Portola Valley, CA · San Mateo County
SB 9 Affidavit of Intent to Occupy
A notarized affidavit required with a Portola Valley SB 9 urban lot split or two-unit application, where the applicant swears to occupy one resulting unit as a principal residence for three years.
- California-licensed notary
- ~15 min average
- Notarized PDF emailed
What you’ll need
- Government-issued photo ID
- Webcam-enabled device (laptop or phone)
- This form, ready to upload as a PDF
What this form is
California Senate Bill 9 lets qualifying single-family lots be split or add units, but Portola Valley requires applicants to sign an Affidavit of Intent to Occupy confirming they will live in one of the resulting units as their principal residence for at least three years, per Government Code Sections 65852.21 and 66411.7 and the town's municipal code. The affidavit carries a full California all-purpose acknowledgment jurat, so it must be signed before a notary.
Who needs it
Portola Valley property owners applying for an SB 9 urban lot split or a new residential unit under Government Code Section 65852.21.
Why it needs a notary
The affidavit includes a complete California notary acknowledgment block ('before me... personally appeared...'), so the applicant's signature must be notarized before submission.
How to get this notarized
- 1
Download the Affidavit
Get the SB9 Intent to Occupy Affidavit from Portola Valley's Planning Applications page.
- 2
Fill In Your Details
Complete the site address, APN, and occupancy declaration sections before signing.
- 3
Book an Online Notary
Schedule a remote online notarization session with Rush Notary.
- 4
Sign on Video
Verify your identity and sign the affidavit live with the notary over video.
- 5
Submit to the Town
Include the notarized affidavit with your SB 9 application to the Planning and Building Department.
Preview the form
The blank PDF straight from Portola Valley. Look it over, then upload your filled copy to start the notary session.
You’ll need ID and a webcam.
A licensed California online notary will join you on video, verify your government-issued ID, witness your signature, and apply their seal. You’ll receive the notarized PDF by email when the session ends.
Frequently asked questions
- Do I need this affidavit for every SB 9 project?
- It's required for an urban lot split or a new residential unit under Government Code Sections 65852.21 and 66411.7, unless the applicant is a qualified non-profit or community land trust.
- How do I get this notarized online?
- Upload the completed affidavit, verify your identity, and connect with a licensed online notary over video to sign in minutes.
- How long must I occupy the unit?
- The affidavit requires the applicant to occupy one resulting unit as their principal residence for at least three years from approval of the parcel map or residential units.
- Will Portola Valley accept a remote online notarization?
- California recognizes notarial acts performed under another state's law per Civil Code §1189(b); check with the Portola Valley Planning and Building Department if you are unsure before submitting.