Substitution of Trustee and Full Reconveyance - California

California · Fillable PDF · Free

Clear a paid-off private loan (deed of trust) from the property title. A private lender needs to review the paperwork for reconveying a deed of trust after full payoff.

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Who this form is for

  • Private lenders reviewing a deed-of-trust release after receiving full payoff.
  • Current beneficiaries gathering the original loan and recording details.
  • People who want an attorney or title company to confirm signing authority and recording requirements.

What you'll need

  • Confirmation that the private loan, including applicable interest, has been paid in full.
  • The recorded deed of trust, borrower, trustee and current beneficiary details.
  • Property and recording information, any entity-signing authority and acceptable identification.

How to complete it

  1. Read the complete packet. It is intended for paid-off private loans; banks and servicers normally handle their own reconveyances. Ask an attorney or title company about suitability or any recorded default or sale.
  2. Copy the deed-of-trust names, dates and recording details accurately. Enter the substitute trustee and review the current beneficiary's signing authority.
  3. Complete the fillable fields in your own PDF app, save and check the copy, then print. Follow the packet's directions for every current beneficiary to sign before a notary.
  4. Confirm recording requirements and applicable deadlines with your title company, attorney or county recorder. Follow the packet's directions for the original note and recorded copies.

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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