How to Register Your Vehicle Under the Lundberg McKenzie Trust

Registering your vehicle under the Lundberg McKenzie Trust involves a few essential steps and document preparations. This guide will help you navigate through the process smoothly.

Required Documents

Before initiating the registration, ensure you have gathered all necessary documents:

• The trust agreement documentation.
• A valid identification for each trustee involved.
• The vehicle’s title and any previous registration documents.

Signature Requirements

Your registration will require specific signatures due to the nature of trusts:

• Trustee Signature: One trustee must sign on behalf of the trust.
• Individual Signatures: Both trustees need to sign as individuals since their names are listed as co-owners with the trust.

If preferred, you can also fill out section 5 of form 262 with all three required signatures. This option may simplify your paperwork if both trustees are available at once.

E-filing Considerations

Please note that e-filing is typically not utilized when registering a vehicle under a trust. Instead, follow these steps for manual submission:

1. Name Entry: Manually write down the name(s) of the trustee or trustees on your Registration Statement (R/S).
2. Simplified Signature Requirement: Include only one signature representing the trust itself in this document.

Additonal Resources

If you require further details about procedures and requirements related to vehicle registration transfers involving trusts in California, it is advisable to consult online resources provided by DMV. The DMV's Vehicle Industry Registration Procedures Manual offers comprehensive guidance tailored specifically for such situations.