Get Merced County Recorder

Completing the Preliminary Change of Ownership Report is an essential step for individuals involved in property transfer in Merced County. This guide will walk users through the online process, ensuring that all necessary information is accurately submitted to the County Recorder's office.

Follow the steps to successfully fill out your Preliminary Change of Ownership Report

1. Click 'Get Form' button to obtain the form and open it in the editor.
2. Begin by entering the full names of the seller/transferor(s) and the buyer/transferee(s) in the designated fields. Ensure accuracy, as this information is crucial for the records.
3. Input the Assessor's Parcel Number(s), which can be found on the most recent tax bill for the property. It's important to avoid errors in this number to ensure correct assessments.
4. Provide the complete street address or physical location of the real property being transferred, including the city and zip code. If you have the nine-digit zip code, please include it.
5. Specify who should receive property tax information by filling out the 'Mail Tax Information To' section. Use ‘same’ if the mailing address matches the property address.
6. Indicate whether the property is intended as a principal residence. If yes, provide the intended date of occupancy.
7. Complete Part 1 by answering the series of questions that pertain to the nature of the transfer. Your responses may qualify you for certain property tax exclusions.
8. Fill out Part 2 by specifying the date of transfer and type of transfer such as purchase, gift, or inheritance. Provide any additional details as required.
9. In Part 3, disclose the purchase price and any terms of sale. This section must be completed to avoid additional fees during the recording process.
10. Complete Part 4 by specifying the type of property being transferred and additional relevant information, such as if it’s income-producing.
11. Finally, certify that all the information provided is true and correct by signing and dating the document. This step is crucial for the acceptance of the report.
12. Once all fields are properly filled, you can save your changes, download, print, or share the form as necessary.

Get started filling out your Preliminary Change of Ownership Report online now!