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 send us a message 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-19-G Claim for Reassessment Exclusion for Transfer Between Grandparent and Grandchild Occurring on or after Feb. 16, 2021 BOE-19-G Claim for Reassessment Exclusion for Transfer Between Grandparent and Grandchild Occurring on or after Feb. 16, 2021
BOE-19-P Claim for Reassessment Exclusion for Transfer Between Parent and Child Occurring on or after Feb. 16, 2021 BOE-19-P Claim for Reassessment Exclusion for Transfer Between Parent and Child Occurring on or after Feb. 16, 2021
BOE-58-AH, Claim for Reassessment Exclusion for Transfer between Parent and Child Occurring before Feb. 16, 2021 BOE-58-AH, Claim for Reassessment Exclusion for Transfer between Parent and Child Occurring before Feb. 16, 2021
BOE-58-G, Claim for Reassessment Exclusion for Transfer from Grandparent to Grandchild Occurring before Feb. 16, 2021 BOE-58-G, Claim for Reassessment Exclusion for Transfer from Grandparent to Grandchild Occurring before Feb. 16, 2021
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-19-B Claim for Transfer of Base Year Value to Replacement Primary Residence for Persons at least Age 55 years
Applies to base year value transfers occurring on or after April 1, 2021		 BOE-19-B Claim for Transfer of Base Year Value to Replacement Primary Residence for Persons at least Age 55 years
Applies to base year value transfers occurring on or after April 1, 2021
BOE-19-D Claim for Transfer of Base Year Value to Replacement Primary Residence for Severely Disabled Persons
Applies to base year value transfers occurring on or after April 1, 2021		 BOE-19-D Claim for Transfer of Base Year Value to Replacement Primary Residence for Severely Disabled Persons
Applies to base year value transfers occurring on or after April 1, 2021
Not Available BOE-19-DC Certificate of Disability
BOE-19-V Claim for Transfer of Base Year Value to Replacement Primary Residence for Victims of Wildfire / Other Natural Disaster
Applies to base year value transfers occurring on or after April 1, 2021		 BOE-19-V Claim for Transfer of Base Year Value to Replacement Primary Residence for Victims of Wildfire / Other Natural Disaster
Applies to base year value transfers occurring on or after April 1, 2021
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-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-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