Grandparent-to-Grandchild Exclusion

Who can use this service?

Anyone can use this service.

Is there a charge for this service?

There is no fee for the Grandparent to Grandchild exclusion provided the claim form is filed in a timely manner. Late filers must pay a fee.  Please see the County Administrative Office fee schedule for the current fiscal year.

When and where is this service offered?

This service is available throughout the year during regular business hours except during scheduled holidays.

Location, directions and hours of operation

Click on location name to show hours of operation, directions and phone information

New Government Center

Monday - Friday 8-5

1055 Monterey Street Suite D360 San Luis Obispo, CA 93408

Tel: (805) 781-5643

Atascadero Office

Monday - Friday 8-4

6565 Capistrano Avenue Atascadero, CA 93422

Tel: (805) 461-6143

Fax: (805) 461-6159

Frequently Asked Questions

What do I need to do to qualify?

In order to qualify, a properly completed, state-approved Grandparent-to-Grandchild claim form must be filed timely with the Assessor's Office. The claimant may be required to supply additional documentation to support the claim. If it is not completed in a timely manner, there may be fees that apply.

Who qualifies for a grandparent to grandchild exclusion?

This exclusion applies to transfers of ownership that occurred on or after March 27, 1996.

  • Any grandchild's parent who qualifies as a "child" (see Parent/Child Exclusion) of the grandparent must be deceased as of the date of the transfer.
  • For transfers occurring on or after January 1, 2006, however, it is not necessary that the son-in-law or daughter-in-law who is a stepparent to the grandchild be deceased in order for the grandchild to be eligible.