Get Claim For Reassessment Exclusion For Transfer Between Parent And Child Boe 58ah Pdf Form

Filling out the Claim For Reassessment Exclusion For Transfer Between Parent And Child Boe 58ah Pdf Form is essential for individuals transferring property between parents and children. This guide will help you navigate the process online in a straightforward and supportive manner.

Follow the steps to complete the form successfully.

1. Click the ‘Get Form’ button to access the form and open it in your chosen online editor.
2. In Section A, provide the property assessor’s parcel number, property address, city, recorder’s document number, and relevant dates for purchase or transfer. Ensure accuracy in the provided information.
3. In Section B, list the full name(s) of the transferor(s) and their social security number(s). Specify the family relationship(s) to the transferee(s) and check if the property served as the transferor’s principal residence.
4. Answer the questions about prior transfers qualifying for this exclusion and if only a partial interest in the property was transferred. If applicable, provide the percentage transferred.
5. If the transfer was conducted through a trust, attach a copy of the trust documentation.
6. In the certification section, sign and date the form to confirm the provided information is correct to the best of your knowledge.
7. In Section C, list the full name(s) of the transferee(s) and their relationship(s) to the transferor(s). If there are additional transferors or transferees, complete the respective additional sections.
8. Finally, review the completed form for accuracy, save any changes, and prepare to download, print, or share the form as necessary.

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