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1. Firstly, when completing the BOE-502-A, start out with the page that includes the next blanks:
2. Soon after completing the previous part, go on to the subsequent step and complete the essential particulars in all these blank fields - C This is a transfer D This, from grandparents to grandchildren, Within the same county, YES, F This transaction is to replace a, section Within the same county, YES, G This transaction is only a, If YES please explain, H The recorded document creates, eg cosigner If YES please explain, J The recorded document, tofrom a revocable trust that may, names the other joint tenants as, and tofrom an irrevocable trust for.
3. This 3rd segment covers the Other Transfer Information section, including: PART OTHER TRANSFER INFORMATION A, Check and complete as applicable, Purchase Contract of sale Date of, Foreclosure, Gift, Trade or exchange, Merger stock or partnership, Inheritance Date of death, Saleleaseback, Other Please explain, Creation of a lease Assignment of, Termination of a lease Date lease, Remaining term in years including, C Only a partial interest in the, and YES - each one of these fields will have to be completed here.
It is possible to get it wrong when completing the Merger stock or partnership section, so make sure you go through it again before you finalize the form.
4. Filling out the Property Information section covers: H Please explain any special terms, existing loan balance, PART PROPERTY INFORMATION, Check and complete as applicable, A Type of property transferred, Single-family residence, Coop/Own-your-own, Condominium, Manufactured home, Unimproved lot, YES, Personal/business property, If YES enter the value, YES, A manufactured home is included, If YES enter the value attributed, and YES is key in the fourth stage.
5. To finish your document, this particular part involves the signature section. Completing SIGNATURE OF BUYER/TRANSFEREE, DATE, TITLE, TELEPHONE/EMAIL ADDRESS, and The Assessor's office may contact will conclude everything and you can be done very quickly!
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Important Information Before Filing the BOE-502-A
Before you submit the Preliminary Change of Ownership Report, keep the following key points in mind to avoid common mistakes and potential penalties:
- File at time of recording: The BOE-502-A must be submitted to the County Recorder at the same time the deed or other transfer document is recorded. Late filing can trigger a penalty of $100 under Revenue and Taxation Code section 482.
- Accuracy matters: The county assessor relies on the information you provide to determine whether a property tax reassessment exemption or exclusion applies. Errors in the purchase price or transaction type can lead to an incorrect assessment.
- No fee to file: There is no filing fee for submitting the BOE-502-A. The form is a mandatory disclosure, not a paid claim.
- All property transfers require a PCOR: Even if you believe your transfer qualifies for a reassessment exclusion, you must still submit the form. The county assessor will review your claim and notify you of their determination.
- Electronic options available: Many California county recorders now accept the PCOR electronically. Check with your local county assessor's office for the most current filing options.
Frequently Asked Questions About the BOE-502-A
What is the difference between the BOE-502-A and the BOE-502-AH?
The BOE-502-A is the standard Preliminary Change of Ownership Report used for most property transfers. The BOE-502-AH is a specialized version used for transfers involving a homeowners' association or common interest development. Most residential buyers will use the BOE-502-A.
Do I need to file the BOE-502-A if my transfer is excluded from reassessment?
Yes. The form is required regardless of whether a reassessment exclusion applies. The county assessor uses the BOE-502-A to evaluate and approve or deny any claim for an exemption. Failure to file can result in a penalty even when the transfer would otherwise be excluded from reassessment.
Can I claim a property tax exemption on the BOE-502-A?
The BOE-502-A collects information that helps the county assessor identify potential reassessment exclusions, but specific exemption claims such as the homeowners' exemption or the disabled veterans' exemption are filed separately. Contact your county assessor's office for the appropriate exemption forms.
What happens if I miss the filing deadline?
If the BOE-502-A is not submitted at the time of recording, the county may impose a penalty of $100. The assessor will still process your property transfer, but you risk losing the opportunity to have an exclusion reviewed promptly.
Related California Property Transfer Forms
If you are involved in a California real estate transaction, you may also need these related forms available at FormsPal:
- California Grant Deed – used to transfer real property with basic warranties to the grantee
- California Interspousal Transfer Deed – used for property transfers between spouses that may qualify for a reassessment exclusion
- California Form BOE-531 – used for business personal property statement filings with the county assessor
- California Real Estate Purchase Agreement – the underlying contract that typically triggers the need to file the BOE-502-A
- Change of Ownership Form – a general-purpose ownership transfer document