Assessor Forms
Assessor Forms
Additional forms not found on this page may be available on the California Assessor’s e-Forms portal.
Builder’s Exclusion for Residential Forms
Click for detail information on Builder’s Exclusion
Business Personal Property Forms
To file: Please fill out the applicable forms below and include the business name, mailing address and account number if you have one. First-time filers should simply print ‘New Account’ across the top of the form and we will assign an account number.
You can file Business Property Statement forms using:
- SDR/e-SDR (must have BIN)
- DocuSign to complete and submit with e-signature
For links to DocuSign or PDF forms (see below).
For questions regarding Business Personal Property forms, you may email us at ask571Lonline@smcacre.org or call us and leave a voicemail message at 650.363.4501.
Office hours Monday through Friday 8-5 p.m.
Instructions on how to e-File 571-L by using SDR/E-SDR
Business Property Statement Forms
| DocuSign Submit forms using e-signature |
PDF View forms in PDF format |
|---|---|
| 2020 571-L Business Property Statement | 2020 571-L form |
| Not Available | 2019 571-L form 2018 571-L form 2017 571-L form 2016 571-L form |
Special Property Statement Forms
Leased Equipment Forms
| DocuSign Submit forms using e-signature |
PDF View forms in PDF format |
|---|---|
| Leased Equipment Declaration Instruction for Agents | 2020 Leased Equipment Declaration Instruction for Agents |
| 2020 Leasing Excel Template 2020 571-L Instructions for Companies to File Electronically Roster of Towns and Cities Located in San Mateo County |
|
Other Forms
Valuation Factors
Calamity Relief Form
Click for detail information on Calamity Relief
File an Application for Reassessment of Property Damaged by Misfortune or Calamity
Change in Ownership Forms
The preliminary change in ownership report must be completed by transferee (buyer) prior to transfer of subject property in accordance with section 480.3 of the Revenue and Taxation Code. A Preliminary Change of Ownership Report must be filed with each conveyance in the County Recorder’s office for the county where the property is located.
You can use DocuSign to complete and submit Change in Ownership Forms. See below for links to DocuSign or PDF forms.
Change of Address
For Secured or Unsecured Property Tax
Download an address change form
Complete the form and return it to the Assessor via mail, fax or email.
Mail:
Mark Church Assessor-County Clerk-Recorder
555 County Center, 3rd Floor
Redwood City, CA 94063
Fax: 650.599.7435
Email: assessor@smcacre.org
Homeowners’ Exemption Form
Click for detailed information at Homeowner Exemption
To request a claim form, email the Assessor Division and include the property address, your mailing address and/or your Assessor’s Parcel Number.
Institutional Exemptions Forms
Further information regarding welfare, church and religious exemptions may be found here, Welfare, Church and Religious Exemptions.
Cemetery Exemption
The cemetery exemption is available for real and/or personal property which is used or held exclusively for the burial or other permanent deposit of human dead or for the care and maintenance of the property or the dead, except when used or held for profit.
- Property Use Report
- BOE-267-SNT Religious Exemption Change in Eligibility or Termination Notice
- BOE-265-NT Cemetery Exemption Change in Eligibility or Termination Notice
- BOE-265 Cemetery exemption
- BOE-231-AH Welfare Exemption/Section 231 Change in Eligibility or Termination Notice
- BOE-267-H Welfare Exemption Supplemental Affidavit, Housing – Elderly or Handicapped Families
- More
Possessory Interests Forms
California law requires every state or local governmental entity that is the fee owner of real property in which one or more taxable possessory interests have been created or renewed to provide the assessor of the county in which the property is located information identifying the holder(s) of a taxable possessory interest, the property involved and the terms and conditions of the agreement giving rise to the taxable possessory interests.
Property Tax Postponement for Senior Citizens, Blind, or Disabled Persons Form
Click for detail information on Property Tax Postponement
A copy of the application and instructions can be downloaded here.
Property Tax Relief Filing
Decline in Market Value - Proposition 8
The Assessor-County Clerk-Recorder’s Office, Assessor Division is currently accepting Decline in Value applications for the 2020-21 tax year. The deadline to file a Decline in Value application is October 31, 2020.
Splitting or Combining Parcels
Any San Mateo County property owner can request that their parcel be split or combined with other parcels that they own if an APN can be described/delineated by existing parcel and/or lot lines and the parcels of land in the opinion of the assessor can be redefined without compromising ownership, tax rate areas, general use and assessment of the land.
Williamson Act Land Conservation Program Detail
Click for detail information on Williamson Act