California Form 3528 A – Fill Out and Use This PDF

The California 3528 A Form, known as the Application for New Home Credit, serves individuals purchasing a home that has never been previously occupied. This document is essential for sellers to certify the status of the property and for buyers to potentially qualify for a tax credit, structured around the property's purchase price and the buyer's intended occupancy. To navigate the process of claiming this beneficial credit and to ensure compliance with all requirements, click the button below to begin filling out your form.

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California Form 3528 A PDF Details

In navigating the complexities of buying a new home in California, individuals are often introduced to the Application for New Home Credit, Form 3528-A—a crucial document for both sellers and buyers entering the market between March 1, 2009, and March 1, 2010. This form plays a vital role in the transaction process, enabling sellers to certify that the residence being sold is indeed a new property that has never been occupied. Moreover, it allows buyers to qualify for a potential tax credit, which could significantly impact their financial responsibilities toward the purchase. Designed to stimulate the real estate market by encouraging the purchase of new homes, the form outlines a careful process requiring the seller's certification, escrow information, and detailed buyer's information to ensure compliance and eligibility for the tax credit. The incentive, capped at $10,000 or 5% of the purchase price (whichever is lesser), is divided equally over three years, underscoring the state's commitment to long-term homeownership. Additionally, this document stipulates that the credited property must serve as the buyer's principal residence for a minimum of two years, fostering a sense of permanency and community investment among new homeowners. The procedural nuances of Form 3528-A, from the documentation required by both the seller and buyer to the specific timelines for filing, demonstrate California's targeted approach to real estate incentives and the careful balance between stimulating economic activity and ensuring responsible homeownership.

Question	Answer
Form Name	California Form 3528 A
Form Length	4 pages
Fillable?	No
Fillable fields	0
Avg. time to fill out	1 min
Other names	3528-A, YYYY, PMB, C2

Form Preview Example

TAXABLE YEARCALIFORNIA FORM

2009

Application for New Home Credit

3528-A

Part I Seller’s Certiication (Important: Use this form only with the sale of a home that has never been occupied)

PRINT CLEARLY

Seller’s Name

FEIN or CA Corp no.

Secretary of State (SOS) ile number

SSN or ITIN

Address (including suite, room, PO Box, or PMB no.)

City

State

ZIP Code

Address of Property Sold

City

Perjury Statement

Parcel Number	County

	State ZIP Code

Under penalties of perjury, I hereby certify that the property is a single family residence that has never been previously occupied. I certify that the information provided above is, to the best of my knowledge, true and correct.

Seller’s Signature: ___________________________________________________________________________ Date:_________________________

Seller’s Contact Name: _____________________________________________________ Telephone Number (________) ________ -______________

Part II Escrow Information

1	Escrow Number	I฀1 ____________________
2	Date Escrow Closed	I฀2 ____________________
		MM / DD / YYYY
	Escrow Company Name _______________________________________________________________________
	Contact Person ______________________________________________________________________________
	Contact Person Telephone Number (_____) _____-______
3	Total Purchase Price	. . . . . . . . . . . . . . . . . . . . . . . . . . . I฀3

4Will all the buyers be living in the home as their principal residence? Check applicable box. If Yes, go to line 5.

	If No, skip line 5 and see line 6 instructions	. . . . . . . . . . . . .	m฀Yes m No
5.	Enter 5% (.05) of the Total Purchase Price (line 3) or $10,000, whichever is less. This is the total credit amount	I฀5	00
Do not complete Line 6 or Line 7 if you checked Yes to Line 4.
6	Enter the Qualiﬁed Purchase Price. See instructions	I฀6	00
7	Enter 5% (.05) of the Qualiﬁed Purchase Price (line 6) or $10,000, whichever is less. This is the total credit amount . . .	I฀7	00

FAX completed Form (Side 1 and Side 2) to: 916.845.9754

For Privacy Notice, get form FTB 1131.

8161093

FTB 3528-A C2 2009 (REV.2 03-09) Side 1

Part III Qualiied Buyer’s Information	Escrow Number: __________________________
Part III Qualiied Buyer’s Information
Perjury Statement

By completing and signing, the Buyer is acknowledging that he/she is purchasing a single family residence in which he/she intends to live for a minimum of two years as his/her principal residence and which is eligible for the homeowner’s exemption under R&TC Section 218.

Buyer 1.

PRINT CLEARLY

Buyer’s First Name

Initial

Buyer’s Last Name

Buyer’s SSN or ITIN

* Buyer’s Ownership Percent

Buyer’s Individual Credit

______ _____ _____ • _____ _____%

.00

Spouse’s/RDP’s First Name (if applicable)

Initial

Spouse’s/RDP’s Last Name

Spouse’s/RDP’s SSN or ITIN

Buyer’s Telephone Number

( __________ ) __________ – _______________________

Mailing Address

City

State

Zip Code

Buyer’s Signature

Date

Spouse/s/RDP’s Signature (if applicable)

Date

Buyer 2.

Buyer’s First Name

Initial

Buyer’s Last Name

Buyer’s SSN or ITIN

* Buyer’s Ownership Percent

Buyer’s Individual Credit

______ _____ _____ • _____ _____%

.00

Spouse’s/RDP’s First Name (if applicable)

Initial

Spouse’s/RDP’s Last Name

Spouse’s/RDP’s SSN or ITIN

Buyer’s Telephone Number

( __________ ) __________ – _______________________

Mailing Address

City

Buyer’s Signature

Spouse/s/RDP’s Signature (if applicable)

State Zip Code

Date

Buyer 3.

Buyer’s First Name

Initial

Buyer’s Last Name

Buyer’s SSN or ITIN

* Buyer’s Ownership Percent

Buyer’s Individual Credit

______ _____ _____ • _____ _____%

.00

Spouse’s/RDP’s First Name (if applicable)

Initial

Spouse’s/RDP’s Last Name

Spouse’s/RDP’s SSN or ITIN

Buyer’s Telephone Number

( __________ ) __________ – _______________________

Mailing Address

City

Buyer’s Signature

Spouse/s/RDP’s Signature (if applicable)

State Zip Code

Date

* Married/RDP couples are considered to be one buyer. If married/RDP, enter the combined percentage in the Buyer’s Ownership Percent ﬁeld.

Side 2 FTB 3528-A C2 2009 (REV.2 03-09)

8162093

How to Edit California Form 3528 A Online for Free

RTC can be completed with ease. Just use FormsPal PDF editor to do the job quickly. Our tool is consistently evolving to give the best user experience achievable, and that's because of our dedication to constant enhancement and listening closely to feedback from users. It just takes a couple of easy steps:

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This PDF requires particular info to be typed in, thus you must take some time to provide exactly what is required:

1. Whenever filling in the RTC, make certain to include all needed fields in its corresponding area. It will help speed up the process, which allows your details to be processed quickly and accurately.

2. Your next part would be to complete the next few blanks: Escrow Company Name , Contact Person , Contact Person Telephone Number , Total Purchase Price , Will all the buyers be living in, If No skip line and see line , Enter of the Total Purchase, Do not complete Line or Line if, Enter of the Qualiﬁed Purchase, and FAX completed Form Side and Side .

3. The next step should also be quite uncomplicated, Part III Qualiied Buyers, Escrow Number , Perjury Statement By completing, PRINT CLEARLY, Buyers First Name, Buyers SSN or ITIN, SpousesRDPs First Name if, SpousesRDPs SSN or ITIN, Mailing Address, City, Buyers Signature, SpousesRDPs Signature if applicable, Buyer , Buyers First Name, and Buyers SSN or ITIN - each one of these empty fields will have to be filled in here.

4. To move onward, the following form section will require filling in a few form blanks. These include SpousesRDPs First Name if, SpousesRDPs SSN or ITIN, Mailing Address, City, Buyers Signature, SpousesRDPs Signature if applicable, Buyer , Buyers First Name, Buyers SSN or ITIN, SpousesRDPs First Name if, SpousesRDPs SSN or ITIN, Mailing Address, Initial SpousesRDPs Last Name, Buyers Individual Credit , and Buyers Telephone Number , which you'll find key to going forward with this form.

CALIFORNIA completion process shown (part 4)

Regarding Initial SpousesRDPs Last Name and Buyers SSN or ITIN, ensure that you double-check them here. The two of these are the most significant ones in the form.

5. To wrap up your form, this final part includes some additional blanks. Filling in City, Buyers Signature, SpousesRDPs Signature if applicable, State Zip Code, Date, Date, MarriedRDP couples are considered, and Side FTB A C REV will certainly wrap up the process and you will be done very quickly!

SpousesRDPs Signature if applicable, Side FTB A C REV , and State Zip Code inside CALIFORNIA

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California Form 3528 A – Fill Out and Use This PDF

California Form 3528 A PDF Details

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