Enlarge image | DR-501 ORIGINAL APPLICATION FOR HOMESTEAD Rule 12D-16.002, AND RELATED TAX EXEMPTIONS F.A.C. Effective 01/23 Permanent Florida residency required on January 1. Page 1 of 4 Application due to property appraiser by March 1. County Select County Tax Year I am applying for homestead exemption New Change Do you claim residency in another county or state? Applicant? Yes No Co-applicant? Yes No Applicant Co-applicant/Spouse Name *Social Security # Immigration # Date of birth % of ownership Date of permanent residency Marital status Single Married Divorced Widowed Homestead address Mailing address, if different Parcel identification number or legal description Applicant Phone Co-applicant Phone Type of deed Date of deed Recorded: Book Page Date or Instrument number Did any applicant receive or file for exemptions last year? Yes No Previous address: Please provide as much information as possible. Your county property appraiser will make the final determination. Proof of Residence Applicant Co-applicant/Spouse Previous residency outside Florida and date terminated date date FL driver license or ID card number date date Evidence of relinquishing driver license from other state Florida vehicle tag number Florida voter registration number (if US citizen) date date Declaration of domicile, enter date date date Current employer Address on your last IRS return School location of dependent children Bank statement and checking account mailing address Proof of payment of utilities at Yes No Yes No homestead address Name and address of any owners not residing on the property *Disclosure of your social security number is mandatory. It is required by section 196.011(1)(b), Florida Statutes. The social security number will be used to verify taxpayer identity and homestead exemption information submitted to property appraisers. Continued on page 2 |
Enlarge image | DR-501 Eff. 01/23 Page 2 of 4 In addition to homestead exemption, I am applying for the following benefits. See page 3 for qualification and required documents. By local ordinance only: Age 65 and older with limited income (amount determined by ordinance) Age 65 and older with limited income and permanent residency for 25 years or more $5,000 widowed $5,000 blind $5,000 totally and permanently disabled Total and permanent disability - quadriplegic Certain total and permanent disabilities - limited income and hemiplegic, paraplegic, wheelchair required, or legally blind First responder totally and permanently disabled in the line of duty or surviving spouse Surviving spouse of first responder who died in the line of duty Disabled veteran discount, 65 or older which carries over to the surviving spouse Veteran disabled 10% or more Disabled veteran confined to wheelchair, service-connected Service-connected totally and permanently disabled veteran or veteran’s surviving spouse. Applicants for this exemption may qualify for a prorated refund of previous year’s taxes if in the previous year they acquired this parcel between January 1 and November 1 and received the same exemption on another parcel. Enter previous parcel information. Parcel number ________________ County _____________.Select County Surviving spouse of veteran who died while on active duty. Applicants for this exemption may qualify for a prorated refund of previous year’s taxes if in the previous year they acquired this parcel between January 1 and November 1 and received the same exemption on another parcel. Enter previous parcel information. Parcel number _______________________ County _____________.Select County Other, specify: I authorize this agency to obtain information to determine my eligibility for the exemptions applied for. I qualify for these exemptions under Florida Statutes. I own the property above and it is my permanent residence or the permanent residence of my legal or natural dependent(s). (See s. 196.031, Florida Statutes.) I understand that under section 196.131(2), F.S., any person who knowingly and willfully gives false information to claim homestead exemption is guilty of a misdemeanor of the first degree, punishable by imprisonment up to one year, a fine up to $5,000, or both. I have read, or have had someone read to me, the contents of this form. I certify all information on this form and any attachments are true, correct, and in effect on January 1 of this year. Signature, applicant Date Signature, co-applicant Date Contact your local property appraiser if you have questions about your exemption. File the signed application for exemption with the county property appraiser. Signature, property appraiser or deputy Date Entered by Date Penalties The property appraiser has a duty to put a tax lien on your property if you received a homestead exemption during the past 10 years that you were not entitled to. The property appraiser will notify you that taxes with penalties and interest are due. You will have 30 days to pay before a lien is recorded. If this was not an error by the property appraiser, you will be subject to a penalty of 50 percent of the unpaid taxes and 15 percent interest each year (see s. 196.011(9)(a), F.S.). For special requirements for estates probated or administered outside Florida, see s. 196.161(1), F.S. The information in this application will be given to the Department of Revenue. Under s. 196.121, F.S., the Department and property appraisers can give this information to any state where the applicant has resided. Social security numbers will remain confidential under s.193.114(5), F.S. |
Enlarge image | DR-501 Eff. 01/23 EXEMPTION AND DISCOUNT REQUIREMENTS Page 3 of 4 Homestead Every person who owns real property in Florida on January 1, makes the property his or her permanent residence or the permanent residence of a legal or natural dependent, and files an application may receive a property tax exemption up to $50,000. The first $25,000 applies to all property taxes. The added $25,000 applies to assessed value over $50,000 and only to non-school taxes. Your local property appraiser will determine whether you are eligible. The appraiser may consider information such as the items requested on the bottom of page 1. Save our Homes (SOH) Beginning the year after you receive homestead exemption, the assessment on your home cannot increase by more than the lesser of the change in the Consumer Price Index or 3 percent each year, no matter how much the just value increases. If you have moved from one Florida homestead to another within the last three years, you may be eligible to take some of your SOH savings with you. See your property appraiser for more information. This page does not contain all the requirements that determine your eligibility for an exemption. Consult your local property appraiser and Chapter 196, Florida Statutes, for details. Added Benefits Available for Qualified Homestead Properties Amount Qualifications Forms and Documents* Statute Exemptions Determined by Local ordinance, limited Proof of age local ordinance income DR-501SC, household income Local option, age 65 and older Local ordinance, just value 196.075 The amount of the under $250,000, permanent assessed value residency for 25 years or DR-501SC, household income more. Widowed $5,000 Death certificate of spouse 196.202 Blind $5,000 Florida physician, DVA*, or SSA** 196.202 Totally and Permanently Disabled $5,000 Disabled Florida physician, DVA*, or SSA** 196.202 All taxes Quadriplegic 2 Florida physicians or DVA* 196.101 DR-416, DR-416B, or Hemiplegic, paraplegic, letters from 2 FL physicians wheelchair required for (For the legally blind, one can be an All taxes 196.101 mobility, or legally blind optometrist.) Limited income Letter from DVA*, and DR-501A, household income Veterans and First Responders Exemptions and Discount Disabled veteran discount, age 65 Proof of age, DR-501DV and older which carries over to the % of disability Combat-related disability Proof of disability, DVA*, or 196.082 surviving spouse US government Veteran, disabled 10% or more Proof of disability, DVA*, or by misfortune or during wartime Up to $5,000 Veteran or surviving spouse 196.24 US government service Veteran confined to wheelchair, Proof of disability, DVA*, or All taxes Veteran or surviving spouse 196.091 service-connected, totally disabled US government Service-connected, totally and Proof of disability, DVA*, or permanently disabled veteran or All taxes Veteran or surviving spouse 196.081 US government surviving spouse Surviving spouse of veteran who Letter attesting to the veteran’s All taxes Surviving spouse 196.081 died while on active duty death while on active duty Proof of Disability, employer First responder totally and First responder or surviving certificate, physician’s certificate permanently disabled in the line All Taxes 196.102 spouse and SSA** (or additional physician of duty or surviving spouse certificate) Surviving spouse of first Letter attesting to the first responder who died in the line of All taxes Surviving spouse 196.081 responder’s death in the line of duty duty *DVA is the US Department of Veterans Affairs or its predecessor. **SSA is the Social Security Administration. |
Enlarge image | DR-501 Eff. 01/23 Page 4 of 4 References This form mentions the following documents, which are incorporated by reference in Rule 12D-16.002, F.A.C. The forms may be available on your county property appraiser’s website or the Department of Revenue’s website at floridarevenue.com/property/forms Form Form Title DR-416 Physician’s Certification of Total and Permanent Disability DR-416B Optometrist’s Certification of Total and Permanent Disability DR-501A Statement of Gross Income DR-501DV Application and Return for Homestead Tax Discount, Veterans Age 65 and Older with a Combat-Related Disability and Surviving Spouse DR-501SC Adjusted Gross Household Income, Sworn Statement and Return |