Get Re855

The Re855 form is essential for real estate brokers in California engaging in mortgage loan activities. This guide provides a step-by-step approach to filling out the form accurately and efficiently, ensuring compliance with regulatory requirements.

Follow the steps to complete the Re855 form online effectively.

1. Press the ‘Get Form’ button to access the Re855 form and open it in your preferred online editor.
2. Enter the name of the broker or corporation in the designated field. Ensure that you also fill in the license type and CalBRE license ID number.
3. If applicable, include any fictitious business names, the main office address (including street address, city, state, and zip code), and the telephone number.
4. Select the report period by checking one of the options for the quarter ended, then fill in the start and end dates of the fiscal year.
5. Provide the aggregate trust fund accountability amount as of the end of the report quarter and indicate whether this amount agrees with the total positive balances from beneficiary records.
6. State the adjusted total of trust funds in the broker's bank accounts as of the end of the report quarter and the number of trust fund accounts.
7. Explain any discrepancies between the total accountability and total adjusted bank account balance on the second page of the form.
8. Fill in the information of the person who prepared the report, including their position and business address.
9. Complete the declaration, certifying that the information is true and correct, and ensure proper signatures are in place.
10. Review all entries for accuracy, and then save your changes. You can also download, print, or share the completed Re855 form as needed.

Complete your Re855 form online today for efficient management of your real estate trust fund reporting.