Preliminary change of ownership report form 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering the 'Name and Mailing Address of Buyer/Transferee'. Ensure all details are accurate, including the Assessor's Parcel Number and contact information.
3. In 'Part 1: Transfer Information', check applicable boxes regarding the nature of the transfer. This section is crucial for determining potential reassessment exclusions.
4. Proceed to 'Part 2: Other Transfer Information' and specify the type of transfer, such as purchase or gift. Provide any relevant dates and additional details as needed.
5. Complete 'Part 3: Purchase Price and Terms of Sale' by accurately reporting the total purchase price, down payment, and any financing details. This information is vital for property tax assessments.
6. Finally, review 'Part 4: Property Information' to indicate property type and condition. Ensure all sections are filled out completely before submitting.

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