Get the free Preliminary Change of Ownership Report

This document is a Preliminary Change of Ownership Report required to be completed by the buyer prior to transferring ownership of a property in accordance with California Revenue and Taxation Code. It captures essential information about the buyer, seller, property details, and transfer information to assist the Assessor in properly assessing property taxes.

How to fill out preliminary change of ownership

How to fill out preliminary change of ownership

1. Obtain the preliminary change of ownership form from your local assessor's office or their website.
2. Fill out the property address and the legal description of the property.
3. Enter the names and contact information of the transferor (current owner) and transferee (new owner).
4. Indicate the nature of the transaction (e.g., sale, gift, transfer between family members).
5. Provide the sale price or the value of the property being transferred.
6. Sign and date the form, ensuring all required signatures are present.
7. Submit the completed form to the relevant local assessor's office, either by mail or in person.

Who needs preliminary change of ownership?

1. Individuals or entities transferring property ownership.
2. Buyers and sellers involved in a real estate transaction.
3. Heirs transferring property as part of an estate settlement.
4. Gifts of property made between family members or friends.

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What is preliminary change of ownership?

A preliminary change of ownership refers to a formal notification to the relevant tax authority of a change in property ownership prior to the finalization of that change.

Who is required to file preliminary change of ownership?

Typically, the buyer or transferee of the property is required to file the preliminary change of ownership form.

How to fill out preliminary change of ownership?

To fill out the preliminary change of ownership, one must provide information such as the names of the buyer and seller, the property address, and details of the transaction, ensuring accuracy and completeness.

What is the purpose of preliminary change of ownership?

The purpose of preliminary change of ownership is to inform the tax authority of changes in property ownership to ensure that property taxes are accurately assessed.

What information must be reported on preliminary change of ownership?

Information that must be reported includes the names of the buyer and seller, the transfer date, property description, and any consideration or payment involved in the transaction.