Get Preliminary Change Of Ownership Report - Assessor, County Of ... - Assessor Saccounty

The Preliminary Change Of Ownership Report is an essential document that must be completed by the buyer before a property transfer occurs. This guide provides step-by-step instructions for effectively filling out the form online, ensuring a smooth submission process.

Follow the steps to complete the form accurately.

1. Press the ‘Get Form’ button to access the Preliminary Change Of Ownership Report and open it for editing.
2. Begin by entering the name and mailing address of the buyer/transferee. Make sure to correct any printed errors to ensure accurate information.
3. Input the assessor's parcel number associated with the property being transferred.
4. Provide the name of the seller/transferee and the buyer’s daytime telephone number and email address.
5. Fill in the street address or physical location of the real property along with the mailing address for property tax information.
6. Indicate if the property is intended as the buyer’s principal residence by selecting ‘Yes’ or ‘No.’ If 'Yes,' specify the date of occupancy.
7. In Part 1, complete the transfer information by answering questions regarding the nature of the transfer (e.g., between spouses, parents, or due to a death).
8. Proceed to Part 2 and check off the applicable type of transfer, such as purchase, gift, or trade. Include the date of transfer if different from the recording date.
9. In Part 3, detail the purchase price and terms of sale, including cash down payment and financing information. Be thorough to assist the assessor in evaluating the property.
10. Complete Part 4 by indicating the type of property transferred and providing information about any included personal or business property.
11. Finally, review all information for accuracy, sign the form to certify the provided details, and enter the date. Ensure to include contact information for any follow-up.
12. After completing the form, save the changes, and then you can proceed to download, print, or share the form as required.

Complete your documents online to ensure a seamless property transfer process.