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Michigan Pre Affidavit Form

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Principal Residence Exemption (PRE) Affidavit

Michigan Department of Treasury 2368 (Rev. 04-09)

Issued under authority of Public Act 206 of 1893.

Read the instructions page before completing the form. Completion of this Affidavit constitutes a claim for a Principal Residence Exemption (PRE) when filed with the local assessor of the city or township where the property is located. Filing this Affidavit invalidates any previous PRE the homeowner may have claimed. A Request to Rescind Principal Residence Exemption (PRE) (Form 2602) or a Conditional Rescission of Principal Residence Exemption (PRE) (Form 4640) must be filed with the local assessor for any previous claims.

Print or type in blue or black ink. Use a separate form for each property number.

PART 1: PROPERTY INFORMATION

Property Tax Identification Number

Name of City, Township or Village (taxing authority)

Street Address of Property

City

State

ZIP Code

County

Owner’s First, Middle and Last Names

Social Security Number

Telephone Number

Co-Owner’s First, Middle and Last Names

Social Security Number

Telephone Number

1. The property above is my ...................................

2. Date the property became your principal residence (mm/dd/yyyy)

3. If this parcel has more than one home on it, or if you own and live in one unit of a multiple-unit dwelling (or a multi-purpose property) give the percentage of the entire property that your unit (your principal residence) occupies. Your exemption will be based on this percentage %

4. Have you claimed a principal residence exemption for another Michigan principal residence?

5. If yes, have you rescinded that principal residence exemption?

6. Do you or your spouse claim an exemption, credit or deduction on property located in another state?

7. Have you or your spouse filed a tax return as a resident of another state?

PART 2: CERTIFICATION

Owner’s Mailing Address (If different from property address above)

City

State

ZIP Code

Closing Agent or Preparer’s First Name

Last Name

Closing Agent or Preparer’s Mailing Address

City

State

ZIP Code

Certification: I certify under penalty of perjury the information contained on this document is true and correct to the best of my knowledge.

Owner’s Signature

Date

Co-Owner’s Signature

Date

LOCAL GOVERNMENT USE ONLY (do not write below this line)

Was an exemption in place prior to this affidavit being filed?

First year exemption to be posted to tax rolls?

Property Classification

If you own and occupy your principal residence, it may be exempt from a portion of your local school operating taxes. To claim an exemption, complete this Affidavit and file it with your township or city by May 1 of the year of the claim. Your local assessor will adjust your taxes on your next property tax bill. Note that this is an exemption from part of the taxes and does not affect your assessment.

Principal residence means the dwelling that you occupy as your permanent home and any unoccupied adjacent or contiguous properties that are classified residential.

Owning means you hold the legal title to the principal residence or that you are currently buying it on a notarized or recorded land contract. Renters should not file this form.

Occupying means this is your principal residence, the place you intend to return to whenever you go away. It may be the address that appears on your driver's license or voter registration card. Vacation homes and income property that you do not occupy as your principal residence may not be claimed. You may have only one principal residence at a time, however, you can file a Conditional Rescission of Principal Residence Exemption (PRE) (Form 4640) on unsold property that is your previous principal residence under the following conditions: it is for sale, is not occupied, is not leased, and is not used for any business or commercial purpose.

Rescinding Your Exemption

If you claim an exemption and then stop using it as a principal residence, you must notify your township or city assessor within 90 days of the change or you may be penalized. This can be done using the Request to Rescind Principal Residence Exemption (PRE) (Form 2602) or filing Form 4640, as noted above.

Interest and Penalty

If it is determined that you claimed property that is not your principal residence, you may be subject to the additional tax plus penalty and interest as determined under the General Property Tax Act.

Part 1: Property Information

Submit a separate affidavit for each property tax identification number being claimed.

It is imporatant that your property tax identification number is entered accurately. This ensures that your property is identified properly and that your township or city can accurately adjust your property taxes. You can find this number on your tax bill and on your property tax assessment notice. If you cannot find this number, call your township or city assessor.

NOTE: Do not include information for a co-owner who does not occupy the property as a principal residence.

The request for the Social Security number is authorized under Section 42 USC 405 (c) (2) (C) (i). It is used by the Department of Treasury to verify tax exemption claims and to deter fraudulent filings. Any use of the number by closing agents or local units of government is illegal and subject to penalty.

Line 3: If you own and live in a multi-unit or multi-purpose property (e.g., a duplex or apartment building, or a storefront with an upstairs flat), you can claim an exemption only for the portion that you use as your principal residence. Calculate your portion by dividing the floor area of your principal residence by the floor area of the entire building.

If the parcel of property you are claiming has more than one home on it, you must determine the percentage that you own and occupy as your principal residence. A second residence on the same property (e.g., a mobile home or second house) is not part of your principal residence, even if it is not rented to another person. Your local assessor can tell you the assessed value of each residence to help you determine the percentage that is your principal residence.

If you rent part of your home to another person, you may have to prorate your exemption. If your home is a single-family dwelling and the renters enter through a common door or your living area to get to their rooms, you may claim a 100 percent exemption if less than 50 percent of your home is rented to others who use it as a residence. However, if part of the home was converted to an apartment with a separate entrance, you must calculate the percentage that is your principal residence by dividing the floor area of your principal residence by the floor area of the entire building.

PART 2: Certification

Sign and date the form. Enter your mailing address if it is different from the address under Part 1.

Mailing Information

Mail your completed form to the township or city assessor where the property is located. This address may be on your most recent tax bill or assessment notice. Do not send this form directly to the Department of Treasury.

If you have any questions, visit our Web site at www.michigan.gov/PRE or call (517) 373-1950.

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What the Michigan Pre Affidavit Form Is

The Michigan Pre Affidavit Form is a sworn written statement used to record facts under oath before submitting a formal affidavit or filing with a court, recorder, or other authority. It typically collects identifying details, a concise statement of facts, references to supporting exhibits, and a jurat or acknowledgement for notarization. Users employ this form in probate, property title matters, and administrative proceedings where an early, sworn factual record helps streamline later filings while preserving evidentiary statements.

Why a Pre Affidavit Can Help Your Case

A Pre Affidavit creates an early, sworn record of facts and supporting evidence that can reduce later disputes, speed administrative or court filings, and clarify issues for counsel or title examiners while preserving testimonial statements under oath.

Why a Pre Affidavit Can Help Your Case

Who Typically Completes a Michigan Pre Affidavit

The form is commonly completed by parties with direct knowledge, their representatives, or transaction professionals preparing a sworn factual summary.

  • Private parties and witnesses providing first-hand factual statements about events or property.
  • Attorneys or paralegals preparing sworn statements for probate, litigation, or administrative filings.
  • Title agents and closing officers documenting chain-of-title facts prior to recording.

Choose the signer who has direct knowledge of the facts; counsel can assist with language and exhibit preparation before notarization.

Core Parts of a Professional Pre Affidavit

A well-constructed Michigan Pre Affidavit includes a clear caption, concise sworn narrative, attachments labeled as exhibits, a jurat or notary acknowledgement, signer identification, and a signature block with date and capacity.

Caption

Include the document title, relevant case or property identifiers, and the filing jurisdiction so reviewers immediately understand context and linkage to other records.

Sworn Statement

A numbered, factual narrative limited to what the signer personally knows; avoid argumentative language and clearly separate facts from opinions or legal conclusions.

Exhibits

Attach supporting documents as labeled exhibits (Exhibit A, B, etc.) and reference each exhibit by label and page or paragraph in the narrative for easy verification.

Notary/Jurat

Provide a jurat or notary block showing affirmation under oath, the notary's name, commission details, and space for the notary signature and seal per Michigan notary practice.

Signer Details

Record the signer’s full legal name, address, date of birth or partial ID, and relationship to the matter so identity and authority are clear for later review.

Capacity Statement

If the signer acts on behalf of an entity, include a clause stating their capacity (for example, 'as trustee' or 'as authorized agent') and attach proof of authority if required.

Required Information and Fields at a Glance

Full Legal Name: Enter exactly as shown on government ID.
Date: Use MM/DD/YYYY format.
Address: Include street, city, state, ZIP.
Statement of Facts: Numbered, factual sentences only.
Exhibit References: Label and cite attached exhibits.
Notary Block: Space for jurat, signature, seal.

Step-by-Step: Filling Out the Michigan Pre Affidavit

Follow these sequential steps to prepare a complete, notarizable Pre Affidavit suitable for filing or attachment to related documents.

  • 01
    Open Form: Use the official or counsel-approved template to avoid missing clauses.
  • 02
    Enter Parties: Fill in full legal names and identifiers for each party mentioned.
  • 03
    Detail Facts: Numbered factual statements, referencing exhibits where applicable.
  • 04
    Sign & Notarize: Sign in presence of a notary or complete RON if allowed; include jurat.

Online Completion: Recommended Workflow Settings

When completing the form online, set up fields and authentication to match the affidavit's evidentiary needs and any filing authority requirements.

Field Configuration
Name Field Required, single-line, auto-validate identity.
Date Field MM/DD/YYYY format, required.
Exhibit Upload Allow PDF attachments, require label input.
Notary/Jurat Designated signature block with notarization metadata.

Where to File or Submit a Completed Pre Affidavit

After signing and notarization, direct the form to the appropriate office or recipient depending on the matter type.

  • Probate Court Filings: Attach the affidavit to probate petitions or inventories as required by local court rules.
  • Recorder’s Office: Supply with title-related matters when requested by a county register of deeds.
  • Administrative Agencies: Submit with licensing, zoning, or regulatory applications as supporting sworn evidence.
  • Opposing Counsel or Parties: Exchange sworn statements during discovery or as agreed in settlements.

Digital Signing and eSubmission Requirements

Use an eSignature platform that preserves an auditable trail, supports notarization metadata, and meets applicable compliance standards.

  • Authentication: Email or SMS verification; stronger KBA for higher assurance.
  • Document Formats: Accept PDF and DOCX with embedded audit trail.
  • Integrations: Connect to document storage and case management systems.

Ensure the chosen provider supports record retention and export in standard formats so the notarized affidavit can be reproduced for courts or recorders without losing metadata.

Timelines and Typical Processing Expectations

Timing varies by use: notarization is immediate, but filing, review, or probating the affidavit follows separate agency or court schedules.

Notarization Timing:

Complete notarization on the sworn date before filing.

Court Review Window:

Local courts typically take days to weeks to review filings.

Recorder Acceptance:

Recorders may require additional documentation before recording.

Discovery Exchange:

Allow standard discovery response times when used in litigation.

Retention Start:

Retention begins from affidavit creation or filing date.

Key Milestones from Draft to Retention

Track these sequential milestones to complete, file, and preserve the Pre Affidavit reliably.

01

Draft Complete

Finalize factual narrative and label exhibits before signature.

02

Notarization

Sign in front of a notary or complete permitted RON session.

03

Filing or Distribution

Submit to court, recorder, or opposing counsel as required.

04

Record Retention

Store the executed affidavit according to regulatory retention timelines.

Common Mistakes to Avoid

  • Using imprecise language or opinions instead of first-hand factual statements increases the risk of evidentiary exclusion.
  • Failing to attach or properly label exhibits leads to incomplete records and can delay processing or acceptance.
  • Signing before completing required identity verification or notarization invalidates the jurat and may require re-execution.
  • Mismatched names between ID, title documents, and the affidavit can trigger title or court challenges and additional documentation requests.

Penalties and Risks for Incorrect or Improper Affidavits

Perjury Risk: False sworn statements may result in perjury charges.
Document Rejection: Courts or recorders can refuse improperly executed affidavits.
Probate Delay: Incomplete affidavits can delay estate administration.
Title Clouding: Unclear factual statements may create title disputes.
Sanctions: Court filings with errors can trigger procedural sanctions.
Financial Exposure: Incorrect facts may lead to liability for damages.

eSignature Pricing and Feature Comparison (signNow first)

Basic pricing and common capabilities across major providers; confirm plan details with each vendor to match notarization, HIPAA, or volume needs.

signNow DocuSign Adobe Sign PandaDoc HelloSign
Starting Price $8/user/mo $15/user/mo $14/user/mo $19/user/mo $15/user/mo
Free Trial 7-day free trial, no credit card Varies — check vendor Varies — check vendor Varies — check vendor Varies — check vendor
Bulk Send Yes — available on Business Premium Varies by plan Varies by plan Yes — available Varies by plan
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes (BAA available) Varies — verify BAA Varies — verify BAA Varies — verify BAA Varies — verify BAA
Envelope Cap No envelope cap 100 envelopes/user/year limit Varies by plan Varies by plan Varies by plan

Frequently Asked Questions — Michigan Pre Affidavit Form

Answers to common practical questions about format, notarization, e-signatures, and filing to reduce errors and processing delays.


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