San Mateo County Long Form Deed of Trust Form (California)

All San Mateo County specific forms and documents listed below are included in your immediate download package:

Deed of Trust Form

San Mateo County Deed of Trust Form

Fill in the blank form formatted to comply with all recording and content requirements.
Included San Mateo County compliant document last validated/updated 10/15/2024

Deed of Trust Guidelines

San Mateo County Deed of Trust Guidelines

Line by line guide explaining every blank on the form.
Included San Mateo County compliant document last validated/updated 11/15/2024

Completed Example of the Deed of Trust Document

San Mateo County Completed Example of the Deed of Trust Document

Example of a properly completed form for reference.
Included San Mateo County compliant document last validated/updated 10/25/2024

Promissory Note Form

San Mateo County Promissory Note Form

Note that is secured by the Deed of Trust.
Included San Mateo County compliant document last validated/updated 12/10/2024

Promissory Note Guidelines

San Mateo County Promissory Note Guidelines

Line by line guide explaining every blank on the form.
Included San Mateo County compliant document last validated/updated 10/21/2024

Completed Example of the Promissory Note Document

San Mateo County Completed Example of the Promissory Note Document

Example of a properly completed form for reference.
Included San Mateo County compliant document last validated/updated 11/4/2024

Annual Accounting Statement Form

San Mateo County Annual Accounting Statement Form

Mail to borrower(s) for fiscal year reporting.
Included San Mateo County compliant document last validated/updated 10/8/2024

When using these Long Form Deed of Trust forms, the subject real estate must be physically located in San Mateo County. The executed documents should then be recorded in the following office:

San Mateo County Recorder

555 County Center, 1st floor, Redwood City, California 94063-1665

Hours: Monday through Friday 8:00am to 5:00pm

Phone: (650) 363-4500

Local jurisdictions located in San Mateo County include:

  • Atherton
  • Belmont
  • Brisbane
  • Burlingame
  • Daly City
  • El Granada
  • Half Moon Bay
  • La Honda
  • Loma Mar
  • Menlo Park
  • Millbrae
  • Montara
  • Moss Beach
  • Pacifica
  • Pescadero
  • Portola Valley
  • Redwood City
  • San Bruno
  • San Carlos
  • San Francisco
  • San Gregorio
  • San Mateo
  • South San Francisco

How long does it take to get my forms?

Forms are available immediately after submitting payment.

How do I get my forms, are they emailed?

Immediately after you submit payment, the San Mateo County forms you order will be available for download directly from your account. You can then download the forms to your computer. If you do not already have an account, one will be created for you as part of the order process, and your login details will be provided to you. If you encounter any issues accessing your forms, please reach out to our support team for assistance. Forms are NOT emailed to you.

What does "validated/updated" mean?

This indicates the most recent date when at least one of the following occurred:

  • Updated: The document was updated or changed to remain compliant.
  • Validated: The document was examined by an attorney or staff, or it was successfully recorded in San Mateo County using our eRecording service.
Are these forms guaranteed to be recordable in San Mateo County?

Yes. Our form blanks are guaranteed to meet or exceed all formatting requirements set forth by San Mateo County including margin requirements, content requirements, font and font size requirements.

Can the Long Form Deed of Trust 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 San Mateo County that you need to transfer you would only need to order our forms once for all of your properties in San Mateo County.

What are supplemental forms?

Often when a deed is recorded, additional documents are required by California or San Mateo County. These could be tax related, informational, or even as simple as a coversheet. Supplemental forms are provided for free with your order where available.

What type of files are the forms?

All of our San Mateo County Long Form Deed of Trust 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.

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.

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.

Are there any recurring fees involved?

No. Nothing to cancel, no memberships, no recurring fees.

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 the 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.

This form may be used for residential property, condominiums, second homes, vacant land, planned unit developments, small commercial and rental property with up to 4 units, if more than 4 units-attach our assignment of leases and rents form.

This DOT contains a Power of Sale Clause allowing for a non-judicial foreclosure, saving time and expense for the lender. The promissory note can be used for installment or balloon payments. A deed of trust and promissory note containing stringent default terms can be beneficial to the Beneficiary/Lender.

(California Long Form Deed of Trust Package includes forms, guidelines, and completed examples) For use in California only.

Our Promise

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

Save Time and Money

Get your San Mateo County Long Form Deed of Trust 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 and local jurisdictions.

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December 20th, 2024

The release of mortgage form was OK, and accepted at the recorder's office, but there were some problems. Many of the fields to type in were too small to accept the data, and I could not find a way to change the field size or use a smaller font. Otherwise I was satisfied.

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December 19th, 2024

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December 16th, 2024

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December 7th, 2021

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March 17th, 2022

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Catherine B.

October 26th, 2021

Was looking for information and forms relating to a trust my parents created, but what I purchased seems geared toward trusts containing real estate only, which is not what I needed. Clearly I missed something prior to purchasing something I can not use. Perhaps additional clarification for us without any experience is this area would be helpful.

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