Endorsement Manual

Table of Contents

ALTA Endorsements - Cross-Reference Chart
Description of Endorsements
 

JUMP TO SPECIAL ENDORSEMENTS


NOTE: If there is no 2021 version of a 2006 endorsement, the 2006 endorsement can be used for 2021 policies.
Endorsement Number ALTA 2021 CLTA 2021
CLTA 100-06     Instructions Restrictions, Encroachments & Minerals
CLTA 100.1     Instructions Restrictions, Encroachments & Minerals
CLTA 100.2-06
ALTA 9-06
    Instructions Restrictions, Encroachments, Minerals - Loan
CLTA 100.2.1-06
ALTA 9.3-06
    Covenants, Conditions and Restrictions - Loan
CLTA 100.2.2-06
ALTA 9.4-06
    (WITHDRAWN)
CLTA 100.2.3-06
ALTA 9.5-06
    (WITHDRAWN)
CLTA 100.2.6-06
ALTA 9.6-06
      Private Rights - Loan
CLTA 100.2.7-06
ALTA 9.7-06
      Restrictions, Encroachments, Minerals - Land Under Development - Loan
CLTA 100.2.8-06
ALTA 9.8-06
      Covenants Conditions and Restrictions - Land Under Development - Owner
CLTA 100.2.9-06
ALTA 9.9-06
      Private Rights - Owner
CLTA 100.2.10-06
ALTA 9.10-06
      Restrictions, Encroachments, Minerals - Current Violations - Loan
CLTA 100.4-06     Instructions CC&R's, Violations
CLTA 100.5-06     Instructions CC&R's, Violations
CLTA 100.6-06     Instructions CC&R's, Violations
CLTA 100.7-06     Instructions CC&R's, Violations
CLTA 100.8-06     Instructions CC&R's, Violations
CLTA 100.9-06
ALTA 9.1-06
    Instructions Covenants, Conditions and Restrictions - Owner - Unimproved Land
CLTA 100.10-06
ALTA 9.2-06
    Instructions Covenants, Conditions and Restrictions - Owner - Improved Land
CLTA 100.12-06     Instructions CC&R's, Right of Reversion
CLTA 100.13-06     Instructions CC&R's, Assessment Liens
CLTA 100.17-06     Instructions CC&R's, Proper Modification
CLTA 100.18-06     Instructions CC&R's, Right of Reversion
CLTA 100.19-06     Instructions CC&R's, Violations
CLTA 100.20-06     Instructions CC&R's, Violations
CLTA 100.21-06     Instructions CC&R's, Plans and Specifications
CLTA 100.23-06     Instructions Minerals, Surface Damage
CLTA 100.24-06     Instructions Minerals, Surface Entry by Lessee
CLTA 100.25-06     Instructions Minerals, Surface Use
CLTA 100.26-06     Instructions Minerals, Present-Future Improvements
CLTA 100.27-06     Instructions CC&R's, Violations
CLTA 100.28-06     Instructions CC&R's, Violation-Future Improvements
CLTA 100.29-06     Instructions Minerals, Surface Damage
CLTA 101     Instructions Mechanics' Liens
CLTA 101.1-06     Instructions Mechanics' Liens
CLTA 101.2-06     Instructions Mechanics' Liens, Notice of Completion
CLTA 101.3-06     Instructions Mechanic's Lien, No Notice of Completion
CLTA 101.4     Instructions Mechanic's Lien, No Notice of Completion
CLTA 101.5-06     Instructions Mechanics' Liens, Notice of Completion
CLTA 101.6-06     Instructions Mechanics' Liens, Notice of Completion
CLTA 101.8     Instructions Mechanics' Liens
CLTA 101.9-06     Instructions Mechanics' Liens, Notice of Completion
CLTA 101.10-06     Instructions Mechanics' Liens, Notice of Completion
CLTA 101.11-06     Instructions Mechanics' Liens, No Notice of Completion
CLTA 101.12-06     Instructions Mechanics' Liens, No Notice of Completion
CLTA 101.13-06     Instructions Mechanics' Liens, Notice of Completion
CLTA 102.4-06     Instructions Foundation
CLTA 102.5-06     Instructions Foundation
CLTA 102.6-06     Instructions Foundation, Portion of Premises
CLTA 102.7-06     Instructions Foundation, Portion of Premises
CLTA 103.1-06
ALTA 28.06
    Easement - Damage or Enforced Removal
CLTA 103.2-06     Instructions Easement, Damage - Use or Maintenance
CLTA 103.3-06     Instructions Easement, Existing Encroachment
CLTA 103.4-06     Instructions Easement, Access to Public Street
CLTA 103.5-06     Instructions Water Rights, Surface Damage
CLTA 103.6-06     Instructions Encroachments, None Exist
CLTA 103.7-06     Instructions Land Abuts Street
CLTA 103.8-06     Instructions Water Rights, Future Improvements
CLTA 103.9-06     Instructions Encroachment, Future Improvements
CLTA 103.10-06     Instructions Surface Use, Horizontal Subdivision
CLTA 103.11-06
ALTA 17-06
    Instructions Access and Entry
CLTA 103.12-06
ALTA 17.1-06
    Instructions Indirect Access and Entry
CLTA 103.13-06
ALTA 17.2-06
    Instructions Utility Access
CLTA 103.14-06
ALTA 28.1-06
28.1 103.14   Encroachments - Boundaries and Easements
CLTA 103.15-06
ALTA 28.2-06
      Encroachments - Boundaries and Easements - Described Improvements
CLTA 103.16-06
ALTA 28.3-06
      Encroachments - Boundaries and Easements - Land Under Development
CLTA 104-06     Instructions Assignment of Mortgage
CLTA 104.A     Instructions Assignment of Mortgage
CLTA 104.1-06     Instructions Assignment of Mortgage
CLTA 104.4-06     Instructions Collateral Assignment of Mortgage
CLTA 104.6-06
ALTA 37-06
    Instructions Assignments of Rents/Leases
CLTA 104.7-06     Instructions Assignments of Rents/Leases
CLTA 104.8-06     Instructions Assignment of Mortgage
CLTA 104.9     Instructions Assignment of Mortgage
CLTA 104.10-06     Instructions Assignment of Mortgage
CLTA 104.11-06     Instructions Collateral Assignment of Mortgage
CLTA 104.12-06
ALTA 10-06
10 104.12 Instructions Assignment of Mortgage

CLTA 104.13-06
ALTA 10.1-06

10.1 104.13 Instructions Assignment of Mortgage w/Priority Cov. (Date-Down)
CLTA 105-06     Instructions Multiple Mortgages in One Policy
CLTA 105.1     Instructions Multiple Mortgages in One Policy
CLTA 106-06     Instructions State of California - Freeway Acquisition
CLTA 106C-06     Instructions State of California - Freeway Acquisition
CLTA 106.1-06     Instructions State of California - Freeway Acquisition
CLTA 106.1C-06     Instructions State of California - Freeway Acquisition
CLTA 106.2-06     Instructions State of California - Freeway Acquisition
Illustration for 106.2        
CLTA 106.2C-06     Instructions State of California - Freeway Acquisition
CLTA 107.1-06     Instructions Allocation of Liability to Parcels
CLTA 107.2-06     Instructions Increase Amount of Insurance
CLTA 107.5-06     Instructions Leasehold Improvements
CLTA 107.9-06     Instructions Additional Insured
CLTA 107.10-06     Instructions Additional Insured
CLTA 107.11-06     Instructions Non-Merger After Lender Acquires Title
CLTA 108.7     Instructions Additional Advance
CLTA 108.8-06     Instructions Additional Advance
CLTA 108.9     Instructions Additional Advance
CLTA 108.10-06     Instructions Revolving Credit - Increased Credit Limit
CLTA 109     Instructions Oil and Gas Lease, No Assignments
CLTA 110.1-06     Instructions Deletion of Item From Policy
CLTA 110.3-06     Instructions Minerals, Conveyance of Surface Rights
CLTA 110.4-06     Instructions Modification of Mortgage
CLTA 110.5-06     Instructions Modification of Mortgage
CLTA 110.6     Instructions Modification of Mortgage
CLTA 110.7-06     Instructions Insurance Against Enforceability of Item

CLTA 110.9-06
ALTA 8.1-06

8.1 110.9 Instructions Environmental Protection Lien
CLTA 110.9.1-06
ALTA 8.2-06
    Commercial Environmental Protection Lien
CLTA 110.10-06     Instructions Modification and Additional Advance
CLTA 110.11-06
ALTA 11-06
11 110.11 Instructions Mortgage Modification
CLTA 110.11.1-06
ALTA 11.1-06
11.1 110.11.1   Mortgage Modification With Subordination
CLTA 110.11.2-06
ALTA 11.2-06
11.2 110.11.2   Mortgage Modification with Additional Amount of Insurance
CLTA 111-06     Instructions Mortgage Priority, Partial Reconveyance
CLTA 111.1-06     Instructions Mortgage Priority, Partial Reconveyance
CLTA 111.2-06     Instructions Mortgage Priority, Subordination
CLTA 111.3-06     Instructions Mortgage Priority, Encroachment, Address
CLTA 111.4-06     Instructions Mortgage Impairment After Conveyance
CLTA 111.5-06
ALTA 6-06
6 111.5 Instructions Variable Rate Mortgage
CLTA 111.7-06     Instructions Variable Rate, Renewal
CLTA 111.8-06
ALTA 6.2-06
6.2 111.8 Instructions Variable Rate, Negative Amortization
CLTA 111.9-06     Instructions Variable Rate, FNMA 7 Year Balloon
CLTA 111.10-06     Instructions Revolving Credit Loan - Optional Advance
CLTA 111.11-06     Instructions Revolving Credit Loan - Obligatory Advance
CLTA 111.14-06
ALTA 14-06
14 111.14 Instructions Future Advance - Priority (Obligatory Advance)
CLTA 111.14.1-06
ALTA 14.1-06
14.1 111.14.1 Instructions Future Advance - Knowledge (Optional Advance)
CLTA 111.14.2-06
ALTA 14.2-06
14.2 111.14.2 Instructions Future Advance - Letter of Credit)
CLTA 111.14.3-06
ALTA 14.3-06
14.3 111.14.3 Future Advance - Reverse Mortgage
CLTA 112     Instructions Bondholder
CLTA 112.1-06     Instructions Bondholder
CLTA 112.2     Instructions Bondholder, Joint Powers Transaction
CLTA 114-06     Instructions Coinsurance
CLTA 114.1-06     Instructions Coinsurance, Joint and Several Liability
CLTA 114.2-06     Instructions Coinsurance, Joint and Several Liability
CLTA 114.3-06
ALTA 23-06
    Coinsurance - Single Parcel
CLTA 114.4-06
ALTA 23.1-06
      Coinsurance - Multiple Parcels
CLTA 115-06     Instructions Condominium
CLTA 115.1-06
ALTA 4-06
4 115.1 Instructions Condominium (All Assessments)
CLTA 115.2-06
ALTA 5-06
    Instructions Planned Unit Development (All Assessments)
CLTA 115.3-06
ALTA 4.1-06
4.1 115.3   Condominium (Unpaid Assessments)
CLTA 115.4-06
ALTA 5.1-06
    Planned Unit Development (Unpaid Assessments)
CLTA 116-06     Instructions Designation of Improvements, Address
CLTA 116.01-06
ALTA 22-06
    Location
CLTA 116.02-06
ALTA 22.1-06
    Location and Map
CLTA 116.1-06
ALTA 25-06
    Instructions Same as Survey
CLTA 116.1.2-06
ALTA 25.1-06
    Same as Portion of Survey
CLTA 116.2-06     Instructions Designation of Improvements, Condo
CLTA 116.3-06     Instructions Legal Description - New Subdivision
CLTA 116.4-06
ALTA 19.1-06
    Instructions Contiguity - Single Parcel
CLTA 116.4.1-06
ALTA 19-06
    Instructions Contiguity - Multiple Parcels
CLTA 116.5-06
ALTA 7-06
    Instructions Manufactured Housing Unit
CLTA 116.5.1-06
ALTA 7.1-06
7.1 116.5.1 Manufactured Housing Unit (Conversion - Loan)
CLTA 116.5.2-06
ALTA 7.2-06
7.2 116.5.2 Manufactured Housing Unit (Conversion - Owner)
CLTA 116.6-06     Instructions Manufactured Housing Unit
CLTA 116.7-06     Instructions Subdivision Map Act Compliance
CLTA 116.8-06
ALTA 26-06
26 116.8 Subdivision
CLTA 116.9-06
ALTA 19.2-06
      Contiguity - Specified Parcels
CLTA 117-06
ALTA 12-06
12 117 Instructions Aggregation - Loan (Tie-in)
CLTA 117.1-06
ALTA 12.1-06
12.1 117.1   Aggregation - State Limits - Loan
CLTA 119-06     Instructions Validity of Lease in Schedule B
CLTA 119.1     Instructions Leasehold Policy, Additional Exceptions (WITHDRAWN)
CLTA 119.2-06     Instructions Validity and Priority of Lease
CLTA 119.3-06     Instructions Priority of Lease
CLTA 119.4     Instructions Validity of Sublease, Joint Powers
CLTA 119.5-06
ALTA 13-06
    Instructions Leasehold - Owner
CLTA 119.6-06
ALTA 13.1-06
    Instructions Leasehold - Loan
CLTA 120.2     Instructions Subordination of Prior Mortgage to Lease
CLTA 122-06     Instructions Construction Loan Advance
CLTA 122.1A-06       Construction Loan Advance - Initial Advance
CLTA 122.1B-06       Construction Loan Advance - Subsequent Disbursement
CLTA 122.2-06     Instructions Construction Loan Advance
CLTA 123.1-06
ALTA 3-06
3 123.1 Instructions Zoning - Unimproved Land
CLTA 123.2-06
ALTA 3.1-06
3.1 123.2 Instructions Zoning - Improved Land
CLTA 123.3-06
ALTA 3.2-06
3.2 123.3   Zoning - Land Under Development
CLTA 123.4-06
ALTA 3.3-06
3.3 123.4   Zoning - Completed Improvement - Non-Conforming Use
CLTA 123.5-06
ALTA 3.4-06
3.4 123.5   Zoning - No Zoning Classification
CLTA 124.1-06     Instructions Covenants are Binding
CLTA 124.2-06     Instructions Covenants in Lease are Binding
CLTA 124.3-06     Instructions Covenants in Lease are Binding
CLTA 125-06
ALTA 2-06
    Instructions Truth-in-Lending (WITHDRAWN)
CLTA 126     Instructions HomeOwner Additional Coverage (WITHDRAWN)
CLTA 126.1     Instructions HomeOwner Additional Coverage (WITHDRAWN)
CLTA 126.2     Instructions HomeOwner Additional Coverage - Condo (WITHDRAWN)
CLTA 126.3     Instructions HomeOwner Additional Coverage (WITHDRAWN)
CLTA 127-06
ALTA 15-06
    Instructions Nonimputation - Full Equity Transfer
CLTA 127.1-06
ALTA 15.1-06
    Instructions Nonimputation - Additional Insured
CLTA 127.2-06
ALTA 15.2-06
    Instructions Nonimputation - Partial Equity Transfer
CLTA 128-06
ALTA 16-06
    Instructions Mezzanine Financing
CLTA 129-06
ALTA 18-06
    Instructions Single Tax Parcel
CLTA 129.1-06
ALTA 18.1-06
    Instructions Multiple Tax Parcels - Easements
CLTA 129.2-06
ALTA 18.2
      Multiple Tax Parcels
CLTA 129.3-06
ALTA 18.3
      Single Tax Parcel and ID
CLTA 130-06
ALTA 20-06
    Instructions First Loss - Multiple Parcels
CLTA 131-06
ALTA 21-06
    Instructions Creditor's Rights (WITHDRAWN)
CLTA 132-06
ALTA 27-06
27 132 Instructions Usury
CLTA 133-06
ALTA 24-06
    Doing Business
CLTA 134-06
ALTA 29-06
      Interest Rate Swap Endorsement - Direct Obligation
CLTA 134.1-06
ALTA 29.1-06
      Interest Rate Swap Endorsement - Additional Interest
CLTA 134.2-06
ALTA 29.2-06
      Interest Rate Swap Endorsement - Direct Obligation - Defined Amount
CLTA 134.3-06
ALTA 29.3-06
      Interest Rate Swap Endorsement - Additional Interest - Defined Amount
CLTA 135-06
ALTA 30-06
30 135   Shared Appreciation - One to Four Family
CLTA 135.1-06
ALTA 30.1-06
30.1 135.1   Commercial Participation Interest
CLTA 136-06
ALTA 31-06
      Severable Improvements
CLTA 137-06
ALTA 32-06
32 137   Construction Loan
CLTA 137.1-06
ALTA 32.1-06
32.1 137.1   Construction Loan - Direct Payment
CLTA 137.2-06
ALTA 32.2-06
32.2 137.2   Construction Loan - Insured's Direct Payment
CLTA 138-06
ALTA 33-06
      Construction Loan - Disbursement
CLTA 139-06
ALTA 34-06
      Indentified Risk Coverage
  34.1 139.1   Identified Exception & Identified Risk
CLTA 140-06
ALTA 35-06
      Minerals and Other Subsurface Substances - Buildings
CLTA 140.1-06
ALTA 35.1-06
      Minerals and Other Subsurface Substances - Improvements
CLTA 140.2-06
ALTA 35.2-06
      Minerals and Other Subsurface Substances - Described Improvements
CLTA 140.3-06
ALTA 35.3-06
      Minerals and Other Subsurface Substances - Land Under Development
CLTA 141-06
ALTA 36-06
      Energy Project - Leasehold/Easement - Owner
CLTA 141.1-06
ALTA 36.1-06
      Energy Project - Leasehold/Easement - Loan
CLTA 141.2-06
ALTA 36.2-06
      Energy Project - Leasehold - Owner
CLTA 141.3-06
ALTA 36.3-06
      Energy Project - Leasehold - Loan
CLTA 141.4-06
ALTA 36.4-06
      Energy Project - Covenants, Conditions and Restrictions - Land Under Development - Owner
CLTA 141.5-06
ALTA 36.5-06
      Energy Project - Covenants, Conditions and Restrictions - Land Under Development - Loan
CLTA 141.6-06
ALTA 36.6-06
      Energy Project - Encroachments
CLTA 141.7-06
ALTA 36.7-06
      Energy Project - Fee Estate - Owner
CLTA 141.8-06
ALTA 36.8-06
      Energy Project - Fee Estate - Loan
ALTA 38-06       Mortgage Tax (N/A IN CALIFORNIA)
CLTA 142-06
ALTA 39-06
      Electronic Policy Authentication
CLTA 143-06
ALTA 41-06
      Water - Buildings
CLTA 143.1-06
ALTA 41.1-06
      Water - Improvements
CLTA 143.2-06
ALTA 41.2-06
      Water - Described Improvements
CLTA 143.3-06
ALTA 41.3-06
      Water - Land Under Development
CLTA 144-06
ALTA 42-06
      Commercial Lender Group Endorsement
CLTA 145-06
ALTA 43-06
      Anti-Taint
CLTA 146-06
ALTA 44-06
      Insured Mortgage Recording - Loan
CLTA 147-06
ALTA 40-06
      Tax Credit - Owner
CLTA 147.1-06
ALTA 40.1-06
      Tax Credit - Defined Amount - Owner
CLTA 148-06
ALTA 45-06
      Pari Passu Mortgage - Loan
CLTA 149-06
ALTA 46-06
      Option
CLTA 150-06       Solar - Loan
CLTA 151
ALTA 47
      Operative Law - 2006 Owner's Policy
CLTA 151.1
ALTA 47.1
      Operative Law - 2006 Loan Policy
CLTA 151.2
ALTA 47.2
      Operative Law - 2013 Homeowner's Policy
CLTA 151.3
ALTA 47.3
      Operative Law - 2015 Expanded Coverage Residential Loan Policy
Addendum       Operative Law - 2012 Short Form Residential Loan Policy
Addendum       Operative Law - 2015 Short Form Residential Loan Policy - Current Violations
Addendum       Operative Law - 2015 Short Form Expanded Coverage Residential Loan Policy
  48 152   Tribal Waivers and Consents
ALTA JR1 ALTA JR1   Instructions Junior Loan Supplemental Coverage (date down)
ALTA JR2 ALTA JR2   Instructions Junior Loan - Future Advance (Revolving Credit / Variable Rate)

 

SPECIAL ENDORSEMENTS

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  Form 203: Use CLTA 100 Mod. for Owner - Improved Land Instructions Modified CLTA 100 (CC&R’s, Encroachments-Improved Land)
  Form 206: Use CLTA 100 Mod. for Owner - Vacant Land Instructions Modified CLTA 100 (CC&R’s, Encroachments-Vacant Land)
  Form 209 Instructions Construction Loan Compliance
  Form 212 Instructions Date-Down
  Form 213 Instructions Modification (extension of due date)
  Form 214 Instructions Non-Imputation
      Non-Imputation Declaration (Partnership)
      Non-Imputation Declaration (Corporation)
  Non-Imputation Declaration (LLC - member managed)
  Non-Imputation Declaration (LLC - manager managed)
  Form 215 Instructions Foreign currency
  Form 217 Instructions Inflation
  Form 218 Instructions Recharacterization
  Form 219 Instructions Shared Appreciation/Interest on Interest/Contingent Interest
  Form 221 Instructions Interest Rate Exchange
  Form 224 Instructions Aggregate Liability (Pro Tanto)
  Form 227 Instructions Mobilehome
  Form 230 Instructions Partnership-Excess Insurance
  Form 233 Instructions Partnership-Insuring Interest of Incoming Partner
  Form 236 Instructions WITHDRAWN Tie-In (Aggregation) (Use ALTA 12/CLTA 117 instead)
  Form 239 Instructions Usury
  Form 242 Instructions Access Coverage
  Form 243 Instructions Doing Business
  Form 244 Instructions Conversion of ALTA policy to Leasehold Policy
  Form 245 Instructions Option to Purchase
  Form 247 Instructions Comprehensive Lender’s Coverage Mobile Home
  Form 248 Instructions Fairway
  Form 249 Instructions Last Dollar
  Form 250 Instructions Adding Concurrent lender to an ALTA-R Policy
  Form 251 Instructions Mortgage Securing Letter of Credit
  Form 252 Instructions Variable Rate Mortgage
  Form 253 Instructions Tax Parcel
  Form 254 Instructions Modification and Additional Advance Agreement
  Form 255 Instructions First Loss
  Form 257 Instructions Street Assessments
  Form 257-LCP Instructions (TRANSNATION ONLY) LCP - Vesting - Credit Unions
  Form 258 Instructions Secondary Insurance
  Form 259 Instructions Limited TSG Taxes and Assessments
  Form 260 Instructions Limited TSG Publication
  Form 261 Instructions F/F TSG Additional Information
  Form 262 Instructions F/F TSG Special Assessments