Forms

Request for Informal Assessment Review
(No Filing Fee Required)

If you believe the market value of your property is lower than your Proposition 13 assessed value, you can proactively request an informal review. The information provided will only be considered for the upcoming assessment roll and is not a formal assessment appeal. The filing period for an informal review is January 1 to April 30, each year and is closed for 2024.

You may contact the Assessor Department at (714) 834-2727 if you have questions regarding  the informal review process.

• Request for Informal Assessment Review - Commercial/Industrial Property (due by April 30)
• Request for Informal Assessment Review - Homes: Single-Family, Condo & Townhouse (due by April 30)
• Request for Informal Assessment Review - Hospitality Property (due by April 30)
• Request For Informal Assessment Review - Multi-Family Residential Property (due by April 30)

Assessment Appeal Application (Clerk of the BOS)
(No Filing Fee Required)

• Assessment Appeal Application

Business Personal Property
(No Filing Fee Required)

• Business Property Statement (571-L Form and Schedules)

Leased Equipment Filing Format
(No Filing Fee Required)

• Leased Equipment Filing Format

Statement of Agency (Agent Authorization)
(No Filing Fee Required)

• Statement of Agency (Real Property Authorization)
• Statement of Agency (Business Property Authorization)

Change of Mailing Address
(No Filing Fee Required)

• (CAA-FC01) Change of Mailing Address

Change of Ownership Reporting
(No Filing Fee Required)

• (BOE-502-A) Preliminary Change of Ownership
• (BOE-502-AH) Change in Ownership Statement
• (BOE-502-D) Change in Ownership Statement - Death of Real Property Owner
• (BOE-58-H) Affidavit of Cotenant Residency

Disabled Persons - Replacement Dwelling
(No Filing Fee Required)

• (BOE-19-D) Claim For Transfer Of Base Year Value To Replacement Primary Residence For Severely Disabled Persons
• (BOE-19-DC) Certificate of Disability (Must Be Completed By Licensed Physician)

Disabled Veteran Forms & Instructions 
(No Filing Fee Required)

• (BOE-261-G) Disabled Veterans' Exemption Claim Form & Instructions

Disaster Relief
(No Filing Fee Required)

• (BOE-19-V) Claim For Transfer Of Base Year Value To Replacement Primary Residence For Governor Declared Disaster
• For transfers due to disaster before Apr. 1, 2021 click here for the old form.
• Calamity or Disaster Reassessment

Grandparent-Grandchild Transfer
(No Filing Fee Required)

• (BOE-19-G) Claim For Reassessment Exclusion For Transfer Between Grandparent And Grandchild
• For transfers between Grandparent-Grandchild before Feb. 16, 2021 click here for the old form.

Claim for Homeowners' Property Tax Exemption
(No Filing Fee Required)

The Homeowners' Exemption form is automatically mailed to the new owners of a single-family residential property pre-filled for your convenience.

After the initial filing of your exemption is approved, the exemption is renewed automatically every year unless a change in residence or ownership occurs.

If you do not receive an application within 90 days of recording your deed, please call (714) 834-3821.

Alternatively you can download a blank Claim for Homeowners’ Property Tax Exemption form, however we encourage you to please call our office at (714) 834-3821 and allow us to assist you.

Homeowners' Exemption Termination Notice
(No Filing Fee Required)

• (CAA-FC02) Homeowners' Exemption Termination Notice

If you move out of you principal residence where you were receiving a HOX, please submit this form to avoid any penalty or fees.

Institutional and Welfare Exemptions
(No Filing Fee Required)

• (BOE-236) Leased Property Used Exclusively for Low-Income Housing
  • (Also see Supplemental Affidavit BOE-236-A)
• (BOE-236-A) Supplemental Affidavit for BOE-236 Housing
• (BOE-261-D) Service Members Civil Relief Act Declaration
• (BOE-262-AH) Church Exemption
• (BOE-263) Lessors' Exemption
• (BOE-264-AH) College Exemption
• (BOE-267) Welfare Exemption - First Filing
• (BOE-267-L) Welfare Exemption Supplemental Affidavit - Housing - Lower Income
• (BOE-267-L1) Welfare Exemption Supplemental Affidavit - Low Income Housing Property of Ltd. Partnership
• (BOE-267-L-A) Welfare Exemption Lower Income Households Family Household Income Reporting Worksheet
• (BOE-267-O) Welfare Exemption Supplemental Affidavit - Organizations & Persons Using Claimant's Property
• (BOE-267-R) Welfare Exemption Supplemental Affidavit - Rehabilitation / Living Quarters
• (BOE-267-S) Religious Exemption
• (BOE-268-A) Public School Exemption
• (BOE-268-B) Free Public Library/Museum Exemption

New Construction Exclusion From Reassessment
(No Filing Fee Required)

• (BOE-63) Disabled Persons Claim For Exclusion Of New Construction
• (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) 834-2727 for an application.
• Tips for Homeowners
  • (Taxable New Construction vs. Non-Taxable Maintenance)

Parent-Child Transfer of Property
(No Filing Fee Required)

• (BOE-19-P) Claim For Reassessment Exclusion For Transfer Between Parent And Child
  • For transfers between Parent-Child  before Feb. 16, 2021 click here for the old form.

Persons Age 55 & Over - Replacement Dwelling
(No Filing Fee Required)

• (BOE-19-B) Claim For Transfer Of Base Year Value To Replacement Primary Residence For Persons At Least Age 55 Years
  • For transfers for 55 & Over before Apr. 1, 2021 click here for the old form.

Property Taken by Government Action (Section 68)
(No Filing Fee Required)

• (BOE-68) Property Taken by Government Action

Security Interest Affidavit
(No Filing Fee Required)

• Security Interest Affidavit

State Programs Property Tax Assistance

• Property Tax Postponement Program
  • (California State Controller’s Office)