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E-FormsReassessment Exclusions
  1. To locate for a form, type in a portion of the form ID or title in the search box.
  2. Click on the Instructions button across the form name to determine the form’s purpose and if it needs only one signature or multiple signatures.

How to File

  1. Instructions for ONE SIGNATURE forms:
    a. In the list below, click on the eForm button across the form name to begin eFiling. 
    b. Fill in all applicable fields on the input form. Required fields are highlighted in yellow.
    c. Click “Continue” to proceed to the eForm and enter additional information. Note that the eForm looks like the paper form.
    d. Fill in all applicable fields on the eForm including the eSignature field. Required fields are highlighted in yellow.
    e. Click “Continue” to proceed to the Attachments page.
    f. Upload any attachments. Valid attachment types are as follows:  xls|xlsx|doc|docx|txt|pdf |
    g. Click “Continue” to complete the filing.
    h.Filing is complete. Download completed form for your records.
  2. Instructions for forms with MORE THAN ONE SIGNATURE, or for paper submissions:
    a. In the list below, click on the Download button across the form name to obtain a blank fillable form.
    b. Fill in the required information in the form.
    c. Print the form and have it signed in ink by all parties required.
  3. Option: Submission via Postal Mail:
    a. Enclose the filled-in and signed form in a sealed envelope
    b.  Mail to the address indicated on the form.
  4. Option: Submission via the Submit button:
    a. Scan the filled-in signed form into a pdf format document.
    b. In the list below, click on the Submit button across the form name.
    c. Fill in all applicable fields on the input form. Required fields are highlighted in yellow.
    d. Click “Continue” to proceed to the Web Form. Note that the web form looks like a list of input fields.
    e. Fill in all applicable fields on the Web Form. Required fields are highlighted in yellow.
    f. Click “Continue” to proceed to the Attachments page.
    g. Upload the scanned form and any attachments. Valid attachment types are as follows:  xls|xlsx|doc|docx|txt|pdf
    h. Click “Continue” to complete the filing.
    i. Filing is complete. Download completed form for your records.
  5. Option: Submission via Email:
    a. Scan the filled-in and signed form and email to TitleHelpDesk@asrclkrec.com

 

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Form Name Instructions eForm Download Submit
BOE-58-AH Claim for Reassessment Exclusion for Transfer Between Parent and Child Instructions

Claim for Reassessment Exclusion for Transfer between Parent and Child (BOE-58-AH)

This form may be submitted as an eForm ONLY if there is only one owner signing. If there are multiple owners, or signatures by different parties are required, it must be downloaded, filled out, signed in ink, and submitted.

 

CLAIM FOR REASSESSMENT EXCLUSION FOR TRANSFER BETWEEN PARENT AND CHILD

 

 

Revenue and Taxation Code, Section 63.1

 

IMPORTANT: : In order to qualify for this exclusion, a claim form must be completed and signed by the transferors and a transferee and filed with the Assessor. A claim form is timely filed if it is filed within three years after the date of purchase or transfer, or prior to the transfer of the real property to a third party, whichever is earlier. If a claim form has not been filed by the date specified in the preceding sentence, it will be timely if filed within six months after the date of mailing of a notice of supplemental or escape assessment for this property. If a claim is not timely filed, the exclusion will be granted beginning with the calendar year in which you file your claim. Complete all of Sections A, B, and C and answer each question or your claim may be denied. Proof of eligibility, including a copy of the transfer document, trust, or will, may be required. In situations where all information is not known by the due date, the parties should file this claim with as much information as possible, and later amend the claim with any revised information. Please note:

 

  1. This exclusion only applies to transfers that occur on or after November 6, 1986.
  2. In order to qualify, the real property must be transferred from parents to their children or children to their parents.
  3. If you do not complete and return this form, it may result in this property being reassessed.
  4. California law provides, with certain limitations, that a “change in ownership” does not include the purchase or transfer of:
    • The principal residence between parents and children, and/or
    • The first $1,000,000 of the factored base year value of other real property between parents and children.

 

NOTE: Effective January 1, 2009, Revenue and Taxation Code Section 63.1(j) allows a county board of supervisors to authorize a one-time processing fee of not more than $175 to recover costs incurred by the county assessor due to the failure of an eligible transferee to file a claim for the parent-child change in ownership exclusion after two written requests have been sent to an eligible transferee by the county assessor.

 eForm Online Filing Download a blank pdf Submit the completed pdf
BOE-58G Claim for Reassessment Exclusion For Transfer from Grandparent to Grandchild Instructions

Claim for Reassessment Exclusion for Transfer from Grandparent to Grandchild (BOE-58-G)

This form may be submitted as an eForm ONLY if there is only one owner signing. If there are multiple owners, or signatures by different parties are required, it must be downloaded, filled out, signed in ink, and submitted.

 

CLAIM FOR REASSESSMENT EXCLUSION FOR TRANSFER BETWEEN GRANDPARENT AND GRANDCHILD

 

 

Revenue and Taxation Code, Section 63.1

 

IMPORTANT: In order to qualify for this exclusion, a claim form must be completed and signed by the transferors and a transferee and filed with the Assessor. A claim form is timely filed if it is filed within three years after the date of purchase or transfer, or prior to the transfer of the real property to a third party, whichever is earlier. If a claim form has not been filed by the date specified in the preceding sentence, it will be timely if filed within six months after the date of mailing of a notice of supplemental or escape assessment for this property. If a claim is not timely filed, the exclusion will be granted beginning with the calendar year in which you file your claim. Complete all of Sections A, B, and C and answer each question or your claim may be denied. Proof of eligibility, including a copy of the transfer document, trust, or will, may be required. In situations where all information is not known by the due date, the parties should file this claim with as much information as possible, and later amend that claim with any revised information.

 

  1. This exclusion only applies to transfers that occur on or after March 27, 1996;
  2. In order to qualify, all the parents of that grandchild must be deceased as of the date of purchase or transfer. As used in the preceding sentence, parents are those persons who qualify under section 63.1 as children of the grandparents. However, for transfers that occur on or after January 1, 2006, a son-in-law or daughter-in-law of the grandparent that is a stepparent to the grandchild need not be deceased in meeting the condition that “all of the parents” of the grandchild must be deceased.
  3. In order to qualify, the real property must be transferred from grandparents to their grandchildren;
  4. If you do not complete and return this form, it may result in this property being reassessed.
  5. California law provides, with certain limitations, that a “change in ownership” does not include the purchase or transfer of
    • The principal residence between parents and children and certain grandparent and grandchild transfers (see above); and/or
    • The first $1,000,000 of the factored base year value of other real property between parents and children and certain grandparents and grandchild transfers (see above).

 

NOTE: Effective January 1, 2009, Revenue and Taxation Code Section 63.1(j) allows a county board of supervisors to authorize a one-time processing fee of not more than $175 to recover costs incurred by the county assessor due to the failure of an eligible transferee to file a claim for the grandparent-grandchild change in ownership exclusion after two written requests have been sent to an eligible transferee by the county assessor.

 eForm Online Filing Download a blank pdf Submit the completed pdf
BOE-58H Affidavit of Cotenant Residency Instructions

Affidavit of Cotenant Residency (BOE-58H)

Under the provisions of Revenue and Taxation Code section 62.3, if certain conditions are met, a transfer of a cotenancy interest in real property from one cotenant to the other cotenant that takes effect upon the death of one cotenant is not a change in ownership. This applies to transfers that occur on or after January 1, 2013.

 

The change in ownership exclusion for a transfer of an interest in real property between cotenants that takes effect upon the death of one cotenant applies as long as all of the following are met:

 

  • The transfer is solely by and between two individuals who together own 100 percent of the real property in joint tenancy or tenancy in common.
  • As a result of the death of the transferor cotenant, the deceased cotenant’s interest in the real property is transferred to the surviving cotenant, resulting in the surviving cotenant owning 100 percent of the real property, and thereby terminating the cotenancy.
  • For the one-year period immediately preceding the death of the transferor cotenant, both of the cotenants were owners of record.
  • The real property was the principal residence of both cotenants immediately preceding the transferor cotenant’s death.
  • For the one-year period immediately preceding the death of the transferor cotenant, both of the cotenants continuously resided in the real property.
  • The surviving cotenant must sign, under penalty of perjury, an affidavit affirming that he or she continuously resided in the real property with the deceased cotenant for the one-year period immediately preceding the date of death.

NOTE: Effective January 1, 2009, Revenue and Taxation Code Section 63.1(j) allows a county board of supervisors to authorize a one-time processing fee of not more than $175 to recover costs incurred by the county assessor due to the failure of an eligible transferee to file a claim for the grandparent-grandchild change in ownership exclusion after two written requests have been sent to an eligible transferee by the county assessor.

 eForm Online Filing Download a blank pdf Submit the completed pdf

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