Santa Cruz County Government
Frequently Used Assessor Forms
(click here
for a list of all Assessor forms)
These forms are in PDF (Portable Document Format) file format.
You will need an ACROBAT PDF Reader to fill them out and print them.
You may complete the form on your computer by simply tabbing from field to field
or clicking on the various checkboxes. When you've completed all of the fields you must print the
form, sign it, and mail it to the Assessor at 701 Ocean Street, Santa Cruz,
CA 95060. You will not be able to save the "form and
the data" as a file on your computer, however, so if you want to retain a copy
you should print it twice.
Click the button below to obtain a free Acrobat Reader:
1a. Homeowner's Exemption - Exempts $7,000 in assessed value (a $70 per
year reduction in taxes) from the principle residence of an eligible
homeowner. (See our brochure entitled Homeowner's Exemption under Tax
Cycle Information.
1b. Reclamo
Para La Exención De Impuestos Prediales De Los Proprietarios de Casas - Se
excluye $7,000 del valor asesado (una reducción de $70 cada año) de la residencia principal para los
que están elegibles.
2. Preliminary Change of Ownership Report
- 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.
4. Authorization to Access Confidential Files - This completed form allows the
designated person to view confidential property files in the Assessor's Office.
5. Sworn Statement To Assessor - This affidavit is used to explain the exact circumstances of a
transaction so that the Assessor may properly determine whether a particular
event is reappraisable or not. .
6. Builder's Exclusion - Excludes new construction from supplemental
assessment. (See our brochure entitled Builder's Exclusion under Tax Cycle
Information.)
7. Prop 60 Application - Allows persons 55 and older to transfer their base
year value to a replacement residence. (See our brochure entitled Proposition
60: Protect Your Prop 13 Base under Tax Cycle Information.)
8. Prop 58 Application - Allows an exclusion from reappraisal for transfers
between parents and children. (See our brochure entitled Proposition 58 The
Parent/Child Exclusion: "Keeping it in the family" under Tax Cycle
Information.)
8a. Prop
58 Instructions for filling out the Parent/Child Exclusion claim form.
9. Grandparent/Grandchild Exclusion - Allows an exclusion from reappraisal
for transfers from grandparents to grandchildren. (See our brochure entitled
Proposition 58 The Parent/Child Exclusion: "Keeping it in the family" under
Tax Cycle Information.)
10. Request for Reappraisal - When the taxpayer believes he/she is being over
assessed this form may be submitted to the Assessor's Office so that the
current assessed values may be reviewed. (See our brochure entitled Prop 8
Reductions under Tax Cycle Information.)
11. Property Damaged by Calamity or Misfortune - Allows adjustments to
assessed value for properties damaged through no fault of the owner. (See our
brochure entitled When Disaster Strikes: The Calamity Application under
Tax Cycle Information.)
12. Combination/Split Form Request - 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.)
13. Business Property Statement - If you are using this form be sure to
provide your Account No. (See our brochure entitled Business Property under
Tax Cycle Information.)
14. Application
For Changed Assessment
- This form is used to request an assessment change and is to be submitted
to the Clerk of the Board of Supervisors, Assessment Appeals Board. (See also
our brochure entitled "These Assessments Are Too High! - What to do in a
declining real estate market").
15. 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.
16. Homeowner's 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.
17. 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.