State: New York

NYC-RPT New York City Real Property Transfer Tax Forms And Instructions (Short Form)

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NYC-RPT New York City Real Property Transfer Tax Forms And Instructions (Short Form)

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N Y C
RPT
NEW YORK CITY DEPARTMENT OF FINANCE
REAL PROPERTY TRANSFER TAX RETURN
(Pursuant to Title 11, Chapter 21, NYC Administrative Code)
R TYPE OR PRINT LEGIBLY
If the transfer involves more than one grantor or grantee or a partnership, the names, addresses and Social Security Numbers or Employer Identification Numbers of all grantors or gratees and general partners must be provided on Schedule 3, page 3.
GRANTOR ∇
Name
Grantor is a(n):
(check one)
individual
corporation
partnership (must complete Schedule 3)
other
Telephone Number
Permanent mailing address after transfer (number and street)
City and State Zip Code
EMPLOYER IDENTIFICATION NUMBER
OR SOCIAL SECURITY NUMBER
GRANTEE ∇
Name
Grantor is a(n):
(check one)
individual
corporation
partnership (must complete Schedule 3)
other
Telephone Number
Permanent mailing address after transfer (number and street)
City and State Zip Code
EMPLOYER IDENTIFICATION NUMBER
OR SOCIAL SECURITY NUMBER
DO NOT WRITE IN THIS SPACE
FOR OFFICE USE ONLY

RETURN NUMBER

DEED SERIAL NUMBER

NYS REAL ESTATE TRANSFER TAX PAID

PROPERTY LOCATION ∇
Address (number and street) Apt.
No.
Borough Block Lot # of
Floors
Square
Feet
Assessed Value
of Property
                 
                 
                 
DATE OF TRANSFER TO GRANTEE: PERCENTAGE OF INTEREST TRANSFERRED: %
CONDITION OF TRANSFER ∇ See Instructions
Check (✓) all of the conditions that apply and fill out the appropriate schedules on pages 5-11 of this return. Additionally, Schedules 1 and 2 must be completed for all transfers.
a.
Arms length transfer m.
Transfer to a governmental body
b.
Transfer in exercise of option to purchase n.
Correction deed
c.
Transfer from cooperative sponsor to cooperative corporation n.
Transfer by or to a tax exempt organization (complete Scheule G, page 8).
d.
Transfer by referee or receiver (complete Schedule A, page 5) o.
Transfer of property partly within and partly without NYC
e.
Transfer pursuant to marital settlement agreement or divorce decree p.
Transfer of property partly within and partly without NYC
f.
Deed in lieu of foreclosure (complete Schedule C, page 6) q.
Transfer of successful bid pursuant to foreclosure
g.
Transfer pursuant to lilquidation of an entity (complete Schedule D,
page 6)
r.
Transfer by borrower solely as security for a debt or a transfer by lender solely to return such security
h.
Transfer from principal to agent, dummy, strawman or conduit or
vice-versa (complete Schedule E, page 7)
s.
Transfer wholly or partly exempt as mere change of identity or form of ownership. (Complete Schedule M, page 9)
i.
Transfer pursuant to trust agreement or will (attach a copy of
trust agreement or will)
t.
Transfer to a REIT or to a corporation or partnership controlled by a REIT. (Complete Schedule R, pages 10 and 11)
j.
Gift transfer not subject to indebtedness u.
Other transfer in connection with financing (describe):
k.
Gift transfer subject to indebtedness v.
Other (describe):
l.
Transfer to a business entity in exchange for an interest in the
business entity (complete Schedule F, page 7)
2
Form NYC-RPT

Page 2

TYPE OF PROPERTY (✓)
a.
1-3 family house
b.
Individual residential condominium unit
c.
Individual cooperative apartment
d.
Commercial condominium unit
e.
Commercial cooperative
f.
Apartment building
g.
Office building
h.
Industrial building
i.
Utility
j.
OTHER. (describe):
   
TYPE OF INTEREST (✓)

Check box at LEFT if you intend to record a document related to this transfer. Check box at RIGHT if you do not intend to record a document related to this transfer.

REC. NON REC.
a.
Fee
b.
Leasehold Grant
c.
Leasehold Assignment or Surrender
d.
Easement
e.
Development Rights
f.
Stock
g.
Partnership Interest
h.
OTHER. (describe):
   
SCHEDULE 1 - DETAIL OF CONSIDERATION ∇
COMPLETE THIS SCHEDULE FOR ALL TRANSFERS AFTER COMPLETING THE APPROPRIATE SCHEDULES ON PAGES 5 THROUGH 11. ENTER "ZERO" ON LINE 11 IF THE TRANSFR REPORTTED WAS WITHOUT CONSIDERATION.
1.
Cash
1.    
2.
Purchase money mortgage
2.    
3.
Unpaid principal of pre-existing mortgage(s)
3.    
4.
Accrued interest on pre-existing morgage(s)
4.    
5.
Accrued real estate taxes
5.    
6.
Amounts of other liens on property
6.    
7.
Value of shares of stock or of partnership intrest received
7.    
8.
Value of real or personal property received in exchange
8.    
9.
Amount of Real Property Transfer Tax and/or other taxes or expenses of the grantor which are paid by the grantee
9.    
10.
Other (describe):
10.    
11.
TOTAL CONSIDERATION (add lines 1 through 10 - must equal amount entered on line 1 of schedule 2) (see instructions)
11.    
See instructions for special rules relating to transfers of cooperative units, liquidations, marital
settlements and transfer of property to a business entity in return for an interest in the entity.
SCHEDULE 2 - COMPUTATION OF TAX ∇
A. Payment Pay amount show on line 14 - See Instructions
Payment enclosed$0.00
1.
Total Consideration (from line 11, above)
1. $0 .00
2.
Excludable liens (see instructions)
2.    
3.
Consideration (Line 1 less line 2)
3. $0 .00
4.
Tax Rate (see instructions)
4.   %
5.
Percentage change in beneficial ownership (see instructions)
5. 100 %
6.
Taxable consideration (multiply line 3 by line 5)
6. $0 .00
7.
Tax (multiply line 6 by line 4)
7. $0 .00
8.
Credit (see instructions)
6.    
9.
Tax due (line 7 less line 8) (if the result is negative, enter zero)
9. $0 .00
10.
Interest (see instructions)
10.    
11.
Penalty (see instructions)
11.    
12.
Total tax due (add lines 9, 10 and 11)
12. $0 .00
13.
Filing Fee
10.    
14.
Total Remittance Due (line 12 plus line 13)
14. $0 .00
2
Form NYC-RPT

Page 3

SCHEDULE 3 - TRANSFERS INVOLVING MULTIPLE GRANTORS AND/OR GRANTEES OR A PARTNERSHIP ∇
NOTE   If additional space is needed, attach copies of this schedule or an addendum listing all of the information required below.

GRANTOR(S)/PARTNER(S)
NAME
PERMANENT MAILING ADDRESS AFTER TRANSFER  
CITY AND STATE ZIP CODE
SOCIAL SECURITY NUMBER

OR
EMPLOYER IDENTIFICATION NUMBER
NAME
PERMANENT MAILING ADDRESS AFTER TRANSFER  
CITY AND STATE ZIP CODE
SOCIAL SECURITY NUMBER

OR
EMPLOYER IDENTIFICATION NUMBER
NAME
PERMANENT MAILING ADDRESS AFTER TRANSFER  
CITY AND STATE ZIP CODE
SOCIAL SECURITY NUMBER

OR
EMPLOYER IDENTIFICATION NUMBER
NAME
PERMANENT MAILING ADDRESS AFTER TRANSFER  
CITY AND STATE ZIP CODE
SOCIAL SECURITY NUMBER

OR
EMPLOYER IDENTIFICATION NUMBER



GRANTEE(S)/PARTNER(S)
NAME
PERMANENT MAILING ADDRESS AFTER TRANSFER  
CITY AND STATE ZIP CODE
SOCIAL SECURITY NUMBER

OR
EMPLOYER IDENTIFICATION NUMBER
NAME
PERMANENT MAILING ADDRESS AFTER TRANSFER  
CITY AND STATE ZIP CODE
SOCIAL SECURITY NUMBER

OR
EMPLOYER IDENTIFICATION NUMBER
NAME
PERMANENT MAILING ADDRESS AFTER TRANSFER  
CITY AND STATE ZIP CODE
SOCIAL SECURITY NUMBER

OR
EMPLOYER IDENTIFICATION NUMBER
NAME
PERMANENT MAILING ADDRESS AFTER TRANSFER  
CITY AND STATE ZIP CODE
SOCIAL SECURITY NUMBER

OR
EMPLOYER IDENTIFICATION NUMBER
2
Form NYC-RPT

Page 4

GRANTOR'S ATTORNEY ∇
Name of Attorney Telphone Number
(    )
Address (number and street) City and State Zip Code  
EMPLOYER
IDENTIFICATION
NUMBER
OR SOCIAL
SECURITY
NUMBER
 
GRANTEE'S ATTORNEY ∇
Name of Attorney Telphone Number
(    )
Address (number and street) City and State Zip Code  
EMPLOYER
IDENTIFICATION
NUMBER
OR SOCIAL
SECURITY
NUMBER
 
CERTIFICATION ∇

I swear or affirm that this return, including any accompanying schedules, affidavits and attachments, has been examined by me and is, to the best of my knowledge, a true and complete return made in good faith, pursuant to Title 11, Chapter 12 of the Administrative Code and the regulations issued thereunder.

GRANTOR GRANTEE

Sworn to and subscribed to
before me on this day
of ,.


Signature of Notary


EMPLOYER IDENTIFICATION NUMBER OR
SOCIAL SECURITY NUMBER


Name of Grantor


Signature of Grantor

Sworn to and subscribed to
before me on this day
of ,.


Signature of Notary


EMPLOYER IDENTIFICATION NUMBER OR
SOCIAL SECURITY NUMBER


Name of Grantee


Signature of Grantee

Notary's stamp or seal Notary's stamp or seal
 

GRANTEE:

To ensure that your property and water/sewer tax bills are sent to the proper address you must complete the Registration forms included in this packet. Owner's Registration Cards can also be obtained by calling the Department of Finance at (718) 935-9500.

2
Real Estate Tax Owner's Registration Card

Page 1

FINANCE
NEW • YORK
THE CITY OF NEW YORK
DEPARTMENT OF FINANCE
PROPERTY OWNER'S REGISTRATION FORM
NEW YORK CITY DEPARTMENT OF FINANCE  CENTRAL REGISTRATION  59 MAIDEN LANE, 20TH FLOOR, NEW YORK, NY 10038
FOR OFFICE USE ONLY
ONLY ONE(1) PROPERTY (BLOCK AND LOT) MAY BE REGISTERED WITH THIS CARD. MAKE PHOTOCOPIES IF YOU ARE REGISTERING MORE THAN ONE PROPERTY.
Type or print in ink. Additional instructions appear on the reverse side of this form.

PROPERTY OWNER'S INFORMATION (FOR GENERAL CORRESPONDENCE)

1. Borough the property is in:, Block:   Lot: 
  Owner's name - FILL EITHER 2A OR 2B ONLY ▼
2a. Individual Owner FIRST M.I. LAST
2b. Business Owner
3. Owner's Residence or Company's Business Address
  City State Zip Code
4. Property Address
  City State Zip Code
5. If the property has more than one owner, check this box and see instructions -
6. Owner's Tax Identifiction Number -
  SSN (If owner is an individual or trust)
OR EIN (If owner is a corporation or partnership)
7. Indicate owner's daytime telephone number: ()

BILLING INFORMATION - REAL ESTATE TAX BILLS

IF YOUR MORTGAGE PAYMENTS INCLUDE YOUR REAL ESTATE TAXES, FILL IN THE NAME AND ADDRESS OF YOUR BANK/LENDER IN THE SPACE PROVIDED IN 9 BELOW. IF NOT, FILL IN THE NAME AND ADDRESS TO WHICH YOU ARE CHOOSING TO HAVE REAL ESTATE TAX BILLS SENT.
8. Indicate to who Real Estate Tax bills should be mailed (Check ✔ one)
  Bank/Lender Owner Tenant Agent
  If "TENANT" or "AGENT" is checked provide either Social Security Number or Employer Identification Number, whichever is applicable.
  SOCIAL SECURITY NUMBER
OR EMPLOYER IDENTIFICATION NUMBER
9. NAME OF REAL ESTATE TAX RECIPIENT
  ADDRESS
  City State Zip Code
 
Have you recently paid off your mortgage?
Yes
No

BILLING INFORMATION - SPECIAL ASSESSMENT BILLS

INDICATE TO WHOM SPECIAL ASSESSMENT BILLS SHOULD BE MAILED. (SEE INSTRUCTIONS FOR LINE 10)
10. TYPE OF ASSESSMENT BILL:
  Name of Recipient
  Address
  City State Zip Code
Relationship of addressee to property (Check ✔ one)
  Owner Tenant Agent
  If "TENANT" or "AGENT" is checked provide either Social Security Number or Employer Identification Number, whichever is applicable.
 
SOCIAL SECURITY NUMBER
EMPLOYER IDENTIFICATION NUMBER
  TYPE OF ASSESSMENT BILL:
  Name of Recipient
  Address
  City State Zip Code
Relationship of addressee to property (Check ✔ one)
  Owner Tenant Agent
 

If "TENANT" or "AGENT" is checked provide either Social Security Number or Employer Identification Number, whichever is applicable.

 
SOCIAL SECURITY NUMBER
EMPLOYER IDENTIFICATION NUMBER
11. Signature of owner or corporate officer (required by statute. 12.    Date
  //

If you need assistance in completing this form, please call Taxpayer Assistance at 212-504-4080 Si usted necesita recibir asistencia en Español para llenar esto formulario, llame al 212-504-4080 y solicite un Representante que hable Español.

18
Real Estate Tax Owner's Registration Card - Instructions

Page 2

- INSTRUCTIONS FOR COMPLETING OWNER'S REGISTRATION CARD -

LINE 1

Enter the borough in which the property is located and the block and lot numbers of the property. Only one property (block and lot) may be registered with this card. Make photocopies if you want to register more than one property.

LINE 2A

Enter the full name of the owner if the property is owned by an individual. Please DO NOT abbreviate. If the property has more than one owner, see instructions for line 5.

LINE 2B

Enter the name of the owner if the property is owned by a business entity. If the property has more than one owner, see instructions for line 5.

LINE 3

Enter the address of the owner. (Please note that the address at which the owner lives, or at which the company is located, is not necessarily the property address itself.)

LINE 4

Enter the actual address of the property.

LINE 5

Check the box if the property has more than one owner, and attach an additional sheet with the name, address and EIN/SSN of the other owner(s). Include the property block and lot number.

LINE 6

Enter the owner's Social Security Number, or if the owner is a corporation or partnership, enter the Employer Identification Number.

LINE 7

In order that we may provide you with better service, please provide a telephone number at which you can be reached during normal business hours.

IMPORTANT

If your mortgage payments include your real estate taxes, fill in the name and address of your bank/lender in the space provided on line 9. If not, fill in the address to which you are choosing to have real estate tax bills sent.

LINE 8

Check the box next to the appropriate relationship. For example, if bills are to be sent to your bank/lender, check the box which is marked "Bank/Lender." Enter the social security number or employer identification numbers for tenants and agents, as applicable.

LINE 9

Enter the name and address to which you would like Real Estate Tax bills mailed.

LINE 10

Special Assessment bills are for items such as Sidewalk Assessment , Mall Maintenance and Boiler and Elevator Inspection Charges. In most cases the owner should register to receive these bills. Enter the name and address to which Special Assessment bills should be sent. Enter the social security number or employer identification numbers for tenants and agents, as applicable.

LINE 11

The owner or corporate officer must sign the Registration Card in order for it to be valid.

LINE 12

Indicate the date signed. The law provides that senior citizens and handicapped taxpayers may designate someone to receive duplicate tax bills. If you are interested, contact Customer Assistance at 212- 504-4080 and ask for a third party notification form.

IF YOU NEED FURTHER ASSISTANCE IN COMPLETING THIS FORM, PLEASE CALL 212-504-4080.

***

SI USTED NECESITA RECIBIR ASISTENCIA EN ESPANOL PARA LLENAR ESTO FORMULARIO, LLAME 212-504-4080.

THE NEW YORK CITY
DEPARTMENT OF FINANCE
NOW PROVIDES ON LINE
OWNER’S REGISTRATION
VIA THE WORLD WIDE WEB

You can use your personal computer and modem to access an "on line" version of the Property Owner’s Registration form that can be submitted via the World Wide Web. It’s quick, it’s simple, and here’s how:

  1. Logon to the following address:
    nyc.gov/finance/cityforms
  2. Click on the "Property Owner’s Registration form" link and follow the instructions
  3. Complete the registration form by typing all the required information in the prompted fields
  4. Click on "Send to Finance" to file your registration

PRIVACY ACT NOTIFICATION
The Federal Privacy Act of 1974, as amended, requires agencies requesting Social Security Numbers to inform individuals from whom they seek this information as to whether compliance with the request is voluntary or mandatory, why the request is being made and how the information will be used. The disclosure of Social Security Numbers for owners of real property is mandatory and is required by section 11- 102.1 of the Administrative Code of the City of New York. Disclosure by tenants and agents is voluntary. Such numbers disclosed on any report or return are requested for tax administration purposes and will be used to facilitate the processing of tax returns and to establish and maintain a uniform system for identifying taxpayers who are or may be subject to taxes administered and collected by the Department of Finance. Such numbers may also be disclosed as part of information contained in the taxpayer’s return to another department, person, agency or entity as may be required by law, or if the taxpayer gives written authorization to the Department of Finance.

19
Water and Sewer Customer Registration Form

Page 1

THE CITY OF NEW YORK
DEP
DEPARTMENT OF
ENVIRONMENTAL PROTECTION
The City of New York
Department of Environmental Protection
Bureau of Customer and Conservation Services
59-17 Junction Boulevard
Corona, NY 11368-5107
Customer Registration For for Water and Sewer Billing

Property Owner Information

(1) Property is located in the borough of:

Block:    Lot:

Meter # (if available):

(2)

Service Address:

Street

City

State, Zip ,-

(3) Mailing Address: (if different from Service Address)

(4)

Owner's Name: Business: OR

Individual:
(Last Name) (First Name) (MI)

(5)

Owner's Telephone Number:

Residence: () - Business: () -

Customer Billing Information

(Please provide the following information about the customer reponsible for paying water/sewer bills at this premise.)

(6) Account Number (if available):
(7)

Name: Business:

Individual: - -
(Last Name) (First Name) (MI)

(8)

Mailing Address:

Street

City State Zip

(9)

Relationship of Customer to this premise (Check one) Agent: Owner: Tenant:

Owner's Approval:

(The property owner must approve someone as a customer at this property. The failure by a Customer to pay the water/sewer bills will initiate “Delinquency” actions which may ultimately result in the property being taken over by the City or placed in a lien sale.)

(10)

Owner's EIN OR SSN:

(11)


(Print name and title if applicable)

(11)

  //
(Signture)(Date)

BCCS Customer Registration Form (Rev. 7/97)

20
Water and Sewer Customer Registration Form

Page 2

Instructions for filling out this Customer Registration Form

  1. Borough - Block - Lot and Meter Number: Enter the borough in which the premise is located followed by its block and lot numbers. If the water meter number is available, provide this as well.
  2. Service Address: Enter the address of the premise.
  3. Mailing Address: Enter the address of the owner if it is different from the Service Address.
  4. Owner’s Name: Enter the name of the business if the owner is a business. Enter the Last Name, First Name and Middle Initial of the owner if the owner is an individual.
  5. Owner’s Telephone Number: Enter the owner’s home and business telephone number, including the area codes.
  6. Account Number: Enter the customer’s account number.
  7. Customer Name: Enter the name of the individual or the business responsible for paying the water/sewer bills for this premise.
  8. Mailing Address: Enter the mailing address including the zip code of the individual or business responsible for paying the water/sewer bills at this premise.
  9. Relationship of Customer to this premise: Check one option to identify the relationship to the premise.
  10. Owner’s EIN or SSN: Enter the owner’s EIN (Employer Identification Number) if the owner is a corporation or a partnership. Enter the Owner’s SSN (Social Security Number) if the owner is an individual.
  11. Name and Title: Print the name and title (if applicable) of the corporate officer or owner who will sign this form.
  12. Owner or Officer Signature: The owner or corporate officer must sign the registration form in order for it to be valid. Please indicate the date the form is signed.

Important Information for New Property Owners

All new property owners must complete a Customer Registration Form. This will ensure that water and sewer bills are mailed to the customers who are responsible for making payments. Please make sure that the form is completed accurately. Our Customer Service Representatives may be contacted at (718) 595-7000 if you have any questions pertaining to the Customer Registration Form or if you need assistance in completing the form.

Please return the completed form to:

Department of Environmental Protection
Bureau of Customer and Conservation Services
Att’n: Registration and Return Mail Unit
59-17 Junction Boulevard, 7th Floor
Corona, NY 11368-5107

21

TRANSFER TAX AND RELATED DOCS NY15: NYC-RPT NEW YORK CITY REAL PROPERTY TRANSFER TAX FORMS AND INSTRUCTIONS (SHORT FORM)