Texas Homestead Exemption Form – Fill Out and Use

APPLICATION DEADLINES: For homestead exemptions other than the age 65 and over or disabled person homestead exemptions provided in Tax Code §11.13(c) and (d), you must file the completed application with all required documentation between January 1 and no later than April 30 of the year for which you are requesting an exemption. If you qualify for an age 65 and over homestead exemption provided in Tax Code §11.13(c) or (d), you must apply for the exemption no later than the first anniversary of the date you qualify for the exemption. If you qualify for a disabled person homestead exemption provided in Tax Code §11.13(c) or (d), you must apply for the exemption no later than the first anniversary of the date you qualify for the exemption. Pursuant to Tax Code §11.431, you may file a late application for a residence homestead exemption, including a 100% disabled veteran residence homestead exemption, after the deadline for filing has passed if it is filed not later than one year after the delinquency date for the taxes on the homestead.

WHEN NEW APPLICATION REQUIRED: Pursuant to Tax Code §11.43(c), if the chief appraiser grants your exemption(s), you do not need to reapply annually. However, the chief appraiser may require you to file a new application to confirm your current qualification for the exemption(s) by delivering to you a written notice that a new application is required, accompanied by an appropriate application form. Also, for most exemptions, you must file a new application to claim an exemption that you qualify for in the future if you do not currently qualify.

DUTY TO NOTIFY: You have a duty to notify the chief appraiser when your entitlement to any exemption ends.

OTHER IMPORTANT INFORMATION

Pursuant to Tax Code §11.45, after considering this application and all relevant information, the chief appraiser may request additional information from you. You must provide the additional information within 30 days of the request or the application is denied. For good cause shown, the chief appraiser may extend the deadline for furnishing the additional information by written order for a single period not to exceed 15 days.

Step 1: State the year for which you are seeking exemption(s), the date you moved in, and your ownership status.

Step 2: Provide information regarding all owners of the property for which you are seeking exemption(s) (attach additional sheets if needed).

Owner's Name (person completing application)

*Pursuant to Tax Code Section 11.43(f), you are required to furnish this information. A driver’s license number, personal identification certificate number, or social security account number provided in an application for an exemption filed with a chief appraiser is confidential and not open to public inspection. The information may not be disclosed to anyone other than an employee of the appraisal office who appraises property, except as authorized by Tax Code Section 11.48(b).

**Tax Code Section 11.43(m) allows a person who receives a general homestead exemption in a tax year to receive the age 65 or older exemption for an individual 65 years of age or older in the next tax year on the same property without applying for the age 65 or older exemption if the person becomes 65 years of age in that next year as shown by information in the records of the appraisal district that was provided to the appraisal district by the individual in an application for a general residence homestead exemption.

The Property Tax Assistance Division at the Texas Comptroller of Public Accounts provides property tax information and resources for taxpayers, local taxing entities, appraisal districts and appraisal review boards. For more information, visit their website: www.window.state.tx.us/taxinfo/proptax

Step 3: Describe the property for which you are seeking exemption(s).

Step 4: Identify exemptions that apply to you and state whether you are transferring a tax ceiling.

Brief descriptions of qualifications for the exemptions listed are provided under each listing; however, to obtain complete information, you should consult the Tax Code. For assistance, you may contact your appraisal district or the Comptroller’s Property Tax Assistance Division. If your appraisal district has not provided with this application a list of taxing units served by the appraisal district with all residential homestead exemptions each taxing unit offers, you may call the appraisal district to determine what homestead exemptions are offered by your taxing units.

GENERAL RESIDENCE HOMESTEAD EXEMPTION (Tax Code §11.13): You may qualify for this exemption if for the current year and, if

filing a late application, for the year for which you are seeking an exemption: (1) you owned this property on January 1; (2) you occupied it as your principal residence on January 1; and (3) you and your spouse do not claim a residence homestead exemption on any other property.

DISABLED PERSON EXEMPTION (Tax Code §11.13(c), (d)): You may qualify for this exemption if you are under a disability for purposes of payment of disability insurance benefits under Federal Old-Age, Survivors, and Disability Insurance. You can’t receive an age 65 or older exemption if you receive this exemption.

AGE 65 OR OLDER EXEMPTION (Tax Code §11.13(c), (d)): You may qualify for this exemption if you are 65 years of age or older. You cannot receive a disability exemption if you receive this exemption.

SURVIVING SPOUSE OF INDIVIDUAL WHO QUALIFIED FOR AGE 65 OR OLDER EXEMPTION UNDER TAX CODE

§11.13(d) (Tax Code §11.13(q)): You may qualify for this exemption if: (1) your deceased spouse died in a year in which he or she qualified for the exemption under Tax Code §11.13(d); (2) you were 55 years of age or older when your deceased spouse died; and (3) the property was your residence homestead when your deceased spouse died and remains your residence homestead. You can’t receive this exemption if you receive an exemption under Tax Code §11.13(d).

100% DISABLED VETERANS EXEMPTION (Tax Code §11.131): You may qualify for this exemption if you are a disabled veteran who

receives from the United States Department of Veterans Affairs or its successor: (1) 100 percent disability compensation due to a service-connected disability; and (2) a rating of 100 percent disabled or individual unemployability. If you qualify for a 100% disabled veteran’s exemption after January 1 of a tax year that begins on or after January 1, 2012, you may receive the exemption for the applicable portion of that tax year immediately on qualification for the exemption.

SURVIVING SPOUSE OF DISABLED VETERAN WHO RECEIVED THE 100% DISABLED VETERAN’S EXEMPTION (Tax Code §11.131): You may qualify for this exemption if you were married to a disabled veteran who qualified for an exemption under Tax Code §11.131 at the time of his or her death and: (1) you have not remarried since the death of the disabled veteran and (2) the property was your residence homestead when the disabled veteran died and remains your residence homestead.

Check if you seek to transfer a school tax limitation from your last home pursuant to Tax Code §11.26(h).

Affidavits: Complete and have notarized, if applicable (see Step 5, above).

NON-OWNERSHIP OF MOTOR VEHICLE AFFIDAVIT

STATE OF TEXAS

COUNTY OF

to make this affidavit. I have personal knowledge of the facts contained herein and all of same are true and correct.

I am the owner of the manufactured home identified in the foregoing exemption application. The seller of the manufactured home did not provide me with a purchase contract and I could not locate the seller after making a good faith effort.

Further, Affiant sayeth not.”