Form AV-9, the North Carolina Application for Property Tax Relief, is the form a disabled veteran or an unmarried surviving spouse files with the county tax assessor to claim the Disabled Veteran Exclusion. It is one of the Henderson County property tax forms handled by the Henderson County Tax Department, and it must be filed by June 1 to be timely. On this page you can fill out the form online on FillingPDF and download or print the completed PDF; the form itself is published by Henderson County at the official link below.
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What is AV-9?
Form AV-9, Application for Property Tax Relief, is the North Carolina application filed with the county tax assessor to claim the Disabled Veteran Exclusion (G.S. 105-277.1C), among other property tax relief programs; Henderson County posts it as its disabled veterans tax relief application.
The printed form covers three programs: the Elderly or Disabled Exclusion (G.S. 105-277.1), the Disabled Veteran Exclusion (G.S. 105-277.1C) and the Circuit Breaker Tax Deferment Program (G.S. 105-277.1B). Part 1 of the form is where you select the program. Each owner may receive benefit from only one of the three, even when qualified for more than one. A disabled veteran applying for the Disabled Veteran Exclusion completes Parts 3 and 6.
Under that program, the exclusion applies to the appraised value of the permanent residence of a disabled veteran. The form defines a disabled veteran as a veteran whose character of service at separation was honorable or under honorable conditions and who has a total and permanent service-connected disability, or who received benefits for specially adapted housing under 38 U.S.C. 2101. The form states that there is no age or income limitation for this program.
Form AV-9 is not the veteran's certification. That is Form NCDVA-9, Certification for Disabled Veteran's Property Tax Exclusion, which is filed with it.
Who needs to file AV-9?
Property owners who are disabled veterans use Part 3 of Form AV-9 to claim the Disabled Veteran Exclusion on their permanent residence. The form says the applicant must have been disabled as of January 1 of the year in which the benefit is requested.
The benefit is also available to a surviving spouse who has not remarried, if the spouse is the survivor of one of these:
- a disabled veteran as defined on the form;
- a veteran who died as a result of a service-connected condition and whose character of service at separation was honorable or under honorable conditions;
- a servicemember who died from a service-connected condition in the line of duty and not as a result of willful misconduct.
Other rules on the form:
- Each owner must file a separate application, except that husband and wife file only one.
- Each owner may receive benefit from only one of the three programs on the form.
- The Circuit Breaker Tax Deferment cannot be combined with the Disabled Veteran Exclusion.
- Owners who already receive the exclusion do not need to apply again, according to the Henderson County page, unless they have changed their permanent residence or receive a Compliance Review form.
Applicants for the Elderly or Disabled Exclusion or the Circuit Breaker program use other parts of this same form.
When to file AV-9
The application must be filed by June 1 to be timely. The form says you may submit additional information separately if needed, and the Henderson County page gives the same June 1 deadline. The property owner must meet the requirements as of January 1 of the year the application is filed.
A late application may still be approved if the applicant shows good cause for failing to file on time. Under N.C.G.S. 105-282.1(a1), as printed on the form, approval can come from the Department of Revenue, the board of equalization and review, the board of county commissioners or a municipal governing body, as appropriate, and it applies only to property taxes levied in the calendar year in which the late application is filed.
Owners who already receive the exclusion do not need to apply again unless they have changed their permanent residence or receive a Compliance Review form. If the person receiving the exclusion has died or no longer occupies the home, the person required by law to list the property must notify the assessor; missing the notice before June 1 may result in penalties and interest.
Documents you need
- Form NCDVA-9, Certification for Disabled Veteran's Property Tax Exclusion, for the Disabled Veteran Exclusion; a Veterans Service Officer completes it first, then it is filed with the county tax assessor.
- Documentation of the service-connected permanent and total disability from the U.S. Department of Veterans Affairs, which the Henderson County page lists among the requirements.
- Form AV-9A, Certification of Disability, only if you also apply for the Elderly or Disabled Exclusion or the Circuit Breaker program and both you and your spouse were under 65 on January 1 with a totally and permanently disabled owner.
- Copy of the first two pages and Schedule 1 of the previous year's federal income tax return, only if you also complete Part 5 for the Elderly or Disabled Exclusion or the Circuit Breaker program; both returns if married and filing separately.
- Income documentation such as W-2, SSA-1099, 1099-R, 1099-INT, 1099-DIV or financial institution statements, only for Part 5 applicants who do not file a federal income tax return.
How to fill out AV-9
Enter county, year and program header
At the top, enter the county and the tax year (2026 on this version). Read the instructions box: the application is due by June 1 and goes to the county tax assessor, not the Department of Revenue.
Fill in applicant and spouse details
Enter the applicant's last, first and middle name and date of birth in MM-DD-YYYY format, and the same for a spouse if applicable. Add the residence address, the mailing address if different, e-mail and your telephone numbers. Leave the Property ID Number to the office.
Answer the residence and ownership questions
Mark Yes or No for permanent legal residence, whether your spouse lives with you, whether you or your spouse live in a health care facility, and whether you own 100% interest. If you answer No to ownership, list every owner and percentage rounded to the nearest 0.1%.
Select the program in Part 1
Fill in the circle for the Disabled Veteran Exclusion, which requires Parts 3 and 6. You may indicate more than one program only if you cannot yet decide; read the Part 1 explanation first.
Complete Part 3 veteran questions
Mark Yes or No for I am a disabled veteran. If you are a surviving spouse, mark Yes for the surviving-spouse question and also answer whether you are currently unmarried and have never remarried since the veteran's death.
Complete Parts 2, 4 and 5 only if needed
Fill these in only if you also select the Elderly or Disabled Exclusion or the Circuit Breaker program. Part 5 asks for Social Security numbers, the tax return option and income lines a through i with a total; it is not required for the Disabled Veteran Exclusion alone.
Sign and date Part 6
Print the applicant's name, sign and date the affirmation. A spouse's name, signature and date are also on the form for a joint application. Leave the Office Use Only box blank.
Review and download the completed PDF
Check that every question is answered and that you have Form NCDVA-9 ready to file. Download or print the completed PDF from FillingPDF and file it with the county tax assessor as described under How to submit.
How to submit AV-9
File the signed application with the county tax assessor where the property is located; for Henderson County, that is the Assessor's Office of the Henderson County Tax Department.
- County tax assessor: the form says to submit it to the assessor of the county where the property is located. The Henderson County page says the application must be filed with the Assessor's Office by June 1 and gives (828) 698-3005 for program questions.
- Where not to send it: do not submit Form AV-9 to the North Carolina Department of Revenue.
- Other county addresses: the form points to the list of county tax assessor addresses and telephone numbers at https://www.ncdor.gov/documents/north-carolina-county-assessors-list.
Include Form NCDVA-9 with the application. It must first be completed by a Veterans Service Officer through a State Veterans Service Center or a County Veterans Service Office, and then filed with the county tax assessor. Henderson County lists its Veterans Service Officers at 900 N Main Street, Hendersonville, NC 28792, telephone (828) 694-6500.
The form prints no mailing address, portal or fee for the application; confirm how the Assessor's Office accepts filings by phone. After review, the assessor sends a notice of decision that explains how to appeal. FillingPDF lets you fill out and download the PDF; submission follows the channels above.
Common mistakes to avoid
- Submitting Form AV-9 to the North Carolina Department of Revenue instead of the county tax assessor where the property is located.
- Filing after June 1 without a showing of good cause; only an application filed by June 1 is timely.
- Leaving out Form NCDVA-9, or filing it before a Veterans Service Officer has completed it through a State Veterans Service Center or County Veterans Service Office.
- Filing two applications for a husband and wife; the form requires only one when they own the property together, while other owners each file separately.
- Expecting benefit from more than one program: each owner may receive benefit from only one of the three programs on the form.
- Skipping the surviving-spouse questions or the unmarried/never-remarried question in Part 3 when applying as a surviving spouse.
- Submitting the form without the applicant's printed name, signature and date in Part 6.
- Not notifying the assessor before June 1 after the person receiving the exclusion dies or no longer occupies the home, which may bring penalties and interest.
Frequently asked questions
What is Form AV-9 used for?
Form AV-9, Application for Property Tax Relief, is used to apply to the county tax assessor for one of three North Carolina programs: the Elderly or Disabled Exclusion, the Disabled Veteran Exclusion or the Circuit Breaker Tax Deferment. Disabled veterans use Parts 3 and 6 for the Disabled Veteran Exclusion.
When is the Henderson County disabled veteran exclusion application due?
June 1. The AV-9 form says the application must be filed by June 1 to be timely, and the Henderson County page repeats that deadline. A late application may be approved only if the applicant shows good cause for the delay.
Do I have to reapply for the disabled veteran exclusion every year?
Not usually. The Henderson County page says you do not need to apply again if you already receive the exclusion, unless you changed your permanent residence or receive a Compliance Review form. The Circuit Breaker program, by contrast, requires a new application every year.
Do I need Form NCDVA-9 with the AV-9?
Yes, for the Disabled Veteran Exclusion. Form NCDVA-9 must first be completed by a Veterans Service Officer through a State Veterans Service Center or a County Veterans Service Office, and then filed with the county tax assessor.
Where do I file Form AV-9 in Henderson County?
File it with the county tax assessor where the property is located, which in Henderson County is the Assessor's Office of the Henderson County Tax Department. Do not send it to the North Carolina Department of Revenue. For questions, call (828) 698-3005.
Can a surviving spouse apply for the disabled veteran exclusion?
Yes, if the surviving spouse has not remarried. The form covers survivors of a disabled veteran, of a veteran who died from a service-connected condition with honorable service, or of a servicemember who died in the line of duty from a service-connected condition.
Does the disabled veteran exclusion have an age or income limit?
No. The form states that there is no age or income limitation for the Disabled Veteran Exclusion. The applicant must have been disabled as of January 1 of the year the benefit is requested, and Part 5 income information is not needed for this program alone.
Can I fill out Form AV-9 online on FillingPDF?
Yes. You can fill out the PDF online on FillingPDF and download or print it. FillingPDF is an independent service, is not affiliated with Henderson County, and does not file the application; you submit it to the county tax assessor yourself.
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