Affidavit for Elderly or Handicapped Families
What is this service?
The Affidavit for the Elderly or Handicapped Families is a required supplemental affidavit filed with the Assessor's Office annually. It provides necessary income information of residents who occupy property owned and operated by a nonprofit agency. The information filed on the Affidavit helps determine the amount of property tax exemption allowed on the property.
Who can use this service?
Owners/operators of nonprofit residential property occupied by Elderly or Handicapped households may use this service.
Is there a charge for this service?
This service is provided free of charge.
When and where is this service offered?
The Affidavit for the Elderly or Handicapped Families must be filed with the Assessor's Office each year by February 15th in order to qualify for the Welfare Exemption without incurring late file penalties.
Location, directions and hours of operation
Click on location name to show hours of operation, directions and phone information
1055 Monterey Street Suite D360 San Luis Obispo, CA 93408
6565 Capistrano Avenue Atascadero, CA 93422
Tel: (805) 461-6143
Fax: (805) 461-6159
Frequently Asked Questions
If I am low income, can I file this Affidavit and get an exemption from property tax?
No, the affidavit is a supplemental form that should be filed along with the Claim for Welfare Exemption form (for a first filing) or the Annual Claim for Welfare Exemption form (for an annual filing). Please see the section on Welfare Exemptions for more information.
Who may I contact for further information?
Welfare exemptions are processed by our Change in Ownership department (also called the Transfers section). They can be reached by calling our main office switchboard at (805) 781-5643. If you are in the North County, please call our Atascadero office at (805) 461-6143.