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California Information Statement

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CIVIL CASE INFORMATION STATEMENT

TO BE FILED IN THE COURT OF APPEAL

COURT OF APPEAL, APPELLATE DISTRICT, DIVISION

Court of Appeal Case Number (if known):

ATTORNEY OR PARTY WITHOUT ATTORNEY (Name, State Bar number, and address):

TELEPHONE NO.:

FAX NO. (Optional):

E-MAIL ADDRESS (Optional):

ATTORNEY FOR (Name):

APPELLANT:

RESPONDENT:

SUPERIOR COURT OF CALIFORNIA, COUNTY OF

STREET ADDRESS

MAILING ADDRESS

CITY AND ZIP CODE

BRANCH NAME

Superior Court Case Number

JUDGES (all who participated in case):

NOTE TO APPELLANT: You must file this form with the clerk of the Court of Appeal within 10 days after the clerk mails you a notice that this form must be filed. You must attach to this form (1) a copy of the judgment or order being appealed that shows the date it was entered and (2) proof of service of this form on all parties to the appeal.

PART I - APPEAL INFORMATION

A. APPEALABILITY

1. Appeal is from:

Judgment after jury trial

Judgment after court trial

Default judgment

Judgment after an order granting a summary judgment motion

Judgment of dismissal under Code Civ. Proc., §§ 581d, 583.250, 583.360, or 583.430

Judgment of dismissal after an order sustaining a demurrer

An order after judgment under Code Civ. Proc., § 904.1(a)(2)

An order or judgment under Code Civ. Proc., § 904.1(a)(3)-(13)

Other:

2. Does the judgment appealed from dispose of all causes of action, including all cross-actions between the parties?

Yes No

If no, please explain why the judgment is appealable:

B. TIMELINESS OF APPEAL (Provide all applicable dates.)

1. Date of entry of judgment or order appealed from:

2. Date that notice of entry of judgment or a copy of the judgment was mailed by the clerk or served by a party under California Rules of Court, 8.104:

3. Was a motion for new trial, judgment notwithstanding the verdict, reconsideration, or to vacate the judgment made and denied?

Yes No

If yes, please specify the type of motion:

Date motion filed:

Date denied:

Date denial served:

4. Date notice of appeal or cross-appeal filed:

C. BANKRUPTCY OR OTHER STAY

Is there a related bankruptcy case or a court-ordered stay that affects this appeal?

Yes No

If yes, please attach a copy of the bankruptcy petition and any stay order.

PART II - NATURE OF ACTION

A. Nature of action (check all that apply):

Conservatorship

Contract

Eminent domain

Equitable action

Declaratory relief

Other:

Family law

Guardianship

Probate

Real property rights

Title of real property

Other:

Tort

Medical malpractice

Product liability

Other personal injury

Personal property

Other tort:

Trust proceedings

Writ proceedings in superior court

Mandate (Code Civ. Proc., § 1085)

Prohibition (Code Civ. Proc., § 1102)

Administrative mandate (Code Civ. Proc., § 1094.5)

Other:

Other action:

B. This appeal is entitled to calendar preference/priority on appeal (cite authority):

PART III - PARTY AND ATTORNEY INFORMATION

Please attach to this form a list of all the parties and all their attorneys of record who will participate in the appeal.

APPELLATE CASE TITLE:

SUPERIOR COURT CASE NUMBER

D. APPELLATE CASE HISTORY (Provide additional information, if necessary, on attachment I.D.)

Is there now, or has there previously been, any appeal, writ, or other proceeding related to this case pending in any California appellate court?

Yes No

If yes, insert name of appellate court:

Appellate court case no.:

Title of trial court case:

Trial court case no.:

E. SERVICE REQUIREMENTS

Is service of documents in this matter, including a brief or a petition required on the Attorney General or other nonparty public officer or agency under California Rules of Court, rule 8.29 or a statute?

Yes No

If yes, please indicate the rule or statute that applies:

Rule 8.29

Bus. & Prof. Code, § 17209 (Unfair Competition Act)

Bus. & Prof. Code, § 17536.5 (False advertising)

Civ. Code, § 51.1

Civ. Code, § 55.2

Gov. Code, § 4461

Gov. Code, § 12656(a)

Health & Saf. Code, § 19954.5

Health & Saf. Code, § 19959.5

Other (please specify statute):

NOTE: The rule and statutory provisions listed above require service of a copy of a party's brief or petition and brief on the Attorney General or other public officer or agency. Other statutes requiring service on the Attorney General or other public officers or agencies may also apply.

PART IV - SIGNATURE

Date:

This statement is prepared and submitted by:

(SIGNATURE OF ATTORNEY OR UNREPRESENTED PARTY)

CIVIL CASE INFORMATION STATEMENT

Page 1 of 2

APPELLATE CASE TITLE:

SUPERIOR COURT CASE NUMBER

D. APPELLATE CASE HISTORY (Provide additional information, if necessary, on attachment I.D.)

Is there now, or has there previously been, any appeal, writ, or other proceeding related to this case pending in any California appellate court?

Yes No

Appellate court case no.:

Title of trial court case:

Trial court case no.:

E. SERVICE REQUIREMENTS

Is service of documents in this matter, including a brief or a petition required on the Attorney General or other nonparty public officer or agency under California Rules of Court, rule 8.29 or a statute?

Yes No

PART II - NATURE OF ACTION

A. Nature of action (check all that apply):

Conservatorship

Contract

Eminent domain

Equitable action

Declaratory relief

Other:

Family law

Guardianship

Probate

Real property rights

Title of real property

Other:

Tort

Medical malpractice

Product liability

Other personal injury

Personal property

Other tort:

Trust proceedings

Writ proceedings in superior court

Mandate (Code Civ. Proc., § 1085)

Prohibition (Code Civ. Proc., § 1102)

Administrative mandate (Code Civ. Proc., § 1094.5)

Other:

Other action:

B. This appeal is entitled to calendar preference/priority on appeal (cite authority):

PART III - PARTY AND ATTORNEY INFORMATION

Please attach to this form a list of all the parties and all their attorneys of record who will participate in the appeal.

Date:

This statement is prepared and submitted by:

(SIGNATURE OF ATTORNEY OR UNREPRESENTED PARTY)

APP-004 [Rev. January 1, 2007] CIVIL CASE INFORMATION STATEMENT

Page 2 of 2

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What the California Information Statement Is and when it applies

The California Information Statement is a formal, written record used to disclose material facts about a transaction, entity, or regulatory status under California practice. It typically identifies the reporting parties, summarizes key facts or changes, states the effective date, and lists attachments or supporting documents. The statement is used in business filings, corporate disclosures, certain real estate transactions, and regulatory submissions where a concise, standardized narrative of facts is required by a state agency, counterparty, or legal process.

Why a clear Information Statement matters in California transactions

A clear California Information Statement documents facts, reduces ambiguity, and supports compliance with state and federal rules such as ESIGN and UETA. Properly prepared statements make audits, reviews, and legal analysis faster and reduce the chance of costly follow-up requests.

Why a clear Information Statement matters in California transactions

Who typically prepares and receives this statement

The California Information Statement is used by a mix of legal, corporate, and operational teams when formal disclosure is required.

  • Legal departments and outside counsel preparing regulatory disclosures and exhibits for filings or court processes.
  • Corporate compliance officers reporting changes in ownership, registered agent, or material facts to state agencies.
  • Real estate professionals and brokers providing transaction-specific disclosures to buyers, sellers, or escrow.

Recipients include state agencies, counterparties, lenders, and counsel; formatting and completeness affect acceptance and processing speed.

Step-by-step: completing a California Information Statement

Follow these sequential steps to prepare an accurate statement and minimize review delays.

  • 01
    Gather facts: Collect names, dates, and document numbers relevant to the disclosure.
  • 02
    Draft the statement: Write a concise factual narrative without argument or opinion.
  • 03
    Attach evidence: Include supporting documents, exhibits, or certificates as numbered attachments.
  • 04
    Sign and date: Authorized signer signs, dates, and provides printed name and title.

Security and compliance checkpoints to include

Encryption in transit: TLS 1.2/1.3
Encryption at rest: AES-256
Audit trail: Signatures, IP, timestamp
HIPAA readiness: BAA available
Regulatory standards: ESIGN and UETA
Access controls: SSO and role-based

Key risks and potential penalties for errors

Incorrect tax info: Backup withholding 24%
Late filings: 1099 penalties per IRC §6721
I-9 errors: $281–$2,789 per violation
HIPAA breaches: Civil and financial penalties
Invalid signature: Document may be unenforceable
Missing attachments: Processing delay or rejection

Common preparation mistakes to avoid

  • Using informal or ambiguous language that introduces opinion rather than a factual chronology and invites follow-up questions.
  • Failing to number or label attachments clearly, which forces reviewers to correlate exhibits manually and slows processing.
  • Including inconsistent dates or variant name spellings across the statement and attachments, triggering identity or authenticity checks.
  • Applying incorrect notarization or witness processes for the jurisdiction, leading to rejection or need for re-execution.

Core components every professional Information Statement should include

A structured statement improves clarity and legal reliability. Ensure each component below is present and formatted consistently.

Header

Title, file number (if any), and the matter or transaction reference to tie the statement to the underlying case or record.

Parties

Full legal names and roles (e.g., 'Seller', 'Registrant') for all persons and entities referenced in the statement.

Factual Narrative

Neutral, chronological summary of relevant events and material facts without argument, with cross-references to exhibits.

Attachments

Exhibit list and numbered attachments with brief descriptions and page counts for each supporting document.

Signature

Authorized signer name, title, signature, and execution date; include printed name and contact details for verification.

Certification

A short declarative clause stating the truthfulness of the facts and the signer's authority, dated and signed.

Typical workflow for preparing and circulating the statement

A concise workflow reduces errors and clarifies responsibilities from draft to final delivery.

  • Prepare draft: Assemble facts and exhibits into a single document.
  • Internal review: Legal or compliance reviews for completeness.
  • Execution: Authorized signer signs and dates the statement.
  • Distribution: Deliver to recipients and retain a certified copy.

Digital workflow settings to standardize

Configure your e-submission workflow to enforce required fields, routing, and retention policies before sending.

Field Configuration
Authentication Email link | SMS code or stronger
Field types Text, date, signature, attachments supported
Routing order Sequential or parallel signer flow
Storage format PDF/A with audit trail

Technical considerations for eSubmission and storage

Choose a platform that supports required formats, audit trails, and access controls before e-signing or filing.

  • File formats: PDF, DOCX, and XML support
  • Integrations: Salesforce, NetSuite, Google Workspace
  • Authentication: Email, SMS, KBA, or SSO

Ensure the chosen system logs signer identity, timestamps, and preserves an immutable audit trail for future verification and compliance.

Comparing eSignature vendor costs and capabilities for this workflow

Basic pricing and capability comparisons help select an eSignature provider that meets HIPAA, bulk send, and envelope needs without assuming a specific vendor.

signNow DocuSign Adobe Sign PandaDoc HelloSign
Starting Price $8/user/mo $15/user/mo $14/user/mo $19/user/mo $15/user/mo
Free Trial 7-day free trial Varies by vendor Varies by vendor Varies by vendor Varies by vendor
Bulk Send Yes Yes Yes Yes Varies
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes Yes Yes No No
Envelope Cap No cap 100 envelopes/user/year Varies Varies Varies

Frequently asked questions and quick answers

Answers to common execution, filing, and eSignature questions to prevent delays and rework.


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