Trust Services Division

California’s financial institutions are symbols of safety and soundness. Their role in business and industry are important to the economy and to our own personal well-being. Maintaining the integrity of financial services remains our primary mission as the industry continues to grow.

How to reach us:

Department of Business Oversight
Division of Financial Institutions

One Sansome Street, Suite 600
San Francisco, CA 94104-4428

Phone: (415) 263-8500
Fax: (415) 288-8830
E-mail: licensing@dbo.ca.gov

Trust Company and Department Forms

Notice to Individual – Use of Information The following items comprise the application package for a license to engage in the trust business:

Call Report Forms

Contact Information: 

Cecilia Fuentes Phone #: (213) 897-3459 email: cecilia.fuentes@dbo.ca.gov

Thomas Egu Phone #: (213) 897-2170 email: thomas.egu@dbo.ca.gov

Forms needed for fingerprinting are not available on the internet, but may be received by calling Colin Moser at (415) 263-8561 or email at colin.moser@dbo.ca.gov.

Last updated: Sep 6, 2019 @ 5:30 pm