Form BOE-63, Disabled Persons Claim for Exclusion of New Construction for Occupied Dwelling, is the claim you file with the Riverside County Assessor-County Clerk-Recorder to keep accessibility construction from being reassessed. It is one of the Riverside County property tax forms, and the claimant is the disabled person, a spouse or a legal guardian. On this page you can fill out the form online on FillingPDF and download or print the completed PDF; the form is published by the Assessor-County Clerk-Recorder at rivcoacr.org, and the claim is delivered by mail or in person.
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What is BOE-63?
Form BOE-63, Disabled Persons Claim for Exclusion of New Construction is the claim used in Riverside County, California, to ask the Assessor to exclude from reassessment construction that makes an existing dwelling more accessible to a severely and permanently disabled person who permanently lives there.
The form has two parts. The claimant (the disabled person, a spouse or a legal guardian) gives the property address, the Assessor's parcel number, a description of the improvements, the date construction was completed and a signed certification. A physician completes the second part, certifying that the named person is severely and permanently disabled and that the work makes the dwelling more accessible to that person.
The form states that California law allows certain construction, installations or modifications of existing single- or multiple-family dwellings to be excluded from increases in property taxation. Only construction completed on or after June 6, 1990 is eligible. The exclusion does not cover accessibility improvements and features that are usual or customary for comparable properties not occupied by disabled persons; it applies only to features that specifically adapt the dwelling for a severely disabled person.
Revenue and Taxation Code section 74.3(b) is the definition the form uses for a severely and permanently disabled person. The Assessor-County Clerk-Recorder, headed by Peter Aldana as printed on the form, issues it.
Who needs to file BOE-63?
The disabled person, their spouse or their legal guardian files Form BOE-63 when construction, installation or modification was done to make an existing dwelling more accessible to a severely and permanently disabled person.
To qualify, the form lists three conditions:
- The work must have been completed on or after June 6, 1990.
- The disabled person must be a permanent resident of the dwelling; the disabled person does not have to be the owner.
- The dwelling must be occupied by the owner and therefore eligible for the homeowners' exemption.
A physician or surgeon must complete the physician section. The statement must come from a licensed physician or surgeon of appropriate specialty.
Do not use the form to claim features that are usual or customary for comparable properties not occupied by disabled persons; the exclusion does not apply to them. Under the form's definition, a severely and permanently disabled person has a physical disability or impairment, such as one affecting sight, speech, hearing or the use of any limbs, that has been diagnosed as permanently affecting the ability to function.
When to file BOE-63
File Form BOE-63 after the accessibility construction is finished, since the form asks for the date construction was completed and only work completed on or after June 6, 1990 is eligible. No separate filing deadline is printed on the form. The claim needs both the claimant's signed certification and the physician's signed certification, so allow time to get the physician section completed before you deliver it. For questions about timing or the Assessor's handling of a claim, call the Assessor-County Clerk-Recorder at (951) 955-6200.
Documents you need
- A statement signed by a licensed physician or surgeon of appropriate specialty certifying that the person is severely and permanently disabled; the physician section of this form provides it.
- The physician's statement must identify the specific disability-related requirements that necessitate the accessibility improvements or features.
- A statement identifying the construction, installation or modification that was in fact necessary to make the structure more accessible; the claimant's description of the improvements on the form serves this purpose.
How to fill out BOE-63
Name the claimant and disabled person
Under the claimant section, print the claimant's name (the disabled person, spouse or legal guardian). In the next box print the name of the disabled person, if different from the claimant.
Enter the property address and parcel number
Write the address of the property with the new construction and its Assessor's Parcel Number.
Describe the improvements made
In the description box, state the construction, installation or modification done to make the dwelling more accessible. Describe only features that specifically adapt the dwelling for the disabled person.
Enter the date construction was completed
Write the date the construction was completed. It must be on or after June 6, 1990 to be eligible.
Sign the claimant certification
Read the certification, then sign it and enter your daytime phone number, the date and your e-mail address. The certification states that the disabled person permanently resides at the property.
Name the disabled person for the physician
In the physician section, print the name of the disabled person so the physician certifies the correct individual.
Have the physician identify requirements
The physician identifies the specific disability-related requirements necessitating the accessibility improvements or features, and checks Physician or Surgeon and gives the specialty.
Have the physician sign and date
The physician signs and dates the certification and prints or types their name and phone number.
Review and download the completed PDF
Check that both sections are complete and signed, then download or print the PDF from FillingPDF in black ink on 8 1/2" x 11" white paper and deliver it as described under How to submit.
How to submit BOE-63
Form BOE-63 is delivered to the Assessor by mail or in person; the Assessor-County Clerk-Recorder's forms page says its forms do not allow online submission.
- By mail: Peter Aldana, County of Riverside, Assessor - County Clerk - Recorder, PO Box 751, Riverside, CA 92502-0751 (the address printed on the form).
- In person: deliver it to your local Assessor-County Clerk-Recorder office.
Print the form in black ink on 8 1/2" x 11" white paper. Include the physician's signed section and the statement identifying the construction. The Assessor may charge a fee to reimburse the cost of processing and administering the statement; the form gives no amount, so ask the office at (951) 955-6200 or check www.rivcoacr.org. FillingPDF lets you fill out and download the PDF; submission follows the channels above.
Common mistakes to avoid
- Claiming construction completed before June 6, 1990; only work completed on or after that date is eligible.
- Including accessibility features that are usual or customary for comparable properties not occupied by disabled persons; the exclusion does not apply to them.
- Submitting the form without the physician's section completed and signed, or with a statement from a professional who is not a licensed physician or surgeon.
- Leaving the physician's statement general instead of identifying the specific disability-related requirements that necessitate the improvements.
- Filing for a dwelling that is not owner-occupied and therefore not eligible for the homeowners' exemption.
- Naming a disabled person who does not permanently reside at the property address, which the claimant's certification states.
- Trying to submit the form online; the Assessor-County Clerk-Recorder says its forms must be delivered by mail or in person.
- Printing the completed form on colored paper, a different size or in another ink instead of black ink on 8 1/2" x 11" white paper.
Frequently asked questions
What is Form BOE-63 used for?
Form BOE-63 is the claim for excluding from reassessment construction that makes an existing dwelling more accessible to a severely and permanently disabled person who permanently lives there. It is filed with the Riverside County Assessor-County Clerk-Recorder.
Who can file the Disabled Persons Claim for Exclusion of New Construction?
The disabled person, their spouse or their legal guardian. The disabled person must be a permanent resident of the dwelling but does not have to be the owner, and the dwelling must be owner-occupied and eligible for the homeowners' exemption.
Does the work have to be recent to qualify?
No fixed recent date applies, but the construction, installation or modification must have been completed on or after June 6, 1990. Work finished before that date is not eligible for the exclusion.
Does a doctor have to sign Form BOE-63?
Yes. The form has a physician section, and the claim requires a statement signed by a licensed physician or surgeon of appropriate specialty certifying that the person is severely and permanently disabled and naming the specific disability-related requirements.
What counts as a severely and permanently disabled person?
A person with a physical disability or impairment, such as one affecting sight, speech, hearing or use of any limbs, that causes a functional limitation as to employment or substantially limits a major life activity and is diagnosed as permanently affecting the ability to function.
Can I submit Form BOE-63 online?
No. The Assessor-County Clerk-Recorder's forms page says its forms do not allow online submission and must be delivered by mail or in person. You can fill out the PDF online and print it, but you then deliver the paper form.
Where do I mail Form BOE-63 in Riverside County?
Mail it to the County of Riverside, Assessor - County Clerk - Recorder, PO Box 751, Riverside, CA 92502-0751, the address printed on the form. You can also deliver it in person to your local office; the phone number is (951) 955-6200.
Is there a fee to file Form BOE-63?
The Assessor may charge a fee to reimburse the cost of processing and administering the statement. The form does not give the amount, so ask the Assessor-County Clerk-Recorder at (951) 955-6200 or check www.rivcoacr.org.
Can I fill out Form BOE-63 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 file the claim with the Assessor; you deliver it by mail or in person.
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