Get San Francisco Transfer Tax Affidavit

Filling out the San Francisco Transfer Tax Affidavit online can be a straightforward process if you follow the necessary steps correctly. This guide will support you in completing the affidavit accurately and efficiently, ensuring that you provide all required information.

Follow the steps to complete the affidavit successfully.

1. Press ‘Get Form’ button to access the affidavit form and load it in the online editor.
2. Enter the location of the property in the designated fields, including the block, lot, and street address. Provide a description of the documents to be recorded.
3. Indicate whether this transaction is a foreclosure or a deed in lieu of foreclosure. If yes, answer the follow-up questions related to the transferee and senior loans.
4. Determine if the transaction is a lease. If it is, specify whether the remaining term, including renewal options, is equal to or greater than 35 years.
5. If the transfer involves a gift either in whole or in part, mark 'Yes,' then provide the fair market value and include the names of the transferor and transferee. Ensure the transferor acknowledges the potential for Federal Gift Tax.
6. If claiming that no transfer tax is due for unmentioned reasons, check 'Yes' and provide an explanation in the space available.
7. Complete the taxable transactions section by entering the consideration paid, fair market value, and calculate the tax due based on the provided tax rates.
8. Fill out the contact information, including the contact person's name, telephone number, and mailing address.
9. Finally, declare under penalty of perjury that the information provided is true and correct by signing the affidavit, printing the new property owner's name, and including the execution details.
10. Once you have filled out all fields, you can choose to save changes, download, print, or share the affidavit as needed.

Complete your San Francisco Transfer Tax Affidavit online today for a smooth and efficient filing experience.