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California - San Bernardino County Short Form Deed of Trust with Assignments of Rents Form

All San Bernardino County specific forms listed below are included in your immediate download:


San Bernardino County Short Form Deed of Trust with Assignment of Rents Page 1

Short Form Deed of Trust with Assignment of Rents - San Bernardino County

Fill in the blank form formatted to comply with all recording and content requirements.
Included document last updated 2/27/2020


San Bernardino County Guidelines for Filling in the Deed of Trust Form Page 1

Guidelines for Filling in the Deed of Trust Form - San Bernardino County

Line by line guide explaining every blank on the form.
Included document last updated 3/23/2020


San Bernardino County Deed of Trust that is Completed for an Example Page 1

Deed of Trust that is Completed for an Example - San Bernardino County

Example of a properly completed form for reference.
Included document last updated 3/19/2020


San Bernardino County Fictitious Deed of Trust Coverpage Page 1

Fictitious Deed of Trust Coverpage - San Bernardino County

This fill-in-the-blanks cover page is required for recording the Fictitious Deed of Trust. It includes guidelines on how to complete the form.
Included document last updated 3/26/2020


San Bernardino County Fictitious Deed of Trust Form Page 1

Fictitious Deed of Trust Form - San Bernardino County

This intentionally blank form is recorded, with a corresponding cover sheet, for reference use only. The recording information (book/page) is entered into the Short Form Deed of Trust and all parties receive a copy of the Fictitious Deed for their records.
Included document last updated 3/11/2020


San Bernardino County Promissory Note Secured by a Promissory Note Page 1

Promissory Note Secured by a Deed of Trust - San Bernardino County

A promissory note is required when recording the Deed of Trust. This fill in the blank form is Complete and for use in California Only.
Included document last updated 2/21/2020


San Bernardino County Guidelines for Filling in a Promissory Note Page 1

Guidelines for Filling in a Promissory Note - San Bernardino County

These Guidelines address every blank space that needs filled in on the Promissory Note.
Included document last updated 3/18/2020


San Bernardino County Completed Example of a Promissory Note Page 1

Completed Example of a Promissory Note - San Bernardino County

This Promissory Note is filled in and highlighted, showing how the guideline information, can be interpreted into the note.
Included document last updated 3/2/2020


*The Following California and San Bernardino County supplemental forms are included as a courtesy with your order.


Preliminary Change of Ownership

Preliminary Change of Ownership

This is a required form, due at the time of recording. There is a $20.00 penalty fee for non-compliance.


Parent to Child Exclusion

Parent to Child Exclusion

California statutes require transferor(s)/seller(s) to sign a claim for a reassessment exclusion for transfers between parent(s) and child(ren). Signatures from both the transferor(s) and transferee(s) are required to complete the claim.


Grandparent to Grandchild Exclusion

Grandparent to Grandchild Exclusion

California statutes require transferor(s)/seller(s) to sign a claim for a reassessment exclusion for transfers between grandparent(s) and grandchild(ren). Signatures from both the transferor(s) and transferee(s) are required to complete the claim.


Change in Ownership Statement Death of Real Property Owner

Change in Ownership Statement Death of Real Property Owner

This form is used by the personal representative of the deceased property owner, who files this statement with the San Bernardino County Assessor to request a Completed Change in Ownership Statement.


Affidavit of Cotenant Residency

Affidavit of Cotenant Residency

If one of two equal co-owners, referred to as cotenant, dies, the real property transfers to the other cotenant. Provided the criteria listed on the form are met, the surviving cotenant may file the affidavit in order to claim exclusion from reassessment and prevent an increase in property taxes.


Transfer Tax

Transfer Tax

If your conveyance is exempt, you need the R&T Code of the applicable exemption and a brief explanation. Both are provided on this list.


Homeowners Exemption

Homeowners Exemption

Use this form to claim a homeowners’ exemption if the real property is transferred or becomes the primary residence.


Building Homes and Job Act

Building Homes and Job Act

The state of California has recently enacted the Building Homes and Jobs Act, effective January 1, 2018.


Notary Certificates

Notary Certificates

The supplemental forms in this section can be used as loose certificates by California notaries.


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Frequently Asked Questions:

  • How long does it take to get my forms?
    • Forms are available immediately after submitting payment.
  • What are supplemental forms?
    • Often when a deed is recorded additional documents are required by the state or local jurisdiction. These could be tax related, informational, or even as simple as a coversheet. Supplemental forms are provided for free with your order where available.
  • How do I get my forms, are they emailed?
    • After you submit payment you will see a page listing the forms you ordered with a download link to the pdf form file. You download the forms to your computer. You will also receive an email with a link to your download page in case you need it later.
  • What type of files are the forms?
    • All of our forms are PDFs. You will need to have or get Adobe Reader to use our forms. Adobe Reader is free software that most computers already have installed.
  • Can the forms be re-used?
    • Yes. You can re-use the forms for your personal use. For example, if you have more than one property in a given county that you need to transfer you would only need to order our forms once for all of your properties in that county.
  • Are these forms guaranteed to be recordable in San Bernardino County ?
    • Yes. Our form blanks are guaranteed to meet or exceed all formatting requirements set forth by San Bernardino County including margin requirements, content requirements, font and font size requirements.
  • Do I have to enter all of my property information online?
    • No. The blank forms are downloaded to your computer and you fill them out there, at your convenience.
  • Can I save the completed form, email it to someone?
    • Yes, you can save your deed form at any point with your information in it. The forms can also be emailed, blank or complete, as attachments.
  • Do I need any special software to use these forms?
    • You will need to have Adobe Reader installed on your computer to use our forms. Adobe Reader is free software that most computers already have installed.
  • Are there any recurring fees involved?
    • No. Nothing to cancel, no memberships, no recurring fees.

Areas covered by these Short Form Deed of Trust with Assignments of Rents Forms:

  • San Bernardino County

Including:

  • Adelanto
  • Amboy
  • Angelus Oaks
  • Apple Valley
  • Baker
  • Barstow
  • Big Bear City
  • Big Bear Lake
  • Bloomington
  • Blue Jay
  • Bryn Mawr
  • Cedar Glen
  • Cedarpines Park
  • Chino
  • Chino Hills
  • Cima
  • Colton
  • Crest Park
  • Crestline
  • Daggett
  • Earp
  • Essex
  • Fawnskin
  • Fontana
  • Forest Falls
  • Fort Irwin
  • Grand Terrace
  • Green Valley Lake
  • Guasti
  • Helendale
  • Hesperia
  • Highland
  • Hinkley
  • Joshua Tree
  • Lake Arrowhead
  • Landers
  • Loma Linda
  • Lucerne Valley
  • Ludlow
  • Lytle Creek
  • Mentone
  • Montclair
  • Morongo Valley
  • Mountain Pass
  • Needles
  • Newberry Springs
  • Nipton
  • Ontario
  • Oro Grande
  • Parker Dam
  • Patton
  • Phelan
  • Pinon Hills
  • Pioneertown
  • Rancho Cucamonga
  • Red Mountain
  • Redlands
  • Rialto
  • Rimforest
  • Running Springs
  • San Bernardino
  • Skyforest
  • Sugarloaf
  • Trona
  • Twentynine Palms
  • Twin Peaks
  • Upland
  • Victorville
  • Vidal
  • Wrightwood
  • Yermo
  • Yucaipa
  • Yucca Valley

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What is the California Short Form Deed of Trust with Assignments of Rents?

A deed of trust (DOT), also known as a trust deed, is a document that conveys title to real property to a trustee as security for a loan until the grantor (borrower) repays the lender according to terms defined in an attached promissory note. It's similar to a mortgage, but differs in that mortgages only include two parties (borrower and lender). The laws of each state determine whether to use a deed of trust or a mortgage.

There are three parties to a deed of trust: the borrower (trustor), the lender (beneficiary), and the trustee. The trustee, typically a title agency or other disinterested party, serves two purposes: to initiate the foreclosure process for the lender if the borrower defaults on the loan, and to transfer (reconvey) the property back to the borrower after the debt is paid in full.

The short form deed covers the requirements for most non-institutional lenders. In addition to any other necessary documents, the short form adds another step of recording a fictitious deed of trust.

A fictitious deed of trust is a blank, unsigned long form deed of trust with a cover sheet attached, requesting recording for reference purposes only. By referencing the recorded instrument information on the fictitious DOT, all rights and obligations of the parties are preserved. Because of this, it's generally less costly to record the short form DOT.

Assignment of rents provides added security for the lender on the note. Typically used when financing rental property, it allows the lender to collect rent, income, and/or other profits from the property if the borrower defaults.

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Save Time and Money

Get your San Bernardino County Short Form Deed of Trust with Assignments of Rents form done right the first time with Deeds.com Uniform Conveyancing Blanks. At Deeds.com, we understand that your time and money are valuable resources, and we don't want you to face a penalty fee or rejection imposed by a county recorder for submitting nonstandard documents. We constantly review and update our forms to meet rapidly changing state and county recording requirements for roughly 3,500 counties.

Our Promise

The documents you receive here will meet, or exceed, the San Bernardino County recording requirements for formatting. If there's an issue caused by our formatting, we'll make it right and refund your payment.

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