Service Affidavit - Preparation Worksheet - California
CALIFORNIA SERVICE-INFORMATION WORKSHEET
NOT AN AFFIDAVIT OR RETURN OF SERVICE
Use this worksheet to collect facts. Transfer them only to the current official or counsel-approved proof-of-service document that applies to the case, document, recipient, and method.
1. CASE AND ROUTE CHECK
| Item | Information |
|---|---|
| Court | [________________________________________] |
| County | [________________________________________] |
| Division | [________________________________________] |
| File number | [________________________________________] |
| Case caption | [________________________________________] |
| Document requiring service | [________________________________________] |
| Current service authority identified by counsel | [________________________________________] |
| Official form or approved proof document | [________________________________________] |
| Official instructions or URL | [________________________________________] |
| Requirements checked on | [__/__/____] |
☐ Recipient classification confirmed
☐ Authorized service method confirmed
☐ Person authorized to serve confirmed
☐ Service deadline confirmed
☐ Required proof document confirmed
☐ Filing and notice steps confirmed
2. PARTIES
| Party | Role | Attorney or service contact |
|---|---|---|
| [________________________________] | [________________] | [________________________________] |
| [________________________________] | [________________] | [________________________________] |
| [________________________________] | [________________] | [________________________________] |
3. DOCUMENT PACKAGE
List every document included in the service package exactly as titled.
| Document | Date or version | Copy checked |
|---|---|---|
| [________________________________] | [________________] | ☐ |
| [________________________________] | [________________] | ☐ |
| [________________________________] | [________________] | ☐ |
| [________________________________] | [________________] | ☐ |
Envelope, package, or electronic bundle identifier: [________________________________________]
4. RECIPIENT CLASSIFICATION
Named recipient: [________________________________________]
Recipient type selected after review:
☐ Individual
☐ Minor or person requiring a representative
☐ Corporation or other entity
☐ Government body or official
☐ Registered or authorized agent
☐ Attorney or represented party
☐ Other: [________________________________________]
Capacity of person who received the package: [________________________________________]
Authority or relationship to named recipient: [________________________________________]
Additional verification needed: [________________________________________]
5. SERVER INFORMATION
Server name: [________________________________________]
Organization or employer: [________________________________________]
Address: [________________________________________]
Telephone: [________________________________________]
Email: [________________________________________]
Qualification or authorization confirmed by: [________________________________________]
Conflict or party-status review: [________________________________________]
6. SERVICE EVENT
Date: [__/__/____]
Time: [____:____] ☐ AM ☐ PM
Time zone: [________________________________________]
Location or destination: [________________________________________]
Method used: [________________________________________]
Person encountered or delivery contact: [________________________________________]
Identification or confirmation used: [________________________________________]
Documents delivered: [________________________________________]
What occurred:
[________________________________________]
[________________________________________]
7. DELIVERY EVIDENCE
| Evidence | Identifier or location |
|---|---|
| Delivery receipt | [________________________________] |
| Tracking record | [________________________________] |
| Signature record | [________________________________] |
| Photograph or contemporaneous note | [________________________________] |
| Electronic transmission record | [________________________________] |
| Witness information | [________________________________] |
| Returned or undelivered item | [________________________________] |
| Other | [________________________________] |
Do not include confidential information in a public filing unless the current procedure permits it.
8. UNSUCCESSFUL ATTEMPTS
| Attempt | Date and time | Location or destination | Result | Evidence |
|---|---|---|---|---|
| 1 | [________________________________] | [________________________________] | [________________________________] | [________________________________] |
| 2 | [________________________________] | [________________________________] | [________________________________] | [________________________________] |
| 3 | [________________________________] | [________________________________] | [________________________________] | [________________________________] |
9. PROOF-DOCUMENT PREPARATION
Required proof document: [________________________________________]
Person who must sign or certify it: [________________________________________]
Sworn, affirmed, certified, or unsworn format required: [________________________________________]
Notarial or clerk step, if any: [________________________________________]
Attachments required: [________________________________________]
Filing destination and method: [________________________________________]
Filing deadline: [________________________________________]
Additional service or notice after filing: [________________________________________]
10. REVIEW CHECKLIST
☐ Names match the caption and service documents
☐ Recipient and capacity are stated accurately
☐ Date, time, location, and method match the evidence
☐ Document list is complete
☐ No legal conclusion was added by the server
☐ Confidential information was handled under the current procedure
☐ Required receipts or records are attached
☐ Counsel reviewed the final proof document
☐ Filed copy matches the reviewed copy
11. SUBMISSION RECORD
Prepared by: [________________________________________]
Reviewed by: [________________________________________]
Review date: [__/__/____]
Filed or submitted on: [________________________________________]
Confirmation number: [________________________________________]
Accepted, rejected, or pending: [________________________________________]
Correction requested: [________________________________________]
Correction deadline: [________________________________________]
Retain this worksheet with the service package, delivery evidence, final proof document, filing confirmation, and counsel's route notes.
About this template
- Last updated
- August 23, 2026
- Last reviewed
- August 23, 2026
- Jurisdiction
- California
- Category
- Litigation & Court Documents
These are the filings that drive a lawsuit through the system: complaints, answers, motions, briefs, discovery requests and responses, and post-judgment papers. Each has its own format requirements under federal and state procedural rules, and each has a deadline that cannot be missed without consequences. Clean, procedurally correct filings move a case forward; sloppy ones invite motions to strike, amended responses, and avoidable delays.
Not legal advice
This template is provided for informational purposes. We recommend having an attorney review any legal document before signing, especially for high-value or complex matters.
Checked against the law it cites
A reviewer verified this template's legal citations against the official source on August 23, 2026.
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