Get Ca San Bernardino Boe-267-l_dsa

The CA San Bernardino BOE-267-L_DSA, known as the Welfare Exemption Supplemental Affidavit for Housing — Lower Income Households, is essential for organizations seeking a property tax exemption for low-income housing. This guide will provide clear and supportive instructions for filling out the form online.

Follow the steps to complete the form accurately.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. In Section 1, provide the identification of the applicant. Fill in the name of the organization seeking the exemption, along with the corporate ID or LLC number, and mailing address, including city, state, and zip code.
3. In Section 2, identify the property by entering the address of the property, the Assessor's Parcel Number or assessment number(s), city, county, and zip code. Note the date the property was acquired.
4. In Section 3, certify the conditions for government financing or tax credits by checking all applicable boxes. Ensure to attach relevant documents like agreements or restrictions if filing with the BOE-267 (First Filing).
5. In Section 4A, provide household information regarding income limits. List the number of persons in the household and verify their income against the maximum allowed for lower income households.
6. For Section 4B, attach a list of qualified households that meet the income criteria outlined. This should cover both households qualifying under regular income limits and those qualifying for the 140% AMI grace.
7. In Section 4C, calculate the number of units serving lower income households and divide it by the total number of residential units. This will determine the percentage for exemption purposes.
8. Complete Section 5 by indicating if the property includes commercial space and providing a brief description if applicable.
9. In Section 6, list all properties subject to the $20,000,000 assessed value exemption limit as required.
10. In the certification section, provide the name of the claimant, sign the form, and include the date, telephone number, and email address for follow-up.
11. After reviewing the completed form, save your changes, and ensure you download or print a copy for your records. Lastly, submit the form as instructed.

Complete your documents online to ensure a smooth filing process.