Boe 58 Ah Form – Fill Out and Use This PDF

Boe 58 Ah Form PDF Details

The Boe 58 Ah Form, officially known as the Claim for Reassessment Exclusion for Transfer Between Parent and Child, allows California homeowners to avoid property tax increases when real estate transfers between a parent and child. When you file this claim with your county assessor, the transferred property retains its existing assessed value rather than being revalued at current market price. This protects qualifying families from a sudden jump in property tax after the transfer.

Eligibility requirements: The reassessment exclusion under Proposition 58 applies to transfers between parents and their biological children, adopted children, and stepchildren. Two categories of property qualify. The principal residence has no dollar limit on the assessed value. Other real property qualifies up to $1 million in assessed value cumulatively across all parent-child transfers. The exclusion also applies to grandparent-grandchild transfers under Proposition 193 when both parents are deceased.

Filing deadline: Submit the Boe 58 Ah Form claim within 3 years of the transfer date. If the property is sold to a third party before the 3-year period ends, you must file before that sale. Filing after the deadline may result in a temporary reassessment, creating a tax bill for the gap period. Contact your county assessor's office if you believe you have missed the deadline.

Documents you will need: The claim form requires the assessor parcel number, legal description of the property, social security numbers for all transferors and transferees, and the date and nature of the transfer. Attach a copy of the recorded deed, the will or trust instrument if applicable, and any prior Boe 58 Ah Form claims filed for the same property.

Related forms: California Grant Deed for recording the ownership transfer, or the BOE-106 form for California property tax refund claims.