The 2024 UUT/SLAD Refund Application (FIN-Form No. 040) is the City of Riverside Finance Department claim for a refund of Utility Users Tax (UUT) and Street Light Assessment District (SLAD) fees. It serves households whose primary residence is the property, whose name is on the bills and whose total gross household income is under the limit printed on the form. The street light part refunds fees paid through Riverside property tax billings, but the form is a refund claim to the City, not a property tax return. On this page you can fill out the form online on FillingPDF and download or print the completed PDF; the city publishes the official PDF on riversideca.gov.
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What is FIN-Form No. 040?
The 2024 UUT/SLAD Refund Application (FIN-Form No. 040) is the City of Riverside claim form for a refund of Utility Users Tax (UUT) paid on utility services and of fees paid to the City of Riverside Street Light Assessment District (SLAD). Its printed title is City of Riverside Utility Users Tax and Street Light Assessment Fee Refund Claim.
The form has two refund types. The Utility Users Tax refund is open to a renter or a homeowner and covers tax paid during the twelve months from April 1, 2023 to March 31, 2024. The Street Light Assessment Fees refund is for homeowners only and covers fees paid through property tax billings for the December and April installments. The form says the street light refund is 100% of the fees paid, while the Utility Users Tax refund is capped at the limit printed on line 5a.
The form has three parts: Part I lists other household members, Part II asks questions A through E, and Part III reports household income, the fees and taxes paid and the total refund claimed. Approved refunds are applied to your Utility Account. If you qualify, you also automatically qualify for a waiver of the Electric reliability charge for up to one year when you are a senior (over 55) and/or disabled.
The claim applies to the current year only and is never cumulative.
Who needs to file FIN-Form No. 040?
The claimant is the person whose name appears on the bills for utility services. To qualify, the property must be the claimant's primary residence and the claimant's total gross household income must be less than $22,590 for the previous Federal income tax year. Income counts the claimant's income plus that of every household member listed in Part I.
- Renters and homeowners may claim the Utility Users Tax refund.
- Homeowners only may claim the Street Light Assessment Fees refund.
- Seniors (over 55) and people with a disability who qualify for the refund also qualify for the Electric reliability charge waiver, with the documentation described on the form.
No refund is made in these cases:
- You owe any utility users tax or street light assessment fee for the claim period or any prior period.
- The tax or fee was paid with public assistance or relief funds that included an allowance to pay it.
Only one member of a household may file a claim, and only one claim may be filed per household.
When to file FIN-Form No. 040
File the claim between April 1, 2024 and June 30, 2024. No claim can be accepted if it is filed or postmarked later than June 30, 2024. The claim must be filed each year, and the refund applies to the current year only; it is under no circumstances cumulative.
The 2024 claim covers Utility Users Tax for billing dates from April 1, 2023 through March 31, 2024, and street light fees paid in the December and April property tax installments. Household income is for the last calendar or tax return year.
An application is not considered complete until all required documentation is submitted, and missing documents delay the process. The Treasury's hours are 9 a.m. to 4 p.m. daily.
Documents you need
- Utility bill receipts listing the Utility Users Tax (telephone, gas, electricity, water and cable) for billing dates April 2023 through March 2024.
- Proof that you or a member of your household paid the utility tax and that the property is your primary residence.
- A copy of the prior year's Federal income tax return, or proof that income does not exceed $22,590 for tax year 2023.
- For the Street Light Assessment fees refund: the property tax bill receipt, with proof of payment (receipts or canceled checks) for the December and April installments.
- Acceptable proof of payment: a bill receipted by the utility company or its authorized collection agent, a canceled check, a receipted copy of the paid property tax bill, or monthly bills showing all balances are paid.
- If you answer yes to question D or E: documentation of age, such as a military ID, state ID or driver's license, or a disability award letter or other proof of disability benefits.
How to fill out FIN-Form No. 040
Mark your filing method and refund type
At the top, enter your City Utility Account Number and mark Walk In or Mail In. Mark Utility Users Tax Refund (renter or homeowner) and/or Street Lighting Assessment Fees Refund (homeowner only).
Enter claimant details
Type or print your last name, first name, initial, last 4 digits of your Social Security number, street address, city, state and zip code. The claimant must be the person whose name appears on the utility bills.
List other household members in Part I
Enter the name, relationship and age of every household member during the last Federal income tax period, including a spouse living with you, any adult at the address and any dependent. If there are none, write NONE.
Answer questions A through C
Check YES or NO on whether you paid all utility users taxes billed (A), received public assistance that included an allowance for the tax (B1), and whether another household member applied for a refund (C). If B1 is yes, enter the allowance received on B2.
Answer questions D and E
Check YES or NO for whether you are a senior (over 55) and whether you are disabled. A yes answer requires documentation.
Report household income
On line 1 enter gross salaries and wages and on line 2 itemize other income. Line 3 is total gross household income, including all household members listed in Part I.
Enter street light fees and refund
On line 4 enter total Street Lighting Assessment Fees paid, and on line 4a the refund claimed (100% of the amount paid). Complete this only if you are a homeowner claiming that refund.
Enter utility tax paid and refund
On line 5 enter total Utility Users Taxes paid, and on line 5a the refund claimed, which may not exceed the limit printed on the form.
Total your refund claimed
On line 6 enter the total refund claimed, adding lines 4a and 5a.
Sign, date and download the PDF
Sign and date the certification under penalty of perjury and add a daytime phone number. Leave the For City Use Only block blank, then download or print the completed PDF from FillingPDF and assemble it with your documents as described under How to submit.
How to submit FIN-Form No. 040
You can file the claim in person or by mail; the form has Walk In and Mail In boxes at the top.
- Walk in: City of Riverside, Finance Department, Treasury Division, First Floor of City Hall, 3900 Main Street, Riverside, California 92522-0144. Hours are 9 a.m. to 4 p.m. daily.
- Mail in: send the claim to the same address. It must be postmarked no later than June 30, 2024.
Send the signed claim with the utility bills, proof of payment and income documentation listed under required documents. No fee for filing is stated on the form.
For application requests and general information, call the City of Riverside Call Center at (951) 826-5311. The refund is applied to your Utility Account, and inquiries go to Public Utilities Customer Service at (951) 782-0330. FillingPDF lets you fill out and download the PDF; submission follows the channels above.
Common mistakes to avoid
- Filing or postmarking the claim after June 30, 2024; the city accepts no late claims.
- Sending the claim without the utility bills, proof of payment or income documentation; incomplete applications are not considered complete and are delayed.
- Claiming a refund while you owe any utility users tax or street light assessment fee for the claim period or an earlier one.
- Claiming tax or fees that were paid with public assistance or relief funds that included an allowance to pay them.
- Having a second member of the household file; only one claim may be filed per household.
- Leaving out the income of household members listed in Part I when totaling household income in Part III.
- Claiming the Street Light Assessment Fees refund as a renter; that refund is for homeowners only.
- Expecting the utility company or Riverside Public Utilities to supply proof of payment; they have no obligation to furnish it for refund purposes.
- Completing the form in pencil or leaving blanks instead of typing or printing clearly in ink and answering every question.
Frequently asked questions
What is the UUT/SLAD Refund Application?
It is the City of Riverside Finance Department claim form (FIN-Form No. 040) for a refund of Utility Users Tax and Street Light Assessment District fees. Qualifying households claim the refund for the 2024 period, and approved refunds are applied to the claimant's Utility Account.
Is this a Riverside property tax refund?
No, it is a refund claim for Utility Users Tax and Street Light Assessment fees. The street light fees are paid through property tax billings, so the street light refund requires the property tax bill receipt and proof of payment, but the form is not a property tax return.
Who qualifies for the Riverside UUT refund?
The claimant's name must be on the utility bills, the property must be the claimant's primary residence, and total gross household income must be less than $22,590 for the previous Federal income tax year. Renters and homeowners may claim the tax refund; only homeowners may claim the street light refund.
What is the deadline to file the UUT/SLAD refund claim?
The claim must be filed between April 1, 2024 and June 30, 2024. No claim is accepted if filed or postmarked later than June 30, 2024. The claim must be filed each year and the refund applies to the current year only.
Where do I submit the Riverside UUT/SLAD refund application?
File it with the City of Riverside, Finance Department, Treasury Division, First Floor of City Hall, 3900 Main Street, Riverside, California 92522-0144, in person from 9 a.m. to 4 p.m. daily or by mail postmarked by June 30, 2024.
What documents do I attach to the refund claim?
Attach utility bill receipts showing the Utility Users Tax for April 2023 through March 2024, proof of payment, and a copy of your prior year's Federal income tax return or proof of income. Street light claims also need the property tax bill receipt and proof of the December and April payments.
How will I receive the refund?
The form says the refund will be applied to your Utility Account. For questions about a refund, call Public Utilities Customer Service at (951) 782-0330; for application requests and general information, call the City of Riverside Call Center at (951) 826-5311.
Can I fill out the UUT/SLAD refund form online on FillingPDF?
Yes. You can fill out the fillable PDF online on FillingPDF and download or print it. FillingPDF is an independent service and does not file the claim with the City of Riverside; you deliver or mail it through the channels the city lists.
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