republic-os/legislation/us/states/ca/20092010/ab-329.md

type, title, description, jurisdiction, legislature, session, identifier, citation, classification, subjects, status, primary_sponsors, version_count, action_count, vote_count, first_action, last_action, source, source_identifier, source_url, source_hash, vintage, source_snapshot, retrieved_at, confidence, tags

type	title	description	jurisdiction	legislature	session	identifier	citation	classification	subjects	status	primary_sponsors	version_count	action_count	vote_count	first_action	last_action	source	source_identifier	source_url	source_hash	vintage	source_snapshot	retrieved_at	confidence	tags
Bill	Reverse mortgages.	Existing law defines and regulates reverse mortgage loans and provides a disclosure notice that a lender must provide an applicant, which informs the applicant that a reverse mortgage is a complex financial arrangement and advises the applicant of the wisdom of seeking financial counseling before entering the agreement. Existing law prohibits a lender from referring a borrower to anyone for the purchase of an annuity. Existing law requires a lender to refer a prospective borrower to a housing counseling agency for counseling, as specified, prior to accepting a final and complete application for a reverse mortgage or assessing any fees.	us/states/ca	California Legislature	20092010	AB 329	California AB 329 (20092010)	bill	Reverse mortgages.	enacted	Feuer	10	31	6	2009-02-18	2009-10-11	openstates	ocd-bill/02bba471-d99d-4ba5-9876-de6433a8ef6c	http://leginfo.legislature.ca.gov/faces/billNavClient.xhtml?bill_id=200920100AB329	935f85d6d93563d1e7a45661a350278a6c684042357b82ed04a70db6bde31d99	2026-07-01	https://data.openstates.org/daily/2026-07-01/public.pgdump	2026-07-06	reported	legislation bill us-ca

California AB 329 (20092010) — Reverse mortgages.

Existing law defines and regulates reverse mortgage loans and provides a disclosure notice that a lender must provide an applicant, which informs the applicant that a reverse mortgage is a complex financial arrangement and advises the applicant of the wisdom of seeking financial counseling before entering the agreement. Existing law prohibits a lender from referring a borrower to anyone for the purchase of an annuity. Existing law requires a lender to refer a prospective borrower to a housing counseling agency for counseling, as specified, prior to accepting a final and complete application for a reverse mortgage or assessing any fees.

Version chain

The bill's text revisions, in order — the diff chain from filing to enrollment.

1. 02/18/09 - Introduced (filed) — source
2. 04/13/09 - Amended Assembly (committee substitute) — source
3. 04/16/09 - Amended Assembly (committee substitute) — source
4. 04/29/09 - Amended Assembly (committee substitute) — source
5. 05/07/09 - Amended Assembly (committee substitute) — source
6. 05/27/09 - Amended Senate (committee substitute) — source
7. 07/23/09 - Amended Senate (committee substitute) — source
8. 10/11/09 - Chaptered (committee substitute) — source
9. AB329 (committee substitute) — source
10. 09/09/09 - Enrolled (enrolled) — source

Votes

• AB 329 FEUER Concurrence in Senate Amendments — pass (pass) · lower
• AB 329 FEUER Assembly Third Reading — pass (pass) · lower
• Do pass as amended and be re-referred to the Committee on Banking and Finance. — pass (pass) · lower
• Do pass, but re-refer to the Committee on Judiciary. — pass (pass) · upper
• Do pass as amended. — pass (pass) · lower
• Assembly 3rd Reading AB329 Feuer By Wolk — pass (pass) · upper

Sponsors

• Feuer — primary (person)

Timeline

The legislative action history — every referral, reading, and vote.

• 2009-02-18 Read first time. To print. reading-1
• 2009-02-19 From printer. May be heard in committee March 21.
• 2009-03-09 Referred to Coms. on JUD. and B. & F. referral-committee
• 2009-03-25 In committee: Hearing postponed by committee.
• 2009-04-13 From committee chair, with author's amendments: Amend, and re-refer to Com. on JUD. Read second time and amended. amendment-introduction, reading-2, amendment-passage, reading-1
• 2009-04-13 Re-referred to Com. on JUD. referral-committee
• 2009-04-13 In committee: Hearing postponed by committee.
• 2009-04-16 From committee chair, with author's amendments: Amend, and re-refer to Com. on JUD. Read second time and amended. amendment-introduction, reading-2, amendment-passage, reading-1
• 2009-04-20 Re-referred to Com. on JUD. referral-committee
• 2009-04-28 From committee: Amend, do pass as amended, and re-refer to Com. on B. & F. (Ayes 7. Noes 2.) (April 21). amendment-introduction, amendment-passage, committee-passage
• 2009-04-29 Read second time and amended. amendment-passage, reading-2, reading-1
• 2009-04-30 Re-referred to Com. on B. & F. referral-committee
• 2009-05-06 From committee: Amend, and do pass as amended. (Ayes 9. Noes 0.) (May 4). amendment-introduction, amendment-passage, committee-passage
• 2009-05-07 Read second time and amended. Ordered returned to second reading. amendment-passage, reading-2, reading-1
• 2009-05-11 Read second time. To third reading. reading-2, reading-1
• 2009-05-14 Read third time, passed, and to Senate. (Ayes 68. Noes 2. Page 1459.) reading-3, passage, reading-1
• 2009-05-14 In Senate. Read first time. To Com. on RLS. for assignment. reading-1
• 2009-05-21 Referred to Coms. on B., F. & I. and JUD. referral-committee
• 2009-05-27 From committee chair, with author's amendments: Amend, and re-refer to committee. Read second time, amended, and re-referred to Com. on B., F. & I. amendment-introduction, reading-2, amendment-passage, referral-committee, reading-1
• 2009-06-18 From committee: Do pass, and re-refer to Com. on JUD. Re-referred. (Ayes 9. Noes 2.) (June 17). committee-passage-favorable, committee-passage
• 2009-06-24 Withdrawn from committee. Ordered placed on second reading file.
• 2009-06-25 Read second time. To third reading. reading-2, reading-1
• 2009-07-23 Read third time, amended. To second reading. reading-3, amendment-passage, reading-1
• 2009-08-17 Read second time. To third reading. reading-2, reading-1
• 2009-09-01 Read third time, passed, and to Assembly. (Ayes 28. Noes 7. Page 2064.) reading-3, passage, reading-1
• 2009-09-02 In Assembly. Concurrence in Senate amendments pending. May be considered on or after September 4 pursuant to Assembly Rule 77.
• 2009-09-03 Assembly Rule 77 suspended. (Page 2970.)
• 2009-09-03 Senate amendments concurred in. To enrollment. (Ayes 72. Noes 2. Page 2975.) amendment-passage, committee-passage-favorable
• 2009-09-11 Enrolled and to the Governor at 7 p.m.
• 2009-10-11 Approved by the Governor. executive-signature
• 2009-10-11 Chaptered by Secretary of State - Chapter 236, Statutes of 2009.

Source

OpenStates / OpenCivicData bulk snapshot 2026-07-01; origin ocd-bill/02bba471-d99d-4ba5-9876-de6433a8ef6c. Confidence: reported (aggregated from official California legislature records).