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  • Welfare Exemption First Filing - Assessor-county Clerk-recorder

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BOE-267 (P1) REV. 13 (05-12) PETER ALDANA, COUNTY OF RIVERSIDE ASSESSOR-COUNTY CLERK-RECORDER PO BOX 751, RIVERSIDE, CA 92502-0751 (951) 413-2890 www.riversideacr.com CLAIM FOR WELFARE EXEMPTION (FIRST.

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If you own a home and it is your principal place of residence on January 1, you may apply for an exemption of $7,000 from your assessed value. New property owners will automatically receive a Homeowners' Property Tax Exemption Claim Form (BOE-266/ASSR-515).

What is the Welfare Exemption? The California Legislature has the authority to exempt property (1) used exclusively for charitable, hospital, or religious purposes, and (2) owned or held in trust by nonprofit organizations operating for those purposes.

The California Constitution provides a $7,000 reduction in the taxable value for a qualifying owner-occupied home. The home must have been the principal place of residence of the owner on the lien date, January 1st.

Revenue and Taxation Code section 214 sets forth the many requirements and provisions of the Welfare Exemption. Section 214(g) provides exemption for certain property used exclusively for low-income rental housing by households meeting certain income limits. These limits are set annually by the BOE.

The welfare exemption is available for real and personal property owned and used exclusively by non-profit organizations formed for religious, scientific, hospital or charitable purposes. (Example: a claimant filing a timely claim in January 2021 would enter "2021-2022.")

File a claim for the Welfare Exemption with the county assessor in the county where the property is located or used. The local assessor's office will provide the forms to file for the Welfare Exemption. If an organization has property in different counties, a separate form must be filed with each county assessor.

The California Revenue and Taxation Code allows property owned by organizations that provide housing for lower income households to qualify for a tax exemption. At least one of the following must be true to qualify: The property is financed with a mortgage, bonds, grants, or loans backed by the government.

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© Copyright 1997-2025
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Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232