Form BOE-62-A, Certificate of Disability, is issued by the Riverside County Assessor-County Clerk-Recorder and is one of the Riverside County property tax forms tied to a request to transfer a property tax base to a replacement property under section 69.5 of the Revenue and Taxation Code. 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 form itself is published by the agency at the official link below.
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What is BOE-62-A?
Form BOE-62-A, Certificate of Disability, is the Riverside County Assessor-County Clerk-Recorder form on which a licensed physician or surgeon certifies that a claimant's or spouse's disability is severe and permanent, supporting a request to transfer the property tax base to a replacement property.
The form states that 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, and calls this a one-time tax benefit. To qualify, a licensed physician or surgeon of appropriate specialty must certify that the disability of the claimant, or the claimant's spouse, is both severe and permanent. The form quotes the definition from 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.
The form has two parts:
- Part I is completed by the physician. It gives the patient's name, the date of disability, a description of the disability, the specific reasons the disability necessitates a move, and the disability-related requirements of the replacement dwelling, including any locational requirements.
- Part II is completed by the claimant, the claimant's spouse or a legal guardian. It identifies the claimant and the property and asks them to check statement A or B.
The form is marked "This document is not subject to public inspection."
Who needs to file BOE-62-A?
Claimants who have applied to transfer their property tax base to a replacement property under section 69.5 of the Revenue and Taxation Code, and whose own disability, or the disability of their spouse, is the basis for the request, use Form BOE-62-A.
Each part has its own signer:
- A licensed physician or surgeon completes Part I. The form calls for a physician of appropriate specialty and asks for the physician's specialty, signature, printed name, date and daytime phone number.
- The claimant, the claimant's spouse or a legal guardian completes Part II. The form has signature lines for the claimant and the spouse, each with a daytime phone number and date.
The certification covers a disability that is both severe and permanent, as defined in Revenue and Taxation Code section 74.3. The form does not set out other eligibility rules for the transfer itself, so questions about whether you qualify for the transfer go to the Assessor-County Clerk-Recorder at (951) 955-7006.
When to file BOE-62-A
Complete Form BOE-62-A when you apply to transfer your property tax base to a replacement property under section 69.5, because the certificate states that the claimant has applied for that transfer. No separate due date is printed on the form.
Order matters in practice. Part I must be completed by a physician, and Part II, option A, asks you to describe how the replacement dwelling meets the disability-related requirements the physician identified in Part I. Ask the physician to finish Part I first. The form calls the benefit a one-time tax benefit. For any deadline that governs the transfer application itself, contact the Riverside County Assessor-County Clerk-Recorder at (951) 955-7006 or visit www.rivcoacr.org.
How to fill out BOE-62-A
Read the disability definition
Review the definition of a severely and permanently disabled person quoted from Revenue and Taxation Code section 74.3 at the top of the form. The physician's certification is measured against it.
Enter patient and disability details
In Part I, enter the patient's name and the date of disability, then describe the patient's disability in the space provided. Print the entries.
State the reasons for the move
In Part I, identify (1) the specific reasons the disability necessitates a move to the replacement dwelling and (2) the disability-related requirements of a replacement dwelling, including any locational requirements.
Complete the physician's details
The physician checks whether they are a licensed physician or surgeon and enters their specialty, which should be appropriate to the disability.
Have the physician certify
The physician signs and dates the certification that, in their medical opinion, the patient qualifies as a disabled person under the definition. They also print or type their name and add a daytime phone number.
Enter claimant and property details
In Part II, print the claimant's name, the spouse's name, the property address and the Assessor's Parcel Number.
Choose statement A or B
Check A if the primary purpose of the move is to satisfy the disability-related requirements from Part I. Check B if the primary purpose is to alleviate the financial burdens caused by the disability.
Describe the replacement dwelling (option A)
If you checked A, describe in your own words how the replacement dwelling meets the disability-related requirements identified in Part I. Part I must already be completed by a physician.
Sign, date and add contact details
The claimant signs with a daytime phone number and date; the spouse signs with a phone number and date where applicable. Enter an e-mail address. The signature is made under penalty of perjury under California law.
Review, download and print
Check that both parts are complete and signed, then download or print the completed PDF from FillingPDF. Print it in black ink on 8 1/2" x 11" white paper and deliver it as described under How to submit.
How to submit BOE-62-A
Form BOE-62-A is delivered by mail or in person to your local Assessor-County Clerk-Recorder office. The agency's forms page states that its forms do not allow online submission.
- By mail: the form header gives the Riverside County Assessor-County Clerk-Recorder address as P.O. Box 751, Riverside, CA 92502-0751.
- In person: deliver it to your local Assessor-County Clerk-Recorder office. Contact the office at (951) 955-7006 or through www.rivcoacr.org for locations.
Print the form in black ink on 8 1/2" x 11" white paper; the agency requires this for all of its forms. Both Part I (physician) and Part II (claimant, with spouse if applicable) must be completed and signed before you send it. The form names no other channel and prints no separate fee or payment instruction. FillingPDF lets you fill out and download the PDF; submission follows the agency's channels above.
Common mistakes to avoid
- Leaving Part I to the claimant: the form says Part I must be completed by a physician, who also signs, dates and prints their name.
- Not stating in Part I the specific reasons the disability necessitates a move and the disability-related requirements of the replacement dwelling, including any locational requirements.
- Checking neither A nor B in Part II, or checking both, when the form asks you to check A or B.
- Checking A without describing in your own words how the replacement dwelling meets the requirements identified in Part I.
- Submitting a form signed by the physician but not by the claimant, or the reverse, when both Part I and Part II require signatures.
- Omitting the property address or the Assessor's Parcel Number in Part II.
- Printing the form on colored paper or in a color other than black ink; the agency requires black ink on 8 1/2" x 11" white paper.
- Trying to submit the form online, when the agency says its forms must be delivered by mail or in person.
Frequently asked questions
What is Form BOE-62-A, Certificate of Disability?
It is the Riverside County Assessor-County Clerk-Recorder form on which a physician certifies that a claimant's or spouse's disability is severe and permanent. It supports a request to transfer a property tax base to a replacement property under section 69.5 of the Revenue and Taxation Code.
Who fills out Part I and who fills out Part II?
A licensed physician or surgeon completes Part I, including the certification and signature. The claimant, the claimant's spouse or a legal guardian completes Part II, which covers property details, option A or B, signatures and contact information.
What is the difference between option A and option B in Part II?
Option A states that the primary purpose of the move is to satisfy the disability-related requirements identified in Part I, and you must describe in your own words how the replacement dwelling meets them. Option B states that the primary purpose is to alleviate the financial burdens caused by the disability.
Can I submit the Certificate of Disability online?
No. The Riverside County Assessor-County Clerk-Recorder says its forms do not allow online submission and must be delivered by mail or in person to your local office. You can fill out the PDF online on FillingPDF, but you then print and deliver it yourself.
Where do I mail Form BOE-62-A in Riverside County?
The form header lists the Assessor-County Clerk-Recorder at P.O. Box 751, Riverside, CA 92502-0751, phone (951) 955-7006. You may also deliver it in person to your local Assessor-County Clerk-Recorder office. Print it in black ink on white 8 1/2" x 11" paper.
How does the form define a severely and permanently disabled person?
It quotes Revenue and Taxation Code section 74.3: a physical disability or impairment, from birth, accident or disease, that results in a functional limitation as to employment or substantially limits a major life activity, and has been diagnosed as permanently affecting the person's ability to function.
Is the Certificate of Disability open to public inspection?
No. The form is marked "This document is not subject to public inspection." It contains a physician's medical opinion and the claimant's signed statement under penalty of perjury.
Can I fill out Form BOE-62-A on FillingPDF?
Yes. You can fill out the PDF online on FillingPDF and download or print it. FillingPDF is an independent service, not connected to Riverside County, and it does not file the form; you deliver it through the agency's channels.
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