Enter the amount of the First Deed of Trust, if any. Check all the applicable boxes, and complete the information requested.This article discusses the typical modifications of a note and reviews the use of a note modification agreement and the modification of note forms. Property Document Forms AB1466 - Restrictive Covenant Modification Policy and Cover Page Assessor Department - Preliminary Change of Ownership Report Form. From filling out a change of trustee form to delivering notices to interested parties, the process of changing trustees can be complicated. Read your property deed. All deeds in the property's chain of title should have an identical legal description. Contact the insurance provider to request a change in beneficiary designation. Complete the necessary forms to facilitate the change. When recording documents affecting a change in the ownership of real property, include a completed Preliminary Change of Ownership Report.