Assessor Forms
Assessor Forms
Please fill out the applicable forms below. You can submit forms using:
- DocuSign to complete and submit with e-signature.
Step 1: Click on the form you want to submit. You will be prompted to enter your name and a valid email address.
Step 2: Enter the validation code that will be sent to your email. (You may want to check your spam folder if you did not receive it in your Inbox).
Step 3: Complete the form and click on FINISH when done. (Required fields must be completed before you click on FINISH).
- Or, download the pdf form, then fill in requested information, print and mail it back to address listed on the form (Adobe Reader is required for viewing PDFs; you may download it for free here).
Additional forms not found on this page may be available on the California Assessor’s e-Forms portal.
Builder’s Exclusion for Residential Form
Click for detail information on Builder’s Exclusion
DocuSign Submit forms using e-signature |
PDF View forms in PDF format |
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Claim for New Construction Exclusion | Claim for New Construction 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 send us a message 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 |
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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
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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
DocuSign Submit forms using e-signature |
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File an Application for Reassessment of Property Damaged by Misfortune or Calamity | 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 Mailing Address
For Secured or Unsecured Property Tax
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Change of Mailing Address | Change of Mailing Address |
You can submit the Change of Mailing Address request form by using DocuSign or PDF form.
For PDF, please return the completed form to the Assessor via mail, fax or online.
Mail: Mark Church, Assessor-County Clerk-Recorder
555 County Center, 3rd Floor Redwood City, CA 94063
Fax: 650.599.7435
Online: contact us
Homeowners’ Exemption Forms
Click for detailed information at Homeowner Exemption
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
Mapping Forms
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.
To make any kind of changes to the parcels, property owner must complete and submit the Splitting Parcels form or the Combining Parcels form, as applicable.
Ownership Statement Cooperative Housing Corporation
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BOE-266-E Ownership Statement Cooperative Housing Corporation | BOE-266-E Ownership Statement Cooperative Housing Corporation |
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 last day to request for an informal Decline in Value review was October 31, 2020. The Assessor Division is no longer accepting new applications for the 2020-21 tax year.
We will resume accepting requests for 2021-22 tax year in March 2021.
Servicemembers Civil Relief Act Declaration Form
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BOE-261-D Servicemembers Civil Relief Act Declaration | BOE-261-D Servicemembers Civil Relief Act Declaration |
Veterans’ Exemption Forms
Williamson Act Land Conservation Program Detail
Click for detail information on Williamson Act