How does an organization file a claim for Welfare Exemption?
Claims for Welfare Exemption must be filed annually with the assessor in the county in which the organization’s property is located, or, in the case of personal property, being used. The annual filing claim forms are mailed to established claimants by the assessor’s office. Claim forms for first time filing (BOE Form 267) and annual filings can be downloaded from the assessor’s website. The assessor may not grant a claim unless the organization holds a valid Organizational Clearance Certificate issued by the Board. Please contact the Board of Equalization to request a Claim for Organizational Clearance Certificate if your organization does not have a valid Organizational Clearance Certificate.
