Change in Ownership Forms
The preliminary change in ownership report must be completed by transferee (buyer) prior to transfer of subject property in accordance with section 480.3 of the Revenue and Taxation Code. A Preliminary Change of Ownership Report must be filed with each conveyance in the County Recorder’s office for the county where the property is located.
You can use DocuSign to complete and submit Change in Ownership Forms. See below for links to DocuSign or PDF forms.
For questions regarding Change in Ownership forms, you may send us a message or call us at 650.599.1743.
Parent & Child and/or Grandparent-Grandchild Reassessment Exclusion Forms
Click for detail on this Exclusion