Form Ex-01 - Exemption Application For Owners - 2013-2014
ADVERTISEMENT
1
2
3NEW YORK CITY DEPARTMENT OF FINANCE
PROGRAM OPERATIONS DIVISION
EXEMPTION APPLICATION FOR OWNERS 2013/2014
G
TM
Finance
I N S T R U C T I O N S
Owners may be eligible for several exemptions that reduce property taxes. This application can be used for the following exemption programs
for your NYC primary residence: STAR (School Tax Relief, either Basic or Enhanced), Senior Citizen, Veterans, and Disabled. New York State
residents owning property in New York City may use this application for the Clergy Exemption. Please indicate the exemptions for which you
are applying and complete the applicable sections. Detailed instructions on completing the form follow the application. If you have any questions,
please call 311.
Please mail this application with ALL REQUIRED DOCUMENTS to NYC Department of Finance, PO Box 3120, Church Street Station, New
York, NY 10008-3120. Applications must be postmarked by March 15, 2013, to be eligible for the 2013/14 tax year.
FA X E S W I L L N O T B E A C C E P T E D
Please check the box of each exemption you are requesting:
STAR
Enhanced STAR
Senior
Disabled
Veteran
Clergy
K
K
K
K
K
K
Sections 1, 2, 4 & 8
Sections 1, 2, 3, 4 & 8
Sections 1, 2, 3, 4 & 8
Sections 1, 2, 4, 5 & 8
Sections 1, 2, 6 & 8
Sections 1, 2, 7 & 8
SECTION 1 - PROPERTY INFORMATION
1. Address
a. ______________
b.___________________________________________
c. _______________
HOUSE NUMBER
STREET NAME
APARTMENT NUMBER
Your propertyʼs BBL can be
BBL
d. ________________________ e. ________________ f. ________________
found at: nyc.gov/finance
BOROUGH
BLOCK
LOT
2. Type of Residence (check one):
1-, 2-, 3-family dwelling
Condominium Unit
K
K
Cooperative - Unit # _____________________ and the number of shares: #______________.
K
Other (please specify): ___________________ and the percent of space used for primary residence:_______%
K
3. Management Company/
Agent Contact Information: ______________________________________ Phone # ________________________
SECTION 2 - OWNER INFORMATION
If there are more than two owners, please complete the Additional Ownersʼ Sheet.
1. Owner #1: a. _____________________________________
b. _______________________________________
FIRST NAME
LAST NAME
c. Date of Birth:
d. Social Security #:
e. Phone: ____________________
MM
DD
YYYY
f. Email: __________________________________________ g. Is this Owner #1ʼs Primary Residence?
YES
NO
I I
I I
2. Owner #2: a.______________________________________
b. _______________________________________
FIRST NAME
LAST NAME
c. Date of Birth:
d. Social Security #:
e. Phone: ____________________
MM
DD
YYYY
f. Email: __________________________________________ g. Is this Owner #2ʼs Primary Residence?
YES
NO
I I
I I
3a. Are owners #1 and #2 spouses, siblings or registered domestic partners?
YES
NO
I I
I I
3b. Is there a Life Estate on this property?
YES
NO If “YES”, Owner of Life Estate: _______________________________
I I
I I
SECTION 3 - AGE VERIFICATION
If you are applying for a Senior Citizen or Enhanced STAR exemption, you MUST provide a copy of a government-issued ID
(e.g., driver's license, passport or birth certificate) for all owners turning 65 by December 31, 2013.
SECTION 4 - INCOME INFORMATION
In order to determine your eligibility for the Basic STAR and Enhanced STAR, Senior Citizen and/or Disabled Homeowner,
please provide the following documents:
REQUIRED: Copies of 2011 Federal tax returns and schedules/attachments for all owners. If any owner was not required to file, please submit
proof of earnings (copies of W-2 forms, Social Security, 1099 forms, etc.) Please write names of owners NOT required to file and the reason why.
1. ________________________________________________ Reason: _________________________________________
2. ________________________________________________ Reason: _________________________________________
Senior Citizen and/or Disabled Homeowners: Please attach documentation of any unreimbursed medical or prescription expenses.
ADVERTISEMENT
0 votes
Related Articles
Related forms
Related Categories
Parent category: Financial