Do I need a notary for the Preliminary Change of Ownership Report?

No. The transferee signs and dates the certification without a notary. The form does not identify any attachment or related step as notarized or sworn.

How do I submit the Preliminary Change of Ownership Report?

Return it to the Napa County Assessor at 1127 First St., Ste A, Napa, CA 94559-2952. The form also says to file it with each conveyance in the County Recorder’s office.

Who completes this report?

The transferee, or buyer, completes the report before the property transfer. The form requests buyer contact details and information about the transfer, purchase terms, and property.

What information does the report ask for?

It asks about the ownership transfer, purchase price and financing terms, property type and condition, and possible reassessment exclusions. The transferee also certifies that the information is true and correct to the best of their knowledge and belief.

Napa County, CA · Napa County

No notary required

Preliminary Change of Ownership Report

This report is completed by a property transferee and filed with a conveyance to provide the County Assessor with information about the ownership change.

At a glance

Issued by: City of Napa County · Napa County, Napa County, California
Notarization: Not required: file this form without a notary.
Official source: napacounty.gov
Blank form: Download the PDF
Catalogued: Oct 5, 2026
Machine-readable: JSON record · about the forms index

What this form is

The transferee completes this report before a property transfer, and it must be filed with each conveyance in the County Recorder’s office for the county where the property is located. It asks about the transfer, purchase price and terms, property characteristics, and possible reassessment exclusions. The buyer signs and dates a certification that the information is true and correct to the best of their knowledge and belief.

Who needs it

A buyer or other transferee completing a property transfer in Napa County needs to provide this report with the conveyance.

How to submit it

The form says to return it to the Napa County Assessor at 1127 First St., Ste A, Napa, CA 94559-2952. It also says to file the report with each conveyance in the County Recorder’s office.

About notarization

This document is signed without a notary; the transferee signs and dates the certification, and the form does not identify any attachment or related step as notarized or sworn.

How to submit this form

1
Download the Report
Download the Preliminary Change of Ownership Report PDF.
2
Complete the Report
Enter buyer and property details, transfer information, purchase price and terms, and property information; answer the applicable questions.
3
Gather Any Supporting Information
If applicable, attach a separate sheet with details requested by the form. The Assessor may ask for supporting documentation for certain answers.
4
Sign and Submit
Sign and date the certification, then return the form to the Napa County Assessor and file it with the conveyance in the County Recorder’s office.

Frequently asked questions

Do I need a notary for the Preliminary Change of Ownership Report?: No. The transferee signs and dates the certification without a notary. The form does not identify any attachment or related step as notarized or sworn.
How do I submit the Preliminary Change of Ownership Report?: Return it to the Napa County Assessor at 1127 First St., Ste A, Napa, CA 94559-2952. The form also says to file it with each conveyance in the County Recorder’s office.
Who completes this report?: The transferee, or buyer, completes the report before the property transfer. The form requests buyer contact details and information about the transfer, purchase terms, and property.
What information does the report ask for?: It asks about the ownership transfer, purchase price and financing terms, property type and condition, and possible reassessment exclusions. The transferee also certifies that the information is true and correct to the best of their knowledge and belief.

Need something notarized?

This Preliminary Change of Ownership Report doesn’t need a notary, but if you have another Napa County form that does, a commissioned online notary can help.