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California - San Bernardino County Substitution of Trustee and Full Reconveyance Form

Deed Form Available For Download All San Bernardino County specific forms listed below are included in your immediate download:

San Bernardino County Substitution of Trustee and Full Reconveyance Form Page 1
Substitution of Trustee and Full Reconveyance Form - San Bernardino County
Fill in the blank form formatted to comply with all recording and content requirements.
Included | Document last updated 1/25/2016

San Bernardino County Substitution of Trustee and Full Reconveyance Guide Page 1
Substitution of Trustee and Full Reconveyance Guide - San Bernardino County
Line by line guide explaining every blank on the form.
Included | Document last updated 1/26/2016

San Bernardino County Completed Example of the Substitution of Trustee and Full Reconveyance Page 1
Completed Example of the Substitution of Trustee and Full Reconveyance - San Bernardino County
Example of a properly completed form for reference.
Included | Document last updated 1/21/2016

Preliminary Change of Ownership
Preliminary Change of Ownership *
Included supplemental form
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 *
Included supplemental form
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 *
Included supplemental form
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 *
Included supplemental form
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 *
Included supplemental form
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 *
Included supplemental form
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 *
Included supplemental form
Use this form to claim a homeowners’ exemption if the real property is transferred or becomes the primary residence.

Notary Certificates
Notary Certificates *
Included supplemental form
The supplemental forms in this section can be used as loose certificates by California notaries.

*Supplemental forms (forms other than the actual deed form) are made available as a courtesy with your order. Supplemental forms come directly from the state or local jurisdiction that requires them, we offer no support for the supplemental forms, we did not make them.
Frequently Asked Questions:
  • How long does it take to get my forms?
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    • 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.
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  • 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 and 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.
  • What is included in the download?
    • A fill in the blank form used to create your Substitution of Trustee and Full Reconveyance.
    • A guide that explains every blank on the Substitution of Trustee and Full Reconveyance Form.
    • A completed example of the Substitution of Trustee and Full Reconveyance to give you an idea of what a properly completed document looks like.
    • All supplemental forms that may be required by San Bernardino County when recording your document.
  • 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.

What is the California Substitution of Trustee and Full Reconveyance?

California Substitution of Trustee and Full Reconveyance

Sometimes the original trustee on a deed of trust is unable or unwilling to perform his/her responsibilities. In that case, use this form to authorize a substitute trustee, who, by recording it, will release the lien and convey the land with a clear title.

Areas covered by these Substitution of Trustee and Full Reconveyance 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
 
Included San Bernardino County Substitution of Trustee and Full Reconveyance Forms
 
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