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 10/15/2024

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.

4.8 out of 5 - ( 4434 Reviews )

James S.

November 21st, 2024

Forms used, created quitclaim deed that the county accepted without a second look (turns out they see deeds.com forms regularly via erecording and in person). Will be back for any real estate related forms I need and they carry. Will always be my first stop. Also, will use erecording next time, mad I didn't see it this time.

Reply from Staff

Thanks for the kind words James, glad we could help. Look forward to seeing you again.

Thomas G.

November 21st, 2024

Wasn’t what I expected

Reply from Staff

Sorry to hear that your expectations were missed. Your order has been canceled. We do hope that you find something more suitable to your expectations elsewhere. Do keep in mind that purchasing legal forms should not be an exploratory endeavor.

Jimmy P.

November 20th, 2024

They sent me everything I would need to do this. Easy purchase -Easy download. Great!! I'll be back here for all my document needs.

Reply from Staff

We appreciate your business and value your feedback. Thank you. Have a wonderful day!

Ardith S.

February 14th, 2021

Very informative and user friendly. Was able to get all information and forms needed without any problems.

Reply from Staff

We appreciate your business and value your feedback. Thank you. Have a wonderful day!

Kenneth K.

October 8th, 2019

It was fast and easy to use.

Reply from Staff

Thank you!

Dale A C.

January 31st, 2019

Deeds.com was a very efficient and simple website to use in preparing my documents needed to complete a real estate closing. I highly recommend this website, as it is easy to use, inexpensive, and effective.

Reply from Staff

We appreciate your business and value your feedback. Thank you. Have a wonderful day!

Justin S.

September 2nd, 2022

Very useful information

Reply from Staff

Thank you!

Robert J D.

December 19th, 2018

No feedback

Reply from Staff

Thank you for your feedback. We really appreciate it. Have a great day!

deborah k.

April 7th, 2022

was very easy to fill out the directions were very helpful

Reply from Staff

Thank you!

Yehong M.

November 27th, 2019

everything worked well,

Reply from Staff

Thank you!

ronald s.

April 27th, 2021

easy to use site, directions well laid out

Reply from Staff

Thank you for your feedback. We really appreciate it. Have a great day!

Margo W.

June 11th, 2022

Very easy to understand and complete the process. This is the third attempt to download a Quit Claim Deed and the only one we had success with. Thank you.

Reply from Staff

Thank you for your feedback. We really appreciate it. Have a great day!

Kathryn S.

September 16th, 2024

So quick. So easy. Worth every penny!

Reply from Staff

Thank you for your feedback. We really appreciate it. Have a great day!

dorothy f.

March 27th, 2019

Thank you, for help.

Reply from Staff

Anytime Dorothy, have a great day.

Pamela F.

March 24th, 2019

Very easy to use and had my forms paid for and downloaded very quickly.

Reply from Staff

Thank you for your feedback Pamela. Have a fantastic day!