Get Preliminary Change Of Ownership Report

Filling out the Preliminary Change Of Ownership Report is a crucial step for any transfer of property. This guide provides step-by-step instructions to help you accurately submit the form online, ensuring compliance with state requirements.

Follow the steps to complete your Preliminary Change Of Ownership Report.

1. Click ‘Get Form’ button to obtain the form and open it in the designated online platform.
2. Enter the name and mailing address of the buyer/transferee. Make sure to correct any printed errors before continuing.
3. Fill in the assessor's parcel number, the name of the seller/transferor, and provide the buyer’s daytime telephone number and email address.
4. Indicate the street address or physical location of the real property being transferred.
5. Complete the section regarding mailing property tax information. If applicable, indicate the name, address, city, state, and ZIP code for where property tax information should be sent.
6. Specify whether the property is intended as your principal residence. If yes, provide the date of occupancy or intended occupancy.
7. For Part 1, carefully complete the transfer information section. Answer the questions regarding possible exclusions from reassessment that apply to your transfer.
8. In Part 2, check and complete any applicable other transfer information, including the date of transfer, type of transfer, and if only a partial interest in the property was transferred.
9. Proceed to Part 3 and fill out the purchase price and terms of sale. Be thorough to ensure accuracy as this information affects the assessed value of the property.
10. Complete Part 4 which involves entering property information, including property type and any personal or business property included in the purchase price.
11. Review all sections for completeness and accuracy, then sign and date the certification section.
12. Once complete, save your changes, download, print, or share the filled form as necessary.

Start completing your Preliminary Change Of Ownership Report online today to ensure a smooth property transfer process.