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Veteran’s Programs

Veteran’s Exemption

This allows for an exemption of $4,000 for qualifying claimants. A claim form must be properly completed and filed annually by February 15th with the Assessor. Claims filed February 16 - December 10 will receive a partial exemption for that year.

Qualifying claimants include, in addition to the veteran, parents and the unmarried surviving spouse of a deceased veteran. The maximum value of property that can be owned to receive this exemption is $5,000 for an unmarried veteran or parent of a deceased veteran, or $10,000 for a married veteran, parents of a deceased veteran, or unmarried spouse of a deceased veteran.

This exemption may be claimed in addition to the Homeowner's Exemption, but must be for a different property.

Disabled Veteran’s Exemption

This exemption applies to a principal residence. It is available to a veteran or the veteran's unmarried surviving spouse if the veteran, because of injury or disease incurred in military service, is blind in both eyes, has lost the use of two or more limbs, or is otherwise classified as totally disabled by the Veteran’s Administration. The exemption varies in size based upon your household income.

For the regular tax roll, a claim form must be properly completed and filed by February 15th with the Assessor. Claim forms must be accompanied by a letter from the U.S. Department of Veteran Affairs (USDVA) or the claimants branch of service stating that their disability or unemployability is 100% service related. A copy of the claimants DD214 must also be attached to the claim if the letter from the USDVA does not state that the claimant was honorably discharged. If you are the surviving spouse of a qualified veteran, a marriage certificate, death certificate and letter from the USDVA or your spouse’s branch of service stating your spouse’s cause of death was 100% service related must accompany the claim form. If the letter from the USDVA does not state that your spouse was honorably discharged, then a copy of your spouse’s DD214 attesting to an honorable discharge must also be submitted with the claim form. Claims filed without the required documentation will delay processing of the claim until the required documentation is provided.

Claims filed after February 15th will receive a partial exemption for that year. For supplemental assessments, the full exemption is available if the filing is made by the 30th day following the mailing of Notice of Supplemental Assessment. Claims filed after that date, but on or before the date on which the first supplemental tax installment is due, will receive a partial exemption. Only those receiving the $150,000+ exemption must file annually.

For more information, contact the Assessor’s office  or you may download the Claim for Disabled Veterans' Property Tax Exemption Form (BOE-261-G).

Disabled Veteran's Exemption FAQ's
Can I file for both the Homeowners' Exemption and the Disabled Veteran's Exemption?

No. Only one exemption is allowed.

Can the surviving spouse of a disabled Veteran benefit from this exemption?

Yes. An unmarried surviving spouse can qualify if:

  • The Disabled Veteran was eligible for the exemption during the veteran's lifetime
  • The Veteran dies as a result of a service-connected disease or disability while on active duty or after being honerably discharged.

If the surviving spouse is claiming the exemption for the first time, a Disabled Veteran’s exemption must be completed and submitted with a copy of the couple’s marriage certificate and evidence from the Veteran’s Administration that the veteran was 100% disabled due to a service-connected disease or disability or that the veteran died as a result of a service-connected disease or disability.

If the letter from the Veteran’s Administration does not give the date of death, a death certificate must also be submitted in order to allow the assessor to determine the effective date of the exemption.

If the disabled veteran had received the exemption during the veteran’s lifetime, the surviving spouse may continue to receive the exemption. The assessor may ask for a marriage certificate to ensure that the claimant is eligible. The exemption would terminate if the surviving spouse remarries.

How does a Disabled Veteran (or their eligible surviving spouse) apply for this exemption?

A Disabled Veteran's Exemption claim form must be filed with the Assessor's Office along with a letter from the U.S. Department of Veterans Affairs (USDVA) (or from the military service which discharged the veteran) certifying that the veteran has a service-connected disability rating of 100% or is rated 100% because of unemployability.

If the letter from the USDVA does not state that the veteran was honorably discharged, then a copy of the veteran’s DD214 attesting to an honorable discharge must also be submitted. You may call, fax, or mail a request for the appropriate form, or pick up the claim forms in person at 800 South Victoria Avenue, Hall of Administration, Ventura, CA 93003-1270.

If the surviving spouse remarries, is the exemption still valid?

No. The Assessor's Office should be contacted immediately in this circumstance.

Is the Disabled Veteran's Exemption retroactive to the U.S. Department of Veterans Affair's (USDVA) effective rating date?

Yes. The maximum retroactivity is four years (that is, the current roll and three prior rolls). A claim will be considered timely for all years if it is submitted by the next lien date or 90 days, whichever is later, from the date of the USDVA rating letter.

 

Must a veteran be 100% disabled or 100% unemployable to qualify for the Disabled Veteran's Exemption?

Yes. Veterans are eligible for the Disabled Veterans Exemption if they are either 100% disabled or 100% unemployable as determined by the US Department of Veterans Affairs or by the service from which they were discharged.

Must the veteran have been a California resident at the time of their enlistment?

No. This exemption is available to any qualified disabled veteran who resides here regardless of where they originally enlisted in the service.

What are the filing periods and deadlines for the Disabled Veteran's (or Eligible Surviving Spouse) Exemption?

A first filing must be submitted to the assessor’s office by the next lien date or 90 days, whichever is later, from the date of the USDVA’s determination of 100% disability. The annual renewal of the low-income provision of the Disabled Veteran’s exemption is due in the assessor’s office or postmarked by February 15.

Once granted, the exemption remains in effect until the veteran no longer qualifies or the property is sold or transferred.

What does the term 'Totally Disabled' mean?

The Law says that for property tax purposes, being 'totally disabled' means that the US Department of Veterans Affairs or the military service from which the veteran was discharged has rated the disability at 100 percent or has rated the disability compensation at 100 percent by reason of being unable to secure or follow a substantially gainful occupation. Effective January 1, 2001, veterans who are blind in both eyes, or have lost the use of two or more limbs were given the equivalency of totally disabled. (ref R&T 205.5.e)

What is the Disabled Veteran's (or Disabled Veteran's Eligible Surviving Spouse) Exemption?

Property that is owned by, and the principal residence of, a qualified disabled veteran or their spouse (or unmarried surviving spouses of certain deceased veterans) may be eligible for a substantial property tax exemption. Individuals who meet certain criteria may qualify for a larger exemption (ref. R&T 205.5, 20504 and 20585):

 

The exemption is also available to:

  • The unmarried surviving spouse of a qualifying veteran who died on active duty or after being honorabley discharged as the result of a service-connected disease or disability
  • The unmarried surviving spouse of a qualifying Disabled Veteran if during the veteran's lifetime the veteran was either receiving the exemption or would have qualified for the exemption had the veteran applied for it