In the next few weeks, the Office of the Assessor-Recorder will transition to a new main office phone number, 628-652-8100. For the 12 months following this transition, constituents who call the Office’s prior phone number will automatically be transferred to our new line. As part of this transition, the Office is instituting key upgrades to improve the experience that San Franciscans have when calling us. To learn more, click here.
Please note: Wednesday, April 17th from 12:45 PM to 3:30 PM we will be closed for our Bi-Annual Officewide All-Staff Meeting. During our closure, you can email us at assessor@sfgov.org or call SF3-1-1. We look forward to serving you before and after this closure.
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Transfer Tax Affidavit

The purpose of this form is to explain the nature of the transaction and to determine if the transfer is taxable. Transfer tax is based on the purchase price if it is a purchase. Otherwise, it is based on the fair market value of the property being transferred. Additionally, transfers of leaseholds with a term of 35 years or more are subject to transfer tax.  If the person completing the form is claiming an exemption, is this exemption valid?  Copies of trust and formation documents of legal entity (i.e. LLC operating agreement, Corporate By Laws/Minutes/Register, partnership agreement) to prove the claimed transfer tax exemption are always required. Please note that exemptions from reassessment and exemptions from transfer tax may differ.

Submission Deadline: At the time of submitting a Deed (all types), a Memorandum of Lease, a Grant of Easement, an Assignment of a Lease, an Assignment of a Sublease, or an Unrecorded Legal Entity Transaction, even if no transfer tax is due.


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Last updated: 11/22/21