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BOE-502-A (P1) REV. 12 (05-13) PRELIMINARY CHANGE OF OWNERSHIP REPORT To be completed by the transferee (buyer) prior to a transfer of subject property, in accordance with section 480.3 of the Revenue

How to fill out preliminary change of ownership

How to fill out preliminary change of ownership:

1. Obtain the necessary form: You can usually find the preliminary change of ownership form on your local government's official website or at the assessor's office. Download and print the form.
2. Provide property details: Fill in the required information about the property, such as the address, parcel number, and legal description. This information is typically found on the property deed or tax bill.
3. Indicate the reason for the change: Specify the reason for the change in ownership. This could be due to a sale, transfer, inheritance, or any other circumstance that necessitates updating the ownership records.
4. Identify the new owners: Clearly state the names of the new owners and their contact information. Include their full legal names, mailing addresses, phone numbers, and email addresses if applicable.
5. Attach supporting documents: Depending on the jurisdiction, you may be required to provide supporting documents with your preliminary change of ownership form. This may include a copy of the purchase agreement, grant deed, death certificate, or other relevant documents.
6. Sign and date the form: Review the completed form carefully and make sure all the information provided is accurate. Sign and date the form, indicating your acceptance of the information provided.
7. Submit the form: Once you have completed the form, file it with the appropriate government agency. This is typically the county assessor's office or any other entity responsible for maintaining property ownership records.

Who needs preliminary change of ownership:

1. Property buyers: When you purchase a property, whether residential or commercial, you will need to fill out a preliminary change of ownership form to update the ownership records.
2. Property sellers: If you are selling a property, you may also be required to complete a preliminary change of ownership form to indicate the transfer of ownership to the new owner.
3. Inheritors: When you inherit a property due to the passing of a loved one, it is essential to file a preliminary change of ownership form to reflect the change in ownership status.
4. Estate administrators: If you are in charge of administering an estate, you may need to fill out a preliminary change of ownership form to update the ownership records as part of the probate process.
5. Legal representatives: Attorneys or legal professionals representing clients in property transactions should ensure that the preliminary change of ownership form is completed correctly to avoid any legal issues.

Remember to consult your local government's guidelines and regulations specific to your jurisdiction as requirements may vary.

For pdfFiller’s FAQs

What is preliminary change of ownership?

Preliminary change of ownership refers to the process of reporting a change in ownership of real property to the appropriate tax authorities.

Who is required to file preliminary change of ownership?

The new property owner is required to file the preliminary change of ownership form with the county assessor's office.

How to fill out preliminary change of ownership?

To fill out a preliminary change of ownership form, the new property owner must provide details about the property, the previous owner, and the date of ownership transfer.

What is the purpose of preliminary change of ownership?

The purpose of preliminary change of ownership is to ensure that the property is assessed at its correct value for property tax purposes.

What information must be reported on preliminary change of ownership?

The preliminary change of ownership form typically requires information such as the property address, assessor's parcel number, transfer date, purchase price, and new owner's contact information.

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