California trust certification form 2026

1. Click ‘Get Form’ to open the California Trust Certification Form in our editor.
2. Begin by filling in the 'RECORDING REQUESTED BY' section. Enter your name, address, city, state, and zip code accurately.
3. In the 'Title Order No.' and 'Escrow No.' fields, input the relevant numbers as provided by your title company.
4. Complete the 'DOCUMENTARY TRANSFER TAX' section by indicating the tax amounts based on your property’s value. Choose whether it is computed on full value or less any liens.
5. Specify if the property is located in an unincorporated area or a specific city. Ensure you check the appropriate boxes regarding trust transfer and reappraisal exclusions.
6. Fill in the description of the real property being transferred, including the County and Assessor's Parcel Number.
7. Sign and date the form at the bottom. If required, have a notary public complete their section for verification.

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