STATUTORY EXEMPTION INSTRUCTIONS FOR FISCAL YEAR 2011 |
~~ PLEASE RETURN BY OCTOBER 1, 2010 ~~
PLEASE RETURN YOUR COMPLETED APPLICATION ALONG WITH THE FOLLOWING DOCUMENTATION
COPY OF BIRTH CERTIFICATE, IF FIRST APPLICATION
COPY OF DEATH CERTIFICATE IF APPLYING FOR A WIDOW OR WIDOWER EXEMPTION
IF FIRST APPLICATION.
SOCIAL SECURITY BENEFIT STATEMENT FOR 2009 (FORM SSA-1099) & SOCIAL SECURITY AMOUNT IF APPLYING FOR ELDERLY EXEMPTION (41-D or 17-E).
COPY OF 2009 FEDERAL INCOME TAX RETURN (INCLUDING SCHEDULES).
COPIES OF DIV. & INTEREST STATEMENTS (FORM 1099) FOR ALL ACCOUNTS AS OF December 31, 2009.
COPIES OF BANK BOOKS OR STATEMENTS TO VERIFY ALL ACCT. BALANCES AS OF December 31, 2009.
THIS INCLUDES THE FOLLOWING:
CHECKING ACCOUNTS (2009)
SAVINGS ACCOUNTS (2009)
SAVINGS BONDS
IRA’S & 401K’S
CERTIFICATES OF DEPOSIT (CD’S)
ANNUITIES
STOCKS & MUTUAL FUNDS
COPIES OF RENT RECEIPTS FOR MULTI-FAMILY HOMES (IF APPLICABLE)
ANY OTHER INFORMATION REQUESTED ON THE APPLICATION
ALL INFORMATION PROVIDED IS CONFIDENTIAL
IF PROPERTY HELD IN TRUST A COPY OF THAT TRUST IF NOT PREVIOUSLY GIVEN TO BOARD OF ASSESSORS OR IF ANY CHANGES IN THE TRUST SINCE YOUR LAST APPLICATION - TRUST MUST BE PROVIDED SHOWING THAT YOUR ARE STILL TRUSTEE AND BENEFICIARY OF THAT TRUST.
VERY IMPORTANT - PLEASE NOTE:
EXEMPTION AMOUNTS WILL BE DIVIDED BETWEEN 3rd & 4th QUARTER BILLS WHICH ARE DUE FEBRUARY 1, 2011 AND MAY 1, 2011.
INCOMPLETE APPLICATIONS CANNOT BE APPROVED AND THEREFORE WILL BE RETURNED TO YOU FOR ADDITIONAL INFORMATION. PLEASE BE SURE APPLICATION IS SIGNED.
WE THANK YOU IN ADVANCE FOR YOUR COOPERATION. PLEASE FEEL FREE TO CALL THE ASSESSORS OFFICE IF YOU NEED HELP FILLING OUT THE APPLICATION.
SINCERELY,
HAMILTON BOARD OF ASSESSORS
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