How to Fill Out Form PTAX-343-A

Form PTAX-343-A at a glance

What it is: PTAX-343-A is the Physician's Statement for the Homestead Exemption for Persons with Disabilities.

Who signs: The Physician, Advanced Practice Nurse, Physician Assistant, or Optometrist signs.

A filled-in Form PTAX-343-A example: a physician's statement for a disability exemption

Form PTAX-343-A example filled out, example: a physician's statement for a disability exemption
Dana Q. Sample and her physician fill out Form PTAX-343-A. Her disability began on 03/14/2019 and has lasted over 12 months, so she requests assessment year 2026. Her tax bill shows the PIN, so the legal description stays empty. In Part A, No is ticked for the same type of work and for work for a living, so Yes stays empty on both. Yes is ticked for 12 months, so No stays empty there. Only Musculoskeletal is ticked in Body systems, so the other thirteen boxes stay empty. The picture shows page 1; every value in it is made up.

How to fill out Form PTAX-343-A, box by box

Part A: Patient information, disability and work

Form PTAX-343-A example filled out, part A: Patient information, disability and work

Step 2: Physician, Advanced Practice Nurse, Physician Assistant, or Optometrist - Complete the following information Part A: Patient information - Please print. The patient must meet the disability criteria established by the Social Security Administration. Note: Alcoholism or drug abuse is not included in the Social Security Administration's guidelines as a qualification for disability status.

Enter the Patient's name and the Date patient became disabled.

Mark Yes or No: Can the patient do the same type of work as prior to their disability? Was the patient able to work for a living after this date?

Mark Yes or No: Has the disability lasted or is it expected to continue for 12 months or more?

Body systems and the nature of the disability

Form PTAX-343-A example filled out, body systems and the nature of the disability

Check all major body systems, disorders, and diseases of the patient's disability: Musculoskeletal, Special Senses and Speech, Respiratory, Cardiovascular, Digestive, Genitourinary, Hematological, Skin, Endocrine, Congenital disorders that Affect Multiple Body Systems, Neurological, Mental, Cancer (Malignant Neoplastic Diseases) and Immune.

Enter the nature of the disability.

Part B: Physician, license and signature

Form PTAX-343-A example filled out, part B: Physician, license and signature

Part B: Physician, Advanced Practice Nurse, Physician Assistant, or Optometrist information: Name, then enter your license number and issuing state: License number and State.

12 In Part B, sign: I have examined this patient and based on the Social Security Administration's criteria for disability, I state that the information contained in Step 2 is true, correct and complete to the best of my knowledge.

Note: Certification by a licensed Optometrist is limited to disabilities related to visual impairment.

More rules for Form PTAX-343-A

To qualify for the Homestead Exemption for Persons with Disabilities (HEPD), proof of a disability is required. If you are unable to provide any of the acceptable proofs of disability, you and an Illinois licensed physician must complete Form PTAX-343-A.

Common questions about Form PTAX-343-A

Where do I file it?

You must file Form PTAX-343-A with your Chief County Assessment Officer (CCAO) prior to your county's due date for the Homestead Exemption for Persons with Disabilities (HEPD).

Are there fees?

You are responsible for any physicians' costs.

When is this form not the right one?

The acceptable proof of disability is listed on page 2 of the form. If you are unable to provide any of these as proof of your disability, you and a licensed physician, advanced practice nurse, physician assistant, or optometrist must complete Form PTAX-343-A. 1 A Class 2 Illinois Person with a Disability Identification Card from the Illinois Secretary of State's Office. Class 2 or Class 2A qualifies, Class 1 or 1A does not qualify. 2 Proof of Social Security Administration (SSA) disability benefits which includes an award letter, verification letter or annual Cost of Living Adjustment (COLA) letter (only Form SSA-4926-SM-DI). If you are under the age of 65 receiving Supplemental Security Income (SSI) disability benefits, proof includes a letter indicating SSI payments (SSA-L8151, SSA-L8155, or SSA-L8156). 3 Proof of Veterans Administration disability benefits which includes an award letter or verification letter indicating you are receiving a pension for a non-service connected disability. 4 Proof of Railroad or Civil Service disability benefits which includes an award letter or verification letter of total (100%) disability.

Sources

[1] Form PTAX-343-A (R-01/21), Physician's Statement for the Homestead Exemption for Persons with Disabilities, Illinois (the Official source link on this page).

Form PTAX-343-A PDF Details

If you are unable to provide any of the acceptable proofs of disability listed, you and a licensed physician, advanced practice nurse, physician assistant, or optometrist must complete it.

Filing: you must file it with your Chief County Assessment Officer (CCAO) at the address shown below prior to your county's due date for the HEPD.

Costs: you are responsible for any physicians' costs.

Class 2 card: Class 2 or Class 2A qualifies as proof of disability, Class 1 or 1A does not qualify.

Optometrist: certification by a licensed Optometrist is limited to disabilities related to visual impairment.

PIN: your PIN can be found on your property tax bill or you may obtain it from your Chief County Assessment Officer (CCAO).

QuestionAnswer
Form NameForm PTAX-343-A
Form Length2 pages
Fillable?Yes
Fillable fields49
Avg. time to fill out9 min
EditionR-01/21
Where to fileYour Chief County Assessment Officer (CCAO)
Who completesThe applicant in Step 1; a physician, advanced practice nurse, physician assistant, or optometrist in Step 2
Other namesPTAX-343-A, PTAX 343 A, PTAX343A, Form PTAX-343-A, Illinois PTAX-343-A, Physician's Statement for the Homestead Exemption for Persons with Disabilities
Official sourceForm PTAX-343-A (Rev R-01/21), State of Illinois