelled name or a typo in the legal description, without a new deed.
Use it when: You are checking whether the small-estate personal-property procedure applies to an estate.
Use it when: A spouse or registered domestic partner is asked to consent to an agreement affecting a community property interest. Consent may put community property at risk; obtain independent legal advice about the specific agreement.
Use it when: An overseas office accepts a statutory declaration signed before a California notary. Confirm its wording, official-form requirements and apostille instructions; this template does not guarantee acceptance abroad.
Use it when: you want to review the simple will provided in California Probate Code Section 6240.
Use it when: A private lender needs to review the paperwork for reconveying a deed of trust after full payoff.
Use it when: Insurers often require a sworn, notarized proof of loss before paying a property or theft claim. Under California’s standard fire policy, it is generally due within 60 days of the insurer’s request.
Use it when: The current easement holder is preparing to release a recorded easement in full or in part. Owning the burdened property alone does not authorize you to release someone else's easement; confirm the holders, consent requirements and legal description with an attorney or title company.
Use it when: A bill of sale documents the sale of a trailer, and supports the buyer’s title transfer with the California DMV.
Use it when: You are reviewing a transfer on death deed as part of planning for eligible residential property.
Use it when: The receiving authority accepts a translator's sworn statement of competence and translation accuracy. The translator signs, not the document owner; notarization verifies the notarial act, not the accuracy of the translation.
Use it when: You and your spouse are reviewing a written change to the character of property under California Family Code Section 852.
Use it when: You have an existing revocable living trust and are preparing a transfer of California real estate into it. Qualifying transfers generally do not incur transfer tax or reassessment; confirm your eligibility and recording requirements with your attorney and county.
Use it when: A U.S. host wants to describe a proposed visit, lodging and support arrangements. This is not USCIS Form I-134 and does not replace any official form required by the visitor's visa instructions.
Common planning bundle: General Power of Attorney, Advance Health Care Directive and HIPAA Authorization. You can bring all three to one visit.
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