AOS-009, the Homeowners’ Exemption Cancellation Card, is the card the San Bernardino County Assessor-Recorder-County Clerk’s Assessor’s Office uses to learn that a home with a Homeowners’ Exemption no longer qualifies. It is one of the San Bernardino County property tax forms, and it is used when you rented out or moved from your home, when the home will not be occupied on January 1, or when you claimed Renter’s Credit on a mobile home. On this page you can fill out the form online on FillingPDF and download or print the completed PDF; the county publishes the original at arc.sbcounty.gov.
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What is AOS-009?
AOS-009: Homeowners’ Exemption Cancellation Card is the return card of the San Bernardino County Assessor’s Office that a homeowner completes to tell the Assessor that a parcel that had a Homeowners’ Exemption should no longer receive it.
The card identifies the parcel by its parcel number and property address and lists three situations, each with a check box. You check all that apply: you rented out or moved from your home on a date you write in; your home will not be occupied on January 1 of a year you write in; or you claimed Renter’s Credit on your mobile home and the Homeowners’ Exemption should be removed.
The card warns that if one of these statements is true, failure to notify the Assessor may subject you to additional taxes, penalties and interest. It is signed and dated by the homeowner and printed with the Assessor’s mailing address and a space for a stamp.
AOS-009 is not a Change of Address Request and it is not a Homeowners’ Exemption Claim Card. The county’s forms list shows those as separate documents: AOS-058, Request for Change of Address, and Homeowners’ Exemption Claim (BOE-266). Questions about homeowners’ eligibility go to the Assessor’s Office at (909) 387-8307 or 1-877-885-7654.
Who needs to file AOS-009?
You use AOS-009 if you had a Homeowners’ Exemption on the parcel identified on the card and at least one of these statements is true:
- You rented out your home or moved from it, on a date you enter on the card.
- Your home will not be occupied on January 1 of the year you enter.
- You claimed Renter’s Credit on your mobile home, and the Homeowners’ Exemption should be removed.
Check every statement that applies. The card asks for the printed name of the homeowner(s), so it covers one or more owners of the parcel.
Do not use AOS-009 to report a new mailing address or to claim a Homeowners’ Exemption. The card says it is neither a Change of Address Request nor a Homeowners’ Exemption Claim Card. If you are unsure whether your situation affects your eligibility, the card directs you to call (909) 387-8307 or 1-877-885-7654.
When to file AOS-009
The card must be filed by December 10 to avoid penalty; this deadline is printed at the bottom of the form. The triggering event is one of the three statements on the card: you rented out or moved from your home, your home will not be occupied on January 1, or you claimed Renter’s Credit on your mobile home.
The card warns that failing to notify the Assessor when one of these statements is true may result in additional taxes, penalties and interest. The card gives no other filing window or processing time.
How to fill out AOS-009
Check each statement that applies
Mark every box that is true: you rented out or moved from your home, your home will not be occupied on January 1, or you claimed Renter’s Credit on your mobile home.
Enter the date you rented or moved
If you checked the first box, write the date you rented out or moved from your home in the blank after “I rented out/moved from my home on.”
Enter the January 1 year
If you checked the second box, write the year in the blank after “My home will not be occupied on January 1.”
Enter the parcel number
Write the Parcel # in the four-part format printed on the card (separated by dashes), for the parcel that had the Homeowners’ Exemption.
Enter the property address
Write the Street, City and Zip Code of the property that had the exemption.
Print the homeowner name and phone
Enter the printed name of each homeowner and a Home or Work phone number.
Sign and date the card
The homeowner signs and writes the date in the Signature and Date spaces.
Review and download the completed PDF
Check the boxes, parcel number and address, then download or print the completed PDF from FillingPDF and mail it as described under How to submit, by December 10.
How to submit AOS-009
AOS-009 is designed as a mail-back card. The printed side carries a space marked for a stamp and the Assessor’s address, and the form names no other channel.
- By mail: San Bernardino County, Josie Gonzales, Assessor-Recorder-County Clerk, Assessor’s Office, 222 W. Hospitality Lane, 4th Floor, San Bernardino, CA 92415-0311. Place a stamp on the card.
The card must be filed by December 10 to avoid penalty. For questions about homeowners’ eligibility, call (909) 387-8307 or 1-877-885-7654. FillingPDF lets you fill out and download the PDF; submission follows the channels above.
Common mistakes to avoid
- Filing after December 10; the card states it must be filed by that date to avoid penalty.
- Checking only one box when more than one statement is true; the card says to check all that apply.
- Leaving out the parcel number or the property address, so the Assessor cannot match the card to the parcel.
- Sending the card unsigned or undated; it has a signature and date line for the homeowner.
- Using AOS-009 to report a new mailing address; the card says it is not a Change of Address Request.
- Using AOS-009 to claim an exemption; it is not a Homeowners’ Exemption Claim Card.
- Not reporting a move, a rental or a vacant home on January 1, when the card warns of additional taxes, penalties and interest.
Frequently asked questions
What is the AOS-009 Homeowners’ Exemption Cancellation Card?
AOS-009 is the San Bernardino County Assessor’s Office card a homeowner returns to report that a parcel with a Homeowners’ Exemption no longer qualifies, for example after renting out or moving from the home.
When is the AOS-009 due?
The card must be filed by December 10 to avoid penalty, as printed on the form. The warning on the card says that failing to notify the Assessor when a listed statement is true may lead to additional taxes, penalties and interest.
Who needs to file a Homeowners’ Exemption cancellation in San Bernardino County?
A homeowner who had the exemption on the parcel and who rented out or moved from the home, will not occupy it on January 1, or claimed Renter’s Credit on a mobile home. Check every statement that applies.
Where do I mail Form AOS-009?
Mail it to the Assessor’s Office, 222 W. Hospitality Lane, 4th Floor, San Bernardino, CA 92415-0311. The card is printed as a return card with a space for a stamp, and the form names no other channel.
Is AOS-009 the same as a change of address request?
No. The card states it is not a Change of Address Request and not a Homeowners’ Exemption Claim Card. The county’s forms list has separate documents, AOS-058 for change of address and BOE-266 for the claim.
Can I fill out AOS-009 online?
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 card with the Assessor; you mail it yourself.
Who do I call with questions about homeowners’ eligibility?
The card lists the Assessor’s Office phone numbers (909) 387-8307 and 1-877-885-7654 for questions about homeowners’ eligibility.
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