Forms | Orange County Assessor Department

Forms | Orange County Assessor Department
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Biography of Claude Parrish
News & Information
Press Releases
Department Overview
Dates To Remember
Glossary of Terms
Privacy Statement
Property Tax Tips for New Owners
Real Estate Fraud Alert
Postmarks and Filing Deadlines (Important Notice)
Personal Property Assessments
Business Personal Property
Commercial & Private Aircraft
Boats & Personal Watercraft
Real Property Assessments
Building Something New
Buying or Selling Property?
Proposition 13
Declines in Market Value
Taxable Values May Go Up
Manufactured Homes
Notice of Supplemental Assessment
Find My Assessed Value
Tax-Saving Programs
Homeowners' Exemptions
Institutional Exemptions
Transfers Between Family
Property Damaged, Destroyed, Contaminated or Taken by Government Action
Property Tax Assistance For Blind, Disabled or Senior Citizens
Disabled Veterans
Transfers for Age 55+, Severely Disabled or Victims of Wildfire
Forms
FAQs
Aircraft
Assessment Appeals
Assessor Parcel Maps
Boats & Personal Watercraft
Business Personal Property
Calamities - Disaster Relief (Temporary Reduction)
Change of Ownership & Transfer Processing
Changing a Mailing Address
General Information
Governor-Declared Disaster - Replacement Property
Homeowners' Exemption
Manufactured Homes
Assessor Public Records
Assessor Roll Products
Find My Assessed Value
Taxpayer's Advocate
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Forms
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Instructions
The Assessor Department's most requested forms are provided below.
Print the form, fill it out, keep a copy for your records, and send it in. Additional forms not found on this webpage may be available on the California Assessors' e-Forms portal where you can
access more forms
Most forms are only available in PDF format and can be viewed with
Adobe Acrobat Reader
, available for free.
Request for Informal Assessment Review
(No Filing Fee Required)
If you believe the market value of your property is lower than your Proposition 13 assessed value, you can proactively request an informal review. The information provided will only be considered for the upcoming assessment roll and is not a formal
assessment appeal
. The filing period for an informal review is January 1 to April 30, each year and is
open for 2026.
You may contact the Assessor Department at (714) 834-2727 if you have questions regarding  the informal review process.
Request for Informal Assessment Review - Commercial/Industrial Property (due by April 30)
Request for Informal Assessment Review - Homes: Single-Family, Condo & Townhouse (due by April 30)
Request for Informal Assessment Review - Hospitality Property (due by April 30)
Request For Informal Assessment Review - Multi-Family Residential Property (due by April 30)
Click here for instructions on how to submit one of these four (4) forms online.
(Open for 2026)
Assessment Appeal Application (Clerk of the Board)
(No Filing Fee Required)
Assessment Appeal Application
Business Personal Property
(No Filing Fee Required)
Business Property Statement (571-L Form and Schedules)
Leased Equipment Filing Format
(No Filing Fee Required)
Leased Equipment Filing Format
Statement of Agency (Agent Authorization)
(No Filing Fee Required)
Statement of Agency (Real Property Authorization)
Click here for instructions on how to submit this form online.
Statement of Agency (Business Property Authorization)
Click here for instructions on how to submit this form online.
Change of Mailing Address
(No Filing Fee Required)
(CAA-FC01) Change of Mailing Address
Click here for instructions on how to submit this form online.
Change of Ownership Reporting
(No Filing Fee Required)
(BOE-502-A) Preliminary Change of Ownership
(BOE-502-AH) Change in Ownership Statement
(BOE-502-D) Change in Ownership Statement - Death of Real Property Owner
(BOE-58-H) Affidavit of Cotenant Residency
Disabled Persons - Replacement Dwelling
(No Filing Fee Required)
(BOE-19-D) Claim For Transfer Of Base Year Value To Replacement Primary Residence For Severely Disabled Persons
(BOE-19-DC) Certificate of Disability (Must Be Completed By Licensed Physician)
Disabled Veteran Forms & Instructions
(No Filing Fee Required)
Before applying for the Disabled Veterans' Tax Exemption please have a copy of your DD-214 (Military Discharge Form) and a letter from the Veteran's Administration showing your disability rating and the effective date.
(BOE-261-G) Disabled Veterans' Exemption Claim Form & Instructions
Disaster Relief
(No Filing Fee Required)
(BOE-19-V) Claim For Transfer Of Base Year Value To Replacement Primary Residence For Governor Declared Disaster
For transfers due to disaster before Apr. 1, 2021 click here for the old form.
Application for Reassessment due to Calamity or Disaster
Click here for instructions on how to submit this form online.
Grandparent-Grandchild Transfer
(No Filing Fee Required)
(BOE-19-G) Claim For Reassessment Exclusion For Transfer Between Grandparent And Grandchild
For transfers between Grandparent-Grandchild before Feb. 16, 2021 click here for the old form.
Claim for Homeowners' Property Tax Exemption
(No Filing Fee Required)
The Homeowners' Exemption form is automatically mailed to the new owners of a single-family residential property pre-filled for your convenience.
After the initial filing of your exemption is approved, the exemption is renewed automatically every year unless a change in residence or ownership occurs.
If you do not receive an application within 90 days of recording your deed, please call (714) 834-3821.
Alternatively you can download a blank
Claim for Homeowners’ Property Tax Exemption form
, however we encourage you to please call our office at (714) 834-3821 and allow us to assist you.
Homeowners' Exemption Termination Notice
(No Filing Fee Required)
(CAA-FC02) Homeowners' Exemption Termination Notice
Click here for instructions on how to submit this form online.
If you move out of you principal residence where you were receiving a HOX, please submit this form to avoid any penalty or fees.
Institutional and Welfare Exemptions
(No Filing Fee Required)
(BOE-236) Leased Property Used Exclusively for Low-Income Housing
(Also see Supplemental Affidavit BOE-236-A)
(BOE-236-A) Supplemental Affidavit for BOE-236 Housing
(BOE-261-D) Service Members Civil Relief Act Declaration
(BOE-262-AH) Church Exemption
(BOE-263) Lessors' Exemption
(BOE-264-AH) College Exemption
(BOE-267) Welfare Exemption - First Filing
(BOE-267-L) Welfare Exemption Suppl Aff - Housing - Lower Income
(BOE-267-L1) Welfare Exemption Suppl Aff - Low Income Housing Property of Ltd. Partnership
(BOE-267-L-A) Welfare Exemption Family Household Income Reporting Worksheet
(BOE-267-O) Welfare Exemption Suppl Aff - Organizations & Persons Using Claimant's Property
(BOE-267-R) Welfare Exemption Suppl Aff - Rehabilitation / Living Quarters
(BOE-267-S) Religious Exemption
(BOE-268-A) Public School Exemption
(BOE-268-B) Free Public Library/Museum Exemption
New Construction Exclusion From Reassessment
(No Filing Fee Required)
(BOE-63) Disabled Persons Claim For Exclusion Of New Construction
(BOE-63-A) Claim For Disabled Accessibility Construction
(BOE-64-SES) Claim For Solar Energy System New Construction Exclusion (Initial Purchaser)
The effective period of this form has been extended to January 1st, 2027.
Claim For Exclusion Of New Construction From Supplemental Assessment
This exclusion
only
applies to property that is developed and held for sale.
The application is
only
required on subdivisions of four or less parcels. Subdivisions of five parcels or more are automatically granted the exclusion.
Applications must be received prior to or within 30 days of the commencement of construction.
Not available on-line, please call (714) 834-2727 for an application.
Tips for Homeowners
(Taxable New Construction vs. Non-Taxable Maintenance)
Parent-Child Transfer of Property
(No Filing Fee Required)
(BOE-19-P) Claim For Reassessment Exclusion For Transfer Between Parent And Child
For transfers between Parent-Child  before Feb. 16, 2021 click here for the old form.
Persons Age 55 & Over - Replacement Dwelling
(No Filing Fee Required)
(BOE-19-B) Claim For Transfer Of Base Year Value To Replacement Primary Residence For Persons At Least Age 55 Years
For transfers for 55 & Over before Apr. 1, 2021 click here for the old form.
Property Taken by Government Action (Section 68)
(No Filing Fee Required)
(BOE-68) Property Taken by Government Action
Security Interest Affidavit
(No Filing Fee Required)
Security Interest Affidavit
State Programs Property Tax Assistance
Property Tax Postponement Program
(California State Controller’s Office)
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