The following procedure is to be used in the assignment of the owner occupancy code (Procedure 014-040-010) with the processing of transfers.
Reference is made to the State of Maryland Land Instrument Intake Sheet (Form AOC-CC-300 6/95) which is required at the time of transfer.
- If in Block 11, the question concerning principal residence is completed, the answer will guide the assignment of the owner occupancy code.
- If Block 11 is not completed, then compare the premise address (Block 6 Location) with the mailing address (Block 8). If they match, then assign the code H
or D as appropriate. If they do not match, forward the principal residence verification letter (Procedure 012/150/010 Attachment) to the new owner. The account
should be marked "N" until receipt of verification letter.
Note: In the event of there being no "intake sheet" or absence of a mailing address, you should investigate through the Attorney/Title Company.
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