How to Change Name in Property Tax and Records in 2024?

by admin Property Legal, Property Verification, the luxia

Changing the name on property tax and records involves several steps and can vary depending on your location and the specific procedures of your local government. Here is a general guide to help you navigate the process in 2024:

1. Gather Required Documents

Before you start the process, make sure you have all necessary documents. Typically, you will need:

  • Proof of ownership (such as a deed).
  • A legal document showing the name change (like a marriage certificate, divorce decree, or court order).
  • Identification (such as a driver’s license or passport).

2. Contact the Local Tax Assessor’s Office

Each jurisdiction has its own process, so it’s essential to contact your local tax assessor’s office to get specific instructions. You can usually find contact information on your municipality’s website.

3. Complete Required Forms

Most jurisdictions require you to complete specific forms to change the name on property tax records. These forms can often be downloaded from the tax assessor’s website or picked up in person. Common forms include:

  • Change of Address/Name Request Form.
  • Property Tax Adjustment Form.

4. Submit the Forms and Documents

Submit the completed forms along with the necessary documentation to the tax assessor’s office. This can often be done in person, by mail, or sometimes online. Be sure to include any required fees.

5. Verify the Change

After submission, follow up with the tax assessor’s office to verify that the change has been made. It may take a few weeks for the records to be updated.

6. Update Deed and Title Records

In addition to updating the tax records, you will need to update the name on the deed and title with your local Recorder of Deeds or similar office. This process generally includes:

  • Completing a deed transfer form.
  • Notarizing the deed.
  • Recording the new deed with the local Recorder of Deeds office.

7. Notify the Mortgage Company (if applicable)

If you have a mortgage on the property, inform your mortgage company of the name change. They may require a copy of the updated deed and other documents.

Tips for a Smooth Process:

  • Check for Specific Requirements: Localities may have unique requirements or additional steps, so always check with your local authorities.
  • Keep Copies: Keep copies of all documents submitted and received for your records.
  • Consider Professional Help: If the process seems complex, consider hiring a real estate attorney to assist.

Example Steps by Jurisdiction (U.S. Specific)

California

  1. Prepare a Grant Deed: To change the name on the deed.
  2. Notarize the Deed: Have the deed notarized.
  3. Submit to Recorder’s Office: File the deed with the County Recorder’s Office.
  4. Update Tax Records: Submit a name change request to the County Tax Assessor.

New York

  1. Complete a Name Change Form: Available from the local tax assessor’s office.
  2. Submit Supporting Documents: Include the legal name change document.
  3. File with the County Clerk: Update the deed with the County Clerk’s Office.
  4. Notify the Tax Assessor: Provide updated deed information to the Tax Assessor’s Office.

By following these general steps and consulting your local offices for specific instructions, you can successfully change the name on property tax and records in 2024.