Change in Ownership Forms

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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 email us at assessor@smcacre.org or call us at 650.599.1743.

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BOE-502-A, Preliminary Change of Ownership Report BOE-502-A, Preliminary Change of Ownership Report
BOE-502-AH, Change of Ownership Statement BOE-502-AH, Change of Ownership Statement
BOE-502-D, Change in Ownership Statement, Death of Real Property Owner BOE-502-D, Change in Ownership Statement, Death of Real Property Owner

Parent & Child and/or Grandparent-Grandchild Reassessment Exclusion Forms

Click for detail on this Exclusion

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BOE-58-AH, Claim for Reassessment Exclusion for Transfer between Parent and Child BOE-58-AH, Claim for Reassessment Exclusion for Transfer between Parent and Child
BOE-58-G, Claim for Reassessment Exclusion for Transfer from Grandparent to Grandchild BOE-58-G, Claim for Reassessment Exclusion for Transfer from Grandparent to Grandchild
BOE-62-R, Reassessment Exclusion for Transfer of Corporation Stock from Parent to Child BOE-62-R, Reassessment Exclusion for Transfer of Corporation Stock from Parent to Child

Base Year Value Transfer Forms

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BOE-60-AH, Claim of Person(s) at least 55 years of age for transfer of base year value to replacement Dwelling BOE-60-AH, Claim of Person(s) at least 55 years of age for transfer of base year value to replacement Dwelling
BOE-60-NR, Notice of Rescission of Claim to Transfer Base Year Value to Replacement Dwelling BOE-60-NR, Notice of Rescission of Claim to Transfer Base Year Value to Replacement Dwelling
BOE-62, Disabled Persons Claim for Transfer of Base Year Value to Replacement Dwelling BOE-62, Disabled Persons Claim for Transfer of Base Year Value to Replacement Dwelling
Not Available BOE-62-A, Certificate of Disability
BOE-65-CP, Claim for Transfer of Base Year Value from Qualified Contaminated Property to Replacement Property BOE-65-CP, Claim for Transfer of Base Year Value from Qualified Contaminated Property to Replacement Property
BOE-65-P, Claim for Intracounty Transfer Of Base Year Value To Replacement Property for Property Damaged or Destroyed in a Governor-Declared Disaster BOE-65-P, Claim for Intracounty Transfer Of Base Year Value To Replacement Property for Property Damaged or Destroyed in a Governor-Declared Disaster
BOE-65-PT, Claim For Intercounty Transfer Of Base Year Value To Replacement Property From Principal Residence Damaged or Destroyed in a Governor-Declared Disaster BOE-65-PT, Claim For Intercounty Transfer Of Base Year Value To Replacement Property From Principal Residence Damaged or Destroyed in a Governor-Declared Disaster
BOE-68, Claim for Base Year Value Transfer Acquisition by Public Entity BOE-68, Claim for Base Year Value Transfer Acquisition by Public Entity

Other Forms

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Legal Entity Change In Ownership/Control Questionnaire Legal Entity Change In Ownership/Control Questionnaire
BOE-58-H Affidavit of Cotenant Residency BOE-58-H Affidavit of Cotenant Residency
BOE-62-LRDP, Claim for Reassessment Reversal for Local Registered Domestic Partners BOE-62-LRDP, Claim for Reassessment Reversal for Local Registered Domestic Partners