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How to fill out the BOE-58-AH online
The BOE-58-AH is a claim form for reassessment exclusion for transfers between parents and children. This guide provides clear instructions on how to complete the form online, ensuring that all necessary information is accurately provided.
Follow the steps to complete the BOE-58-AH with ease.
- Click ‘Get Form’ button to obtain the form and open it in the editor.
- Fill in your name and mailing address at the top of the form. Make sure to check for any necessary corrections to ensure accuracy.
- In section A, provide the Assessor’s Parcel Number and property address details, including the city and recorder’s document number.
- Complete the dates of purchase or transfer, and if applicable, the probate number and date of death or decree of distribution.
- In section B, list the transferor’s full name(s) and social security number(s). Indicate the family relationship(s) to the transferee(s) and answer related questions.
- Check if the property was the transferor’s principal residence and if any prior exemptions were granted.
- If applicable, provide information about previous transfers that qualified for this exclusion by attaching a list as specified.
- Certify the information in the certification section by signing and dating where indicated. Ensure all transferor signatures are included.
- In section C, list the transferee(s) and their relationship(s) to the transferor(s), providing additional details as necessary.
- Complete any additional information regarding the transferee allocation and provide their signatures.
- After filling out all sections, review the completed form for accuracy before saving changes, downloading, printing, or sharing the form as needed.
Start your claim process by completing the BOE-58-AH online today.
This benefit may now be used up to three times, up from one under the current law. Transferring the assessed value can occur up to two years after the sale of the old principal residence and applies even if the value of the new principal residence is greater than the value of the old principal residence.
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