You are here: Home » Departments » Assessor's Office » All Assessor Forms

Santa Cruz County Assessor Tax Forms

Forms with a "BOE" number are forms prescribed by the California State Board of Equalization.

All forms are in fillable PDF format. Most forms require a signature. Print the completed form and mail it to us at:
Santa Cruz County Assessor
701 Ocean St, Room 130
Santa Cruz CA 95060

NOTE: You must have Adobe Reader installed on your computer to open the forms. The latest version is recommended.

Reassessment Forms

ASSESSMENT APPEAL APPLICATION (BOE 305-AH) - This form can be accessed on the Clerk of the Board of Supervisors web page (the link is near the bottom of the page). This form is used to formally request an assessment change and is to be submitted to the Clerk of the Board of Supervisors, Assessment Appeals Board.
APPLICATION FOR TAX SEGREGATION (SEPARATE VALUATIONS) - use to request the allocation of split values to facilitate payment of taxes
Request for Decline in Value Review (Prop 8) – When the taxpayer believes the market value of the property on January 1st has suffered a decline in value below the assessed value, this form may be submitted to the Assessor’s Office so that the current assessed value may be reviewed. Select the appropriate form for the property type:
- Residential Property
- Multi-family Property
- Commercial Property
- Commercial Lodging Property
- Personal Property
PRELIMINARY CHANGE OF OWNERSHIP REPORT (BOE 502-A) - This document must be completed and filed whenever there is a change of ownership. It's usually filled out in escrow and accompanies the deed when recorded.
CHANGE OF OWNERSHIP STATEMENT (BOE 502-AH)
CHANGE OF OWNERSHIP STATEMENT - RESIDENT OWNED MOBILE HOME PARK - use this form to report a change in ownership of a mobile home in a resident owned park.
CHANGE OF OWNERSHIP STATEMENT - NOTICE OF DEATH OF REAL PROPERTY OWNER (BOE 502-D) - File this as a Change of Ownership Report when the assessee has died.
PROPERTY DAMAGED BY MISFORTUNE OR CALAMITY - Allows adjustments to assessed value for properties damaged through no fault of the owner.
OWNERSHIP STATEMENT, COOPERATIVE HOUSING CORPORATION (BOE 266-E)
NOTICE OF TRANSFER IN CO-OP MH PARK

Property Statements

POSSESSORY INTERESTS ANNUAL USAGE REPORT (BOE 502-P)
AGGREGATE PRODUCTION REPORT (BOE-560-A)
AGRICULTURAL PROPERTY STATEMENT (BOE 571-A)
SUPPLEMENTAL SCHEDULE FOR REPORTING MONTHLY ACQUISITIONS AND DISPOSALS OF PROPERTY REPORTED ON SCHEDULE B OF THE BUSINESS PROPERTY STATEMENT (BOE 571-D)
BUSINESS PROPERTY STATEMENT (BOE 571-L) - If you are using this form be sure to provide your Account Number.
ALTERNATE SCHEDULE A FOR BANK, INSURANCE COMPANY, OR FINANCIAL CORPORATION FIXTURES (BOE 571-LA)
SHORT TERM RENTAL PROPERTY STATEMENT FOR 2024 (BOE 571-STR)
INSURANCE COMPANY STATEMENT OF TRANSFER (BOE 572-A)
VESSEL PROPERTY STATEMENT (BOE 576-D)
AIRCRAFT PROPERTY STATEMENT (BOE 577)
APPLICATION FOR DEDUCTION OF VEHICLES' LICENSE FEES FROM PROPERTY TAX (BOE 901-V)
CLAIM FOR BANK OR FINANCIAL CORPORATION EXEMPTION (BOE 902)

Exclusion Forms

PARENT/CHILD AND GRANDPARENT/GRANDCHILD TRANSFERS

FOR TRANSFERS THAT OCCURRED PRIOR TO FEBRUARY 16, 2021. (PROP 58 AND 193)

PROP 58 - CLAIM FOR REASSESSMENT EXCLUSION FOR TRANSFER BETWEEN PARENT AND CHILD (BOE 58-AH) - Allows an exclusion from reappraisal for transfers between parents and children.
PROP 58 INSTRUCTIONS
CLAIM FOR REASSESSMENT EXCLUSION FOR TRANSFER FROM GRANDPARENT TO GRANDCHILD (BOE 58-G) - Allows an exclusion from reappraisal for transfers from grandparents to grandchildren.

FOR TRANSFERS THAT OCCUR ON OR AFTER FEBRUARY 16, 2021. (PROP 19)

BASE YEAR VALUE TRANSFERS

55 OR OLDER – TRANSFER OCCURRED PRIOR TO APRIL 1, 2021 (PROP 60)

PROP 60 - CLAIM OF PERSON(S) AT LEAST 55 YEARS OF AGE FOR TRANSFER OF BASE YEAR VALUE TO REPLACEMENT DWELLING (BOE 60-AH) - Allows persons 55 and older to transfer their base year value to a replacement residence
NOTICE OF RESCISSION OF CLAIM TO TRANSFER BASE YEAR VALUE TO REPLACEMENT DWELLING (BOE 60-NR)

55 OR OLDER – TRANSFER OCCURRED ON OR AFTER APRIL 1, 2021 (PROP 19)

CLAIM FOR TRANSFER OF BASE YEAR VALUE TO REPLACEMENT PRIMARY RESIDENCE FOR PERSONS AT LEAST AGE 55 YEARS (BOE 19-B)

DISABLED PERSON – TRANSFER OCCURRED PRIOR TO APRIL 1, 2021 (PROP 110)

DISABLED PERSONS CLAIM FOR TRANSFER OF BASE YEAR VALUE TO REPLACEMENT DWELLING (BOE 62)
CERTIFICATE OF DISABILITY (BOE 62-A)

DISABLED PERSON – TRANSFER OCCURRED AFTER APRIL 1, 2021 (PROP 19)

CLAIM FOR TRANSFER OF BASE YEAR VALUE TO REPLACEMENT PRIMARY RESIDENCE FOR SEVERELY DISABLED PERSONS (BOE 19-D)
CERTIFICATE OF DISABILITY (BOE 19-DC)

DISASTER – BOTH ORIGINAL AND REPLACEMENT IN SANTA CRUZ COUNTY – TRANSFER ON ANY DATE – ANY PROPERTY TYPE

CLAIM FOR INTRACOUNTY TRANSFER OF BASE YEAR VALUE FOR PROPERTY DAMAGED OR DESTROYED IN A GOVERNOR-DECLARED DISASTER TO REPLACEMENT PROPERTY (BOE 65-P)

DISASTER – ORIGINAL AND REPLACEMENT IN DIFFERENT COUNTIES – TRANSFER ON OR AFTER APRIL 1, 2021 - PRINCIPAL RESIDENCE ONLY

CLAIM FOR TRANSFER OF BASE YEAR VALUE TO REPLACEMENT PRIMARY RESIDENCE FOR VICTIMS OF WILDFIRE OR OTHER NATURAL DISASTER (BOE 19-V)

AFFIDAVIT OF COTENANT RESIDENCY (BOE 58-H) – Allows an exclusion from reappraisal for a transfer of interest in real property between cotenants that takes effect upon the death of one cotenant.
CLAIM FOR REASSESSMENT REVERSAL FOR LOCAL REGISTERED DOMESTIC PARTNERS (BOE 62-LRDP)
REASSESSMENT EXCLUSION FOR TRANSFER OF CORPORATION STOCK FROM PARENT TO CHILD (BOE 62-R)
DISABLED PERSONS CLAIM FOR EXCLUSION OF NEW CONSTRUCTION (BOE 63) (For owner-occupied dwellings)
CLAIM FOR DISABLED ACCESSIBILITY CONSTRUCTION EXCLUSION FROM ASSESSMENT (BOE 63-A) (For non-owner-occupied dwellings)
CLAIM FOR SEISMIC SAFETY CONSTRUCTION EXCLUSION FROM ASSESSMENT (BOE 64)
INITIAL PURCHASER CLAIM FOR RAIN WATER CAPTURE SYSTEM NEW CONSTRUCTION EXCLUSION (BOE-64-RWC)
CLAIM FOR SOLAR ENERGY SYSTEM NEW CONSTRUCTION (BOE 64-SES) - Initial Purchaser
CLAIM FOR TRANSFER OF BASE YEAR VALUE FROM QUALIFIED CONTAMINATED PROPERTY TO REPLACEMENT PROPERTY (BOE 65-CP)
CLAIM FOR BASE YEAR VALUE TRANSFER - ACQUISITION BY A PUBLIC AGENCY (BOE 68)
CLAIM FOR EXCLUSION FROM SUPPLEMENTAL ASSESSMENT FOR NEW CONSTRUCTION (Builder's Exclusion) - Excludes new construction from supplemental assessment.

Exemption Forms

WELFARE EXEMPTION/SECTION 231 (BOE 231-AH) - Change in eligibility or termination notice
EXEMPTION OF LEASED PROPERTY USED EXCLUSIVELY FOR LOW INCOME HOUSING (BOE 236) - Claim for exemption from property taxes
SUPPLEMENTAL AFFIDAVIT FOR BOE-236 HOUSING (BOE 236-A) - Lower income households eligibility based on family household income (yearly filing)
CLAIM FOR EXEMPTION FROM PROPERTY TAXES OF AIRCRAFT OF HISTORICAL SIGNIFICANCE (BOE 260-B)
CLAIM FOR DISABLED VETERANS' PROPERTY TAX EXEMPTION (BOE 261-G)
DISABLED VETERANS' EXEMPTION (BOE 261 GNT) - Change of eligibility report
DISABLED VETERANS' HOUSEHOLD INCOME WORKSHEET - Attach to Claim for Disabled Veterans' Property Tax Exemption
CHURCH EXEMPTION (BOE 262-AH) - Claim for exemption from property taxes
LESSORS' EXEMPTION CLAIM (BOE 263) - To be filed by lessor. Property used for free public libraries and free museums and for property used exclusively for public schools community colleges, state colleges, state universities, University of CA, churches and nonprofit colleges. The benefit of the exemption must go to the exempt organization in the form of a rent reduction or direct refund, unless otherwise stated in the lease.
QUALIFIED LESSORS' EXEMPTION (BOE 263-A) - To be filed by lessor. Claim for exemptions claimed on property used for free public libraries and free museums and for property used exclusively for public schools, community colleges, state colleges, state universities, University of California, and nonprofit colleges. For property which is being purchased with an agreement granting the lessee the option to acquire the leased property for one dollar or other nominal amount at the end of the lease.
LESSEES' EXEMPTION CLAIM (BOE 263-B) - Property used exclusively for public schools, community colleges, state colleges, state universities, or University of California.
CHURCH LESSOR'S EXEMPTION CLAIM (BOE 263-C) - Property leased by a church to a public school, community college, state college, or state university, including the University of California, used jointly with a church.
COLLEGE EXEMPTION (BOE 264-AH) - Claim for exemption from property taxes
CEMETERY EXEMPTION (BOE 265) - Claim for exemption from property taxes
CEMETERY EXEMPTION CHANGE IN ELIGIBILITY (BOE 265-NT) - Change in eligibility or termination notice
CLAIM FOR HOMEOWNERS' PROPERTY TAX EXEMPTION (BOE 266) - Exempts $7,000 in assessed value (a $70 per year reduction in taxes) from the principle residence of an eligible homeowner.
RECLAMO PARA LA EXENCIÓN DE IMPUESTOS PREDIALES DE LOS PROPIETARIOS DE CASAS (BOE 266-S) - Se excluye $7,000 del valor asesado (una reducción de $70 cada año) de la residencia principal para los que están elegibles.
HOMEOWNERS' EXEMPTION TERMINATION NOTICE - use this form to notify the Assessor's Office when you have moved from a property and therefore no longer qualify for the Homeowner's Exemption on that property.
CLAIM FOR WELFARE EXEMPTION (BOE 267) - First filing (New claimants or new locations for existing claimants)
CLAIM FOR WELFARE EXEMPTION (BOE 267-A) - Annual Filing
WELFARE EXEMPTION SUPPLEMENTAL AFFIDAVIT HOUSING . ELDERLY OR HANDICAPPED FAMILIES ELIGIBILITY BASED ON FAMILY HOUSEHOLD INCOME (BOE 267-H) - Yearly Filing
ELDERLY OR HANDICAPPED FAMILIES FAMILY HOUSEHOLD INCOME REPORTING WORKSHEET (BOE 267-H-A)
WELFARE EXEMPTION SUPPLEMENTAL AFFIDAVIT, HOUSING — LOWER INCOME HOUSEHOLDS (BOE 267-L)
FAMILY HOUSEHOLD INCOME REPORTING WORKSHEET (140% AMI) (BOE 267-L-A)
FAMILY HOUSEHOLD INCOME REPORTING WORKSHEET (100% AMI) (BOE 267-L-B)
WELFARE EXEMPTION SUPPLEMENTAL AFFIDAVIT, LOW-INCOME HOUSING PROPERTY OF LIMITED PARTNERSHIP (BOE 267-L1)
WELFARE EXEMPTION SUPPLEMENTAL AFFIDAVIT, HOUSING – LOWER INCOME HOUSEHOLDS – TENANT DATA (BOE 267-L2)
WELFARE EXEMPTION SUPPLEMENTAL AFFIDAVIT, HOUSEHOLDS EXCEEDING LOW-INCOME LIMITS (140% AMI) (BOE 267-L3)
WELFARE EXEMPTION SUPPLEMENTAL AFFIDAVIT, HOUSEHOLDS EXCEEDING LOW-INCOME LIMITS (100% AMI) (BOE 267-L4)
WELFARE EXEMPTION SUPPLEMENTAL AFFIDAVIT, ORGANIZATIONS AND PERSONS USING CLAIMANT’S REAL PROPERTY (BOE-267-O)
WELFARE EXEMPTION SUPPLEMENTAL AFFIDAVIT, REHABILITATION . LIVING QUARTERS (BOE 267-R) - Yearly Filing
RELIGIOUS EXEMPTION (BOE 267-S) - Claim for exemption from property taxes
RELIGIOUS EXEMPTION (BOE 267-SNT) - Change in eligibility or termination notice
PUBLIC SCHOOL EXEMPTION - FOR PROPERTY USED EXCLUSIVELY BY A PUBLIC SCHOOL (BOE 268-A) - Public schools most often use the exemption for leased real and personal property.
EXEMPTION FOR PROPERTY USED BY A FREE PUBLIC LIBRARY OR FREE MUSEUM (BOE 268-B)
AFFIDAVIT FOR 4% ASSESSMENT OF CERTAIN VESSELS (BOE 576-E)

Miscellaneous Forms

MAILING ADDRESS CHANGE AUTHORIZATION - Use this form to change the mailing address on your tax bill. It is not used for changing the owner's name. DOCUSIGN
LEGAL ENTITY AFFIDAVIT
AUTHORIZATION TO ACCESS CONFIDENTIAL FILES - Allows the authorized person to access the owner's confidential Assessor's records.
COMBINATION/SPLIT REQUEST FORM - This is an owner-initiated request to combine more than one parcel into a single parcel. (See our brochure entitled Split/Combination/LBA: Where Boundaries Change under Tax Cycle Information.)
PROPERTY USE REPORT - Supplemental form to include with institutional exemption claims when the exempt owner allows others to use the property. Cannot be used with Welfare exemption claims.
ROP ANNUAL QUESTIONNAIRE FORM - Use this questionnaire packet for Resident Owned Manufactured Home Parks
SWORN STATEMENT TO ASSESSOR (DECLARATION REGARDING TRANSFER OF PROPERTY) - This affidavit is used to explain the exact circumstances of a transaction so that the Assessor may properly determine whether a particular event is re-appraisable or not.
LA DECLARACIÓN JURADA AL TASADOR (DECLARACIÓN RESPECTO AL TRASLADO DE PROPIEDAD) - Esta declaración es utilizada para explicar las circunstancias exactas de una transacción para que el Tasador puedan determinar apropiadamente si un acontecimiento particular es re-appraisable o no.
STATEMENT OF SEPARATE OWNERSHIP - Whenever improvements are owned by a person other than the owner of the land on which they are located, the owner of the improvements or the owner of the land may file with the assessor a written statement before the lien date attesting to their separate ownership. In which event the land and improvements shall not be assessed to the same assessee.