Assessor Forms

Office Wide

• Address Change Form(PDF, 93KB)
• CAA-FC03 - Authorization of Tax Agent Form
• Calamity Application for Reassessment: Damaged or Destroyed Property(PDF, 181KB)

Property Transfers

• 19-G – Claim for Reassessment Exclusion for Transfer Between Grandparent and Grandchild Occurring On or After February 16, 2021
• 19-P – Claim for Reassessment Exclusion for Transfer Between Parent and Child Occurring On or After February 16, 2021
• 58-AH – Claim for Reassessment Exclusion for Transfer Between Parent and Child (Transfers before February 16, 2021)
• 58-G – Claim for Reassessment Exclusion for Transfer from Grandparent to Grandchild (Transfers before February 16, 2021)
• 58-H – Affidavit of Cotenant Residency
• 502-A – Preliminary Change of Ownership Report (PCOR)
  • How to fill out the PCOR(PDF, 1MB)
• 502-AH – Change of Ownership Statement
• 502-D – Change in Ownership Statement, Death of Real Property Owner

Real Property

• Authorization to Access Confidential Real Property Files(PDF, 154KB)
• 2023 Agricultural Crop and Lease Questionnaire(PDF, 229KB)
• Request for Informal Assessment Review of Commercial Properties (Lodging)(PDF, 244KB)
• Request for Informal Assessment Review of Commercial Properties(PDF, 188KB)
• Request for Informal Assessment Review of Multi-Residential Properties(PDF, 227KB)
• 19-B – Claim For Transfer of Base Year Value to Replacement Primary Residence for Persons at Least 55 Years (Effective April 1, 2021)
• 19-DC – Certificate of Disability (Effective April 1, 2021)
• 19-D – Claim for Transfer of Base Year Value to Replacement Primary Residence for Severely Disabled Persons (Effective April 1, 2021)
• 19-V – Claim for Transfer of Base Year Value to Replacement Primary Residence For Victims of Wildfire or Other Natural Disaster (Effective April 1, 2021)
• 60-AH – Claim of Person(s) at Least 55 Years of Age for Transfer of Base Year Value to Replacement Dwelling (Through March 31, 2021)
• 60-NR – Notice of Rescission of Claim to Transfer Base Year Value to Replacement Dwelling
• 62 – Disabled Persons Claim for Transfer of Base Year Value to Replacement Dwelling (Through March 31, 2021)
• 62-A – Certificate of Disability (Through March 31, 2021)
• 62-LRDP – Claim for Reassessment Reversal for Local Registered Domestic Partners
• 63 – Disabled Persons Claim for Exclusion of New Construction
• 63-A – Claim for Disabled Accessibility Construction Exclusion from Assessment
• 64 – Claim for Seismic Safety Construction Exclusion from Assessment
• 64-RWC – Initial Purchaser Claim for Rain Water Capture System New Construction Exclusion
• 64-SES – Initial Purchaser Claim for Solar Energy System New Construction Exclusion
• 65-CP – Claim for Transfer of Base Year Value from Qualified Contaminated Property to Replacement Property
• 65-P – Claim for Intracounty Transfer of Base Year Value to Replacement Property for Property Damaged or Destroyed in a Governor-Declared Disaster
• 68 – Claim for Base Year Value Transfer - Acquisition by Public Entity
• FCA 2032 Builders Inventory Exclusion(PDF, 84KB)

Oil, Gas, and Minerals

• 502-G – Change In Ownership Statement Oil and Gas Property
• 540-S – Mutual or Private Water Company Property Statement
• 560-A – Aggregate Production Report
• 560-B – Mining Production Report
• 560-C – Mining Claim Production Report
• 566-D – Oil and Dissolved Gas Production Report
• 566-F – Dry Gas Production, Equipment, New Well, Redrill and Rework Report
• 566-J – Oil, Gas, and Geothermal Personal Property Statement
• 566-K – Annual Oil and Gas Operating Expense Data
• 567-K – Annual Geothermal Expense Data
• 571-C – Power Plant Property Statement
• 571-P – Pipeline Property Statement
• 571-RW – Right-of-Way Property Statement

Personal Property

• 260-B – Claim for Exemption from Property Taxes of Aircraft of Historical Significance
• 260-C Certifications of Participation for Aircraft of Historical Significance(PDF, 11KB)
• 261-D – Servicemembers Civil Relief Act Declaration
• 570-1 Air Carrier's Operation Report(PDF, 906KB)
• 570-2 Flight Equipment Value Computation(PDF, 1MB)
• 570-F01 – Supplementary Schedule to the Business Property Statement - Aircraft Cost Report
• 570-F02 – Supplementary Schedule to the Business Property Statement - Aircraft Value Computation
• 571-D – Supplemental Schedule for Reporting Monthly Acquisitions and Disposals of Property Reported on Schedule B of the Business Property Statement
• 571-F – Agricultural Property Statement
• 571-F2 – Registered and Show Horses Other than Racehorses
• 571-J – Annual Racehorse Tax Return
• 571-J1 – Report of Boarded Racehorses
• 571-L – Business Property Statement
• 571-LA – Alternate Schedule A for Bank, Insurance Company, or Financial Corporation Fixtures
• 571-R – Apartment House Property Statement
• 576-D – Vessel Property Statement
• 577 – Aircraft Property Statement
• 577-A – Airport Operations Report
• 901-V – Application for Deduction of Vehicles' License Fees from Property Tax
• FCA 0169 2023 Tax Practitioner Letter(PDF, 178KB)
• FCA 3012 Schedule for Landlord Report of Tenants(PDF, 151KB)
• FCA 3012 Instructions for Landlord Report of Tenants(PDF, 108KB)
• FCA 3015 Instructions for the Multiple Properties Information Affidavit(PDF, 154KB)
• FCA 3027 Affidavit for Exemption of Personal Property for an Insurance Company or Financial Corporation(PDF, 23KB)
• FCA 3028 Additional Instructions for Filing Property Statements(PDF, 196KB)
• FCA 3033 Sold or Moved Your Personal Property(PDF, 61KB)
• FCA 3169 Boats Sold or Moved(PDF, 54KB)
• Supplemental Schedule - Cost Detail: Gas Station and Car Wash Equipment(PDF, 114KB)

Property Tax Exemptions

• 237-A – Supplemental Affidavit for BOE-237 Housing – Lower-Income Households Eligibility Based on Family Household Income (Yearly Filing)
• 261-G – Claim for Disabled Veterans' Property Tax Exemption
• 261-GNT – Disabled Veterans' Exemption Change of Eligibility Report
• 262-AH – Church Exemption Claim
• 263 – Lessors' Exemption Claim
• 264-AH – College Exemption Claim
• 265 – Cemetery Exemption Claim
• 266 – Claim for Homeowner's Property Tax Exemption
• 267 – Claim for Welfare Exemption (First Filing)
• 267-A – Claim for Welfare Exemption (Annual Filing)
• 267-H – Welfare Exemption Supplemental Affidavit, Housing - Elderly or Handicapped Families
• 267-H-A – Elderly or Handicapped Families, Family Household Income Reporting Worksheet
• 267-L – Welfare Exemption Supplemental Affidavit, Housing - Lower-Income Household(PDF, 1MB)
• 267-L-B - Lower Income Households Family Household Income Reporting Worksheet (100% AMI)(PDF, 763KB)
• 267-L-A – Lower Income Households Family Household Income Reporting Worksheet(PDF, 772KB)
• 267-L1 – Welfare Exemption Supplemental Affidavit, Low-Income Housing Property of Limited Partnership(PDF, 1MB)
• 267-L2 – Welfare Exemption Supplemental Affidavit, Housing - Lower Income Households - Tenant Data
• 267-L3 – Welfare Exemption Supplemental Affidavit, Households Exceeding Low-Income Limits - "Over-Income" Tenant Data (140%AMI)(PDF, 795KB)
• 267-L4 - Welfare Exemption Supplemental Affidavit, Households Exceeding Low-Income Limits "Over Income" Tenant Data (100% AMI)(PDF, 764KB)
• 267-O – Instructions for Filing Welfare Exemption Supplemental Affidavit Organizations and Persons Using Claimant's Real Property
• 267-R – Welfare Exemption Supplemental Affidavit, Rehabilitation – Living Quarters
• 267-S – Religious Exemption
• 268-A – Public School Exemption
• 268-B – Free Public Library or Free Museum Claim
• 269-AH – Claim for Veterans' Organization Exemption

California Assessor e-Forms Portal

The California Assessor e-Forms portal will allow you to access forms used statewide to assist Assessors in administering California property tax laws. The e-Forms Site provides specific and limited support to the filing of California property tax information. Only property tax related forms are available at this site. No individual data or information is maintained at this site or can be accessed through this site.