How do I apply for the Property Tax Postponement Program available to seniors and disabled individuals in California?
To apply for California's Property Tax Postponement Program, you must first confirm your eligibility and then submit a complete application with supporting documents to the State Controller's Office by the annual deadline.
Here is a step-by-step guide to the application process:
Step 1: Verify Your Eligibility
Before applying, you must meet all state requirements. As of the application date, you must be at least 62 years old, blind, or have a disability. You must also own and occupy the property as your principal residence, have at least 40% equity in the home, and have a total annual household income of $51,752 or less (this figure is for the 2023-24 tax year and changes annually).
Step 2: Gather Required Documents
Collect all necessary paperwork to prove your eligibility. This typically includes a copy of your property tax bill, photo identification to verify age, documents proving home ownership (like a deed), and proof of all household income (such as tax returns or social security statements).
Step 3: Obtain the Application Form
You can download the application form (SCO 9001 PTP) from the California State Controller's Office website. Alternatively, you can call the State Controller's Office at (800) 952-5661 to have a form mailed to you.
Step 4: Complete and Submit Your Application
Fill out the application completely and accurately. Mail the signed application and all required documents to the State Controller's Office. The filing period is from October 1 to February 10 each year. It is critical to submit your application within this window.
Important Details and Nuances:
The postponed taxes and accrued interest become a lien on your property. The state charges simple interest (currently 7% per year, but subject to change) on the postponed amount. The loan must be repaid when you sell or transfer title to the property, move, or pass away.
Warnings and Limitations:
This program has limited funding and applications are processed on a first-come, first-served basis. You should apply as early as possible after October 1 to increase your chances of approval before funds run out for the fiscal year.
This is general information and does not constitute legal advice. For complex situations, such as properties held in a trust, you should consult with a qualified California attorney.
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Disclaimer:
This information is for general guidance only and should not be considered as legal advice. Please consult with a qualified attorney for specific legal matters.
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Updated: August 14, 2025
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