| To Qualify: |
1) Property must be owner
occupied by the senior on Jan 1st of the application year & the
prior year.
2) Property must be a residential single family home, town home, or
condominium.
3) Property owner must be 65 years of age in the application year.
4) Total income of all household residents must not exceed $50,000
in the year prior to the application year.
5) Application must be filed no later than October 1st of the application
year. |
Documents
Needed: |
a) Property deed or Title
Insurance Policy (Name of senior must appear on this document).
b) Birth Certificate or Drivers License showing proof of age.
c) Income information from prior year that includes Social Security
Statement, 1040 Income Tax Form (if filed),
1099 forms, pension & annuity statements for
all household residents. Documents must prove total household
income does not exceed $50,000.
d) Application & affidavit form must be signed by senior and notarized
by public notary. |
| Process: |
Call our office first to
obtain application & affidavit forms. Complete both forms and
bring them to our office along with documents "a", "b",
and "c" , and we will photocopy all documents and return
originals to you. We will review the application and affidavit and
ask you to sign both and we will notarize your signature. The application
will be processed to the county. ALL INCOME INFORMATION WILL BE HELD
IN STRICT CONFIDENCE AND DOES NOT BECOME PART OF ANY PUBLIC RECORD.
Process must be repeated each year to keep exemption. |
| Effect: |
The senior freeze exemption
will exempt up to 100% of any assessment increase for that year (other than new
improvements added to the property). Click
here for estimate of property tax savings. |
| Questions ?: |
Call our Taxpayers Service
Department at 630-529-6927 |
