Persons with Disabilities and Limited Income Exemption

In order to process your application properly, you must provide this office with the following information between September 1st and December 1st:

 

ANSWER ALL QUESTIONS & ALL OWNERS MUST SIGN THE APPLICATION

 

VERIFICATION OF ALL INCOME IS REQUIRED (all owners' income must be under $37,000):

 

1 – Submit a copy of the Federal & State income tax return you have filed for the last three (3) calendar years.  If you did not file a tax return, you must file Form #4506-T to receive verification of non-filing from the IRS (this form is available on the Assessors Office and on the Long Beach website at www.longbeachny.org).

2 – If you have an IRA Account, you must provide this office with a statement showing the total interest earned on the IRA Account for the prior calendar year.

3 – You must provide us with copies of statements of all interest and/or dividends earned, social security statements, as well as any other income you my have received.

4 – If a trust was created, you must be the beneficiary during your lifetime.  You must attach a copy of the TRUST.

5 – If you have a two-family or three-family home, you must provide this office with a copy of the lease for each rental as well as verification of all expenses for each apartment.

 

PROOF OF RESIDENCY IS REQUIRED.

 

A CURRENT COPY OF YOUR DEED (OR SHARE CERTIFICATE) MUST BE ATTACHED TO YOUR APPLICATION. 

 

In order to prove a disability, you must provide this office with one of the following:

 

1 – An award letter from Social Security Administration certifying the applicant’s eligibility to receive Social Security Disability Insurance (SSDI) or Supplemental Security Income (SSI).

2 – An award letter from the Railroad Retirement Board certifying the applicant’s eligibility to receive railroad retirement disability benefits.

3 – A certificate from the State Commission for the Blind and Visually Handicapped stating that the applicant is legally blind.

4 – An award letter from the U.S. Postal Service stating that the applicant is certified to receive a U.S. Postal Service Disability Pension. 

5 – An award letter from the U.S. Dept of Veterans Affairs certifying disability pension.

 

If the award letter or certificate states that the applicant’s disability is permanent, there will be no need to refile evidence of disability in future years; however, the application must be renewed annually.

 

LINK TO APPLICATION:

 

APPLICATION FOR PARTIAL TAX EXEMPTION FOR REAL PROPERTY OF PERSONS WITH DISABILITIES AND LIMITED INCOMES