Form BOE-269-AH, printed as the Claim for Veterans' Organization Exemption, is the form a veterans' organization files with the San Diego County Assessor to claim exemption from property tax on property it owns or operates. It is one of the San Diego County property tax forms listed under Institutional Exemptions, and it must be filed each year. On FillingPDF you can fill out the form online and download or print the completed PDF; the Assessor publishes the original PDF and receives the claim.
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What is BOE-269-AH?
Form BOE-269-AH, the Claim for Veterans' Organization Exemption, is the County of San Diego Assessor's form for asking that property owned or operated by a veterans' organization be exempt from property tax for a given fiscal year.
The claim is filed with the Assessor's Institutional Exemptions office. It identifies the organization, the property and its use, and it ends with a certification signed under penalty of perjury under the laws of the State of California. Lines 1 to 6 describe the property (address, parcel number, land, buildings and improvements, and whether the claimant is owner, operator or both). Lines 7 to 9 ask about leasing, sales to members or the public, and planned capital investment. Line 10 lists the conditions the property must meet, and line 11 requires financial statements for the property's location.
The form is tied to the Organizational Clearance Certificate (OCC) issued by the State Board of Equalization. The Assessor may not approve the claim until the claimant holds a valid OCC, which is requested on a separate Board form, BOE-279.
Personal property owned by a veterans' organization is exempt under Revenue and Taxation Code section 215, and the instructions say no claim form is required for it. The same Assessor page lists other institutional exemption forms, such as the Welfare Exemption and the Church Exemption; this form is the one for veterans' organizations.
Who needs to file BOE-269-AH?
An officer or duly authorized representative of a veterans' organization that owns property in San Diego County and seeks the Veterans' Organization Exemption signs and files this claim.
- Owner and operator are the same organization: one claim is signed and filed for each property location.
- Owner and operator differ: each must execute and file a separate claim, give the requested information and meet all requirements for the exemption. An officer or authorized representative of the operating organization signs the operator's claim.
- More than one property: a separate claim form is completed for each property for which exemption is sought.
Line 10 asks the claimant to check statements that apply, including that the property is owned by a veterans' organization chartered by the Congress of the United States and is used for the actual operation of the charitable activity.
You do not need this form for personal property owned by a veterans' organization: it is exempt under Revenue and Taxation Code section 215 and need not be listed. An organization that no longer seeks an exemption at the location checks the box at the top of the form, signs and returns it, and enters the date vacated.
When to file BOE-269-AH
To receive the full exemption, file the claim by 5:00 p.m. on February 15, or within 30 days of the date of the Notice of Supplemental Assessment, whichever comes first. The claim must be filed each year.
A claim filed after February 15 can still be filed, but only a reduced percentage of the tax, penalty and interest may be canceled or refunded, and the instructions cap the tax, penalty and interest for a given year; the percentages depend on whether the claim is filed before or after the following January 1. Check the printed instructions for the exact terms.
If you file on time but have not yet received the Organizational Clearance Certificate from the State Board of Equalization, the claim is still considered timely. Revenue and Taxation Code section 261 also requires an organization claiming the exemption for real property to have recorded its ownership interest in the county recorder's office as of the lien date (12:01 a.m., January 1).
Documents you need
- Copy of the Organizational Clearance Certificate (OCC) issued by the State Board of Equalization, and a copy of the finding sheet issued by the Board.
- Operating statement (income, expenses) for the property's location, for the calendar or fiscal year immediately preceding the claim year.
- Balance sheet (assets, liabilities) for the property's location, for the same preceding year.
- Copy of the agreement, and the amount received by the claimant, if any portion of the property is rented, leased or used by another person or organization (line 7a). Only extensions or changes are needed if filed in prior years.
- List of leased, rented or consigned equipment or property at the location, with lessor or consignor name and address, quantity and description, if line 7b is answered Yes.
- Attached list of users other than the claimant, with frequency of use and square footage used, if others use the property (line 6).
- Additional sheets for line 5 descriptions or building lists when the form's space is not enough.
How to fill out BOE-269-AH
Complete the applicant identification
Under Identification of Applicant, enter the name of organization, Corporate ID No. (if any), mailing address and city, state and ZIP code. Check the box if any of this changed within the last year, and give the corporate name and the organization's formative document where requested.
Enter the OCC information
Enter your Organizational Clearance Certificate (OCC) number and attach copies of the certificate and the Board's finding sheet. If you have no OCC, answer whether you have filed a claim for one with the Board.
Answer the prior year filings
State whether the organization filed for the welfare exemption in this county in prior years. If Yes, give the latest year filed and the exact name under which it filed.
Identify the property (lines 1 to 4)
Line 1: property address. Line 2: Yes or No for a new location this year. Line 3: date the property was put to exempt use (MM/DD/YYYY). Line 4: the fiscal year of the claim, such as 2026-2027 for a timely February 2026 claim.
Describe real property (line 5)
Enter the Assessor's parcel number and acquisition date (MM/DD/YYYY). For land, give the area in acres or square feet and the primary and incidental uses; for buildings, give name or number, floors, construction type and uses. Line 5(c) needs no personal property list.
Check owner and operator status (line 6)
Check Owner and Operator, Owner Only or Operator Only, and whether you claim exemption on all land and on all buildings and improvements. Attach a list of other users with frequency and square footage.
Report leasing and sales (lines 7 and 8)
Answer line 7(a) and 7(b) Yes or No, describing and attaching agreements or property lists if Yes. On line 8, if any portion operates a store, thrift shop, restaurant, bar or similar facility, give weekly hours and the nature of articles sold.
Explain planned expansion (line 9)
Answer whether you contemplate capital investment in the property within the next year. If Yes, describe the type of investment and why the expansion is necessary.
Check the line 10 statements
Check each statement that applies: congressional charter of the veterans' organization, use for the actual operation of the charitable activity, no private benefit, and no use for fraternal, lodge or social club purposes except where clearly incidental.
Attach financial statements (line 11)
Attach the operating statement and balance sheet for the preceding calendar or fiscal year, limited to this property's location. Prorate shared expenses and say so.
Add the contact person
Enter the name, daytime phone number and email address of the person the Assessor should contact during normal business hours.
Review, sign and download the PDF
Enter the name and title of the person making the claim, then sign and date the certification. Check that no line is blank, then download or print the completed PDF from FillingPDF and assemble the attachments.
How to submit BOE-269-AH
Sign the claim and return it to the San Diego County Assessor. The form prints the return address and names no other channel:
- Mail or deliver to: County of San Diego, Institutional Exemptions, 1600 Pacific Hwy., Suite 103, San Diego, CA 92101.
- Telephone: 619-531-5772.
Include every supporting document with the claim, including the financial statements; the instructions say each claim must contain supporting documents and that the claim will not be processed until the Assessor receives the financial statements. The Assessor supplies claim forms on request.
Keep a copy of the claim and supporting documents. The instructions recommend submitting that retained copy to the Assessor so the date and the Assessor's or designee's signature can be entered as a record of filing.
For the Organizational Clearance Certificate, the Board of Equalization's Exemptions Section can be reached at 916-274-3430 or through www.boe.ca.gov.
FillingPDF lets you fill out and download the PDF; submission follows the channels above.
Common mistakes to avoid
- Filing after February 15 (or after 30 days from the Notice of Supplemental Assessment) and expecting the full exemption; late claims receive only a reduced cancellation or refund.
- Leaving blanks. The instructions say to answer every question, using "no," "none" or "not applicable," because failing to answer all questions may result in denial.
- Entering the wrong fiscal year on line 4. A timely claim filed in February 2026 is entered as 2026-2027; 2025-2026 would signal a late claim for the preceding year.
- Sending the claim without the operating statement and balance sheet; the claim will not be processed until the Assessor receives the financial statements.
- Including investment income, gifts or organization-wide expenses in the line 11 statements, which should cover only the property's operation.
- Filing one claim when owner and operator are different organizations; each must sign and file its own claim.
- Combining several properties on one claim; a separate claim is required for each property.
- Omitting the lease or agreement copy when line 7a is answered Yes.
Frequently asked questions
What is Form BOE-269-AH?
Form BOE-269-AH is the San Diego County Assessor's Claim for Veterans' Organization Exemption. A veterans' organization files it to claim exemption from property tax on property it owns or operates, with financial statements and its Organizational Clearance Certificate.
When is the veterans' organization exemption claim due in San Diego County?
By 5:00 p.m. on February 15 each year, or within 30 days of the Notice of Supplemental Assessment, whichever comes first. Later claims receive only a reduced share of the tax, penalty and interest canceled or refunded.
Do I need an Organizational Clearance Certificate to file?
The Assessor cannot approve the claim until you hold a valid Organizational Clearance Certificate from the State Board of Equalization, but a timely claim is still timely if the certificate has not yet arrived. Request it on Board form BOE-279.
Do I have to list personal property on the claim?
No. Personal property owned by a veterans' organization is exempt under Revenue and Taxation Code section 215, so no claim form is required for it and line 5(c) says it is not necessary to list it.
What do I attach to the veterans' organization exemption claim?
Attach copies of the OCC and the Board's finding sheet, plus an operating statement and balance sheet for the preceding year for this property's location. Add lease agreements or property lists if lines 6 or 7 call for them.
Where do I send Form BOE-269-AH?
Return the signed claim to the County of San Diego Assessor, Institutional Exemptions, 1600 Pacific Hwy., Suite 103, San Diego, CA 92101. The Assessor's telephone number printed on the form is 619-531-5772.
What if the owner and the operator are different organizations?
Each must sign and file a separate claim, give the requested information and meet all exemption requirements. If one organization both owns and operates the property, one claim per property location is enough.
Can I fill out Form BOE-269-AH online on FillingPDF?
Yes. You can fill out the PDF online on FillingPDF and download or print it. FillingPDF does not file the claim with the Assessor; you submit it yourself through the Assessor's channels.
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