Forms

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2014 Request for Informal Assessment Review
Filing Period 1/1/14 to 4/30/14
(No Filing Fee Required)
Section UL
2014 Request for Informal Assessment Review - Commercial/Industrial Property
Revision Date: 12/18/2013
2014 Request for Informal Assessment Review - Homes (Single-Family, Condo, Townhouse)
Revision Date: 12/18/2013
2014 Request for Informal Assessment Review - Hospitality Property
Revision Date: 12/18/2013
2014 Request for Informal Assessment Review - Multi-Family Property
Revision Date: 12/18/2013
Assessment Appeal Application (Clerk of the BOS)
(No Filing Fee Required)
Section UL
Assessment Appeal Application (Clerk Of The Board Of Supervisors)
Revision Date: 6/9/2012
Business Personal Property
Blank Business Personal Property (571-L) forms and schedules are not available on-line.

Please call our office at (714) 834-2930 to obtain a property statement for your business.
(No Filing Fee Required)
Section UL
Leased Equipment Filing Format
Revision Date: 5/25/2012
Statement of Agency
Revision Date: 5/16/2012
Change of Address
(No Filing Fee Required)
Section UL
Change of Address
Revision Date: 12/18/2013
Change of Ownership Reporting
(No Filing Fee Required)
Section UL
Affidavit of Cotenant Residency
BOE-58-H REV. 01 (12/12)
Revision Date: 1/18/2013
Change in Ownership Statement
Revision Date: 12/18/2013
Change in Ownership Statement - Death of Real Property Owner
Revision Date: 12/18/2013
Preliminary Change of Ownership Report
Revision Date: 12/18/2013
Disabled Persons - Replacement Dwelling
Section UL
Disabled Persons Claim for Transfer of Base Year Value to Replacement Dwelling
Revision Date: 12/18/2013
Disabled Veteran Forms & Instructions
(No Filing Fee Required)
Section UL
2014 Disabled Veterans' Exemption Claim Form & Instructions
Revision Date: 12/18/2013
Certification of Disability
Revision Date: 8/10/2010
Disaster Relief
(No Filing Fee Required)
Section UL
Calamity or Disaster Reassessment
Revision Date: 12/10/2010
Inter-County Base Year Transfer (Governor Declared Disaster)
Revision Date: 1/12/2012
Intra-County Base Year Transfer (Governor Declared Disaster)
Revision Date: 6/1/2011
Grandparent-Grandchild Transfer (Prop. 193)
Section UL
Grandparent-Grandchild Transfer, Prop 193
(BOE-58G, REV. 06-11)

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): Please sign on the front of this form.

Transferor(s)/Buyer(s): Please sign on the back of this form.
Revision Date: 12/11/2011
Homeowners' Exemption & Termination Notice
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.
(No Filing Fee Required)
Section UL
Homeowners' Exemption
Revision Date: 11/9/2012
Homeowners' Exemption Termination Notice
Revision Date: 12/18/2013
Institutional & Welfare Exemptions
(No Filing Fee Required)
Section UL
Church Exemption
(BOE-262-AH, REV. 05-12)
Revision Date: 11/9/2012
College Exemption
(BOE-264-AH, REV. 05-12)
Revision Date: 11/9/2012
Free Public Library/Museum Exemption
(BOE-268-B, REV. 05-12)
Revision Date: 11/9/2012
Leased Property Used Exclusively for Low-Income Housing & Supplemental Affidavit and Instructions
(BOE-236 & BOE-236-A Revised 05-12)
Revision Date: 11/6/2012
Lessors' Exemption
(BOE-263, REV. 05-12)
Revision Date: 11/9/2012
Public School Exemption
(BOE-268-A, REV. 05-12)
Revision Date: 11/9/2012
Religious Exemption
(BOE-267-S, REV. 05-12)
Revision Date: 11/9/2012
Service Members Civil Relief Act Declaration
(BOE-261-D, REV. 08-10)
Revision Date: 8/5/2010
Welfare Exemption - First Filing
(BOE-267, REV. 05-12)
Revision Date: 11/9/2012
Welfare Exemption Lower Income Households Family Household Income Reporting Worksheet
(BOE-267-L-A REV. 06-11)
Revision Date: 1/8/2013
Welfare Exemption Supplemental Affidavit - Housing - Lower Income
(BOE-267-L, REV. 01-12)
Revision Date: 1/8/2013
Welfare Exemption Supplemental Affidavit - Low Income Housing Property of Ltd. Partnership
(BOE-267-L1, REV. 06-11)
Revision Date: 1/8/2013
Welfare Exemption Supplemental Affidavit - Rehabilitation / Living Quarters
(BOE-267-R, REV. 06-11)
Revision Date: 12/11/2011
New Construction Exclusion From Reassessment
The Claim For Exclusion Of New Construction From Supplemental Assessment is not available on-line.

This exclusion only applies to property that is developed and held for sale. Subdivisons of five parcels or more are automatically granted the exclusion. The application is only required on subdivisions of four or less parcels. Applications must be received prior to or within 30 days of the commencement of construction.

Please call (714) 834-5926 for an application.
(No Filing Fee Required)
Section UL
Claim For Disabled Accessibility Construction
(BOE-63-A, REV. 02-08)
Revision Date: 2/2/2008
Claim for Solar Energy System New Construction Exclusion (Initial Purchaser)
BOE-64-SES (Revised 05-12)
Revision Date: 11/6/2012
Disabled Persons Claim For Exclusion Of New Construction
(BOE-63, REV. 02-08)
Revision Date: 2/8/2008
Tips for Homeowners
Revision Date: 11/8/2012
Parent-Child Transfer of Property (Prop. 58)
Section UL
Parent-Child Transfer of Property - Claim for Reassessment Exclusion - Prop. 58 (fill-in)
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.

Transferor(s)/Buyer(s): Please sign on the back of this form.
Revision Date: 12/11/2011
Persons Age 55 & Over - Replacement Dwelling (Prop. 60 & 90)
Section UL
Person(s) at Least 55 Years of Age - Transfer of Base Year Value to Replacement Dwelling
Revision Date: 12/18/2013
Property Taken by Government Action
Section UL
Property Taken by Government Action
Revision Date: 12/11/2011
Security Interest Affidavit
Section UL
Security Interest Affidavit
Revision Date: 5/16/2012
State Programs – Property Tax Assistance
(No Filing Fee Required)
Section UL
Homeowner and Renter Assistance
Revision Date: 6/8/2012
Property Tax Postponement
Revision Date: 6/8/2012
Statement of Agency
Section UL
Statement of Agency
Revision Date: 6/8/2012