Get Preliminary Change Of Ownership Report San Diego

Filing the Preliminary Change Of Ownership Report is a crucial step in the transfer of property ownership in San Diego. This guide will provide you with detailed instructions on how to complete the form online, ensuring you meet all necessary requirements.

Follow the steps to complete the report successfully.

1. Click ‘Get Form’ button to access the Preliminary Change Of Ownership Report and open it for editing.
2. Fill in the section regarding the seller or transferor’s information, including the assessor's parcel number, name, and contact information. Ensure you provide accurate and complete details.
3. Next, input the buyer or transferee's information. Include their name, daytime telephone number, and the street address of the property being transferred.
4. Indicate where to mail property tax information and confirm if this property will serve as your principal residence. If yes, provide the date of occupancy or intended occupancy.
5. Proceed to Part 1, which addresses transfer information. Carefully check the applicable statements about the nature of the transfer and select the corresponding options. Ensure all questions are answered accurately.
6. Continue to Part 2. Provide the date of transfer if it differs from the recording date, and detail the type of transfer, such as purchase, gift, or inheritance. Fill in any relevant information related to the transfer.
7. In Part 3, specify the purchase price and terms of sale by entering the total purchase price, down payment, and additional financing details. This information is essential for property assessment.
8. In Part 4, indicate the type of property being transferred and provide any necessary details about the property condition, rental income, and if personal or business property is included in the sale.
9. Finally, complete the certification section. Sign and date the document, and print the name of the buyer or legal representative along with their title and email address.
10. Once all information is accurate, save your changes, and proceed to download, print, or share the completed form as needed for filing.

Complete your Preliminary Change Of Ownership Report online today for a seamless property transfer experience.