How to Fill Out Form 5107

Form 5107 at a glance

What it is: The State Tax Commission Affidavit for Disabled Veterans Exemption is used to apply for an exemption of property taxes under 211.7b and 211.7c.

Who signs: Signature of Owner or Legal Designee (Designee must attach a letter of authority) and Date.

5107, Page 2 Instructions for Form 5107: this form is for local eligible taxpayers to claim the disabled veterans exemption.

To qualify for the disabled veterans exemption, the claimant must either be a disabled veteran or the unremarried surviving spouse of a disabled veteran.

A filled-in Form 5107 example: a disabled veteran claims the exemption

Form 5107 example filled out, example: a disabled veteran claims the exemption
Jane Ann Sample, a disabled veteran, files Form 5107 herself. She owns her home in the City of Lansing and attaches the Department of Veterans Affairs letter for the 100% rate. The picture shows page 1, and every value in it is made up. Jane is a Michigan resident. Legal Designee Information stays empty because she files for herself. The unremarried surviving spouse box stays empty because Jane is the veteran. Affirmation of Eligibility has only the 100% box ticked because that letter is her documentation.

How to fill out Form 5107, box by box

Owner Information

Form 5107 example filled out, owner Information

Provide the owner name, telephone number, and mailing address.

Under Owner Information, enter the Owner's Name, Owner's Telephone Number, Owner's Mailing Address, City, State and ZIP Code for the disabled veteran or unremarried surviving spouse.

Homestead Property Information

Form 5107 example filled out, homestead Property Information

Enter the Name of Local Unit (Check Township, City or Village).

Provide the name of the city, township, or village in which the property is located (not the mailing address) as well as the county and school district.

The parcel identification number is the real parcel number assigned to the property on which the disabled veterans exemption is to be claimed.

The homestead property address is the street address of the property on which the disabled veterans exemption is to be claimed.

Enter the Date the Property was Acquired as MM/DD/YYYY.

Acknowledgement

Form 5107 example filled out, acknowledgement

Check all boxes that apply.

I am a disabled veteran, or the legal designee of the disabled veteran.

I am an unremarried surviving spouse of a disabled veteran who, immediately before death, was eligible for the exemption under this section.

I am a Michigan resident.

The property on which the exemption is claimed must serve as the homestead of the claimant.

I own the property in which the exemption is being claimed and it is used as my homestead.

Affirmation of Eligibility

Form 5107 example filled out, affirmation of Eligibility

For the purposes of the exemption, MCL 211.7b defines “Disabled Veteran” as a veteran who is a resident of this state and who meets one of the following criteria and can provide documentation to that effect.

Check the appropriate box and provide a copy of the required documentation.

Check the box if the disabled veteran has been determined by the United States Department of Veterans Affairs to be permanently and totally disabled as a result of military service and entitled to veterans' benefits at the 100% rate (must attach a copy of the letter from the U.S. Department of Veterans Affairs).

Check the box if the disabled veteran is receiving or has received pecuniary assistance due to disability for specially adapted housing (must attach a copy of the certificate from the U.S. Department of Veterans Affairs).

Check the box if the veteran has been rated by the United States Department of Veterans Affairs as individually unemployable (must attach a copy of the letter from the U.S. Department of Veterans Affairs).

Certification

Form 5107 example filled out, certification

Under Certification, the owner or legal designee certifies to the best of their knowledge that the information provided in this Affidavit is true and that they are eligible to receive the disabled veteran's exemption from property taxes pursuant to Michigan Compiled Law, Section 211.7b. Enter the Printed Name of Owner or Legal Designee and the Title of Signatory.

More rules for Form 5107

Issued under authority of Public Act 161 of 2013, MCL 211.7b. Filing is mandatory.

Complete all information carefully and accurately to avoid processing errors.

If your situation is different

Newly Purchased Homes

If a home is newly purchased, a copy of the closing or other purchase documents, if any, must be submitted with Form 5107.

If these documents are not provided, the current-year property tax exemption will be prorated based on the number of days of the calendar year that the claimant owned and occupied the home as a homestead, even if the closing or other purchase documents require the claimant to pay all property taxes for the current calendar year.

Your exemption has been granted

Under MCL 211.7c, beginning January 1, 2025, the exemption, once granted, remains in effect without subsequent annual reapplication by the disabled veteran or unremarried surviving spouse.

The exemption continues until rescinded by the property owner or denied by the assessor. Form 6054, “Request to Rescind Disabled Veterans Exemption,” should be used to rescind the exemption.

Common questions about Form 5107

Where do I file it?

Submit the completed form with required documentation to the local assessor in the city or township where the property is located, for the exemption of property taxes under 211.7b and 211.7c. (See page 2 instructions.)

Sources

[1] Form 5107 (Rev. 03-26), State Tax Commission Affidavit for Disabled Veterans Exemption, Michigan Department of Treasury (the Official source link on this page).

Form 5107 PDF Details

Page 1 is the affidavit and page 2 holds the instructions for Form 5107.

Who qualifies: to qualify, the claimant must either be a disabled veteran or the unremarried surviving spouse of a disabled veteran.

Reapplication: under MCL 211.7c, beginning January 1, 2025, the exemption, once granted, remains in effect without subsequent annual reapplication.

Continues: the exemption continues until rescinded by the property owner or denied by the assessor.

Rescinding: Form 6054, Request to Rescind Disabled Veterans Exemption, should be used to rescind the exemption.

New home: for a newly purchased home, include a copy of the closing documents or other purchase documents, if any, to support the proration of property taxes.

QuestionAnswer
Form NameForm 5107
Form Length2 pages
Fillable?Yes
Fillable fields31
Avg. time to fill out6 min
EditionRev 03-26
Issuing agencyMichigan Department of Treasury
Where to sendThe local assessor in the city or township where the property is located
Other names5107, Form 5107, Michigan 5107, Michigan form 5107, Affidavit for Disabled Veterans Exemption, disabled veterans exemption affidavit
Official sourceForm 5107 (Rev 03-26), Michigan Department of Treasury