This sample beneficiary statement request for California is used by a party who has just received a notice of default. The request is made pursuant to Civil Code Section 2943 and demands that the lender provide all of the information required by Civil Code Section 2943. The author is a freelance paralegal who has worked in California and Federal litigation since 1995 and has used this sample for many years. Note that the author is NOT an attorney and no guarantee or warranty is provided.

1. YOU MAY SEND THE REQUEST ANY TIME BEFORE, OR WITHIN TWO
MONTHS AFTER, THE RECORDING OF A NOTICE OF DEFAULT UNDER A
MORTGAGE OR DEED OF TRUST. YOU MUST SEND THIS REQUEST
BEFORE ANY NOTICE OF SALE HAS BEEN RECORDED.
1SEND TO YOUR LENDER AT THE ADDRESS LISTED ON ANY BILLING
STATEMENTS YOU HAVE RECEIVED, ALSO SEND A CARBON COPY TO
THE TRUSTEE AS WELL. SEND THIS REQUEST BY CERTIFIED MAIL,
RETURN RECEIPT REQUESTED.
Date:_____________
Any Party
Any Street
Any Town, CA 99999
1RE: Foreclosure on real property located at __________________
Dear ____:
1Your company holds a Deed of Trust recorded against my property securing a
promissory note in the original amount of $_______. On ________, I received a Notice
of Default and Election to Sell from your trustee.
Pursuant to California Civil Code Section 2943, please send me a beneficiary statement,
including the following information, as soon as possible:
1. Copy of my Promissory Note with any modifications thereto, including all
endorsements, allonges or other indicia of all transfers since the note was signed
2. Copy of the recorded Deed of Trust.
3. Unpaid balance of my loan.
4. Current fixed or variable interest rate of my loan.
5. Total amount of all overdue installments of principal and interest for my loan.
6. The end of the term of the loan.
7. Date through which real estate taxes and assessments have been paid by you, if
any.
8. Amount of hazard insurance and the premium you paid, if any.
9. Balance of any tax or insurance impound accounts in your possession.
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2. 10. Amount of any additional costs and expenses you have paid, including Trustee’s
expenses.
11. Whether or not I can transfer the loan to a new borrower, in other words whether
or not the loan is assumable or not.
Please send me this information as soon as possible. Note that California Civil Code
Section 2943 requires you to respond within 21 days of receipt of this demand. Thank
you for your prompt attention to this matter.
If you have any questions, please call me at _________.
Very truly yours,
______________________
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