Search This Blog

Friday, July 19, 2013

California Civil Code section 2943 beneficiary statement request


A California Civil Code section 2943 beneficiary statement request to a lender is the topic of this blog post.   Section 2943 of the Civil Code states in pertinent part that the request may be sent any time before, or within two months after, the recording of a notice of default under a mortgage or deed of trust. The request MUST be sent before any notice of sale has been recorded. 

The request may be sent to the address listed on the latest billing statement.  Although not actually required under the law, sending the notice by Certified Mail, Return Receipt requested with another copy to the Trustee is a good idea.

Homeowners in California who are presently in default, or may be close to defaulting on the loan securing their home should seriously consider requesting a beneficiary statement request to their lender to request that all of the information listed in, and documents described in, this blog post be provided to them.  Certain lenders keep sloppy records and the homeowner may find discrepancies or errors in the documents or information received from the lender that may support a defense to any foreclosure.

Section 2943 of the Civil Code states in pertinent part that the lender must provide certain information within 21 calendar days from the date of receipt of the request for a beneficiary statement including the amount of the unpaid balance of the obligation secured by the mortgage or deed of trust, the interest rate, together with the total amounts, if any, of all overdue installments of either principal or interest, or both,  a true, correct, and complete copy of the note or other evidence of indebtedness with any modification thereto as well as other specified information.

A copy of the deed of trust or mortgage may also be requested at the same time as the beneficiary statement.

If a lender willfully fails to prepare and deliver the beneficiary statement they are liable to the person requesting the statement for all damages which they may sustain by reason of the refusal or the sum of $300.00 if no actual damages are sustained.

Attorneys or parties in California who would like to view a sample request for a beneficiary statement created by the author can visit the link shown below.


The author of this blog post, Stan Burman, is a freelance paralegal who has worked in California and Federal litigation since 1995 and has created over 300 sample legal documents for sale.

If you enjoy this blog post, tell others about it. They can subscribe to the author's weekly California and Federal legal newsletter by visiting the following link: Subscribe to my FREE newsletter!
To view all of the sample legal documents for use in California and Federal Courts sold by the author of this blog post visit View over 300 sample legal documents for sale
Copyright 2013 Stan Burman. All rights reserved.

DISCLAIMER:

Please note that the author of this blog post, Stan Burman is NOT an attorney and as such is unable to provide any specific legal advice. The author is NOT engaged in providing any legal, financial, or other professional services, and any information contained in this blog post is NOT intended to constitute legal advice.

These materials and information contained in this blog post have been prepared by Stan Burman for informational purposes only and are not legal advice. Transmission of the information contained in this blog post is not intended to create, and receipt does not constitute, any business relationship between the author and any readers. Readers should not act upon this information without seeking professional counsel.

No comments:

Post a Comment