BOE-267, Claim for Welfare Exemption (First Filing)
BOE-267-A, Claim for Welfare Exemption (Annual Filing)
Section 1. Identification of Applicant
(Provide copy of certificate with this claim if first filing).
If you do not have an OCC, have you filed a claim for an OCC with the BOE?
YesNo
If No, see instructions for information on obtaining an OCC claim form.
Section 2. Identification of Property
Section 3. Household Information
A. Eligibility Based on Family Household Income
Section 214(f) of the California Revenue and Taxation Code provides that property owned by nonprofit organizations providing housing for low- and
moderate-income elderly or handicapped families can qualify for the welfare exemption from property taxes only to the extent that household incomes
of families residing there do not exceed amounts listed below:
No. of Persons in Family Household
Income Limit
Note: If a dollar amount is not entered for each number of persons, contact the County Assessor for the figures. The amounts are different for each
county and change annually.
In order to qualify all or a portion of the property for the exemption, you must have: (1) a signed statement for each family that qualifies (you should
keep the statement for future audits); and (2) you must complete the report on pages 2 and 3 of this claim.
Whom should we contact during normal business hours for additional information?
B. List of Qualified Families
Complete or attach list showing desired information for only those households that qualify; use additional segments if necessary.
C. Recap for All Families, Eligible and Ineligible
D. Exemption Calculation
CERTIFICATION
I certify (or declare) under penalty of perjury under the laws of the State of California that the foregoing and all information contained herein, including
any accompanying statements or documents, is true, correct, and complete to the best of my knowledge and belief.
Instruction
INSTRUCTIONS FOR FILING CLAIM FOR PROPERTY TAX EXEMPTION UNDER THE CEMETERY EXEMPTION PROVISIONS
