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STATE OF CALIFORNIA BUREAU OF REAL ESTATE MATTERS! TRUST FUND STATUS REPORT RE 855 (Rev. 10/13) GENERAL INFORMATION ? This report is required from all real estate brokers who engage in mortgage loan
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How to Fill Out RE 855 Trust Fund:

01
Start by obtaining the necessary forms: You can find the RE 855 trust fund form on the official website of the organization responsible for managing the funds. Download and print the form to begin the process.
02
Provide personal information: Fill in your name, address, contact details, and any other required personal information accurately on the form. Make sure to double-check for any errors or missing information.
03
Indicate the purpose of the trust fund: Specify the reason for creating the trust fund. This could be for educational purposes, philanthropic endeavors, or any other designated reason. Clearly state the objective of the trust fund in detail.
04
Designate a trustee: Identify a trustworthy and responsible individual or organization to act as the trustee for the trust fund. This person will have the authority to manage and distribute the funds according to the terms and conditions specified in the trust deed.
05
Set the terms and conditions: Define the terms and conditions under which the trust fund will operate. This includes the duration of the trust, how the funds will be invested, and the beneficiaries who will receive the funds. Ensure that all terms are clearly stated and legally enforceable.
06
Finalize and sign the form: Review the completed form thoroughly to ensure accuracy and completeness. Sign the form along with any required witnesses or notaries, as specified by the organization.
07
Submit the form: Keep a copy of the filled out RE 855 trust fund form for your records before submitting it to the appropriate organization. Follow any specific instructions provided by the organization regarding submission methods, fees, or additional documents required.

Who needs RE 855 Trust Fund?

01
Individuals seeking to establish a long-term financial arrangement: Creating an RE 855 trust fund can be beneficial for individuals who want to secure financial resources for specific purposes, such as education, healthcare, or charity, over an extended period.
02
Charitable organizations or foundations: Non-profit organizations or foundations can establish RE 855 trust funds to manage and distribute funds for various philanthropic initiatives. This can help ensure the long-term sustainability of charitable programs and initiatives.
03
Educational institutions or scholarships providers: RE 855 trust funds are commonly utilized by educational institutions or scholarship providers to secure and administer financial resources that can support students' education and provide scholarships.
Please note that the specific requirements and eligibility criteria for establishing an RE 855 trust fund may vary depending on the jurisdiction or organization managing the funds. It is recommended to consult with legal or financial professionals for expert advice tailored to your situation.
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The re 855 trust fund is a type of trust fund established for specific purposes.
Entities or individuals who have established a re 855 trust fund are required to file it.
To fill out a re 855 trust fund, one must provide detailed information about the fund's purpose, beneficiaries, and financial activities.
The purpose of a re 855 trust fund is to safeguard assets and distribute them according to the trust document.
Information such as trust assets, income, expenses, and distributions must be reported on re 855 trust fund.
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