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STATE OF CALIFORNIA DEPARTMENT OF FINANCIAL PROTECTION AND INNOVATIONESCROW AGENT MANAGER QUESTIONNAIRE DFPIEL 330 (Rev. 1120)File No.Reference: (Name of Company) NOTE: Dates of Employment FromIF.

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How to fill out the CA DFPI-EL 330 online

Filling out the CA DFPI-EL 330 form, also known as the Escrow Agent Manager Questionnaire, is an important step in ensuring compliance with the California Financial Code. This guide will provide you with clear, step-by-step instructions to assist you in completing the form online accurately.

Follow the steps to complete the CA DFPI-EL 330 effectively.

  1. Click ‘Get Form’ button to obtain the form and open it in the editor.
  2. Enter the file number and the name of the company at the top of the form.
  3. Indicate the dates of employment by filling in the 'From' and 'To' fields. If you have held more than one position, indicate the titles and respective employment dates.
  4. Provide the employer's name and address in the specified fields.
  5. Enter your title of position in the designated field.
  6. Identify a person at the above address who can verify your employment, including their name.
  7. Detail the number and types of escrows you processed and closed per month on average. Specify the number of transactions and types such as Sale, Loan, or Bulk.
  8. In the following section, repeat the previous steps if you have had experience with additional employers by filling in their respective information.
  9. At the end of the form, certify and declare that the information provided is true and correct by signing in the designated area.
  10. Print your name and enter the date of completing the form.
  11. Once all sections are completed, save your changes, download, print, or share the form as needed.

Ensure your compliance by completing the CA DFPI-EL 330 online today.

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