Forms
Real Property
**NEW Williamson Act Survey Form (Required Annually)
Download, Open, and Complete the Williamson Act Survey PDF form in Adobe Reader. DO NOT use a Web Browser (Chrome, Firefox, Internet Explorer, Edge, Safari) to fill out the PDF form, as you will have issues completing the form properly.
If you do not have Adobe installed on your computer, you may download the latest version free of charge though the link below.
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)
**NEW Letter of Authorization
Homeowners Exemption
Homeowner's Exemption Claim (266)
Welfare Exemption
2024-25 Income Levels for Leased Property Used Exclusively for Low-Income Rental Housing
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 Supplemental Affidavit, Organizations and Persons Using Claimant's Real Property (267-O)
Welfare Exemption Rehabilitation Affidavit (267-R)
Welfare Exemption Supplemental Affidavit, Households Exceeding Low-Income Limits (267-L3)
Disabled Veteran
Claim for Disabled Veterans’ Property Tax Exemption (261-G)
Disabled Veterans’ Exemption Change of Eligibility Report (261-GNT)
Business Property
Business Property Statement with Supplemental Schedule (571-LD)
Agricultural Property Statement (571-A)
Financial Corporations (571-LA)
Leasing Schedule (118-0152)
Boat/Aircraft Information Form (BAIF)
Transfers to Children and Grandchildren
Sales or Transfers that occur on or prior to 2/15/2021
Claim for Reassessment Exclusion for Parent-Child Transfer (58-AH)
Claim for Reassessment Exclusion for Grandparent-Grandchild Transfer (58-G)
For transfers occurring on or after 2/16/2021
Parent/Child and Grandparent/Grandchild:
BOE-19-G: Claim for Reassessment Exclusion for Transfer Between Grandparent and Grandchild
BOE-19-P: Claim for Reassessment Exclusion for Between Parent and Child
For transfers occurring on or after 4/1/2021
Transfer of Base Year value of Primary Residence:
BOE-19-C: Certification for Value by Assessor Base year Value Transfer
BOE-19-DC: Certificate of Disability
Senior Citizen Assessed Value Transfer (Proposition 60)
Transfers that occur on or prior to 3/31/2021
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)
Transfers that occur on or prior to 3/31/2021
Basic Requirements for Proposition 110
Claim for Transfer of Base Year Value Under Proposition 110 (62)
Transfers that occur on or after 4/1/2021
Certificate of Disability (BOE-19-DC)
Victims of Wildfire or other Natural Disaster
Transfers that occur on or prior to 4/01/2021
Other Forms
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 (BOE-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
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
Certified Copy of Informational Certificate - Birth, Non-Confidential Marriage, or Death (Spanish)
Property Owner’s Request for Copy Fee Waiver of Real Property Document(s) due to 2020 Fires
Restrictive Covenant Modification Form - Unlawful Restrictive Language Covenant
Restrictive Covenant Modification Form - Affordable Housing Development Restrictive Covenant