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Forms Index


Business Services and Forms | Property Owner Exemption and Exclusion Forms | Financial Disclosure Forms | Institutional Exemption Forms | Other Exemptions | Mapping Request Forms | Possessory Interests Forms | Vital Records Request Forms | Voter Sign-Up Forms | Williamson Act Properties


Additional forms not found on this page may be available on the California Assessor's e-Forms portal. Please click here to access and download more forms.


acrobat PDF documents require the Adobe Acrobat Reader which can be downloaded for free here.


Business Services and Forms


Business Property Statement Form 571-L:


Select the applicable year.


Download additional property statement forms as needed:


   Download Valuation Factors


acrobat Download Agency Authorization Letter


acrobat Business Change Form


acrobat Historical Aircraft Exemption


acrobat Affidavit For 4 Percent Assessment of Certain Vessels


acrobat Frequently Asked Questions (FAQ) for the Business Owner/Agent


Fictitious Business Names


   Search the directory for Fictitious Business Names (FBN) in San Mateo County

   Register a Fictitious Business Name (FBN) in San Mateo County

   Renew an existing Fictitious Business Name (FBN) in San Mateo County


acrobat Statement of Withdrawal from a Partnership Operating under a Fictitious Business Name


acrobat Statement of Abandonment of the Use of a Fictitious Business Name

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Property Owner Exemption and Exclusion Forms


acrobat Builder's Exclusion Claim Form


acrobat Calamity Form


Decline in Value Reassessment Application Form


Disabled Persons Claim for Transfer of Base Year Value to Replacement Dwelling (Proposition 110)


acrobat Proposition 110 Certificate of Disability form


Disabled Veteran's Exemption (Email Request) For information, call (650) 363-4500


Grandparent to Grandchild Reassessment Exclusion Claim Form (Proposition 193)


Homeowner Exemption Claim Form (Email Request)
For information, call (650) 363-4500


Parent to Child Reassessment Exclusion Claim Form (Proposition 58)


Change in Ownership Statement - Death of Real Property Owner


acrobat BOE 502-A. Preliminary Change in Ownership Report Form


acrobat Legal Entity CIO/CIC Questionnaire


acrobat Properties Acquired by Governmental Entities Claim Form


Property Tax Postponement for Senior Citizens, Blind, or Disabled Persons

On February 20, 2009, the Governor signed Chapter 4, Statutes of 2009, which immediately suspends the Senior Citizens' Property Tax Deferral Program. This legislation prohibits the filing of claims for property tax postponement and prohibits the Controller for accepting claims for property tax postponement pending modification or repeal of this new law. However, the Controller's Office will continue processing claims postmarked pior to February 20, 2009. For the most current information on the PTP program please visit the State Controller website at


Replacement Dwelling Reassessment Exclusion Claim Form (Propositions 60 & 90)


Renter Assistance Claim Form

This program was suspended due to the California budget crisis; no claims will be accepted for 2008.

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Financial Disclosure Forms


Financial Disclosure - Form 700


Form 700 FAQs

For assistance contact the Fair Political Practices Commission


Get advice from the FPPC


Find copies of Form 700 filed by public officials


Adopt a Conflict of Interest Code

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Institutional Exemption Forms


acrobat Cemetery Exemption BOE-265     acrobat Property Use Report


acrobat Church Exemption BOE-262-AH     acrobat Property Use Report


acrobat College Exemption BOE-264-AH     acrobat Property Use Report


acrobat Free Public Library/Museum Exemption BOE--268-B     acrobat Property Use Report


acrobat Lessees’ exemption form BOE-263-B     acrobat Property Use Report


acrobat Lessors’ Exemption BOE-263     acrobat Property Use Report


acrobat Public School Exemption BOE-268-A     acrobat Property Use Report


acrobat Religious Exemption BOE-267-S     acrobat Property Use Report


acrobat Veterans' Organization Exemption BOE--269-AH     acrobat Property Use Report


acrobat Welfare Exemption (First Filing) BOE-267


For information regarding the Organization Clearance Certificate please go to


In addition, supplemental affidavits and/or a property use report may need to be filed:


Welfare Exemption Supplemental Affidavit, Housing-Elderly or Handicapped Families.

acrobat BOE-267-H


Welfare Exemption Supplemental Affidavit, Rehabilitation-Living Quarters (Yearly Filing).

acrobat BOE-267-R


Welfare Exemption Supplemental Affidavit Housing-Lower Income Households Eligibility Based on Family Household Income (Yearly Filing). acrobat BOE-267-L


Welfare Exemption Supplemental Affidavit, Housing-Lower Income Households (Limited Partnership) Eligibility Based on Family Household Income (Yearly Filing). acrobat BOE-267-L1


Welfare Exemption Supplemental Affidavit, Organizations and Persons Using Claimant’s Real Property. Download exemption form acrobatBOE-267-O


You may request any specific form to be mailed to you by sending us an email.


Board of Equalization:


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Other Exemptions


Please contact the Assessor’s Division for information regarding the following exemptions:

  • Aircraft for Display
  • Exhibition
  • Historical Aircraft
  • Vessel
  • Work of Art

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Mapping Request Forms


acrobat Request for Combination of Assessed Parcels in San Mateo County


acrobat Request for Subdivision of Assessed Parcels in San Mateo County


acrobat Subdivision Assessment Data Request


Phone: (650) 363-4500

Mail or deliver signed form(s):

San Mateo County

Assessor-County Clerk-Recorder's Office, Assessor’s Division
555 County Center, 3rd Floor
Redwood City, CA 94063 
Attn:  Mapping Section

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Possessory Interests Forms


acrobat Possessory Interests Annual Usage Report Form BOE-502-P


acrobat 2018 Possessory Interests Annual Usage Supplemental Schedule Form


acrobat 2018 Possessory Interests Annual Usage Form 502 Cover Letter

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Vital Records (birth, death and marriage certificates)


acrobat Application for Certified Copy of Birth Record

acrobat Application for Certified Copy of Death Record

acrobat Application for Certified Copy of Marriage Record

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Voter Sign-Up Forms


Register to Vote


Vote by Mail


Poll Worker Service - Sign Up to Work at the Polls
(those who serve are paid for their service)

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Williamson Act Properties


Williamson Act Preserve Questionnaire