Assessor Forms

Overview

Assessor Forms

Please fill out the applicable forms below. You can submit forms using:

  1. 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).
     
  2. 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.

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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:

  1. SDR/e-SDR (must have BIN)
  2. 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.

SDR/e-SDR
Instructions on how to e-File 571-L by using SDR/E-SDR

Business Property Statement Forms

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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

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571-R Apartment House Property Statement 571-R Apartment House Property Statement
571-F Agricultural Property Statement 571-F Agricultural Property Statement
Vessel Property Statement Vessel Property Statement
Aircraft Property Statement Aircraft Property Statement
Not Available 571-S form (Service Station Supplemental Schedule)
571-H form (Hotel Supplemental Schedule)
571-LA form (Alternate SCHEDULE A for Bank, Insurance Company or Financial Corporation Fixtures)

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

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Agency Authorization Form Agent Authorization Form
Business Change Form Business Change Form
Claim for Exemption from Property Taxes of Aircraft of Historical Significance Claim for Exemption from Property Taxes of Aircraft of Historical Significance
Affidavit For 4 Percent Assessment of Certain Vessels Affidavit For 4 Percent Assessment of Certain Vessels
Boat Ownership and Location Change Form Boat Ownership and Location Change Form

Valuation Factors

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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.

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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

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Homeowners’ Exemption Forms

Click for detailed information at Homeowner Exemption

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BOE-266 Claim for Homeowners’ Property Tax Exemption BOE-266 Claim for Homeowners’ Property Tax Exemption
BOE-266 (Spanish) – Claim for Homeowners’ Property Tax Exemption BOE-266 (Spanish) – Claim for Homeowners’ Property Tax Exemption
CAA-FC02 Homeowners’ Exemption Termination Notice CAA-FC02 Homeowners’ Exemption Termination Notice
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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.

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Mapping Forms

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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. 

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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.