Form BOE-62-A, Certificate of Disability, is the certification that a claimant uses when applying to transfer their property tax base to a replacement property under section 69.5 of the Revenue and Taxation Code. It is one of the Los Angeles County property tax forms listed by the Los Angeles County Office of the Assessor. A licensed physician or surgeon completes Part I, and the claimant, the claimant's spouse or a legal guardian completes Part II. On this page you can fill out the form online on FillingPDF and download or print the completed PDF; the official PDF is published by the Assessor.
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What is BOE-62-A?
Form BOE-62-A, Certificate of Disability, is the two-part form on which a licensed physician or surgeon certifies that a claimant, or the claimant's spouse, is severely and permanently disabled, and on which the claimant states why the move to a replacement dwelling is being made.
The form says the claimant has applied to transfer their property tax base to a replacement property as provided by section 69.5 of the Revenue and Taxation Code. To qualify for this one-time tax benefit, a licensed physician or surgeon of appropriate specialty must certify that the disability is both severe and permanent. The form quotes the definition in Revenue and Taxation Code section 74.3: a physical disability or impairment, from birth or by reason of accident or disease, that results in a functional limitation as to employment or substantially limits one or more major life activities, and that has been diagnosed as permanently affecting the person's ability to function.
Part I, completed by the physician, gives the patient's name, the date of disability, a description of the disability, the reasons the disability necessitates a move, and the disability-related requirements of a replacement dwelling. Part II, completed by the claimant, spouse or legal guardian, gives the property address and Assessor's Parcel Number and requires choosing statement A or B.
The Los Angeles County Office of the Assessor also lists related forms, including BOE-62, Disabled Persons Claim for Transfer of Base Year Value to Replacement Dwelling, and a separate BOE-19-DC, Certificate of Disability Proposition 19. This form is the certificate, not the claim itself. The form is marked: this document is not subject to public inspection.
Who needs to file BOE-62-A?
A claimant who has applied to transfer their property tax base to a replacement property under section 69.5 of the Revenue and Taxation Code, and whose disability, or whose spouse's disability, must be certified, completes this form together with a physician.
- Physician or surgeon: completes and signs Part I. The form requires a licensed physician or surgeon of appropriate specialty, who states their specialty.
- Claimant, claimant's spouse or legal guardian: completes Part II. The form has separate signature blocks for the claimant and the spouse.
The certification covers the disability of the claimant or the claimant's spouse, and it must be severe and permanent as defined in Revenue and Taxation Code section 74.3.
The form is not the claim to transfer the base year value. The Assessor's forms page lists that claim separately as BOE-62, Disabled Persons Claim for Transfer of Base Year Value to Replacement Dwelling. A separate Certificate of Disability Proposition 19 (BOE-19-DC) is also listed there, and this form does not replace it.
When to file BOE-62-A
The triggering event is the claimant's application to transfer their property tax base to a replacement property under section 69.5 of the Revenue and Taxation Code: this certificate supports that application. The form prints no separate due date, so confirm any filing deadline for the transfer claim with the Los Angeles County Office of the Assessor.
Plan the order of completion. Part II, option A, refers back to the disability-related requirements identified in Part I, so the physician must complete Part I first. Part II is then completed by the claimant, spouse or legal guardian.
How to fill out BOE-62-A
Give the patient and disability date
In Part I, the physician enters the patient's name and the date of disability.
Describe the patient's disability
The physician writes a description of the patient's disability in the space provided under Part I.
Identify reasons and requirements
The physician states (1) the specific reasons the disability necessitates a move to the replacement dwelling and (2) the disability-related requirements, including any locational requirements, of a replacement dwelling.
Complete the physician's certification
The physician marks licensed physician or surgeon, enters their specialty, then signs, dates and prints their name with a daytime phone number.
Enter claimant, spouse and property details
In Part II, enter the claimant's name, the spouse's name, the property address and the Assessor's Parcel Number.
Check option A or option B
Check A if the primary purpose of the move is to satisfy the disability-related requirements described in Part I. Check B if the primary purpose is to alleviate the financial burdens caused by the disability.
Describe the dwelling under option A
If you checked A, describe in your own words how the replacement dwelling meets the disability-related requirements identified in Part I.
Sign, date and add contact details
The claimant signs with a daytime phone number and date; the spouse signs in the separate block. Enter an e-mail address in the last field. The certification is made under penalty of perjury.
Review and download the PDF
Check that Part I is complete and signed, one option is checked and every Part II field is filled. Download or print the completed PDF from FillingPDF and submit it as described under How to submit.
How to submit BOE-62-A
The form prints no mailing address, portal or appointment rule, so it follows the channels of the claim it supports. Details:
- With the transfer claim: the form states that the claimant has applied to transfer their base under section 69.5. The Assessor's forms page lists the claim as BOE-62, Disabled Persons Claim for Transfer of Base Year Value to Replacement Dwelling.
- Forms page: the Los Angeles County Office of the Assessor lists its forms at https://assessor.lacounty.gov/forms. Ask the Assessor how and where to send the certificate with your claim.
- Privacy: the form is marked as not subject to public inspection.
Before sending, check that the physician has signed and dated Part I, that the claimant (and spouse, where applicable) has signed Part II, and that any accompanying statements are included. FillingPDF lets you fill out and download the PDF; submission follows the Assessor's channels above.
Common mistakes to avoid
- Having the claimant complete Part II before a physician has completed Part I; option A refers to the requirements identified in Part I.
- Leaving the physician's specialty, signature, date, printed name or daytime phone number blank in Part I.
- Not identifying both the reasons the disability necessitates a move and the disability-related requirements, including any locational requirements, of the replacement dwelling.
- Checking both A and B, or neither, in Part II; the form says to check A or B.
- Choosing option A without describing in your own words how the replacement dwelling meets the disability-related requirements identified in Part I.
- Leaving out the property address or Assessor's Parcel Number in Part II.
- Omitting the spouse's signature block entries or signing in the wrong block; the claimant and spouse have separate signature lines.
- Completing the form by typing over printed instructions instead of printing legibly; both parts say "please print".
Frequently asked questions
What is Form BOE-62-A used for?
Form BOE-62-A, Certificate of Disability, supports a claimant's application to transfer their property tax base to a replacement property under section 69.5 of the Revenue and Taxation Code. A physician certifies the disability, and the claimant states the purpose of the move.
Who completes Part I of the Certificate of Disability?
A licensed physician or surgeon of appropriate specialty completes Part I. The physician describes the disability, identifies why it necessitates a move and what the replacement dwelling requires, states their specialty, and signs and dates the certification.
What is the difference between option A and option B in Part II?
Under option A, the primary purpose of the move is to satisfy the disability-related requirements in Part I, and you also describe in your own words how the replacement dwelling meets them. Under option B, the primary purpose is to alleviate the financial burdens caused by the disability.
How does the form define severely and permanently disabled?
The form quotes Revenue and Taxation Code section 74.3: a physical disability or impairment that results in a functional limitation as to employment or substantially limits one or more major life activities, and has been diagnosed as permanently affecting the person's ability to function.
Where do I send Form BOE-62-A?
The form prints no address or portal. It supports the base-year transfer claim, so ask the Los Angeles County Office of the Assessor how to submit it with your claim. The Assessor lists its forms at https://assessor.lacounty.gov/forms.
Is the Certificate of Disability open to public inspection?
No. The form is marked: this document is not subject to public inspection. Both parts ask for personal information, so submit it only through the Assessor's channels.
Is BOE-62-A the same as the Certificate of Disability Proposition 19?
No. The Assessor's forms page lists a separate form, BOE-19-DC, Certificate of Disability Proposition 19. Form BOE-62-A refers to section 69.5 of the Revenue and Taxation Code.
Can I fill out BOE-62-A online?
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 submit it through the Assessor's channels.
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