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Form preliminary change ownership report 2014-2026

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  1. Click ‘Get Form’ to open the Preliminary Change of Ownership Report in the editor.
  2. Begin by entering the name and mailing address of the buyer/transferee. Ensure all details are accurate, making necessary corrections to any printed information.
  3. Fill in the Assessor's Parcel Number, seller's name, buyer’s daytime telephone number, and email address. This information is crucial for communication with the Assessor's office.
  4. Indicate whether the property is intended as your principal residence by checking 'YES' or 'NO' and provide the date of occupancy if applicable.
  5. Complete Part 1 regarding transfer information. Check relevant boxes that apply to your situation, such as transfers between spouses or domestic partners.
  6. In Part 2, specify additional transfer details like date of transfer and type of transfer (e.g., purchase, gift).
  7. Proceed to Part 3 to enter purchase price and terms of sale. Accurately report total purchase price and down payment amounts.
  8. Finally, review all sections for accuracy before signing and certifying the document at the end.

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