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How to use or fill out California Record Keeping Real DRE with our platform
- Click ‘Get Form’ to open the California Record Keeping Real DRE in the editor.
- Begin with Form RE 4522, where you will record all trust funds received and disbursed. Ensure that the balance matches your bank statement after accounting for any reconciling items.
- Next, move to Form RE 4523. This form is essential for tracking each beneficiary or transaction. Input details of trust funds deposited and disbursed, ensuring totals align with your RE 4522 balance.
- For uncashed checks or deposits not placed in the trust account, utilize Form RE 4524. Document these transactions carefully to maintain accurate records.
- Finally, use Form RE 4525 for managing trust fund transactions related to specific properties. Ensure that totals from this form correspond with those on RE 4522 and RE 4523.
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