TESS RESOURCE CENTER

California Real Estate Forms & Closing Documents

A growing reference library for California real estate agents, brokers and escrow teams. Find the documents that commonly come up in title, escrow, ownership transfers, trusts, payoffs and closings.

Downloadable forms, official-source links and step-by-step guides will be added to this library as it expands.

California Real Estate Forms Index

A compact reference for California real estate, title, escrow, recording, property-tax and trust-account documents. Use the i icon for a quick explanation.

109forms & documents

Deeds & Ownership Transfers

19 items
Grant Deed
Quitclaim Deed
Interspousal Transfer Deed
Trust Transfer Deed
Trustee's Deed
Trustee's Deed Upon Sale
Executor's Deed
Administrator's Deed
Revocable Transfer on Death Deed
Revocation of Transfer on Death Deed
Corrective Deed
Re-Recording Affidavit / Corrective Affidavit
Deed in Lieu of Foreclosure
Easement
Termination / Release of Easement
Declaration of Homestead
Declaration of Abandonment of Declared Homestead
Restrictive Covenant Modification
Restrictive Covenant Modification — Housing Restriction

Assessor, Change-in-Ownership & Property-Tax Forms

14 items
Preliminary Change of Ownership Report (BOE-502-A)
Change in Ownership Statement (BOE-502-AH)
Change in Ownership Statement — Death of Real Property Owner (BOE-502-D)
Parent-Child Reassessment Exclusion Claim (BOE-19-P)
Grandparent-Grandchild Reassessment Exclusion Claim (BOE-19-G)
Base Year Value Transfer — Age 55+ (BOE-19-B)
Base Year Value Transfer — Severely Disabled (BOE-19-D)
Certificate of Disability (BOE-19-DC)
Base Year Value Transfer — Wildfire / Natural Disaster (BOE-19-V)
Affidavit of Cotenant Residency (BOE-58-H)
Homeowners’ Property Tax Exemption Claim (BOE-266)
Disabled Veterans’ Property Tax Exemption Claim (BOE-261-G)
Statement of Change in Control and Ownership of Legal Entities (BOE-100-B)
Assessment Appeal Application (BOE-305-AH)

Trust, Estate, Death & Authority Documents

11 items
Certification of Trust
Affidavit of Death of Joint Tenant
Affidavit of Death of Trustee
Affidavit of Surviving Spouse
Affidavit of Death of Beneficiary Under Deed of Trust
Spousal Property Petition
Small Estate Affidavit (Personal Property)
Power of Attorney
Special / Limited Power of Attorney
Revocation of Power of Attorney
Successor Trustee Acceptance / Affidavit

Deeds of Trust, Payoff, Reconveyance & Foreclosure

18 items
Deed of Trust
Short Form Deed of Trust and Assignment of Rents
Assignment of Deed of Trust
Assignment of Rents
Substitution of Trustee
Full Reconveyance
Substitution of Trustee and Full Reconveyance
Request for Full Reconveyance
Partial Reconveyance
Subordination Agreement
Modification of Deed of Trust
Extension Agreement
Request for Notice of Default
Notice of Default and Election to Sell
Notice of Trustee's Sale
Rescission of Notice of Default
Fictitious Deed of Trust
Satisfaction / Release of Mortgage

Liens, Construction & Recorded Notices

19 items
20-Day Preliminary Notice
Mechanic's Lien
Release of Mechanic’s Lien
Notice of Completion
Notice of Cessation
Notice of Nonresponsibility
Conditional Waiver and Release on Progress Payment
Unconditional Waiver and Release on Progress Payment
Conditional Waiver and Release on Final Payment
Unconditional Waiver and Release on Final Payment
Release of Lien
Abstract of Judgment
Acknowledgment of Satisfaction of Judgment
Notice of Pendency of Action (Lis Pendens)
Withdrawal / Release of Lis Pendens
Certificate / Release of State Tax Lien
Federal Tax Lien / Release
Uniform Commercial Code Financing Statement (UCC-1)
UCC Financing Statement Amendment (UCC-3)

Escrow, Closing, Tax & Seller Forms

17 items
Statement of Information
FIRPTA Certification / Non-Foreign Affidavit
IRS Form W-9
IRS Form 1099-S
California Form 593 — Real Estate Withholding Statement
California Form 593-V — Payment Voucher for Real Estate Withholding
Seller Information / Proceeds Authorization
Seller Payoff Authorization
Demand for Payoff / Beneficiary Demand
Estimated Closing Statement
Final Closing Statement
Vesting Instructions
Wire Instructions / Wire Verification Form
Escrow Amendment / Supplemental Escrow Instructions
Escrow Cancellation Instructions
Hold Harmless / Indemnity Agreement
1031 Exchange Assignment / Notice

Broker, Escrow & Trust-Account Operations

11 items
Broker Self-Evaluation (DRE RE 540)
Trust Fund Record Keeping Information (DRE RE 4521)
Columnar Record of Trust Funds Received and Paid Out (DRE RE 4522)
Separate Beneficiary / Transaction Trust Record (DRE RE 4523)
Trust Funds Received — Not Placed in Trust Account (DRE RE 4524)
Separate Record for Each Property Managed (DRE RE 4525)
Trust Fund Bank Account Reconciliation (DRE RE 856)
Trust Account Report — Multi-Lender Transactions (DRE RE 852)
Trust Fund Non-Accountability Report (DRE RE 854)
Trust Fund Status Report (DRE RE 855)
Escrow Activity Report (DRE RE 890)
County-specific forms: California’s 58 counties may use local versions, cover sheets, transfer-tax declarations, assessor forms and recorder requirements. We’ll add county-specific resources as this library expands.

More documents, less clutter

We’re building the individual form pages and official-source links next. This index is intentionally compact so agents and escrow teams can find the document name quickly, then open details only when needed.

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