Assessor Forms
- Address Change
LCA-009 (eForm & PDF) Address Change Form____To notify the Assessor of a mailing address change_
- Aircraft & Boats
- BOE-260-B (PDF) Historical Aircraft Exemption___Exempts aircraft of historical significance when publicly displayed at least 12 days per year. There is a one-time $35 filing fee.
- BOE-576-D (eForm & PDF) Vessel Property Statement___Declaration of costs and other related property information as of January 1st lien date.
- BOE-577 (eForm & PDF) Aircraft Property Statement___Declaration of costs and other related property information as of January 1st lien date.
- LCA-002 (eForm & PDF) Agency Authorization___Authorization to appoint another individual, other than assessee, as an agent for assessment matters.
- Business & Personal Property
- BOE-571-A (PDF) Agricultural Property Statement (Short Form)___Annual form to report the value of your agricultural business equipment/fixtures for property tax purposes
- BOE-571-D (PDF) Supplemental Schedule for Reporting Acquisitions and Disposals___Form 571-D; use this optional form to report new business property purchased throughout the year, as well as old business property that was sold or otherwise disposed of.
- BOE-571-F (PDF) Agricultural Property Statement (Long Form)___Annual form to report the values of your agricultural business equipment/fixtures for property tax purposes.
- BOE-571-L (PDF) Business Property Statement___Annual business property statement. Used by most businesses to report the value of their business equipment and fixtures.
- BOE-571-LA (PDF) Alternate Schedule A for Bank, Insurance Company, or Financial Corporation Fixtures___Alternate 571 business property cost schedule for banks and financial institutions; has columns labeled for common banking equipment - security systems, vault doors, secure drop boxes, etc.
- BOE-571-R (PDF) Apartment House Property Statement___Annual property statement for landlords - designed specifically to handle your rental/apartment property.
- LCA-002 (eForm & PDF) Agency Authorization___Authorization to appoint another individual, other than assessee, as an agent for assessment matters
- LCA-003 (eForm & PDF) Statement of Change____Statement of business change_
- LCA-012 (eForm & PDF) Business Questionnaire___Complete this form to meet reporting requirements.
- Cadastral
- LCA-013 (eForm & PDF) Request for Segregation and Combination___This form is used to officially request either parcel segregation or combination.
- Change in Ownership
- BOE -502-AH (PDF) Preliminary Change of Ownership Report---Document must be completed for unrecorded transfers within 90 days for the change in ownership. Includes leasehold interest with government agencies (possessory interests).
- BOE -502-D (PDF) Change in Ownership Statement - Death of Real Property Owner---Form must be filed with the Assessor within 150 days after a property owner's death.
- BOE-502-A (PDF) Change of Ownership Statement---Document must be completed for all real estate recorded transfers.
- Exclusions
- BOE-19-B (eForm & PDF) Claim for Transfer of Base Year Value to Replacement Primary Residence for Persons at Least Age 55 Years___Effective April 1, 2021, BOE-19-B allows value to be moved from one principal residence to another principal residence within California for owners age 55 or older.
- BOE-19-C (PDF) Certification of Value by AssessorCertification of Value by Assessor for Base Year Value Transfer
- BOE-19-D (eForm & PDF) Claim for Transfer of Base Year Value to Replacement Primary Residence for Severely Disabled Persons___Effective April 1, 2021, BOE-19-D allows value to be moved from one principal residence to another principal residence for owners who are deemed severely and permanently disabled. Note: Needs to include a completed Form BOE-19-DC
- BOE-19-DC (eForm & PDF) Certificate of Disability Occurring on or after April 1, 2021___Needs to be completed by the claimant’s physician and submitted with the above BOE-19-D form.
- BOE-19-G (eForm & PDF) Claim for Reassessment Exclusion for Transfer between Grandparent and Grandchild___Excludes real property from reappraisal if parents are deceased for qualifying transfers that occurred on or after February 16, 2021. (Fee may apply for late-filed exclusion)
- BOE-19-P (eForm & PDF) Claim for Reassessment Exclusion for Transfer between Parent and Child___Excludes real property from reappraisal for qualifying transfers that occurred on or after February 16, 2021. (Fee may apply for late-filed exclusion (PDF)
- BOE-19-V (eForm & PDF) Claim for Transfer of Base Year Value to Replacement Primary Residence for Victims of Wildfire or Other Natural Disaster Occurring on or after April 1, 2021___Effective April 1, 2021, BOE-19-V allows value to be moved from one principal residence to another principal residence for owners who are victims of wildfire or other natural disaster.
- BOE-58-AH (PDF) Claim for Reassessment Exclusion for Transfer Between Parent and Child___Excludes real property from reappraisal for qualifying transfers that occurred on or prior to February 15, 2021 (Fee may apply for late-filed exclusion (PDF))
- BOE-58-G (PDF) Claim for Reassessment Exclusion for Transfer Between Grandparent to Grandchild___Claim for Reassessment Exclusion for Transfer Between Grandparent to Grandchild
- LCA-004 (eForm & PDF) Builders Exclusion Claim___Request for an exclusion from the supplemental roll for a qualified real property built for sale per Section 75.12 of the Revenue and Taxation Code
- Exemptions
- BOE-231ah (PDF) Welfare Exemption Section 231 Change in Eligibility or Termination NoticeWelfare Exemption Section 231 Change in Eligibility or Termination Notice
- BOE-260-B (PDF) Claim for Exemption of Aircraft of Historical Significance___Exempts aircraft of historical significance when publicly displayed at least 12 days per year.
- BOE-261-D (PDF) Servicemembers Civil Relief Act Declaration, Annual Filling___Section 571(c) of the Servicemembers Civil Relief Act (50 USC. Appendix), exempts the assessed value for boats, aircraft, or manufactured homes located in Placer County for active duty Servicemembers who are residing locally serving in compliance with military orders. Note: Service member is a resident of another State or County but is storing/using the personal property in Placer County while being stationed at a local military installation.___Note: Manufactured homes assessed as real property are not eligible for this exemption. Annual Filling
- BOE-261-G (PDF) Claim for Disabled Veterans Property Tax Exemption, Annual Filling___Exempts a portion of taxable value for a totally disabled veterans’ primary residence based on the basic or low-income exemption amounts that are adjusted annually for inflation. Annual Filling
- BOE-261-GNT (PDF) Disabled Veterans' exemption - Change of Eligibility___Disabled Veterans' Exemption change of eligibility report
- BOE-262-AH (PDF) Church Exemption, Annual Filling___The Church Exemption is available primarily for leased buildings, the land they sit on, and personal property used exclusively for religious worship as of 12:01 a.m. on the January 1 property tax lien date. Annual Filling
- BOE-263 (PDF) Lessors' Exemption Claim, Annual Filing___The Lessors' Exemption is available to property owners who lease real property to free public libraries, free museums, public schools, charter schools, community colleges, state colleges, state universities, University of California, churches, and non-profit colleges.___Both the owner of the property and the exempt organization are required to sign the claim. The benefit of the exemption must go to the exempt organization in the form of a rent reduction or direct refund, unless otherwise stated in the lease. A copy of the lease is required to be submitted with the first claim. Annual Filling
- BOE-263-A (PDF) Qualified Lessors' Exemption Claim___Qualified Lessors' Exemption Claim
- BOE-263C (PDF) Church Lessors' Exemption Claim, Annual Filling___Property owned by a church and leased to a public school, community college, state college, or state university, including the University of California, used jointly with a church. Any portion of the Church that is used for Public School purposes must file an annual claim form by the Church/Lessor.___The Public School or College must also file the Public School or College affidavit.
Public School or College would also file the Public School or College exemption claim form to exempt the business personal property.
(See the Public School Exemption BOE-268-A (PDF) or College Exemption BOE-264-AH (PDF).) Annual Filling
- BOE-264-AH (PDF) College Exemption, Annual Filling___The College Exemption is available to non-profit four-year colleges and may be used for owned or leased real and personal property. Annual Filling
- BOE-266 (eForm & PDF) Claim for Homeowners' Property Tax Exemption___If you own and occupy a home as your principal place of residence on January 1, you may apply for a Homeowners' Exemption. This exemption may reduce your property tax assessment up to $7,000 per year, and lower your annual tax bill by about $70. There is no charge to apply for this exemption.___Important: Homeowners' Exemptions are not automatically transferred between properties. If you move, you are responsible for notifying the Assessor that your principal residence has changed. California Assessor contact information is available on the Board of Equalization website.
View more on Homeowners' Exemption.
- BOE-266 (PDF) en Espanñol (eForm & PDF) Complete en línea la Exención de Impuestos Prediales de los Propietarios de Casas___Exime de hasta $7,000 del valor tasado de la residencia del dueño de la propiedad.
- BOE-267 (PDF) Welfare Exemption - First Filing___Claim form for initial request of welfare exemption for a specific property when the claimant is a new filing in the county or requesting exemption for a new location in the county.___Find further information on the Board of Equalization website.
- BOE-267-A (PDF) Welfare Exemption - Annual Filing___To receive the full exemption, a claimant must complete and file this form with the Assessor by February 15.
- BOE-267-F (PDF) Welfare or Veterans' Organization Exemption___Welfare or Veterans' Organization Exemption Assessor's Finding on Qualification of Property Use
- BOE-267-L (PDF) Welfare Exemption Supplemental Affidavit, Lower Income Households___Welfare Exemption Supplemental Affidavit, Lower Income Households
- BOE-267-L1 (PDF) Welfare Exemption Supplemental Affidavit, Low-Income Housing Property of Limited Partnership___Welfare Exemption Supplemental Affidafit BOE 267 L1
- BOE-267-L3 (PDF) Welfare Exemption Supplemental Affidavit, Households Exceeding Low-Income Limits-Over-Income Tenant Data (140% AMI)___Welfare Exemption Supplemental Affidavit BOE 267 L3
- BOE-267-L-A (PDF) Lower Income Households Family Household Income Reporting Worksheet___Property owned by nonprofit organizations or eligible limited liability companies providing housing for lower-income households can qualify for the Welfare Exemption from property taxes for those units whose family household income does not exceed the lower income limits.
- BOE-267-O (PDF) Welfare Exemption Supplemental Affidavit, Organizations and Persons using Claimant's Real Property, Annual FilingThis affidavit is required if other persons or organizations use any of the Real or Personal Property as indicated on the Claim for Welfare Exemption (First Filing) (BOE-267) (PDF) or Claim for Welfare Exemption (Annual Filing) (BOE-267-A) (PDF).
- BOE-267-S (PDF) Religious Exemption, Annual Filling___ The Religious Exemption is available for real personal property owned by a religious organization. The exemption is only available for real and personal property used by the owner church to conduct worship services on the property, or conduct worship services on the property and operate one or more schools on the same property, specifically preschools, nursery schools, kindergartens, elementary schools, secondary schools, or any combination thereof.___For property acquired after January 1, or property owned by a newly formed organization, the full exemption may be allowed if a Religious Exemption first time filing BOE 267-S is filed within 90 days from the first day of the month following the date of acquisition or by February 15 of the following calendar year, whichever occurs earlier.
- BOE-267-SNT (PDF) Religious Exemption Change in Eligibility or Termination Notice, Annual Fiiling___This is sent annually after the first time filing prior to January 1 for verification of continued qualification of the exemption. Failure to return the annual notice does not constitute a waiver of the exemption but may result in an on-site inspection of the property to verify the exempt activity.___Use this form to notify the Assessor if there is any change in the use of the property.
- BOE-268-A (PDF) Public School Exemption, Annual Filing___This exemption is used by public schools, including charter schools. Public schools most often use the exemption for leased real and personal property.___The property may be used for a variety of purposes, including education, administration, and administrative support functions. Charter schools must submit a copy of the charter when applying for this exemption.
- LCA-008 (eForm & PDF) Homeowner's Exemption Termination Letter___Notifies the Assessor of termination of existing homeowner's exemption
- Reassessment
- LCA-010 (eForm & PDF) Reassessment of Damaged Property Form, Calamity Section 170---Request to the Assessor for reassessment of damaged real property per Section 170 of the Revenue and Taxation Code
- LCA-011 (eForm & PDF) Informal Request for Reassessment___Complete this form to request an informal reassessment due to a decline in market value.
