Deed Questionnaire Important Notice: Only by going through escrow and obtaining title insurance can ...

Deed Questionnaire - caution: review your house insurance policy with your agent before changing title

Please answer all questions.

Important Notice: Only by going through escrow and obtaining title insurance can the grantee/buyer be assured as to the extent of liens, encumbrances, easements, etc., that could affect the title of property being transferred. Contact your local title company for further information.

Date Requested:

Date needed:

Name of requesting party:

Phone Number

Area CodePhone Number

Email

example@example.com

Send Invoice to:

Name

Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Address of the property to be transferred (please include County and APN if you have it).

If applicable, who lives on this property now?

If applicable, who will be living on this property afterwards?

On what date will this become your primary residence?

Type of Deed Requested:

If Doing a Deed In Lieu of Forclosure, please state amount of unpaid debt:

Please describe what it is you are trying to accomplish.

Name(s) of Grantor / Seller(s) / current owners if other than requesting party:

Phone Number

Area CodePhone Number

Email

example@example.com

Name(s) of Grantee(s) (buyers/person(s) coming into title):

Phone Number

Area CodePhone Number

Email

example@example.com

Mailing Address:

Marital Status of Grantee/buyer:

Relationship between Grantor and Grantee, if any.

Buyer: Do you want this property in your trust? If yes, please state the exact name and date of your trust and the name(s) of trustee(s) as stated in your Trust (please email me a copy of your "Trust Certification" page to ensure proper vesting):

If no trust is involved, how would you Like to hold title? (Please see link provided at the top of the Questionnaire tab)

Is only a partial interest in the property being transferred?

Address property tax statements should be mailed to:

Are you a disabled Veteran or unmarried surviving spouse of a disabled Vet who was 100% compensated by the Department of Veteran Affairs?

YesNo

Is money being exchanged? If so, how much?

Has there been a lot line adjustment?

If so, is there a new description?

Is a mobile or manufactured home part of the conveyance?

Are there any separately recorded easement deeds?

Has there been a death of one or more of the original Grantors?

If yes, please provide the name of the deceased.

Is this a gift? You are encouraged to contact your tax professional to understand if this will be a taxable event.

If so, is this property free and clear from debt?

Type of property:

Does this property produce rental income?

If you are requesting a Transfer on Death Deed, please provide FULL name(s) and relationship with Beneficiaries. Please note, this type of deed cannot be used for unimproved properties.