Form BOE-267-H-A, Elderly or Handicapped Families - Family Household Income Reporting Worksheet, is a statement issued by the Riverside County Assessor-County Clerk-Recorder on which an occupant reports family household income for the prior calendar year. It is one of the Riverside County property tax forms tied to the welfare exemption for nonprofit housing for low- and moderate-income elderly or handicapped families. The occupant returns it to the housing manager, who uses it to complete the form filed with the Assessor. On this page you can fill out the form online on FillingPDF and download or print the completed PDF.
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What is BOE-267-H-A?
Form BOE-267-H-A, the Elderly or Handicapped Families - Family Household Income Reporting Worksheet, is a statement in which an occupant of nonprofit housing reports the family household income for the prior calendar year and certifies that it did not exceed the income limit for the family's size.
The County of Riverside Assessor-County Clerk-Recorder issues the worksheet. It supports the welfare exemption from property taxes: under Section 214(f) of the Revenue and Taxation Code, property owned by nonprofit organizations that provide housing for low- and moderate-income elderly or handicapped families can qualify for that exemption for the units whose family household income does not exceed the limits stated on the form.
The form has a table of income limits by number of persons (1 through 8), a question on whether occupants living together consider themselves a family, line 1 for the number of persons in the family household, line 2 for the income limit that applies, and a certification under penalty of the laws of the State of California.
The worksheet is not the exemption filing itself. The organization's manager receives it and uses it to complete the form that must be filed with the Assessor, and the manager keeps the worksheet in the organization's records.
Who needs to file BOE-267-H-A?
Occupants of units in housing provided by a nonprofit organization for low- and moderate-income elderly or handicapped families complete this worksheet. The form tells each occupant to complete, sign and return it to the manager of the organization that provides the housing.
- Families living together: if more than one person lives in a unit and you consider yourselves a family, you answer Yes to the family question and report the household on line 1.
- Occupants who are not a family: if you answer No, report on line 1 the number of persons in your family. Each non-family member must complete a separate statement.
Managers of the housing organization are the recipients, not the filers of this worksheet. The form notes that the manager must retain it for the organization's records and needs it to complete the form filed with the Assessor. The form does not describe any representative or substitute signer, so questions about who may sign for an occupant go to the Assessor-County Clerk-Recorder at (951) 413-2757.
When to file BOE-267-H-A
Complete, sign and return the worksheet promptly after you receive it. The form asks for prompt return so the organization has enough time to complete the form it must file with the Assessor, but it prints no calendar deadline of its own.
The income you report is for the prior calendar year: line 2 certifies that the family household income for the prior calendar year did not exceed the income limit for the number of persons in your household. Have your income figures for that year ready before you start. For the date by which the organization must file with the Assessor, ask the housing manager or the Assessor-County Clerk-Recorder.
How to fill out BOE-267-H-A
Enter your address or unit number
In the first column, write the address or unit number. The form does not accept P.O. box numbers.
List the names of occupants
In the next column, write the name(s) of the occupants of the unit.
Find the income limit table
The table lists the income limit for each number of persons in the family household, 1 through 8. Use it to find the limit for your household size.
Answer the family question
If more than one person lives in the unit, mark Yes or No to whether you consider yourselves a family.
Report non-family members separately
If you answered No, report on line 1 the number of persons in your family. Each non-family member completes a separate statement.
Enter the number of persons on line 1
Write the number of persons in the family household.
Enter the income limit on line 2
Write the dollar amount of the income limit shown in the table for the number of persons on line 1. This certifies that the prior calendar year's family household income did not exceed that amount.
Complete the certification
Print your name and title and enter the date, then sign. The certification is made under penalty of the laws of the State of California.
Review, download and return the PDF
Check each entry, then download or print the completed PDF from FillingPDF in black ink on white 8 1/2" x 11" paper and return it promptly to the housing manager.
How to submit BOE-267-H-A
You return the completed, signed worksheet to the manager of the organization that provides your housing. The form does not send occupants to the Assessor's office; the manager uses it to complete the form filed with the Assessor and keeps the worksheet for the organization's records.
- To the housing manager: deliver the signed worksheet promptly, as the form directs.
- Questions: the form header gives the Assessor-County Clerk-Recorder's address as PO Box 751, Riverside, CA 92502-0751, the phone number (951) 413-2757 and the website www.rivcoacr.org.
The Assessor-County Clerk-Recorder's forms page says its forms must be printed in black ink on 8 1/2" x 11" white paper, and that its PDF forms allow online completion and printing but not online submission. FillingPDF lets you fill out and download the PDF; submission follows the channel above.
Common mistakes to avoid
- Entering a P.O. box in the address or unit number column; the form says no P.O. box numbers.
- Leaving the family question unanswered when more than one person lives in the unit.
- Answering No to the family question but not reporting on line 1 the number of persons in your family.
- Combining non-family occupants on one statement; each non-family member must complete a separate statement.
- Entering on line 2 an income limit from a row that does not match the number of persons on line 1.
- Reporting income for the wrong year; line 2 refers to the family household income for the prior calendar year.
- Returning the worksheet without the name, title, date and signature in the certification block.
- Holding the worksheet instead of returning it promptly to the manager, who needs time to complete the form filed with the Assessor.
- Printing on colored paper or in colored ink; the Assessor-County Clerk-Recorder asks for black ink on 8 1/2" x 11" white paper.
Frequently asked questions
What is Form BOE-267-H-A used for?
Occupants of nonprofit housing for low- and moderate-income elderly or handicapped families use it to report family household income for the prior calendar year. The housing organization uses the worksheet to complete the form it files with the Assessor for the welfare exemption.
Where do I send Form BOE-267-H-A?
Return it to the manager of the organization that provides your housing, not to the Assessor. The form says to complete, sign and return it promptly to the manager, who keeps it for the organization's records.
Is Form BOE-267-H-A connected to Riverside County property tax?
Yes. It supports the welfare exemption from property taxes under Section 214(f) of the Revenue and Taxation Code for units in nonprofit housing whose family household income does not exceed the limits on the form.
What if the people in my unit are not a family?
Answer No to the family question and report on line 1 the number of persons in your family. Each non-family member must complete a separate statement rather than sharing one worksheet.
Which income do I report on Form BOE-267-H-A?
Line 2 refers to the family household income for the prior calendar year. You enter the income limit shown in the table for your household size, certifying the household's income did not exceed it.
Can I fill out Form BOE-267-H-A online?
You can fill out the PDF online on FillingPDF and download or print it. FillingPDF is an independent service and does not submit the worksheet; you return it to your housing manager.
Do I need to attach documents to the worksheet?
The form lists no attachments. You complete the table lines, answer the family question, fill in lines 1 and 2 and sign the certification, then return the worksheet to the manager.
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