Get Ca Boe-502-a (p1) 2022-2026

The CA BOE-502-A (P1) is a Preliminary Change of Ownership Report that must be completed by the transferee prior to a property transfer. This guide provides clear, step-by-step instructions for filling out the form online to ensure a smooth filing process.

Follow the steps to accurately complete the form online.

1. Click ‘Get Form’ button to access the form and open it in the editing interface.
2. Begin by entering the name and mailing address of the buyer or transferee. Make sure to correct any printed errors in the name or address.
3. Provide the Assessor's Parcel Number, the name of the seller, as well as the buyer's daytime telephone number and email address.
4. Input the street address or physical location of the property being transferred.
5. Indicate if the property is intended as the buyer’s principal residence by checking YES or NO. If YES, provide the date of occupancy or intended occupancy.
6. Declare if the buyer is a 100% rated disabled veteran or the surviving spouse of such a veteran, answering YES or NO.
7. In Part 1, review the transfer information. Check any relevant statements that apply to the transfer scenario and provide additional explanations if required.
8. Move on to Part 2 and complete any applicable transfer information, detailing the type of transfer and date of transfer if different from the recording date.
9. Proceed to Part 3, where you will enter the purchase price and terms of sale, including down payments and any associated financing.
10. Fill out Part 4 with property information, including the type of property transferred and any personal or business property included in the purchase price.
11. After completing all sections, sign and date the certification at the end of the document.
12. Once all information is entered, review for accuracy. Save your changes, and choose to download, print, or share the completed form as needed.

Start filling out your CA BOE-502-A (P1) online today for a smooth transfer process.