The Substitution of Trustee and Full Reconveyance is a Recorder sample document published by the Riverside County Assessor-County Clerk-Recorder. In it, the present Beneficiary under a deed of trust substitutes a new Trustee and reconveys, without warranty, the estate held under that deed of trust. It is a recorder document, not a tax form, so it is not one of the Riverside County property tax forms, even though it carries a line for where tax statements should be mailed. On this page you can fill out the form online on FillingPDF and download or print the completed PDF; the official PDF is published by the agency.
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What is Substitution of Trustee and Full Reconveyance – Riverside County, CA?
Substitution of Trustee and Full Reconveyance is a document, listed among the Recorder Sample Documents of the Riverside County Assessor-County Clerk-Recorder, in which the present Beneficiary of a deed of trust names a new Trustee and reconveys, without warranty, the estate held under that deed of trust.
The text is built in two recitals and an operative clause. The first recital identifies the deed of trust: the original Trustor, the original Trustee and the original Beneficiary, the date of the deed of trust, the date it was recorded, its Instrument No., the Official Records of the County, State of California, and the legal description of the property. The second recital states that the undersigned is the present Beneficiary and wants to substitute a new Trustee in place of the original one. The operative clause then substitutes the named Trustee and reconveys the estate, without warranty, to the person or persons legally entitled to it.
The page also contains a recording-request block at the top (who requested recording, where to mail the document when recorded, and where to mail tax statements unless shown otherwise), a space reserved for the Recorder's use, a date and signature area, and a California notary acknowledgment certificate.
The agency publishes the document as a sample and makes no representation about its suitability for your purposes. It is not a form that is filed online, and the agency's employees cannot give legal advice or help prepare legal documents.
Who needs to file Substitution of Trustee and Full Reconveyance – Riverside County, CA?
The main user is the present Beneficiary under a deed of trust who wants to substitute a new Trustee and reconvey the estate held under it. The form's own wording says so: it is signed by "the undersigned," described as the present Beneficiary.
It is also relevant to the people who prepare or review such a document for the Beneficiary, such as an attorney or a real estate professional. The agency recommends consulting an attorney or obtaining other professional advice if you are unsure which document is appropriate for your transaction, or if you need help preparing it.
Do not rely on the Riverside County Assessor-County Clerk-Recorder to decide this for you. The agency states that it makes no representation as to the suitability of its Recorder Sample Documents, and that its employees cannot provide legal advice or assist the public in preparing legal documents. Other forms may be obtained from attorneys, real estate professionals, stationery or office supply stores or other legal forms websites.
The document is not a property tax return, assessment form or tax payment. Its only link to taxes is the line telling the Recorder where to mail tax statements.
When to file Substitution of Trustee and Full Reconveyance – Riverside County, CA
The form prints no deadline of its own. It comes into use when the present Beneficiary signs the substitution and reconveyance before a notary, and it is then delivered to the Riverside County Assessor-County Clerk-Recorder for recording. The heading asks that the document be mailed, once recorded, to the person or address entered in the recording-request block.
Because the agency treats this as a sample document and does not give legal advice, questions about when a reconveyance should be signed or recorded in your situation belong with an attorney or other professional adviser. The agency's forms page only sets how the paper must look: forms must be printed in black ink on 8 1/2" x 11" white paper.
How to fill out Substitution of Trustee and Full Reconveyance – Riverside County, CA
Complete the recording-request block
At the top, enter who requests recording and where the document should be mailed when recorded. Also enter where tax statements should go, if different from that address. Leave the Recorder's space blank.
Name the original deed of trust parties
In the first WHEREAS, enter the original Trustor, the original Trustee and the original Beneficiary under the deed of trust.
Enter the deed of trust recording details
Fill in the date of the deed of trust, the date it was recorded, the Instrument No. and the County whose Official Records contain it. The form already states State of California.
Insert the legal description
Where the form says to insert the legal description, describe the property affected by the deed of trust as it appears in the recorded document.
Identify the trustee being replaced
In the second WHEREAS, enter the Trustee that the present Beneficiary wants to replace. The undersigned is stated to be the present Beneficiary.
Enter the new Trustee
In the NOW THEREFORE clause, enter the name of the new Trustee being substituted. The same clause reconveys the estate, without warranty, to the person or persons legally entitled to it.
Date the document and add names
Complete the Dated line and the printed Name lines under the signature area. Sign by hand only in front of the notary.
Have the notary complete the acknowledgment
The notary fills in the county, date, officer name and title, the signer's name, signature and seal. The certificate verifies only identity, not the accuracy of the document.
Review and download the completed PDF
Check that every blank is complete and that the legal description is correct. Download or print the PDF from FillingPDF on white paper in black ink, then deliver it as described under How to submit.
How to submit Substitution of Trustee and Full Reconveyance – Riverside County, CA
The completed document is delivered to your local Assessor-County Clerk-Recorder office by mail or in person. The agency states that its forms do not allow online submission.
- By mail: send the signed and notarized original to your local Assessor-County Clerk-Recorder office. The form names no address, so use the office information on the agency's website at https://www.rivcoacr.org/-forms.
- In person: deliver the document to your local Assessor-County Clerk-Recorder office.
Before you deliver it, check these points from the form and the agency's instructions:
- Print on 8 1/2" x 11" white paper, in black ink.
- Fill in the recording-request block at the top, including where to mail the document once it is recorded and where to mail tax statements.
- Leave the space above the line, marked "For Recorder's Use Only," blank.
- Have the notary acknowledgment completed.
The form states no fee or processing time. Ask the office directly about any recording charge. FillingPDF lets you fill out and download the PDF; submission follows the agency's channels above.
Common mistakes to avoid
- Trying to submit the form online; the agency says its forms do not allow online submission and must be mailed or delivered in person to your local office.
- Printing on colored paper, another paper size or in a color other than black; the agency requires black ink on 8 1/2" x 11" white paper.
- Writing in the space above the line marked for the Recorder's use only.
- Leaving the recording-request block empty, so the recorded document and tax statements have no mailing destination.
- Skipping the legal description of the property that the first recital asks you to insert.
- Mixing up the roles: the original Trustor, original Trustee and original Beneficiary are named in the first recital, and the new Trustee only in the substitution clause.
- Signing without completing the notary acknowledgment; the certificate, with the officer's name and title, is for the notary to complete.
- Expecting county staff to confirm that this sample fits your transaction; they cannot give legal advice or help prepare legal documents.
Frequently asked questions
What is a Substitution of Trustee and Full Reconveyance?
It is a Riverside County Recorder sample document in which the present Beneficiary under a deed of trust substitutes a new Trustee and reconveys, without warranty, the estate held under it to the person or persons legally entitled to it.
Is this a Riverside County property tax form?
No. It is a recorder document, not a tax return, assessment or payment form. Its only tax-related item is a line in the top block that says where tax statements should be mailed unless otherwise shown.
Can I fill out the Substitution of Trustee and Full Reconveyance online?
You can fill out the PDF online on FillingPDF and download or print it. FillingPDF does not file anything with the county; the agency says its forms cannot be submitted online and must be mailed or delivered in person.
Where do I deliver the completed document in Riverside County?
Deliver it by mail or in person to your local Assessor-County Clerk-Recorder office. The agency states that online submission is not available, and the form itself prints no address, so use the office details on the agency's website.
Does the form need to be notarized?
The form includes a California notary acknowledgment certificate, which a notary or other officer completes. It verifies only the identity of the person who signed, not the truthfulness, accuracy or validity of the document.
What paper and ink should I use?
The agency's forms page says all forms must be printed in black ink on 8 1/2" x 11" white paper. Follow that when you print the completed PDF.
Can county staff help me prepare this document?
No. The agency states that its employees cannot provide legal advice or help the public prepare legal documents, and that it makes no representation about the suitability of its sample documents. Consult an attorney or other professional.
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