Forms
Change in Ownership
Preliminary Change in Ownership Report (502-A)
Death of Real Property Owner-Change of Ownership Statement (502-D)
Change of Ownership Statement (502-AH)
Beneficial Ownership Statement
Beneficial Ownership Statement Questionnaire Form
Affidavit of Cotenant Residency (58-H)
Homeowners Exemption
Homeowner's Exemption Claim (266)
Welfare Exemption
Welfare Exemption - Annual Filing (267-A)
Welfare Exemption Housing Elderly/Handicapped (267-H)
Welfare Exemption Housing Affidavit-Low Income (267-L)
Welfare Exemption Housing-Supplemental Affidavit (267-L1)
Lower Income Reporting Worksheet (267-L-A)
Welfare Exemption Rehabilitation-Affidavit (267-R)
Business Property
Business Property Statement with Supplemental Schedule (571-LD)
Agricultural Property Statement (571-A)
Leasing Schedule (118-0152)
Transfers to Children and Grandchildren
Claim for Reassessment Exclusion for Parent-Child Transfer (58-AH)
Claim for Reassessment Exclusion for Grandparent-Grandchild Transfer (58-G)
Senior Citizen Assessed Value Transfer (Proposition 60)
Basic Requirements for Proposition 60 Within Monterey County
Claim for Transfer of Base Year Value Under Proposition 60 (60-AH)
Disabled Persons Assessed Value Transfer (Proposition 110)
Basic Requirements for Proposition 110
Claim for Transfer of Base Year Value Under Proposition 110 (62)
Other Forms
Commercial/Industrial, Multi-Residential, and Vacant Land review request
Application for Changed Assessment
Possessory Interest Usage Report (502-P)
Aggregate Production Report (560-A)
Request for Property Characteristics
Online Request for Property Characteristics
Application for Disaster Relief
Initial Purchaser Claim for Solar Energy System New Construction Exclusion (64-SES)
Claim for Reassessment Reversal for Local Registered Domestic Partners 62-LRDP
The County Clerk only has records of confidential marriage licenses that were purchased in Monterey County. For all other vital records you must contact the county in which the marriage license was purchased.
Certified Copy of Confidential Marriage Record (English)
Certified Copy of Confidential Marriage Record (Spanish)
Registration Forms/Packets:
Process Server Registration Packet
Legal Document Assistant Registration Packet
Unlawful Detainer Assistant Registration Packet
Professional Photocopier Registration Form
For the following forms, print 4 copies, complete and sign each. Send all copies to the County Clerk.
Fictitious Business Name Filing and Abandonment Filing
Please be advised that Monterey County only has records of births and deaths that occurred in Monterey County or marriage licenses that were purchased in Monterey County. For all other vital records you must contact the county in which the event is registered.
Certified Copy or Informational Certificate – Birth, Non-Confidential Marriage, or Death