Trust FundsIntermediateCalifornia Exam

When may a broker withdraw funds from their trust account?

AAt any time the broker deems appropriate, under standard California trust fund handling rules, consistent with DRE trust account regulations
BOnly when authorized by the parties (buyer and seller) pursuant to the contract terms, upon cancellation instructions, or upon closing of the transactionCorrect
CAfter 30 days, if unclaimed, as required by DRE trust account regulations, under standard California trust fund handling rules, consistent with DRE trust account regulations
DOnly with DRE approval, consistent with standard broker trust accounting practice, under standard California trust fund handling rules, consistent with DRE trust account regulations

Why Only when authorized by the parties (buyer and seller) pursuant to the contract terms, upon cancellation instructions, or upon closing of the transaction Is Correct

Answer B: Only when authorized by the parties (buyer and seller) pursuant to the contract terms, upon cancellation instructions, or upon closing of the transaction

Funds may only be disbursed from a trust account pursuant to the instructions of the parties who deposited the funds or pursuant to contract terms (e.g.

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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State-Specific Concepts

Trust Account RulesDRE Regulation

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