Form BOE-63-A, printed as the Claim for Disabled Accessibility Construction Exclusion from Assessment for ADA Compliance, is the form a property owner files to claim the exclusion in section 74.6 of the California Revenue and Taxation Code. It is one of the property tax exclusion forms published by the San Diego County Assessor, and it covers construction done to make an existing building or structure more accessible to, or usable by, a disabled person. On this page you can fill out the form online on FillingPDF and download or print the completed PDF; the form and its filing rules come from the Assessor.
Last updated
What is BOE-63-A?
Form BOE-63-A, Disabled Accessibility Construction Exclusion from Assessment for ADA Compliance, is the claim a property owner files with the County of San Diego Assessor to exclude from assessment construction that makes an existing building or structure more accessible to, or more usable by, a disabled person.
The exclusion comes from section 74.6 of the California Revenue and Taxation Code. It applies to the construction, installation, removal or modification of any portion or structural component of an existing building or structure, and to work completed on or after June 7, 1994. The form's general information lists examples: access ramps, widening of doorways and hallways, barrier removal, access changes to restroom facilities, elevators, and other changes that bring the building to or beyond the accessibility standards of the 1990 Americans with Disabilities Act (Public Law 101-336) and the most recent California Building Standards Code in effect on the date of the building permit application.
Under section 74.6 a disabled person is a person with a physical impairment that substantially limits one or more major life activities.
The exclusion is not the one in section 74.3 for owner-occupied residences, and it does not cover an entirely new building or an entirely new addition to an existing one. On the form, the claimant identifies the specific portions of the project that qualify. The claim is a public document and is open to public inspection.
Who needs to file BOE-63-A?
The property owner who completed, or will complete, accessibility construction on an existing building or structure in San Diego County and wants it excluded from assessment files this claim with the Assessor. Statement 1 on the form is made by the owner of the property described in it.
The signature block reads "claimant or legal representative", so a legal representative may sign for the claimant. The form has two signature lines.
The exclusion does not apply to:
- the construction of an entirely new building or structure;
- the construction of an entirely new addition to an existing building or structure;
- buildings or structures that qualify for the exclusion in subdivision (a) of section 74.3, the exclusion for owner-occupied residences.
The form also warns that the exclusion expires upon change of ownership of the property. The property owner, primary contractor, civil engineer or architect submits to the Assessor the statement identifying the specific portions of the project that make the building more accessible.
When to file BOE-63-A
File Form BOE-63-A with the Assessor before construction is completed, or within 30 days after completion. The form states this at the top of page 1, and the general information repeats it: the owner must notify the Assessor prior to, or within 30 days of, completion of the project.
A second deadline applies to the documents. The owner must submit all documents supporting the claim to the Assessor no later than six months after the completion date entered in statement 1. The general information says the same for the project's completion.
Statement 1 asks for the date construction was or will be completed, so enter that date before you count either period. The exclusion applies to work completed on or after June 7, 1994. The form prints no processing time.
Documents you need
- All documents supporting the claim, filed with the Assessor no later than six months after the completion date stated in statement 1 of the form.
- A statement from the property owner, primary contractor, civil engineer or architect identifying the specific portions of the project that make the building or structure more accessible to, or usable by, a disabled person.
How to fill out BOE-63-A
Enter claimant and property details
At the top of page 1, enter the claimant name, the Assessor's Parcel Number and the permit number. Then enter the street, city, state and ZIP of the dwelling.
Add the mailing address
In the Mailing Address line, enter the street, city, state and ZIP where the Assessor should contact the claimant.
Enter the completion date in statement 1
In statement 1, enter the date you completed or will complete construction. The 30-day filing window and the six-month document deadline are both counted from this date.
Read statements 2 and 3
Statement 2 says the exclusion covers only work that makes an existing building more accessible to a disabled person. Statement 3 says it does not cover the section 74.3 owner-occupied exclusion, new buildings or new additions.
List eligible portions in statement 4
Describe the specific portions of the project that are eligible for the exclusion, such as the ramps, doorways or restroom changes made for accessibility.
Sign and date the certification
The claimant or legal representative signs and dates in the first signature block. The form has a second signature line and date for a second signer.
Enter contact information
Complete the mailing address, city, state and ZIP, daytime phone number and email address in the block beneath the signatures.
Leave the Assessor's box blank
Do not write in the For Assessor's Use Only section; the Assessor records receipt, approval or denial and any reason for denial.
Review and download the completed PDF
Check the completion date, the parcel and permit numbers and the statement 4 description. Download or print the completed PDF from FillingPDF, then collect the supporting documents described under How to submit.
How to submit BOE-63-A
The form is filed with the Assessor of the County of San Diego. The only office details printed on it are the Assessor's address and telephone number, and it names no portal, mailing box or appointment rule.
- Address: County of San Diego, Assessor, 9225 Clairemont Mesa Blvd., San Diego, CA 92123.
- Telephone: (619) 531-5481 for questions about where and how to deliver the claim.
- Supporting documents: the owner must submit them to the Assessor no later than six months after the completion date stated in statement 1.
Sign the claim before you submit it. The certification also covers a form submitted with an electronic signature, and it is made under the laws of the State of California. Keep a copy of what you file, because the claim is a public document. The Assessor's use box on page 1 is completed by the Assessor (received, approved, denied and reason for denial), not by you. FillingPDF lets you fill out and download the PDF; submission follows the channels above.
Common mistakes to avoid
- Filing the claim more than 30 days after construction is completed; the form must be filed prior to, or within 30 days of, completion.
- Sending the supporting documents later than six months after the completion date entered in statement 1.
- Claiming the exclusion for an entirely new building or an entirely new addition to an existing building, which section 74.6 does not cover.
- Using this form for an owner-occupied residence that qualifies under section 74.3; the form says this exclusion does not encompass that one.
- Leaving statement 4 blank instead of listing the specific portions of the project that are eligible.
- Submitting the form without a signature and date from the claimant or legal representative.
- Assuming the exclusion continues after a sale; it expires upon change of ownership of the property.
- Filling in the For Assessor's Use Only box (received, approved, denied, reason for denial).
Frequently asked questions
What is Form BOE-63-A?
Form BOE-63-A is a claim filed with the San Diego County Assessor for the section 74.6 exclusion from assessment. It applies to construction that makes an existing building or structure more accessible to, or usable by, a disabled person.
When do I have to file the BOE-63-A claim?
Before construction is completed, or within 30 days of completion. The form says it must be filed with the Assessor prior to, or within 30 days of, completion of construction. Supporting documents are due no later than six months after the completion date in statement 1.
What counts as eligible accessibility construction?
Work done to make an existing building or structure more accessible to a disabled person. The form's examples include access ramps, widening of doorways and hallways, barrier removal, restroom access changes and elevators. An entirely new building or new addition does not qualify.
What documents must I send with Form BOE-63-A?
All documents that support the claim, no later than six months after the completion date stated in statement 1. The Assessor also needs a statement from the owner, primary contractor, civil engineer or architect identifying the specific portions of the project that make the building more accessible.
Does the exclusion continue if I sell the property?
No. The form states that the exclusion expires upon change of ownership of the property. A new owner would have to meet the requirements for the exclusion on their own.
Who can sign the claim?
The claimant or a legal representative. The form has two signature lines, and the certification is made under the laws of the State of California. It also covers a form submitted with an electronic signature.
Where do I send the BOE-63-A form?
To the Assessor, County of San Diego, 9225 Clairemont Mesa Blvd., San Diego, CA 92123. The form prints the telephone number (619) 531-5481 but no other channel, so call that number if you need to confirm how to deliver it.
Can I fill out Form BOE-63-A online 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 submit the completed form yourself.
Ready to fill out BOE-63-A?
Fill out BOE-63-A now