Forms
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Certificate of Disability
BOE-62-AIf submitting in connection to a base year value transfer claim, use this form if the sale of the original primary residence and the purchase or new construction of the replacement primary residence occurred before April 1, 2021. For base year value transfers under Proposition 19, please use Certificate of Disability – for transfers completed on or after 4/1/2021 (BOE‐19‐DC).
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Certificate of Disability – for transfers completed on or after 4/1/2021
BOE‐19‐DCPlease use this form for base year transfers occurring on or after April 1, 2021.
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Change in Ownership Statement
BOE-502-AHIf the Preliminary Change in Ownership Report was not filed at the time of recording, the Assessor-Recorder’s Office will mail a request for the Change in Ownership Statement to be completed.
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Change in Ownership Statement, Death of Real Property Owner
BOE-502-DSubmit the completed form to the San Francisco Assessor-Recorder’s Office. An incomplete form will be denied.
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Church Exemption Claim
BOE-262-AHChurch exemption claims must be filed with the Assessor annually on or before February 15 to receive the full exemption.
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Church Lessors' Exemption Claim
BOE-263-CChurches leasing a portion of its property to a Public School, Community College, State College, or State University, including the University of California, may be exempt from real and business property taxes.
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City and County of San Francisco Approved E-Recording Agents
City and County of San Francisco Approved E-Recording Agents List.
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Claim for Disabled Accessibility Construction Exclusion from Assessment
BOE-63-AThis exclusion applies to any construction, installation, removal, or modification completed on or after June 7, 1994. Bear in mind that there are deadlines for when the exclusion form needs to be submitted.
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Claim for Disabled Veterans Property Tax Exemption
BOE-261-GVeterans with 100% disability, or partially disabled and unemployable, or their unmarried surviving spouses, are eligible for up to a $161,083 exemption. If total household income does not exceed $72,335, the 100% disabled veteran may qualify for up to a $241,627 exemption.
Qualifying income levels are subject to change.
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Claim for Intercounty Transfer of Base Year Value to Replacement Property From Principal Residence Damaged or Destroyed in a Governor-Declared Disaster
BOE-65-PTUse this form if both the sale of the original primary residence and the purchase or new construction of the replacement primary residence occurred before April 1, 2021. For base year value transfers under Proposition 19, please use Claim for Transfer of Base Year Value to Replacement Primary Residence for Victims of Wildfire or Other Natural Disaster (BOE‐19‐V).
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Claim for Intracounty Transfer of Base Year Value to Replacement Property for Property Damaged or Destroyed in a Governor-Declared Disaster
BOE-65-PUse this form if both the sale of the original primary residence and the purchase or new construction of the replacement primary residence occurred before April 1, 2021. For base year value transfers under Proposition 19, please use Claim for Transfer of Base Year Value to Replacement Primary Residence for Victims of Wildfire or Other Natural Disaster (BOE‐19‐V).
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Claim for New Construction Exclusion from Supplemental Assessment
PT-64The purpose of the Claim for New Construction Exclusion from Supplemental Assessment form is to allow the property owner to commence construction, while currently offering, or intending to offer, the property for sale or other change in ownership and does not intend to rent, lease, occupy, or otherwise use the property, except as model homes or other use as incidental or an offer for a change...
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Claim for Reassessment Exclusion for Transfer Between Grandparent and Grandchild Occurring on or After February 16, 2021
BOE‐19‐GThe transfer of a principal residence between grandparent and grandchild may be excluded from reassessment if the fair market value of the family home on the date of transfer is less than the sum of the factored base year value plus $1 million.