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 and address):

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

Email

example@example.com

Phone Number

Area CodePhone Number

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

Please indicate how much interest will be transferred (i.e. 100% or less).

If applicable, who lives on this property now?

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

If applicable, 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) and address(es) of Grantee(s) (buyers/person(s) coming into title):

Phone Number

Area CodePhone Number

Email

example@example.com

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 upload a copy of your "Trust Certification" page at the end of this questionniare):

If no trust is involved, how would you Like to hold title? (Please inquire if you would like further information on this.)

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?

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 note, this type of deed cannot be used for unimproved properties.