Follow the steps to successfully complete the form online.

1. Press the ‘Get Form’ button to access the Sonoma County Form Boe 62a and open the document in your preferred online editor.
2. In section A, provide information about the replacement dwelling. Fill in the assessor’s parcel number, recorder’s document number, date of purchase, date of completion of new construction, purchase price, cost of new construction, and the property address.
3. Indicate if the new construction was performed on a replacement dwelling previously granted a benefit under section 69.5 within the past two years. If applicable, provide the date of your original claim.
4. In section B, enter details about the original (former) property. Include the assessor’s parcel number, date of sale, sale price, and address. Answer whether this was your principal place of residence and if it was transferred to your parent(s), children, or grandchildren.
5. Respond to questions regarding the property’s condition at the time of sale, including whether it was substantially damaged or had new construction performed since the last tax bill.
6. In section C, fill out the claimant information. Enter the name of the claimant, social security number, name of the spouse (if applicable), social security number, and specify if relief has previously been granted due to age.
7. Complete the certification section by signing and dating the form. Ensure to provide your home and daytime phone numbers, along with your mailing address and email address.
8. If there are additional claimants, use a separate sheet of paper and attach it, following the same format as above.
9. After completing all sections, save your changes. You can then download, print, or share the filled-out form as required.

Complete your Sonoma County Form Boe 62a online to ensure you secure your benefits efficiently.