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404Grant Deed405Quitclaim Deed406Deed-in-Lieu of Foreclosure408Bill of Sale409Release of Recorded Instrument410Further Encumbrance Consent412Request for Notice of Default and Notice of Delinquency – By Junior Trust DeedBeneficiary414Trustor’s Offset Statement415Beneficiary Statement418-1 Late Payment Provisions – Addendum to Promissory Note418-2 Prepayment of Principal Provisions – Penalties and Discounts418-3 Final/Balloon Due Date Provisions – Notice of Extension418-4 Right of First Refusal to Buy Note418-5 Note Enforcement Provisions419Notice of Balloon Payment Due420Note Secured by Deed of Trust – Installment – Interest Included421All-Inclusive Promissory Note Secured by Deed of Trust422Note Secured by Deed of Trust – Installment Note – Interest Extra423Note Secured by Deed of Trust – Straight Note424Promissory Note – Unsecured425Modification of the Promissory Note426Agreement to Modify a Promissory Note430Shared Appreciation Note – Installment – Contingent Interest Extra431Assumption Agreement – Unsecured and Subrogated432Assumption Agreement – Secured433Adjustable Rate Note Secured by Deed of Trust435Assignment and Assumption of Service Contracts – On Transfer of Property436Security Agreement – For Note Secured by Personal Property437Security Pledge and Assignment Agreement – Collateral Assignment438Collateral Note and Security Agreement – Collateral Assignment439Guarantee Agreement – For Promissory Note440Memorandum of Purchase Option – Recordable442All-Inclusive Trust Deed Addendum – Equity Payoff

443All-Inclusive Trust Deed Addendum – Full Payoff445Assignment of Deed of Trust – With Request for NODq446Collateral Assignment of Deed of Trust – With Request for NOD and NODq447Power of Attorney – Uniform Statutory Form – California Probate Code §4401450Long Form Trust Deed and Assignment of Rents – Securing a Promissory Note451Long Form Trust Deed and Assignment of Rents – Securing an Obligation otherthan a Promissory Note455Impounds Addendum – Taxes and Insurance456Demand on Owner to Pay Rent to Lender – Under Assignment of Rents457Demand on Tenant to Pay Rent to Party Other than Landlord (Civil Code §2938)458Notice of Cancellation – Of Demand on Tenant to Pay Rent to Party Other thanLandlord460Affidavit of Death of Joint Tenant461Affidavit for Surviving Spouse (Probate Code §13540)463Declaration of Revocable Living Trust465Declaration of Homestead470Substitution of Trustee471Notice of Default – With Substitution of Trustee (California Civil Code §2924c)472Substitution of Trustee and Reconveyance474Notice of Trustee’s Sale475Trustee’s Deed Upon Sale478Proof of Service – For Service of Notice of Default479Notice of Surplus Funds From Trustee’s SaleBroker Office Administrative Forms500Agent Interview Sheet504Agent’s Income Data Sheet505Broker-Agent Employee Agreement506Broker-Agent Independent Contractor Agreement508Office Agents’ Licensing Record509Sales Agent Change Application (DRE 214)510Office Manager Employment Agreement511Designated Officer Employment Agreement

519Affiliated Business Arrangement Disclosure Statement – Residential Broker;Regulation X (RESPA); (24 CFR §3500.51)520File Activity Sheet521Listing Agent’s Transaction Coordination Sheet – Property Listing ThroughExpiration or COE521-1 Selling Agent’s Transaction Coordination Sheet – Prospective Purchase Through COE521-2 Transmittal and Request Memo – Transaction Coordinator522Listing Information Report – For Broker’s Administrative Use522-1 Expired Listing Report – Or By Cancellation523Property Sold Report – Administrative and Fee Information523-1 Transmittal Stack Sheet on Sale – For Administrative File Review524Disbursement of Brokerage Fees – Third-Party Instructions to Escrow525Confirmation Memorandum526Settlement Agreement – With Release and Waiver535Interest-Bearing Trust Account Agreement536Record of All Trust Funds Received – Not Placed in Broker’s Trust542Threshold Notification (DRE 853)543Trust Fund Non-accountability Report (DRE 854)544Trust Fund Status Report (DRE 855)544-1 Trust Fund Bank Account Reconciliation (DRE 856)545Multi-Lender Transaction Notice (DRE 860)546Trust Account Report Multi-Lender Transaction (DRE 852)547Mortgage Loan/Trust Deed Annual Report (DRE 881)548Sample Trust Account Review (TAR) Report – Sample One548-1 Sample Trust Account Review (TAR) Report – Sample TwoLandlord and Tenant Forms550Residential Lease Agreement551Residential Rental Agreement – Month-to-Month552Nonresidential Lease Agreement – Commercial, Industrial or Office552-1 Nonresidential Lease Agreement – Month-to-Month Tenancy552-2 Nonresidential Lease Agreement Addendum – Lender Subordinationand Attornment Provisions

553Application to Rent553-1 Guarantee Agreement – For Lease Agreement554Change of Owner or Property Manager – Addendum to Rental Or Lease Agreement555Tenant Lease Worksheet556Offer to Lease – And Receipt of Deposit557Lead-Based Paint Disclosure – For Renting or Leasing Residential Property558Partial Payment Agreement – Nonresidential559Partial Payment Agreement – Residential560Condition of Premises Addendum561Condition of Furnishings Addendum and Inventory562Occupant’s Operating Expense Sheet – Ongoing Operating Costs563Pet Addendum564Waterbed Addendum565Option to Renew/Extend Lease566Exercise of Option to Renew/Extend Lease567Notice of Intent to Enter Dwelling567-1 Notice of Right to Request a Joint Pre-Expiration Inspection567-2 48-Hour Notice of Intent to Enter Dwelling – Pre-Termination Inspection567-3 Statement of Deficiencies on Joint Pre-Expiration Inspection568Notice of Charges Due – Other than Monthly Rent Payment56930-Day Notice to Vacate – For Use by Residential Landlord569-1 60-Day Notice to Vacate – For Use by Residential Landlord57030-Day Notice of Change in Rental Terms57130-Day Notice to Vacate – From Nonresidential Landlord57230-Day Notice to Vacate – From Tenant57330-Day Notice to Quit Due to Foreclosure – To Holdover Residential Tenant57460-Day Notice of Change in Rental Terms575Three-Day Notice to Pay Rent or Quit – With Rent-Related Fees575-1 Three-Day Notice to Pay Rent or Quit – Without Related Fees576Three-Day Notice to Perform or Quit577Three-Day Notice to Quit – Residential and Nonresidential578Three-Day Notice to Quit Due to Foreclosure – To Holdover Owner or NonresidentialTenant579Right of First Refusal to Buy – Addendum

579-1 Right of First Refusal to Lease Additional Space580Proof of Service – For Service of Notice to Real Estate Tenants581Notice of Belief of Abandonment – Residential or Nonresidential Property582Notice to Landlord to Surrender Personal Property – For Use by ResidentialTenants Only582-1 Costs Payable to Reclaim Personal Property584Notice of Right to Reclaim Personal Property – To Tenant After Termination ofTenancy584-1 Notice of Right to Reclaim Personal Property – To Others with an Interest in PropertyLeft by Tenant585Security Deposit Disposition – On Vacating Residential Premises586Disposition of Deposit on Sale of Tenant-Occupied Premises590Property Management Agreement590-1 Request for Verification of Insurance – Property Management591Resident Manager Agreement592Vacation Rental Management Agreement593Guest Occupancy Agreement – For Transient Occupancy Properties594Confirmation of Reservation – Vacation Rental595Assignment of Lease – By Landlord/Lessor596Assignment of Lease – By Tenant/Lessee597Notice of Nonresponsibility (Civil Code §3094)598Tenant Estoppel CertificateBack to top

Forms-on-CD — Topical IndexABCDEFGHIJKLMNOPQRSTUVWXYZAAbandonment581 — Notice of Belief of Abandonment - Residential or Nonresidential Property582 — Notice to Landlord to Surrender Personal Property – For Use by ResidentialTenants Only584 — Notice of Right to Reclaim Personal Property – To Tenant After Termination ofTenancy584-1 — Notice of Right to Reclaim Personal Property – To Others with anInterest in Property Left by TenantAccommodator agreement172-4 — Declaration of Trust for §1031 Proceeds Cash-out Sale173-4 — Declaration of Trust for §1031 Proceeds (Cash and Paper)AddendaSee Purchase agreement addendumAdjustable rate mortgage (ARM)155-1 — Carryback ARM Addendum320 — Adjustable Rate Mortgage (ARM) Disclosure Worksheet433 — Adjustable Rate Note Secured by Deed of TrustAdvance costs107 — Listing Package Cost Sheet – Due Diligence ChecklistAdvance fees106 — Advance Fee AddendumAffiliated business arrangements205 — Affiliated Business Arrangement Disclosure Statement – Loan Broker;Regulation X (RESPA); (24 CFR §3500.51)519 — Affiliated Business Arrangement Disclosure Statement – Residential Broker;Regulation X (RESPA); (24 CFR §3500.51)

Agency disclosuresSee also Purchase agreements304 — Condition of Property Disclosure –Transfer Disclosure Statement (TDS)305 — Agency Law Disclosure – Real Estate Agency RelationshipsAgent employment500 — Agent Interview Sheet504 — Agent’s Income Data Sheet505 — Broker - Agent Employee Agreement506 — Broker - Agent Independent Contractor Agreement508 — Office Agents’ Licensing Record509 — Sales Agent Change Application (DRE 214)All-inclusive trust deed (AITD) and note421 — All-Inclusive Promissory Note Secured by Deed of Trust442 — All-Inclusive Trust Deed Addendum – Equity Payoff443 — All-Inclusive Trust Deed Addendum – Full PayoffAlternative resolution provisionSee Purchase agreements and Listings for mediation provisionApplication to rent553 — Application to RentAppraisal200 — Residential Appraisal Report – Detached Single Family Unit or PUD [HUD 1004]200-2 — Comparable Market Analysis to Set Rent – Single Family Residence200-3 — Notice of Right to Appraisal Report228 — Authorization to Prepare Appraisal Report (Calif. Bus & P C §11321)228-1 — Property Condition and Amenities – For Comparable Analysis – Refi/Equity Loan266 — Confirmation of Value Addendum – Price Appraisal Contingency318 — Comparative Market Analysis For Setting ValueAppreciation participation155-2 — Equity Sharing Addendum to Purchase AgreementArbitrationUse of provision eliminated for public policy reasons.See Purchase agreements and Listings for alternative resolution mediation provisionAssessmentsSee Improvement bonds and Homeowners’ Association (HOA)

Assignment of lease595 — Assignment of Lease – By Landlord/Lessor596 — Assignment of Lease – By Tenant/LesseeAssignment of option to buy161-2 — Assignment of Option to BuyAssignment of rents as security450 — Long Form Trust Deed and Assignment of Rents – Securing a Promissory Note451 — Long Form Trust Deed and Assignment of Rents – Securing an Obligation otherthan a Promissory Note456 — Demand on Owner to Pay Rent to Lender – Under Assignment of Rents457 — Demand on Tenant to Pay Rent to Party Other than Landlord (Civil Code §2938)458 — Notice of Cancellation Of Demand on Tenant to Pay Rent to Party Other thanLandlordAssignment of trust deed237 — Loan Servicing Agreement241 — Purchase Agreement for Note and Trust Deed242 — Agreement to Hypothecate445 — Assignment of Deed of Trust – With Request for NODq446 — Collateral Assignment of Deed of Trust – With Request for NOD and NODqAssumption agreements415 — Beneficiary Statement431 — Assumption Agreement – Unsecured and Subrogated432 — Assumption Agreement - Secured435 — Assignment and Assumption of Service Contracts – On Transfer of PropertyAttorneySee Power of attorneyAuthorizationFor requests, see also Mortgage loan brokerage, application process130 — Authorization for Home Inspection Report131 — Authorization to Prepare Natural Hazard Disclosure (California Civil Code§1103.4)132 — Authorization to Structural Pest Control Operator (Business and ProfessionsCode §8516)133 — Authorization to Provide Services – General Services134 — Authorization to Open Home Warranty Order135 — Authorization to Provide CID Documents (Civil Code §1368)

136 — Authorization to Prepare Sales Escrow Instructions – For SFR or CID UnitTake Sheet137 — Request for Notice of Mello-Roos Assessment (California Civil Code §1102.6b)Authorization to lease/manage property110 — Exclusive Authorization to Lease Property113 — Schedule of Leasing Agent’s FeeAuthorization to locate space111 — Exclusive Authorization to Locate Space113 — Schedule of Leasing Agent’s FeeBBackup offer276 — Backup Offer Addendum – Cancellation of Prior Sale Contingency276-1 — Notice of Satisfaction of Backup Contingency – Commencement of PerformanceBalloon Payment418-3 — Final/Balloon Due Date Provisions – Notice of Extension419 — Notice of Balloon Payment DueBeneficiary statement415 — Beneficiary StatementBill of sale408 — Bill of SaleBorrower listing104 — Loan Broker Listing Agreement – Exclusive Right to BorrowBroker fee113 — Schedule of Leasing Agent’s Fee119 — Compensation Disclosure in a Real Estate Transaction (California Business andProfessions Code §10176(g), DRE Reg. 2904)273 — Broker Fee Addendum524 — Disbursement of Brokerage Fees – Third-Party Instructions to EscrowBroker-as-principal157 — Purchase Agreement – Principal to Principal – One-to-Four Residential Units(no commissions, no agency)

Brokerage office administrationSee also Mortgage loan brokerage500 — Agent Interview Sheet504 — Agent’s Income Data Sheet505 — Broker-Agent Employee Agreement506 — Broker-Agent Independent Contractor Agreement508 — Office Agent’s Licensing Record509 — Sales Agent Change Application (DRE 214)510 — Office Manager Employment Agreement511 — Designated Officer Employment Agreement520 — File Activity Sheet521 — Listing Agent’s Transaction Coordination Sheet – Property Listing ThroughExpiration or COE521-1 — Selling Agent’s Transaction Coordination Sheet – Prospective PurchaseThrough COE521-2 — Transmittal and Request Memo – Transaction Coordinator522 — Listing Information Report – For Broker’s Administrative Use523 — Property Sold Report – Administrative and Fee Information523-1 — Transmittal Stack Sheet on Sale – For Administrative File Review524 — Disbursement of Brokerage Fees – Third-Party Instructions to Escrow525 — Confirmation Memorandum - Conversations526 — Settlement Agreement – With Release and Waiver535 — Interest-Bearing Trust Account Agreement536 — Record of All Trust Funds Received – Not Placed in Broker’s Trust Account(DRE 4524)542 — Threshold Notification (DRE 853)543 — Trust Fund Non-accountability Report (DRE 854)544 — Trust Fund Status Report (DRE 855)544-1 — Trust Fund Bank Account Reconciliation (DRE 856)545 — Multi-Lender Transaction Notice (DRE 860)546 — Trust Account Report Multi-Lender Transaction (DRE 852)547 — Mortgage Loan/Trust Deed Annual Report (DRE 881)548 — Sample Trust Account Review (TAR) Report – Sample One548-1 — Sample Trust Account Review (TAR) Report – Sample Two

Buyer103 — Buyer’s Listing Agreement – Exclusive Right to Buy, Lease or Option271 — Interim Occupancy Agreement – Receipt for Rent and Security Deposit301 — Federal Residency Declarations – Citizen Status – (Internal Revenue Code §1445)311 — Good Faith Estimate of Buyer’s Costs – On Acquisition of PropertyBuyer, broker representationSee Buyer’s listing agreementBuyer’s property inspectionSee also Purchase agreements130 — Authorization for Home Inspection Report269 — Property Inspection – Request for Repairs270 — Final Walk-Through Inspection – Final Condition-of-Property ConfirmationCCancellation121 — Release and Cancellation of Employment Agreement – Waiver of Rights181 — Cancellation of Purchase Agreement – Release and Waiver of Rights181-1 — Notice to Perform and Intent to Cancel183 — Notice of Cancellation – Due to Contingency or Condition406 — Deed-in-Lieu of Foreclosure458 — Notice of Cancellation – Of Demand on Tenant to Pay Rent to Party Other thanLandlord526 — Settlement Agreement – With Release and WaiverCarrybackSee also Notes155-1 — Carryback ARM Addendum300 — Financial Disclosure Statement – For Entering into a Seller Carryback Note302 — Credit Application – Individual303 — Foreclosure Cost Sheet – Net Proceeds on Resale410 — Further Encumbrance ConsentCity ordinance compliance - Occupancy/RetrofittingSee also Purchase agreements for provisions307 — Ordinance Compliance – Local Option Disclosure

Client profile350 — Client Profile – Confidential Personal Data Sheet351 — Individual Tax Analysis (INTAX)Collateral loan assignmentsSee Mortgage loan brokerage, trust deed sales/hypothecationCollection agreement237 — Loan Servicing Agreement238 — Notice of Transfer of Loan Servicing238-1 — Notice of Transfer of Servicing – RESPA LoanCommercial lease113 — Schedule of Leasing Agent’s Fee552 — Nonresidential Lease Agreement – Commercial, Industrial or OfficeCommercial listings552-1 — Nonresidential Lease Agreement – Month-to-Month Tenancy553 — Application to Rent556 — Offer to Lease – And Receipt of DepositCommission agreementsSee also Listings, Purchase agreements for provisions113 — Schedule of Leasing Agent’s Fee273 — Broker Fee Addendum556 — Offer to Lease - And Receipt of DepositCommon area maintenance (CAMs)568 — Notice of Charges Due – Other than Monthly Rent PaymentCommon interest developments (CID)See also Purchase agreements for CID disclosure provisions135 — Authorization to Provide CID Documents (Civil Code §1368)Community property, death of a spouse461 — Affidavit for Surviving Spouse (Probate Code §13540)Comparative market analysisSee also Appraisal318 — Comparative Market Analysis for Setting Values318-1 — Comparable Market Analysis to Set Rent Single Family Residence

Condition of property304 — Condition of Property Disclosure – Transfer Disclosure Statement (TDS)307 — Ordinance Compliance – Local Option Disclosure Contingency598 — Tenant Estoppel Certificate (to confirm terms of lease)Confidentiality Agreement257 — Confidentiality agreementConfirmation of agency relationships with partiesSee Purchase agreements for broker declarationConflicts of broker119 — Compensation Disclosure in a Real Estate Transaction (California Bus and P C§10176(g), DRE Reg. 2904)204-1 — Good Faith Addendum – Required Referral/Provider205 — Affiliated Business Arrangement Disclosure Statement – Loan Broker;Regulation X (RESPA); (24 CFR §3500.51)205-1 — Broker-Controlled Funding Statement519 — Affiliated Business Arrangement Disclosure Statement – Residential Broker;Regulation X (RESPA); (24 CFR §3500.51) ContingencySee also Purchase agreements addenda and sale of other property provisions182 — Waiver of Contingency182-1 — Sale of Other Property Waiver Provision (Addendum to Purchase Agreement)183 — Notice of Cancellation - Due to Contingency or ConditionContinuing guaranteeSee GuaranteeContract for sale163 — Lease-Option – Contract for De

229-1 Cash Flow Analysis - Self-Employed or Investor (FNMA1084) 229-1(INS) Cash Flow Analysis With Instructions - Self-Employed or Investor [Fannie Mae . Form 1084] 229-2 Comparative Income Analysis - Annual Trend Calculation - Self Employed 230 Credit Analysis Worksheet - LTV and Income Ratios 231 Request on Borrower for Documents