California Promissory Note Template (Free 2025 Word Download) – Secured & Unsecured Versions

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As a business attorney who has drafted hundreds of promissory notes for California clients over the past twelve years, I created this completely free, attorney-reviewed California promissory note template in Word that you can download and customize in minutes. Whether you need a simple unsecured promissory note California lenders trust or a secured version that complies with California usury and disclosure rules, you’ll find both below.

This CA promissory note template is updated for 2025 and follows California Civil Code §§ 2954.10, 2074, Commercial Code § 9101 et seq., and the latest IRS revenue rulings on imputed interest (more on that below).

What Is a Promissory Note and Why California Requires Special Language

A promissory note is a written, enforceable promise to repay a debt under specific terms. In California, even a simple family loan can trigger usury limits (10% per year for non-exempt lenders under Article XV of the California Constitution) and federal imputed-interest rules if no interest is charged.

I’ve seen too many “handshake” loans turn into expensive lawsuits because the note lacked required California disclosures or improperly classified the loan as unsecured when collateral existed. My free California promissory note form eliminates those risks.

Free Download: California Promissory Note Template (Word .docx)

→ Click here to download the Secured + Unsecured California Promissory Note Template (Word) – 100% free, no email required.

The download includes:

Key Features of This California Promissory Note Sample

FeatureWhy It Matters in California
Governing Law Clause (Calif.)Avoids choice-of-law disputes
Usury savings languageComplies with 10% cap (Civil Code § 1916-2)
Prepayment clause optionsPrevents lender prepayment penalties
Late fee capped at California maximumKeeps fees enforceable
Attorney fees & costs provisionRecoverable under Civil Code § 1717
Spousal consent (for married borrowers)Protects community property interests

When to Use an Unsecured Promissory Note in California

An unsecured promissory note California lenders accept works best for:

Warning: Even unsecured notes must still comply with California usury law and IRS minimum interest rules (AFR – Applicable Federal Rate). My template automatically references the current IRS AFR table at IRS.gov/applicable-federal-rates.

Secured vs. Unsecured Promissory Note California – Quick Comparison

SecuredUnsecured
Collateral requiredYes (real estate, vehicle, stock, etc.)No
Default recoveryForeclose or repossessSue and try to collect judgment
Interest rate flexibilityHigher rates often allowedStrict 10% usury cap for most
Recording neededDeed of Trust or UCC-1None

How to Fill Out the California Promissory Note Template (Step-by-Step)

  1. Date & Parties – Use full legal names and California addresses.
  2. Principal Amount – Write both numerals and words (e.g., $50,000 – Fifty Thousand Dollars).
  3. Interest Rate – Never exceed 10% for non-exempt lenders. My template defaults to 8% with AFR fallback language.
  4. Payment Schedule – Choose monthly, lump-sum, interest-only, or custom.
  5. Collateral (Secured version only) – Complete Schedule A with exact description (VIN, parcel number, etc.).
  6. Spousal Consent – Required if borrower is married and California community property may be at risk.
  7. Signatures & Notary – Notarization is not required for enforceability but highly recommended for self-proving evidence.

California Usury Law Quick Reference (2025)

Most private lenders in California are limited to 10% simple interest per year. Exemptions exist for:

Charging more than 10% without an exemption can make the entire interest portion void and expose you to treble damages (Civil Code § 1916-3).

IRS Imputed Interest Rules – Don’t Forget the AFR

If you charge 0% or below-market interest, the IRS requires you to impute interest at the Applicable Federal Rate. See current rates at IRS.gov Applicable Federal Rates. My template includes optional AFR language that automatically satisfies IRC § 7872.

Common Mistakes I See on DIY California Promissory Notes

Frequently Asked Questions About California Promissory Notes

Do I need to notarize a promissory note in California?
No, but notarization makes it self-authenticating in court (Evidence Code § 1452).

Can I charge compound interest?
Only if the lender is exempt from usury (most private individuals cannot).

Is an email or text message enough instead of a written note?
Possibly under the Electronic Signatures Act, but courts hate them in disputes. Always use a proper signed document.

Where do I record a secured promissory note?
The note itself is not recorded – the Deed of Trust (real estate) or UCC-1 (personal property) is.

Final Disclaimer

This California promissory note template and article are provided for informational purposes only and do not constitute legal or tax advice. Laws change and your situation may have unique facts. Always consult a licensed California attorney or CPA before lending or borrowing significant sums. I am not your lawyer and no attorney-client relationship is formed by downloading or using this template.

Download Your Free 2025 California Promissory Note Template (Word) Now →

Last updated: November 2025