Forms

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Additional forms not found on the Assessor Department's Forms webpage may be available on the California Assessors' e-Forms portal where you can access more forms. Please click here.

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2020 Request for Informal Assessment Review
Section UL
 2020 Request for Informal Assessment Review - Commercial/Industrial Property 
(No Filing Fee Required)
 2020 Request for Informal Assessment Review - Homes (Single-Family, Condo & Townhouse) 
(No Filing Fee Required)
 2020 Request for Informal Assessment Review - Hospitality Property 
(No Filing Fee Required)
 2020 Request For Informal Assessment Review - Multi-Family Residential Property 
(No Filing Fee Required)
Assessment Appeal Application (Clerk of the BOS)
Section UL
 Assessment Appeal Application 
(No Filing Fee Required)
Business Personal Property
Section UL
 Business Property Statement (571-L Form and Schedules) 
(No Filing Fee Required)
 Leased Equipment Filing Format 
(No Filing Fee Required)
 Statement of Agency (Agent Authorization) 
(No Filing Fee Required)
Change of Mailing Address
Section UL
 (CAA-FC01) Change of Mailing Address 
(No Filing Fee Required)
Change of Ownership Reporting
Section UL
 (BOE-502-A) Preliminary Change of Ownership 
(No Filing Fee Required)
 (BOE-502-AH) Change in Ownership Statement 
(No Filing Fee Required)
 (BOE-502-D) Change in Ownership Statement - Death of Real Property Owner 
(No Filing Fee Required)
 (BOE-58-H) Affidavit of Cotenant Residency 
(No Filing Fee Required)
Disabled Persons - Replacement Dwelling
Section UL
 (BOE-62) Disabled Persons Claim for Transfer of Base Year to Replacement Dwelling 
(No Filing Fee Required)
 (BOE-62-A) Certificate of Disability (Must Be Completed By Licensed Physician) 
(No Filing Fee Required)
Disabled Veteran Forms & Instructions
Section UL
 (BOE-261-G) Disabled Veterans' Exemption Claim Form & Instructions 
(No Filing Fee Required)
Disaster Relief
Section UL
 (BOE-65-P) Intra-County Base Year Transfer (Governor Declared Disaster) 
(No Filing Fee Required)
 (BOE-65-PT) Inter-County Base Year Transfer (Governor Declared Disaster) 
(No Filing Fee Required)
 Calamity or Disaster Reassessment 
(No Filing Fee Required)
Grandparent-Grandchild Transfer (Prop. 193)
Section UL
 (BOE-58G) Grandparent-Grandchild Transfer. Prop 193 
(No Filing Fee Required)

The law requires transferor(s)/seller(s) to sign a claim for a reassessment exclusion for transfers between grandparent(s) and grandchild(ren). Signatures from both the transferor(s) and transferee(s) are required to complete your claim.

Transferor(s)/Seller(s)/Grandparent(s): Please sign on the front of this form.

Transferee(s)/Buyer(s)/Grandchild(s): Please sign on the back of this form.
Homeowners' Exemption & Termination Notice
Section UL
 (CAA-FC02) Homeowners' Exemption Termination Notice 
(No Filing Fee Required)

Homeowners' Exemption applications are not available on-line.

This form is automatically mailed to the new owners of single-family residential property. If you do not receive an application within 90 days of recording your deed, please call (714) 834-3821.
Institutional and Welfare Exemptions
Section UL
 (BOE-236) Leased Property Used Exclusively for Low-Income Housing 
(No Filing Fee Required)
(Also see Supplemental Affidavit BOE-236-A)
 (BOE-236-A) Supplemental Affidavit for BOE-236 Housing 
(No Filing Fee Required)
 (BOE-261-D) Service Members Civil Relief Act Declaration 
(No Filing Fee Required)
 (BOE-262-AH) Church Exemption 
(No Filing Fee Required)
 (BOE-263) Lessors' Exemption 
(No Filing Fee Required)
 (BOE-264-AH) College Exemption 
(No Filing Fee Required)
 (BOE-267) Welfare Exemption - First Filing 
(No Filing Fee Required)
 (BOE-267-L) Welfare Exemption Supplemental Affidavit - Housing - Lower Income 
(No Filing Fee Required)
 (BOE-267-L1) Welfare Exemption Supplemental Affidavit - Low Income Housing Property of Ltd. Partnership 
(No Filing Fee Required)
 (BOE-267-L-A) Welfare Exemption Lower Income Households Family Household Income Reporting Worksheet 
(No Filing Fee Required)
 (BOE-267-O) Welfare Exemption Supplemental Affidavit - Organizations & Persons Using Claimant's Property 
(No Filing Fee Required)
 (BOE-267-R) Welfare Exemption Supplemental Affidavit - Rehabilitation / Living Quarters 
(No Filing Fee Required)
 (BOE-267-S) Religious Exemption 
(No Filing Fee Required)
 (BOE-268-A) Public School Exemption 
(No Filing Fee Required)
 (BOE-268-B) Free Public Library/Museum Exemption 
(No Filing Fee Required)
New Construction Exclusion From Reassessment
Section UL
 (BOE-63) Disabled Persons Claim For Exclusion Of New Construction 
(No Filing Fee Required)
 (BOE-63-A) Claim For Disabled Accessibility Construction 
 (BOE-64-SES) Claim For Solar Energy System New Construction Exclusion (Initial Purchaser) 
 Claim For Exclusion Of New Construction From Supplemental Assessment 

This exclusion only applies to property that is developed and held for sale.

The application is only required on subdivisions of four or less parcels. Subdivisions of five parcels or more are automatically granted the exclusion.

Applications must be received prior to or within 30 days of the commencement of construction.

Not available on-line, please call (714) 834-5926 for an application.
 Tips for Homeowners 
(Taxable New Construction vs. Non-Taxable Maintenance)
Parent-Child Transfer of Property (Prop. 58)
Section UL
 (BOE-58-AH) Parent-Child Transfer of Property - Claim for Reassessment Exclusion - Prop. 58 
(No Filing Fee Required)

The law requires transferor(s)/seller(s) to sign a claim for a reassessment exclusion for transfers between parent(s) and child(ren). Signatures from both the transferor(s) and transferee(s) are required to complete your claim.

Transferor(s)/Seller(s): Please sign on the front of this form.
Transferee(s)/Buyer(s): Please sign on the back of this form.
Persons Age 55 & Over - Replacement Dwelling (Prop. 60 & 90)
Section UL
 (BOE-60-AH) Person(s) at Least 55 Years of Age - Transfer of Base Year Value to Replacement Dwelling 
(No Filing Fee Required)
Property Taken by Government Action (Section 68)
Section UL
 (BOE-68) Property Taken by Government Action 
(No Filing Fee Required)
Security Interest Affidavit
Section UL
 Security Interest Affidavit 
(No Filing Fee Required)
State Programs Property Tax Assistance
Section UL
 Homeowner and Renter Assistance 
The funding for the Homeowners and Renters Assistance Program (HRA) is depleted. For the most current information on the HRA program, go to the Franchise Tax Board's website and search for "HRA".
 Property Tax Postponement Program 
(California State Controller’s Office)
Statement of Agency
Section UL
 Statement of Agency (Agent Authorization) 
(No Filing Fee Required)