The Senior Citizen and Disabled Person Exemption Application is the Thurston County Assessor's packet for the Senior/Disabled Persons Exemption Program, which reduces property taxes for qualifying homeowners. It is one of the Thurston County property tax forms, and it combines Form 64 0002 with the Combined Disposable Income Worksheet (Form 63 0036). On FillingPDF you can fill out the form online and download or print the completed PDF; the application goes to the Assessor's office through the channels described below.
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What is 64 0002?
The Senior Citizen and Disabled Person Exemption Application is the Thurston County Assessor's application packet for the Senior/Disabled Persons Exemption Program, which reduces property taxes for qualifying homeowners who are seniors, people with disabilities or qualifying veterans.
The packet has three pieces. A cover letter from the Office of the Assessor lists the criteria and the documents to send. Form 64 0002, Senior Citizen and People with Disabilities Exemption from Real Property Taxes (Chapter 84.36 RCW), is the application itself, in six parts: applicant information, age/disability, ownership and occupancy, property description, combined disposable income and certification. Form 63 0036, the Combined Disposable Income Worksheet, calculates the income figure that goes in Part 5.
The worksheet is shared with other Washington property tax relief applications. Its line 31 result can also be entered on the Deferral Application for Senior Citizens and People with Disabilities, the Deferral Application for Homeowners with Limited Income, or the Property Tax Assistance Application for Widows/Widowers of Veterans. This packet is the exemption application, not those programs.
The top of page 1 of Form 64 0002 has a "County use only" block (assessment year, tax year, tax code area, approval or denial, exemption level and parcel number) that the Assessor completes, not the applicant.
Who needs to file 64 0002?
Homeowners who meet all three criteria in the Thurston County Assessor's cover letter use this application. The criteria are measured in the assessment year for the following year.
1. Age or disability. Part 2 of Form 64 0002 offers four options. Check the one that applies:
- You are or will be 61 or older by December 31 of the assessment year.
- You are under 61 and retired from regular gainful employment due to a disability.
- You are a veteran with an 80% service-connected evaluation, or compensated at the 100% rate for a service-connected disability.
- You are the surviving spouse or domestic partner of a person who was receiving this exemption, and you were at least 57 in the year that person passed away.
2. Ownership and occupancy. You own your home and live there more than 6 months of the assessment year.
3. Income. Your total combined household income must not exceed the county threshold, which the instructions set as the greater of the previous year's threshold or 70% of the county median household income. County thresholds are at dor.wa.gov/incomethresholds.
Combined disposable income includes your spouse or domestic partner and any co-tenant, meaning someone who lives with you and has an ownership interest in the home. Anyone who does not meet these criteria does not qualify under this packet.
When to file 64 0002
Apply once you meet the program criteria in the assessment year, for the exemption that applies to the following year. The cover letter and the form print no separate filing deadline. Contact the Assessor at 360-867-2200 or [email protected] for timing questions.
The worksheet asks for an income year. If you or others counted in your household must file a federal income tax return, mark yes on the worksheet even if the return is not yet filed. In that case the Assessor may require you to wait until the return has been filed with the IRS before you complete the application.
After the exemption is granted, you must notify the county assessor of any change in income or circumstances. In Part 6 you also request a refund under RCW 84.69.020 for taxes paid or overpaid through mistake, inadvertence or lack of knowledge about the exemption.
Documents you need
- Completed Combined Disposable Income Worksheet (Form 63 0036), submitted with the application; Part 5 asks you to attach it.
- A copy of your current Washington State ID or driver's license.
- If you are under 61 and applying on a disability: a Social Security Award Letter (or Social Security 1099).
- If you are under 61 and applying on a disability: a Proof of Disability Statement completed by a licensed physician.
- If you are under 61 and applying as a veteran: a VA Award Letter or Benefit Verification Letter showing your combined disability rating and effective date.
- If you file an IRS tax return: the 1040 with all schedules and attachments.
- If you do not file an IRS tax return: documentation of all income you (and your spouse, if married) received, such as SSA-1099, RRB-1099 or W-2.
- Other income documents as applicable: 1099-R, any other 1099, K-1, W-2-G or a Labor & Industries statement. State law requires non-taxable income, such as Social Security and L&I pensions, to be included.
- Receipts, invoices or equivalent documentation for each deduction you claim on the worksheet.
- Other proof of age, ownership or occupancy the instructions list: voter registration, birth certificate, deed, or complete trust documents if applicable.
- Any other documents the county assessor requests.
How to fill out 64 0002
Enter applicant information in Part 1
Enter your name and date of birth, your spouse, domestic partner or co-tenant's name and date of birth, residence address, mailing address if different, and your phone numbers and email. Leave the "County use only" block blank.
Check your age or disability box
In Part 2, check the box that fits: 61 or older by December 31 of the assessment year, under 61 and retired due to disability, veteran with an 80% evaluation or 100% compensation, or surviving spouse or domestic partner who was at least 57. If you are disabled, enter the disability determination date.
Give ownership and occupancy details
In Part 3, enter the date you purchased the property and the date you first occupied it, even if they are the same. Check whether you occupy it more than or less than 6 months in a calendar year, and answer the questions on a previous exemption and on a sold former residence.
Describe the property
In Part 4, check the type of residence. For a mobile home, add year, make and model and answer the certificate of title and land ownership questions. Check whether the property is your principal residence with one acre or less, or with more than one acre.
Enter income on the worksheet
On Form 63 0036, enter the income year and answer whether a federal return is required. Complete lines 1-12 for you, your spouse or domestic partner and any co-tenants, add them on line 13, and follow each line's instruction depending on whether you filed a federal return.
Enter deductions on the worksheet
Complete lines 14-28 with the unreimbursed amounts you or your spouse or domestic partner paid for the listed care and medical items. Enter any adjustments to income on line 29 (zero if you filed a federal return), and add lines 14-29 on line 30.
Calculate combined disposable income
On worksheet line 31, subtract line 30 from line 13. This is your total combined disposable income.
Complete Part 5 of the application
Enter the income year and the line 31 total in Part 5, where it asks for the total combined disposable income from the worksheet.
Sign and date the certification
In Part 6, sign and date. You sign under oath that the information is true and complete, and you acknowledge your duty to report changes in income or circumstances.
Review, download and assemble
Check every part against your supporting documents, then download or print the completed PDF from FillingPDF. Assemble the packet described under How to submit and send it to the Assessor.
How to submit 64 0002
You can deliver the completed packet to the Thurston County Assessor in person, by email or by mail.
- In person: Thurston County Assessor, 3000 Pacific Ave SE, Olympia, WA 98501.
- By email: [email protected].
- By mail: Thurston County Assessor, 3000 Pacific Ave SE, Olympia, WA 98501.
Send the whole packet together: the completed and signed application, the completed Combined Disposable Income Worksheet, a copy of your current Washington State ID or driver's license, and the proof of disability and income documents described under required documents. The form says to complete all six parts and include the supporting documents to avoid delays.
For help, call 360-867-2200 (fax 360-867-2201; TTY 7-1-1 or 1-800-833-6388) or email the address above. If your home is in another Washington county, Form 64 0002 says to send it to that county's assessor; the form points to dor.wa.gov/countycontacts. FillingPDF lets you fill out and download the PDF; submission follows the channels above.
Common mistakes to avoid
- Sending Form 64 0002 without the completed Combined Disposable Income Worksheet; Part 5 says to submit the worksheet with the application.
- Leaving out non-taxable income such as Social Security, railroad retirement or L&I pensions; state law requires it to be included in disposable income.
- Omitting a complete copy of the federal income tax return when you, your spouse or a co-tenant must file one, even if the return was not yet filed when you marked yes.
- Using losses to offset gains or income on worksheet lines 2 and 11; the instructions say not to use losses to offset them.
- Deducting medical or care expenses that insurance or another organization reimbursed; only amounts you or your spouse or domestic partner paid and were not reimbursed count.
- Claiming deductions on worksheet lines 14-29 without receipts, invoices, pharmacy summaries or equivalent documents for the amounts entered.
- Applying under 61 on a disability without a Social Security award letter, a physician's Proof of Disability Statement or a VA award letter.
- Failing to report a change in income or circumstances; an exemption granted on erroneous information is subject to the correct tax for the last five years plus a 100 percent penalty.
- Leaving out the income of a spouse, domestic partner or co-tenant when figuring combined disposable income.
Frequently asked questions
How can I lower my Thurston County property tax as a senior?
Apply for the Senior/Disabled Persons Exemption Program with this application. The Thurston County Assessor says the program reduces property taxes for qualifying homeowners who meet its age or disability, ownership and occupancy, and income criteria.
Who qualifies for the Thurston County senior and disabled exemption?
You must be 61 or older, disabled and unable to be gainfully employed, or a veteran with an 80% or greater rating. You must also own and live in your home more than 6 months of the assessment year, and your combined household income must be at or under the county threshold.
Where do I send the senior exemption application in Thurston County?
Deliver it to the Thurston County Assessor, 3000 Pacific Ave SE, Olympia, WA 98501, in person or by mail, or email it to [email protected]. Include the signed application, the worksheet and your supporting documents.
What is combined disposable income?
It is your disposable income plus that of your spouse or domestic partner and any co-tenants, minus allowed deductions, per RCW 84.36.383. Disposable income starts with federal adjusted gross income and adds items such as non-taxable Social Security and pensions. Form 63 0036 does the calculation.
Do I have to include Social Security in my income?
Yes. The instructions say state law requires non-taxable income, such as Social Security and L&I pensions, to be included. Social Security and railroad retirement benefits are counted in disposable income even when they are not taxable for IRS purposes.
What happens if my income changes after I am approved?
You must notify the county assessor of any change in income or circumstances. Part 6 warns that an exemption granted through erroneous information is subject to the correct tax for the last five years, plus a 100 percent penalty.
Where do I find the income limit for this exemption?
County thresholds are published at dor.wa.gov/incomethresholds. The instructions set the threshold as the greater of the previous year's threshold or 70% of the county median household income. The Thurston County Assessor can also confirm it at 360-867-2200.
Can I fill out the Thurston County exemption application online?
Yes. You can fill out the PDF online on FillingPDF and download or print it. FillingPDF is independent of Thurston County and does not submit the application; you deliver it to the Assessor in person, by email or by mail.
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