How to Place Your Leisure World Unit into Your Trust

Overview & Certificates Needed

Placing your Leisure World unit into a trust requires assigning two specific certificates rather than recording a standard real estate deed:

• Seal Beach Mutual Share of Stock Certificate
• Golden Rain Foundation (GRF) Membership Certificate

Both certificates must be assigned to your trust. This assignment may be executed on a separate document prepared by your legal advisor or completed directly on the pre-printed assignment form on the back of each certificate.

Step-by-Step Assignment Instructions

• 1
  Identify Registered Owners: Whoever is named on the front of the certificates as the registered owner(s) must complete and sign the assignment area on the back of both certificates.
• 2
  Fill in the Three Pre-Printed Blank Lines:

  Blank Line (1) — "For Value Received...":
  Write in "I" or "we"

  Blank Line (2) — "Hereby sell, assign, and transfer unto...":
  Write in the exact Title of your Trust

  Blank Line (3) — "Irrevocable constitute and appoint...":
  Write in "Golden Rain Foundation" *Note: Please disregard if Golden Rain Foundation is already pre-printed on this line.
• 3
  Date the Assignment: Date each certificate on the day you execute the assignment.
• 4
  Signatures & Notarization: Each owner listed on the front must sign the assignment section on the back. Notarization is not required when the assignment is executed directly on the backs of the certificates.