{"id":14029,"date":"2020-04-15T15:27:40","date_gmt":"2020-04-15T22:27:40","guid":{"rendered":"https:\/\/www.dmv.ca.gov\/portal\/handbook\/vehicle-industry-registration-procedures-manual-2\/transfers\/trust-transfers\/"},"modified":"2023-07-05T16:23:18","modified_gmt":"2023-07-05T23:23:18","slug":"trust-transfers","status":"publish","type":"dmv_handbook","link":"https:\/\/www.dmv.ca.gov\/portal\/es\/handbook\/vehicle-industry-registration-procedures-manual-2\/transfers\/trust-transfers\/","title":{"rendered":"11.190 Trust Transfers (VC \u00a75600)"},"content":{"rendered":"<p>Establishment of a trust commits the property or assets of an individual(s) to a trustee for use or safekeeping.<\/p>\n\n\n\n<p><strong>Definitions:<\/strong><\/p>\n\n\n\n<p><strong>Beneficiary<\/strong>\u2014The one for whose benefit a trust is created.<\/p>\n\n\n\n<p><strong>Co-trustees<\/strong>\u2014Two or more persons who are entrusted with property for the benefit of one or more persons.<\/p>\n\n\n\n<p><strong>Settlor<\/strong>\u2014The term \u201csettlor\u201d is frequently used instead of \u201ctrustor.\u201d<\/p>\n\n\n\n<p><strong>Successor Trustee<\/strong>\u2014A trustee who follows or succeeds an earlier trustee and who generally has all the powers of the earlier trustee.<\/p>\n\n\n\n<p><strong>Trust<\/strong>\u2014An arrangement where property is transferred with an intention that it be held and administered by a trustee for the benefit of some third party or parties. The trust&nbsp;<strong>is<\/strong>&nbsp;the registered owner.<\/p>\n\n\n\n<p><strong>Trustee<\/strong>\u2014The person appointed or required by law to execute a trust. Generally, the same person may be both a beneficiary and a trustee; however, the sole beneficiary of a trust&nbsp;<strong>cannot<\/strong>&nbsp;be the sole trustee for the trust.<\/p>\n\n\n\n<p><strong>Trustor(s)<\/strong>\u2014The one who creates, or whose confidence creates, a trust.<\/p>\n\n\n\n<p><strong>Transfer to a Trust<\/strong>\u2014Transfers from an individual(s) to the trust (of\/for the same individual(s) are handled as regular transfers.<\/p>\n\n\n\n<p><strong>In addition to the procedures listed in the Basic Transfer Requirements section in this chapter, the applicant must submit:<\/strong><\/p>\n\n\n\n<p>The California Certificate of Title with the names of the trust and trustee(s) shown in the new registered owner section on the back of the title.&nbsp;<strong>Examples:<\/strong><\/p>\n\n\n\n<p>Jones Family Trust<br>John Jones, Trustee<br>Address of Trustee<\/p>\n\n\n\n<p>or<\/p>\n\n\n\n<p>John Jones Family Trust<br>John M.\/Mary S. Jones, Trustees<br>Address of Trustees<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The signature of the trust containing the trust name and countersignature by the trustee. The endorsement John Jones Family Trust by J. Jones is acceptable for either. Only one trustee signature is required to put the vehicle into the name of the trust even if the trustee names are joined by \u201cand\u201d (designated by \u201c\/\u201d).<\/li>\n<\/ul>\n\n\n\n<p>Example: John Jones Family Trust by Mary S. Jones, Trustee.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>A <a href=\"https:\/\/www.dmv.ca.gov\/portal\/es\/file\/statement-of-facts-reg-256-pdf\/\">Statement of Facts (REG 256) (PDF)<\/a> form for smog\/tax exemption.<\/li>\n<\/ul>\n\n\n\n<p><strong>Transfer From a Trust\u2014In addition to the procedures listed in the Basic Transfer Requirements section in this chapter, the applicant must submit:<\/strong><\/p>\n\n\n\n<p>Documents with the releasing signature for the trust containing the trust name and countersignature of the trustee.<\/p>\n\n\n\n<p>Example: John Jones Family Trust by Mary S. Jones, Trustee<\/p>\n\n\n<body><figure class=\"wp-block-table\" tabindex=\"0\" role=\"region\"><table><tbody><tr><th scope=\"col\">If<\/th><th scope=\"col\">Then<\/th><\/tr><tr><td><span class=\"mobile-title\">If<\/span>More than one trustee name is shown without \u201cor\u201d or \u201cand\u201d (represented by a \u201c\/\u201d) between the trustees\u2019 names<\/td><td><span class=\"mobile-title\">Then<\/span><strong>Each<\/strong>\u00a0trustee must release on the title.If only one trustee release is provided, a Statement of Facts (REG 256) form is required explaining the reason.<\/td><\/tr><tr><td><span class=\"mobile-title\">If<\/span>The trustee signing is not the trustee named on the title<\/td><td><span class=\"mobile-title\">Then<\/span>A REG 256 is required from that trustee stating their appointment as a successor trustee by the trustor or the retiring trustee.<\/td><\/tr><tr><td><span class=\"mobile-title\">If<\/span>A trustee releases interest on the title for a vehicle which\u00a0is <strong>not<\/strong>\u00a0registered to a trust<\/td><td><span class=\"mobile-title\">Then<\/span>Ownership of the vehicle is determined by the deceased owner\u2019s will as contained in the trust document. Copies of the trust agreement and a Vehicle\/Vessel Transfer and Reassignment Form (REG 262) to complete the chain of ownership may be required.<\/td><\/tr><tr><td><span class=\"mobile-title\">If<\/span>No trustee name is shown on the title<\/td><td><span class=\"mobile-title\">Then<\/span>A REG 256 is required from the trustee attesting to their appointment as trustee or successor trustee by the trustor.<\/td><\/tr><\/tbody><\/table><\/figure>\n<\/body>\n\n\n<ul class=\"wp-block-list\">\n<li>If the transaction involves family members that would otherwise be exempt from smog, a REG 256.<\/li>\n\n\n\n<li>Use Tax or, in lieu of used tax, a Certificate of Vehicle, Mobilehome, or Commercial Coach Use Tax Clearance (CDTFA 111) form issued by the California Department of Tax and Fee Administration and a REG 256.<\/li>\n<\/ul>\n\n\n\n<p>Transfers of vehicle ownership from the registered owner to their revocable trust or specific family members cannot be completed when unpaid parking and\/or toll violations are on the vehicle record. Transfers out of a revocable trust are not impacted.<\/p>\n\n\n\n<p>All violations shown on the record must be cleared by the issuing parking\/toll agency or paid to DMV and all other required fees and documents submitted to complete the transfer of ownership<\/p>\n\n\n\n<p><strong>Note:<\/strong>&nbsp;Family members affected are the registered owner\u2019s natural or legally-adopted parent, grandparent, child, grandchild, spouse, domestic partner, and sibling.<\/p>\n\n\n\n<p><strong>Business Partner Automation Program Participant Procedures<\/strong><\/p>\n\n\n\n<p>When the application contains a REG 256 declaring a family transfer exemption from use tax and\/or a smog inspection, or the transfer is to the revocable trust of the current registered owner, and unpaid parking and\/or toll violations are on the vehicle record, submit the application to DMV for processing.<\/p>","protected":false},"featured_media":0,"parent":13912,"menu_order":36,"template":"","dmv_task":[11],"dmv_functional_page_type":[64],"dmv_handbook_category":[910,595],"class_list":["post-14029","dmv_handbook","type-dmv_handbook","status-publish","hentry","dmv_task-educational","dmv_functional_page_type-informational","dmv_handbook_category-transfers","dmv_handbook_category-vehicle-industry-reg-procedures-manual"],"featured_image_src":null,"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>11.190 Trust Transfers (VC \u00a75600) - California DMV<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.dmv.ca.gov\/portal\/es\/handbook\/vehicle-industry-registration-procedures-manual-2\/transfers\/trust-transfers\/\" \/>\n<meta property=\"og:locale\" content=\"es_MX\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"11.190 Trust Transfers (VC \u00a75600) - California DMV\" \/>\n<meta property=\"og:description\" content=\"Establishment of a trust commits the property or assets of an individual(s) to a trustee for use or safekeeping. Definitions: Beneficiary\u2014The one for whose benefit a trust is created. Co-trustees\u2014Two or more persons who are entrusted with property for the benefit of one or more persons. Settlor\u2014The term \u201csettlor\u201d is frequently used instead of \u201ctrustor.\u201d [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.dmv.ca.gov\/portal\/es\/handbook\/vehicle-industry-registration-procedures-manual-2\/transfers\/trust-transfers\/\" \/>\n<meta property=\"og:site_name\" content=\"California DMV\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/CADMV\" \/>\n<meta property=\"article:modified_time\" content=\"2023-07-05T23:23:18+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.dmv.ca.gov\/portal\/uploads\/2022\/06\/DMV_Logo.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1920\" \/>\n\t<meta property=\"og:image:height\" content=\"1080\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:site\" content=\"@ca_dmv\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.dmv.ca.gov\\\/portal\\\/handbook\\\/vehicle-industry-registration-procedures-manual-2\\\/transfers\\\/trust-transfers\\\/\",\"url\":\"https:\\\/\\\/www.dmv.ca.gov\\\/portal\\\/handbook\\\/vehicle-industry-registration-procedures-manual-2\\\/transfers\\\/trust-transfers\\\/\",\"name\":\"11.190 Trust Transfers (VC \u00a75600) - California DMV\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.dmv.ca.gov\\\/portal\\\/#website\"},\"datePublished\":\"2020-04-15T22:27:40+00:00\",\"dateModified\":\"2023-07-05T23:23:18+00:00\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/www.dmv.ca.gov\\\/portal\\\/handbook\\\/vehicle-industry-registration-procedures-manual-2\\\/transfers\\\/trust-transfers\\\/#breadcrumb\"},\"inLanguage\":\"es-MX\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/www.dmv.ca.gov\\\/portal\\\/handbook\\\/vehicle-industry-registration-procedures-manual-2\\\/transfers\\\/trust-transfers\\\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/www.dmv.ca.gov\\\/portal\\\/handbook\\\/vehicle-industry-registration-procedures-manual-2\\\/transfers\\\/trust-transfers\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Vehicle Industry Registration Procedures Manual\",\"item\":\"https:\\\/\\\/www.dmv.ca.gov\\\/portal\\\/handbook\\\/vehicle-industry-registration-procedures-manual-2\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Chapter 11: Transfers\",\"item\":\"https:\\\/\\\/www.dmv.ca.gov\\\/portal\\\/handbook\\\/vehicle-industry-registration-procedures-manual-2\\\/transfers\\\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"11.190 Trust Transfers (VC \u00a75600)\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/www.dmv.ca.gov\\\/portal\\\/#website\",\"url\":\"https:\\\/\\\/www.dmv.ca.gov\\\/portal\\\/\",\"name\":\"California DMV\",\"description\":\"\",\"publisher\":{\"@id\":\"https:\\\/\\\/www.dmv.ca.gov\\\/portal\\\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/www.dmv.ca.gov\\\/portal\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"es-MX\"},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/www.dmv.ca.gov\\\/portal\\\/#organization\",\"name\":\"State of California Department of Motor Vehicles\",\"url\":\"https:\\\/\\\/www.dmv.ca.gov\\\/portal\\\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"es-MX\",\"@id\":\"https:\\\/\\\/www.dmv.ca.gov\\\/portal\\\/#\\\/schema\\\/logo\\\/image\\\/\",\"url\":\"https:\\\/\\\/www.dmv.ca.gov\\\/portal\\\/uploads\\\/2022\\\/06\\\/DMV_Logo.png\",\"contentUrl\":\"https:\\\/\\\/www.dmv.ca.gov\\\/portal\\\/uploads\\\/2022\\\/06\\\/DMV_Logo.png\",\"width\":1920,\"height\":1080,\"caption\":\"State of California Department of Motor Vehicles\"},\"image\":{\"@id\":\"https:\\\/\\\/www.dmv.ca.gov\\\/portal\\\/#\\\/schema\\\/logo\\\/image\\\/\"},\"sameAs\":[\"https:\\\/\\\/www.facebook.com\\\/CADMV\",\"https:\\\/\\\/x.com\\\/ca_dmv\",\"https:\\\/\\\/www.instagram.com\\\/ca_dmv\\\/\",\"https:\\\/\\\/www.linkedin.com\\\/company\\\/ca-department-of-motor-vehicles\\\/\",\"https:\\\/\\\/www.youtube.com\\\/user\\\/CaliforniaDMV\"]}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"11.190 Trust Transfers (VC \u00a75600) - California DMV","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.dmv.ca.gov\/portal\/es\/handbook\/vehicle-industry-registration-procedures-manual-2\/transfers\/trust-transfers\/","og_locale":"es_MX","og_type":"article","og_title":"11.190 Trust Transfers (VC \u00a75600) - California DMV","og_description":"Establishment of a trust commits the property or assets of an individual(s) to a trustee for use or safekeeping. Definitions: Beneficiary\u2014The one for whose benefit a trust is created. Co-trustees\u2014Two or more persons who are entrusted with property for the benefit of one or more persons. Settlor\u2014The term \u201csettlor\u201d is frequently used instead of \u201ctrustor.\u201d [&hellip;]","og_url":"https:\/\/www.dmv.ca.gov\/portal\/es\/handbook\/vehicle-industry-registration-procedures-manual-2\/transfers\/trust-transfers\/","og_site_name":"California DMV","article_publisher":"https:\/\/www.facebook.com\/CADMV","article_modified_time":"2023-07-05T23:23:18+00:00","og_image":[{"width":1920,"height":1080,"url":"https:\/\/www.dmv.ca.gov\/portal\/uploads\/2022\/06\/DMV_Logo.png","type":"image\/png"}],"twitter_card":"summary_large_image","twitter_site":"@ca_dmv","twitter_misc":{"Est. reading time":"4 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.dmv.ca.gov\/portal\/handbook\/vehicle-industry-registration-procedures-manual-2\/transfers\/trust-transfers\/","url":"https:\/\/www.dmv.ca.gov\/portal\/handbook\/vehicle-industry-registration-procedures-manual-2\/transfers\/trust-transfers\/","name":"11.190 Trust Transfers (VC \u00a75600) - California DMV","isPartOf":{"@id":"https:\/\/www.dmv.ca.gov\/portal\/#website"},"datePublished":"2020-04-15T22:27:40+00:00","dateModified":"2023-07-05T23:23:18+00:00","breadcrumb":{"@id":"https:\/\/www.dmv.ca.gov\/portal\/handbook\/vehicle-industry-registration-procedures-manual-2\/transfers\/trust-transfers\/#breadcrumb"},"inLanguage":"es-MX","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.dmv.ca.gov\/portal\/handbook\/vehicle-industry-registration-procedures-manual-2\/transfers\/trust-transfers\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/www.dmv.ca.gov\/portal\/handbook\/vehicle-industry-registration-procedures-manual-2\/transfers\/trust-transfers\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Vehicle Industry Registration Procedures Manual","item":"https:\/\/www.dmv.ca.gov\/portal\/handbook\/vehicle-industry-registration-procedures-manual-2\/"},{"@type":"ListItem","position":2,"name":"Chapter 11: Transfers","item":"https:\/\/www.dmv.ca.gov\/portal\/handbook\/vehicle-industry-registration-procedures-manual-2\/transfers\/"},{"@type":"ListItem","position":3,"name":"11.190 Trust Transfers (VC \u00a75600)"}]},{"@type":"WebSite","@id":"https:\/\/www.dmv.ca.gov\/portal\/#website","url":"https:\/\/www.dmv.ca.gov\/portal\/","name":"California DMV","description":"","publisher":{"@id":"https:\/\/www.dmv.ca.gov\/portal\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.dmv.ca.gov\/portal\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"es-MX"},{"@type":"Organization","@id":"https:\/\/www.dmv.ca.gov\/portal\/#organization","name":"State of California Department of Motor Vehicles","url":"https:\/\/www.dmv.ca.gov\/portal\/","logo":{"@type":"ImageObject","inLanguage":"es-MX","@id":"https:\/\/www.dmv.ca.gov\/portal\/#\/schema\/logo\/image\/","url":"https:\/\/www.dmv.ca.gov\/portal\/uploads\/2022\/06\/DMV_Logo.png","contentUrl":"https:\/\/www.dmv.ca.gov\/portal\/uploads\/2022\/06\/DMV_Logo.png","width":1920,"height":1080,"caption":"State of California Department of Motor Vehicles"},"image":{"@id":"https:\/\/www.dmv.ca.gov\/portal\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.facebook.com\/CADMV","https:\/\/x.com\/ca_dmv","https:\/\/www.instagram.com\/ca_dmv\/","https:\/\/www.linkedin.com\/company\/ca-department-of-motor-vehicles\/","https:\/\/www.youtube.com\/user\/CaliforniaDMV"]}]}},"_links":{"self":[{"href":"https:\/\/www.dmv.ca.gov\/portal\/es\/wp-json\/wp\/v2\/dmv_handbook\/14029","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.dmv.ca.gov\/portal\/es\/wp-json\/wp\/v2\/dmv_handbook"}],"about":[{"href":"https:\/\/www.dmv.ca.gov\/portal\/es\/wp-json\/wp\/v2\/types\/dmv_handbook"}],"up":[{"embeddable":true,"href":"https:\/\/www.dmv.ca.gov\/portal\/es\/wp-json\/wp\/v2\/dmv_handbook\/13912"}],"wp:attachment":[{"href":"https:\/\/www.dmv.ca.gov\/portal\/es\/wp-json\/wp\/v2\/media?parent=14029"}],"wp:term":[{"taxonomy":"dmv_task","embeddable":true,"href":"https:\/\/www.dmv.ca.gov\/portal\/es\/wp-json\/wp\/v2\/dmv_task?post=14029"},{"taxonomy":"dmv_functional_page_type","embeddable":true,"href":"https:\/\/www.dmv.ca.gov\/portal\/es\/wp-json\/wp\/v2\/dmv_functional_page_type?post=14029"},{"taxonomy":"dmv_handbook_category","embeddable":true,"href":"https:\/\/www.dmv.ca.gov\/portal\/es\/wp-json\/wp\/v2\/dmv_handbook_category?post=14029"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}