AOS-062: How to Transfer Title is a one-page guide from the San Bernardino County Assessor-Recorder-County Clerk (ARC) that explains how owners change the names on the tax records of real property. It is one of the San Bernardino County property tax resources the Assessor publishes, and it applies when present owners want to hold title under different names. On FillingPDF you can fill out the form online and download or print the completed PDF; the guide and the county's deed and report forms are published by the ARC at arc.sbcounty.gov.
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What is AOS-062?
AOS-062: How to Transfer Title is an information sheet from the San Bernardino County Assessor-Recorder-County Clerk (ARC) that tells property owners how to change the name(s) on real property title and on the tax records, by recording a new deed with the Recorder's office.
The sheet makes one point first: name changes to the tax records on real property can only be achieved by recording specific legal documents through the Recorder's office. It then describes the package. The present owner(s) execute a new deed conveying the property from the name(s) as they presently appear to the name(s) that will hold title. The deed uses the full names of all parties, states how title will be held (for example joint tenants or tenants in common) and is acknowledged by a Notary Public. A signed and completed Preliminary Change of Ownership Report (PCOR) goes with it.
The sheet also warns that changing the names on title may affect the assessed (taxable) value of the property, and that the Assessor's office is prohibited from giving legal advice, so consulting an attorney may be advisable.
AOS-062 is a guide, not the deed itself and not the PCOR. The ARC forms list names related documents, such as the Grant Deed, the Quitclaim Deed and the Preliminary Change of Ownership Report (BOE-502-A). Its revision is AOS 062 Rev. (01-25).
Who needs to file AOS-062?
The present owner(s) of real property who want to change the name(s) under which title is held should follow AOS-062. The sheet addresses them directly: they execute a new deed from the names as they currently appear to the names that will be used to hold title.
Points the sheet attaches to that group:
- All parties are named in full, and the deed states how title will be held, such as joint tenants or tenants in common.
- The deed must be acknowledged by a Notary Public.
- The deed must be recorded in the county where the property is located. For properties in San Bernardino County, the Recorder's office gives further information on the procedure.
- Owners who are unsure about the legal effect of holding or transferring title are told it may be advisable to consult an attorney, because the Assessor's office cannot give legal advice.
The sheet does not say that a name change can be made by contacting the Assessor alone: the tax records change only through a recorded document. It also does not describe agents or representatives signing for owners.
When to file AOS-062
Use AOS-062 when the present owner(s) of real property decide to change the name(s) on title. The sheet sets no deadline of its own: the deed and the PCOR are submitted for recording whenever the owners are ready to record the new deed.
Because changing the name(s) on title may affect the assessed (taxable) value of the property, the sheet suggests weighing that effect, and possibly consulting an attorney, before the deed is signed and recorded. If the PCOR is not completed and submitted at recording, an additional fee applies at that time.
Documents you need
- A new deed conveying the property from the name(s) as they presently appear to the name(s) that will hold title, with full names of all parties, a statement of how title will be held, and acknowledgment by a Notary Public.
- A signed and completed Preliminary Change of Ownership Report (PCOR), submitted for recording with the deed; if it is not completed and submitted, an additional fee is required at recording.
How to fill out AOS-062
Confirm the Recorder handles your change
AOS-062 states that name changes to tax records on real property are made only by recording specific legal documents through the Recorder's office at 222 W. Hospitality Lane, San Bernardino, CA 92415-0022.
Obtain a blank deed form
Blank deed forms are sold at office supply stores that carry legal documents, and are also available to download at arc.sbcounty.gov.
Name the current and new owners
On the new deed, convey the property from the name(s) as they presently appear to the name(s) that will be used to hold title. Write the full names of all parties.
State how title will be held
The deed must say how title will be held, for example joint tenants or tenants in common.
Have the deed notarized
The deed must be acknowledged by a Notary Public before it is submitted for recording.
Complete and sign the PCOR
Fill out and sign the Preliminary Change of Ownership Report. For help, call the Assessor's office at (909) 387-8307, option 9.
Consider the tax and legal effects
Changing the name(s) on title may affect the assessed (taxable) value of the property. The Assessor's office cannot give legal advice, so you may wish to consult an attorney.
Download the PDF and assemble the package
Download or print the PDF from FillingPDF to keep with your paperwork. Then assemble the notarized deed and the PCOR and submit them through the channel described under How to submit.
How to submit AOS-062
AOS-062 itself is not filed; the deed package is submitted for recording with the San Bernardino County Recorder, and the sheet names no other channel.
- Recorder's office: San Bernardino County Recorder, Hall of Records, 222 W. Hospitality Lane, San Bernardino, CA 92415-0022. Submit the notarized deed and a signed, completed Preliminary Change of Ownership Report (PCOR). Recording questions: (909) 387-8306.
- Fees: recording fees apply, and an additional fee is charged at recording if the PCOR is not completed and submitted. The amounts are on the fee schedule at arc.sbcounty.gov.
- Help with the PCOR: call the Assessor's office at (909) 387-8307, option 9.
- Assessment questions: San Bernardino County Assessor, 222 W. Hospitality Lane, 4th Floor, San Bernardino, CA 92415-0311; (909) 387-8307; toll free 1 (877) 885-7654.
The deed must be recorded in the county where the property is located. FillingPDF lets you fill out and download the PDF; submission follows the channels above.
Common mistakes to avoid
- Asking the Assessor to change a name on the tax records without recording a deed; the sheet says name changes are achieved only by recording specific legal documents through the Recorder's office.
- Using nicknames or partial names on the deed; the sheet requires the full names of all parties.
- Leaving out how title will be held, such as joint tenants or tenants in common.
- Submitting a deed that has not been acknowledged by a Notary Public.
- Submitting the deed without a signed and completed PCOR, which triggers an additional fee at recording.
- Recording the deed in a county other than the one where the property is located.
- Overlooking that a change of names on title may affect the assessed (taxable) value of the property.
- Expecting the Assessor's office to give legal advice about holding or transferring title; the sheet says it is prohibited from doing so.
Frequently asked questions
What is AOS-062: How to Transfer Title?
It is a San Bernardino County Assessor-Recorder-County Clerk information sheet explaining how to change names on real property title. The change is made by recording a new notarized deed, with a signed Preliminary Change of Ownership Report, through the Recorder's office.
How do I change the name on my property in San Bernardino County?
The present owner(s) execute a new deed from the names as they appear to the names that will hold title, using full names and stating how title is held. The deed is notarized and submitted for recording with a PCOR at the Recorder's office.
Do I have to file a PCOR with the deed?
The sheet says a signed and completed Preliminary Change of Ownership Report should be submitted for recording with the notarized deed. If the PCOR is not completed and submitted, an additional fee is required at the time of recording.
Is there a fee to record the deed?
Yes. The sheet says fees are associated with recording, and an additional fee applies if the PCOR is missing. It gives no amounts for recording; the fee schedule is on the ARC website at arc.sbcounty.gov.
Will changing names on title affect my property taxes?
It may. The sheet warns that changing the name(s) on title may affect the assessed (taxable) value of the property. For assessment questions, call the San Bernardino County Assessor at (909) 387-8307.
Where can I get a blank deed form?
Blank deed forms are available at any office supply store that sells legal documents. They can also be downloaded from the ARC website at arc.sbcounty.gov, where the forms list includes a Grant Deed and a Quitclaim Deed.
Can I fill out AOS-062 online on FillingPDF?
You can fill out the PDF online on FillingPDF and download or print it. FillingPDF is an independent service: it does not record deeds or file anything with the county, and you submit your deed package through the Recorder's office.
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