Assignment of Deed of Trust - California

California · Fillable PDF · Free

Transfer a private loan secured by real estate to a new lender. 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.

Download Assignment of Deed of Trust - California PDF · 4 pages. No account required.

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Who this form is for

  • Private lenders selling, gifting or transferring a loan secured by California real estate.
  • Current and new beneficiaries documenting the assignment of an existing deed of trust.
  • Authorized company or trust signers preparing a loan transfer with professional guidance.

What you'll need

  • The recorded deed of trust, including trustor, trustee, dates, recording information and legal description.
  • Full legal names of the current and new lender, the new lender's address and property details.
  • The original promissory note, any required transfer and notice documents, and acceptable identification for signing assignors.

How to complete it

  1. Read the packet and review the loan transfer with an attorney, including any licensing, note endorsement, delivery and borrower notice requirements.
  2. Copy the recorded deed of trust information exactly and identify the assignor and assignee.
  3. Complete, save and check the PDF in your own PDF app, then print. Arrange notarization for the current beneficiaries or their authorized signers.
  4. Follow the county's recording and fee instructions and the applicable borrower notice requirements. Keep the assignment and associated loan records together.

Related California forms

These forms are a free convenience, not legal advice. First Choice Mobile Notary & Apostille is not a law firm. Consult an attorney licensed in the relevant state for legal questions.

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