Trust FundsIntermediateCalifornia Exam

When a real estate transaction closes, how should trust funds (e.g., the buyer's deposit) be handled?

AReturned to the buyer automatically, consistent with standard broker trust accounting practice
BApplied toward the purchase price or costs as directed in the escrow instructionsCorrect
CRetained by the broker for 30 days after closing, per California trust fund record-keeping requirements
DDonated to the Real Estate Recovery Fund, under standard California trust fund handling rules

Why Applied toward the purchase price or costs as directed in the escrow instructions Is Correct

Answer B: Applied toward the purchase price or costs as directed in the escrow instructions

At closing, trust funds such as the earnest money deposit are disbursed in accordance with escrow instructions — typically credited to the buyer's down payment or closing costs — and are no longer held in the broker's trust account.

Exam Tip: Trust Funds

Trust fund questions test the rules for handling client money. Know the deadlines for depositing trust funds, what constitutes commingling vs. conversion, and the penalties for violations.

Key Trust Funds Terms in This Question

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