Form CAA-F03, Agent Authorization, is the Alameda County Assessor's form for naming an agent to handle assessment matters for your real or personal property; it is one of the Alameda County property tax forms listed on the Assessor's forms page. An owner, partner or officer signs it, identifies each property by Assessor's Parcel Number or account/assessment number, and chooses how much authority the agent has and for how long. On this page you can fill out the form online on FillingPDF and download or print the completed PDF; the original is published by the Assessor at the official link below.
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What is CAA-F03?
Form CAA-F03, Agent Authorization, is the Alameda County Assessor form on which an owner, partner or officer names an agent to act on their behalf in assessment matters for listed real or personal property with the Assessor's office.
The form has two pages. Page 1 identifies the agent (name, company, mailing address, email and three telephone numbers), the property (the Assessor's Parcel Number for real property, or the account/assessment number for personal property), the agent's authority and the duration of that authority. It ends with a certification and the owner's signature block. Page 2 is the Multiple Property List, where you list additional parcels or accounts, with the owner name and agent name at the top.
By signing, the undersigned certifies that they own, possess, control or manage the property and have authority to designate an agent for all of its owners. The undersigned also acknowledges that they keep full responsibility for what the agent does, and that the Assessor may request additional information directly from the owner or through the agent.
The form does not cover assessment appeals. It states that the Assessment Appeals Board is a separate agency from the Office of the Assessor, and that a separate agent authorization is required for appeals. The Assessor's forms page also lists a Bpp Agency Authorization Form and an Owner's Authorization For Inspection By Agent as separate downloads.
Who needs to file CAA-F03?
The main group is owners of property in Alameda County who want someone else to deal with the Assessor's office for them. The form is signed by the owner, partner or officer, who must own, possess, control or manage the property and have the authority to designate an agent on behalf of all of its owners.
- Owners of real property, identified by Assessor's Parcel Number.
- Owners of personal property or business accounts, identified by account/assessment number.
- Owners with several properties, who list the additional parcels or accounts on the Multiple Property List.
- Agents, including a California attorney, whose State Bar number the form provides a place for.
Do not use this form for an assessment appeal. The Assessment Appeals Board is a separate agency, and a separate agent authorization is required; the form directs you to the Clerk of the Board at (510) 208-4949. If the property is in another California county, contact that county's Assessor, because each county has its own forms.
When to file CAA-F03
Complete Form CAA-F03 when you want an agent to act for you with the Alameda County Assessor in assessment matters; the form prints no due date of its own. Have it in place before the agent contacts the office on your behalf.
The authorization lasts for the period you choose on the form:
- until a date you write in;
- for one calendar year, entered in the year blank (the form prints "20__");
- for no more than two years from the date of execution shown at the signature block, unless revoked in writing or terminated by operation of law.
Because the authorization expires, check the duration you selected before relying on an older form. An agent for an assessment appeal needs a separate authorization; call the Clerk of the Board at (510) 208-4949.
Documents you need
- Multiple Property List (page 2 of the form) or an attached list, when the authorization covers additional properties; include the Assessor's Parcel Number for each parcel of real property and the account/assessment number for each business name and address.
How to fill out CAA-F03
Confirm this is the right form
Use Form CAA-F03 for assessment matters with the Assessor's office. For an assessment appeal, do not use it; a separate authorization is required through the Clerk of the Board at (510) 208-4949.
Enter the attorney's State Bar number
If the agent is a California attorney, complete the line labeled Designation of California Attorney, State Bar No. Otherwise leave it blank.
Enter the agent's name and company
Write the person's name in AGENT NAME and their organization, if any, in COMPANY NAME.
Enter the agent's contact details
Complete the mailing address (street address or P.O. box), email address, city, state, ZIP code, and the daytime, alternate and fax telephone numbers.
Identify the property
For real property, enter the Assessor's Parcel Number. For personal property, enter the account/assessment number. If more properties are covered, enter how many additional properties are attached.
Complete the Multiple Property List
On page 2, enter the owner name and agent name, then each Assessor's Parcel Number (APN) or account/assessment number. The page has 15 rows; use more copies if needed.
Choose the agent's authority
Check the box for full authority to handle all assessment matters with the Assessor's office, or check Other and specify the authority you are granting.
Select the duration of authority
Choose one: valid until a date you enter, valid for the calendar year you enter, or valid for no more than two years from the date of execution, unless revoked in writing or terminated by operation of law.
Sign and date the certification
Read the certification, then enter the signature of the owner, partner or officer, telephone number, printed name, title, email address and date.
Review, download and keep a copy
Check names, parcel and account numbers and the duration. Download or print the completed PDF from FillingPDF, keep a copy for your records and submit it as described under How to submit.
How to submit CAA-F03
Send the signed form to the Alameda County Assessor's Office by mail; the form itself prints no other submission channel.
- By mail: Alameda County Assessor's Office, 1221 Oak Street, Room 145, Oakland, CA 94612 (the form header prints 1221 Oak St., Rm 145, Oakland, Ca. 94612-4288). The Assessor's forms page asks you to write the work unit or topic on the envelope, for example Exemptions, Personal Property or Change of Address.
- Questions: phone (510) 272-3787, toll free (800) 660-7725, or email [email protected]. The form header also prints fax (510) 272-3803 and www.acgov.org/assessor.
The Assessor's forms page says to provide your name or business name, mailing address, business location if applicable, parcel number if known and telephone number, and warns that the office may not be able to process the form without them. The form asks you to keep a copy for your records. For appeals, contact the Clerk of the Board at (510) 208-4949 instead.
FillingPDF lets you fill out and download the PDF; submission follows the channels above.
Common mistakes to avoid
- Using Form CAA-F03 for an assessment appeal; the form says a separate agent authorization is required for appeals and points to the Clerk of the Board at (510) 208-4949.
- Listing additional properties without the Assessor's Parcel Number or the account/assessment number; the form asks for one for each parcel and each business name and address.
- Leaving the number of additional properties blank when a list is attached.
- Checking Other under Authority without writing what the authority is; the form says to specify.
- Not selecting any option under Duration of Authority, so the period the agent may act is unclear.
- Signing when you lack authority to designate an agent on behalf of all owners of the property, which the certification states you have.
- Sending the form without your name, mailing address, telephone number or parcel number, which the Assessor says may prevent processing.
- Mailing the form without the work unit or topic on the envelope, which the Assessor's forms page asks for.
- Not keeping a copy; the form tells you to keep one for your records.
Frequently asked questions
What is Form CAA-F03?
Form CAA-F03 is the Alameda County Assessor's Agent Authorization. An owner, partner or officer uses it to authorize a named agent to act on their behalf in assessment matters for the real or personal property listed on the form.
Can I use Form CAA-F03 for an assessment appeal?
No. The form states that the Assessment Appeals Board is a separate agency from the Office of the Assessor and that a separate agent authorization is required for appeals. Contact the Clerk of the Board at (510) 208-4949.
How long does an agent authorization last?
It lasts for the period you select: until a date you enter, for one calendar year, or for no more than two years from the date of execution. In each case it ends earlier if revoked in writing or terminated by operation of law.
Can I authorize an agent for several properties on one form?
Yes. Enter how many additional properties are attached and list them on the Multiple Property List on page 2. Include the Assessor's Parcel Number for each parcel of real property and the account/assessment number for each business name and address.
Can I limit what my agent is allowed to do?
The form offers full authority to handle all assessment matters with the Assessor's office, including access to the information available to you, or an Other option where you specify the authority. You remain responsible for the agent's actions.
Who must sign Form CAA-F03?
The owner, partner or officer signs, and certifies that they own, possess, control or manage the property and can designate an agent for all of its owners. The form also asks for their printed name, title, telephone number, email address and date.
Where do I send the completed Agent Authorization?
Mail it to Alameda County Assessor's Office, 1221 Oak Street, Room 145, Oakland, CA 94612, and write the work unit or topic on the envelope. For questions, call (510) 272-3787 or email [email protected].
Can I fill out Form CAA-F03 online on FillingPDF?
Yes. You can fill out the PDF online on FillingPDF and download or print it. FillingPDF is an independent service and does not submit the form to the Assessor; you send it through the Assessor's channels.
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