Forms

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Assessor's Forms

Clerk's Forms

Recorder's Forms

Assessor's 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)

Affidavit of Entity Transfer

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)

Certificate of Disability


Other Forms

Commercial/Industrial, Multi-Residential, and Vacant Land review request

Application for Changed Assessment

Address Change Request

Builders Exclusion

Possessory Interest Usage Report (502-P)

Aggregate Production Report (560-A)

Request for Property Characteristics

Online Request for Property Characteristics

Application for Disaster Relief

 

Clerk's Forms

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 (In Person)

Certified Copy of Confidential Marriage Record (By Mail))

 

Registration Forms/Packets:

Deputy Commissioner for a Day

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

Additional FBN Worksheet

Partnership Withdrawal

 

Recorder's Forms

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.

 

Applications:

Birth Certificate – In-Person

Birth Certificate – By Mail

 

Death Certificate – In-Person

Death Certificate – By Mail

 

Non-Confidential (Regular) Marriage Certificate – In-Person

Non-Confidential (Regular) Marriage Certificate – By Mail

 

Informational Certificate – Birth, Marriage, or Death

 

Military Discharge (DD-214)