Online Library

Forms Index

 

Business Services and Forms | Property Owner Exemption and Exclusion Forms | Financial Disclosure Forms | Institutional Exemption Forms | Other Exemptions | Mapping Request Forms | Possessory Interests Forms | Vital Records Request Forms | Voter Sign-Up Forms | Williamson Act Properties

 

Additional forms not found on this page may be available on the California Assessor's e-Forms portal. Please click here to access and download more forms.

 

acrobat PDF documents require the Adobe Acrobat Reader which can be downloaded for free here.

 

Business Services and Forms

 

Business Property Statement Form 571-L:

 

Select the applicable year.

 

Download additional property statement forms as needed:

 

   Download Valuation Factors

 

acrobat Download Agency Authorization Letter

 

acrobat Business Change Form

 

acrobat Historical Aircraft Exemption

 

acrobat Affidavit For 4 Percent Assessment of Certain Vessels

 

acrobat Frequently Asked Questions (FAQ) for the Business Owner/Agent

 

Fictitious Business Names

 

   Search the directory for Fictitious Business Names (FBN) in San Mateo County

   Register a Fictitious Business Name (FBN) in San Mateo County

   Renew an existing Fictitious Business Name (FBN) in San Mateo County

 

acrobat Statement of Withdrawal from a Partnership Operating under a Fictitious Business Name

 

acrobat Statement of Abandonment of the Use of a Fictitious Business Name

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Property Owner Exemption and Exclusion Forms

 

acrobat Builder's Exclusion Claim Form

 

acrobat Calamity Form

 

Decline in Value Reassessment Application Form

 

acrobat Disabled Persons Claim for Transfer of Base Year Value to Replacement Dwelling (Proposition 110)

 

acrobat Proposition 110 Certificate of Disability form

 

Disabled Veteran's Exemption (Email Request) For information, call (650) 363-4500

 

acrobat Grandparent to Grandchild Reassessment Exclusion Claim Form (Proposition 193)

 

Homeowner Exemption Claim Form (Email Request)
For information, call (650) 363-4500

 

acrobat Parent to Child Reassessment Exclusion Claim Form (Proposition 58)

 

acrobat Change in Ownership Statement - Death of Real Property Owner

 

acrobat BOE 502-A. Preliminary Change in Ownership Report Form

 

acrobat Legal Entity CIO/CIC Questionnaire

 

acrobat Properties Acquired by Governmental Entities Claim Form

 

Property Tax Postponement for Senior Citizens, Blind, or Disabled Persons

On February 20, 2009, the Governor signed Chapter 4, Statutes of 2009, which immediately suspends the Senior Citizens' Property Tax Deferral Program. This legislation prohibits the filing of claims for property tax postponement and prohibits the Controller for accepting claims for property tax postponement pending modification or repeal of this new law. However, the Controller's Office will continue processing claims postmarked pior to February 20, 2009. For the most current information on the PTP program please visit the State Controller website at sco.ca.gov.

 

acrobat Replacement Dwelling Reassessment Exclusion Claim Form (Propositions 60 & 90)

 

Renter Assistance Claim Form

This program was suspended due to the California budget crisis; no claims will be accepted for 2008.

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Financial Disclosure Forms

 

Financial Disclosure - Form 700

 

Form 700 FAQs

For assistance contact the Fair Political Practices Commission

 

Get advice from the FPPC

 

Find copies of Form 700 filed by public officials

 

Adopt a Conflict of Interest Code

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Institutional Exemption Forms

 

acrobat Cemetery Exemption BOE-265     acrobat Property Use Report

 

acrobat Church Exemption BOE-262-AH     acrobat Property Use Report

 

acrobat College Exemption BOE-264-AH     acrobat Property Use Report

 

acrobat Free Public Library/Museum Exemption BOE--268-B     acrobat Property Use Report

 

acrobat Lessors’ Exemption BOE-263     acrobat Property Use Report

 

acrobat Public School Exemption BOE-268-A     acrobat Property Use Report

 

acrobat Religious Exemption BOE-267-S     acrobat Property Use Report

 

acrobat Veterans' Organization Exemption BOE--269-AH     acrobat Property Use Report

 

acrobat Welfare Exemption (First Filing) BOE-267     acrobat Property Use Report

 

For information regarding the Organization Clearance Certificate please go to www.boe.ca.gov/proptaxes/welfarevets.htm

 

In addition, supplemental affidavits and/or a property use report may need to be filed:

 

Welfare Exemption Supplemental Affidavit, Housing-Elderly or Handicapped Families.

acrobat BOE-267-H

 

Welfare Exemption Supplemental Affidavit, Rehabilitation-Living Quarters (Yearly Filing).

acrobat BOE-267-R

 

Welfare Exemption Supplemental Affidavit Housing-Lower Income Households Eligibility Based on Family Household Income (Yearly Filing). acrobat BOE-267-L

 

Welfare Exemption Supplemental Affidavit, Housing-Lower Income Households (Limited Partnership) Eligibility Based on Family Household Income (Yearly Filing). acrobat BOE-267-L1

 

You may request any specific form to be mailed to you by sending us an email.

 

Resources:
Legal: http://www.leginfo.ca.gov/calaw.html
Board of Equalization: www.boe.ca.gov

 

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Other Exemptions

 

Please contact the Assessor’s Division for information regarding the following exemptions:

  • Aircraft for Display
  • Exhibition
  • Historical Aircraft
  • Vessel
  • Work of Art

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Mapping Request Forms

 

acrobat Request for Combination of Assessed Parcels in San Mateo County

 

acrobat Request for Subdivision of Assessed Parcels in San Mateo County

 

acrobat Subdivision Assessment Data Request

 

Phone: (650) 363-4500
eMail: mapping@smcare.org

Mail or deliver signed form(s):

San Mateo County

Assessor-County Clerk-Recorder's Office, Assessor’s Division
555 County Center, 3rd Floor
Redwood City, CA 94063 
Attn:  Mapping Section

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Possessory Interests Forms

 

acrobat Possessory Interests Annual Usage Report Form BOE-502-P

 

acrobat 2017 Possessory Interests Annual Usage Supplemental Schedule Form

 

acrobat 2017 Possessory Interests Annual Usage Form 502 Cover Letter

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Vital Records (birth, death and marriage certificates)

 

acrobat Application for Certified Copy of Birth Record

acrobat Application for Certified Copy of Death Record

acrobat Application for Certified Copy of Marriage Record

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Voter Sign-Up Forms

 

Register to Vote

 

Vote by Mail

 

Poll Worker Service - Sign Up to Work at the Polls
(those who serve are paid for their service)

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Williamson Act Properties

 

Williamson Act Preserve Questionnaire