Get Boe-60-ah Front Rev 7 8-04 County Of San Bernardino

The BOE-60-AH form is essential for individuals aged 55 and older who are seeking to transfer their base year value to a replacement dwelling. This guide provides you with clear and concise instructions to help you complete the form online, ensuring a smooth submission process.

Follow the steps to accurately complete the form.

1. Click the ‘Get Form’ button to access the form and open it in your online editor.
2. Begin by filling out Section A, which pertains to the replacement dwelling. Include the assessor's parcel number, recorder's document number, date of purchase, purchase price, date of completion of new construction, and cost of new construction.
3. In Section A, provide the property address where the replacement dwelling is located. Indicate whether the construction was performed on a dwelling that had previously been granted the benefit under Section 69.5 and provide the date of the original claim if applicable.
4. Proceed to Section B, which details your original property. Enter the assessor's parcel number, date of sale, sale price, and property address of the original property. Indicate if it was your principal place of residence and if the ownership has transferred to any family members.
5. Answer additional questions in Section B, regarding any new construction done on the original property prior to its sale and any substantial damage it may have suffered.
6. Next, complete Section C by providing claimant information. Fill in the name, social security number, date of birth, and age confirmation for both the claimant and spouse if applicable.
7. In this section, confirm if either you or your spouse has previously received relief under Section 69.5 due to disability.
8. Review the certification statement at the end of the form. Sign and date the form to validate your claims. Make sure to include your home and daytime phone numbers as well as your mailing address.
9. If you have additional claimants, use a separate sheet of paper to provide their information in the same format and attach it to the form.
10. Finally, ensure that you have attached a valid identification copy and any required documents before saving changes, downloading, printing, or sharing the form.

Complete your BOE-60-AH form online today to ensure your tax relief process is handled efficiently.