Fillable LOWER INCOME HOUSEHOLDS FAMILY HOUSEHOLD INCOME REPORTING WORKSHEET (County of Lake)

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LOWER INCOME HOUSEHOLDS FAMILY HOUSEHOLD INCOME REPORTING WORKSHEET (County of Lake)

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BROWSE COUNTY OF LAKE (CA) FORMS

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DATE PRINT NAME SIGNATURE
Section 1.
ADDRESS OR UNIT NUMBER
1. Number of persons in family household . This number should match the number of persons listed in Section 2 above.
2. I certify (or declare) under penalty of perjury under the laws of the State of California that the family household income for the prior
calendar year did not exceed $________________. (Enter the amount of the applicable income limit shown for the number of persons
in family household.)
t
BOE-267-L-A (P1) REV. 03 (05-18)
LOWER INCOME HOUSEHOLDS
FAMILY HOUSEHOLD INCOME REPORTING WORKSHEET
Section 214(g) of the California Revenue and Taxation Code provides that property owned by nonprot organizations or eligible limited
liability companies providing housing for lower income households can qualify for the Welfare Exemption from property taxes for those units
whose family household income does not exceed the limits stated herein. Pursuant to section 214(g)(2)(A)(iii), for property that is eligible
for and receives low-income housing tax credits pursuant to Internal Revenue Code Section 42, units shall continue to qualify for
exemption if the occupants were lower income households when they first moved into the unit, but whose income has subsequently
increased to no more than 140 percent of area median income (AMI) (“over-income” tenants).
Promptly complete, sign and return this statement to the manager of the organization that provides the housing so the organization will have
time to complete the form that must be led with the County Assessor to claim property tax exemption on qualifying units in the property.
(No P.O. Box Numbers)
NOTE TO MANAGER: RETAIN THIS FORM FOR YOUR RECORDS
Section 2.
Section 3.
Check the applicable box to indicate which income limit applies to your household income for the 20_______
calendar year, based on the number of persons in your household:
Does not exceed lower income limit
Exceeds lower income limit, but not greater than 140% of AMI
Exceeds 140% AMI limit
Section 4.
NAME(S) OF OCCUPANTS
Lower Income
Limit
Number of Persons in
Family Household
1
2
3
4
5
6
7
8
140% AMI
Limit
BOE-267-L-A (P2) REV. 03 (05-18)
INSTRUCTIONS
LOWER INCOME HOUSEHOLDS
FAMILY HOUSEHOLD INCOME REPORTING WORKSHEET
Section 1. Enter the address or unit number of your household.
Section 2. Enter the names of the persons who comprise your household.
Section 3. Check the applicable box to indicate if your household income for the applicable number of persons in your
household during the calendar year did not exceed the lower income limit, or exceeded the lower income limit but does
not exceed 140 percent of area median income, or exceeded 140 percent of area median income.
Section 4.
1. Enter the number of persons who comprise your household.
2. Enter the applicable income limit gure (lower income limit or 140% AMI limit) for the number of persons shown on
line 1.
3. Sign the statement to certify the accuracy of the information provided.
4. Promptly return the statement to an ofcer or the manager of the organization on whose property you reside.
Household Income:
Income includes but is not limited to:
(1) Wages, salaries, fees, tips, bonuses, commissions and other employee compensation.
(2) Net income from the operation of a business or profession or from rental of real or personal property.
(3) Interest and dividends.
(4) Periodic payments received from social security, annuities, insurance policies, retirement funds, pensions, disability
or other similar types of periodic receipts.
(5) Unemployment and disability compensation, workers’ compensation and severance pay.
(6) Public assistance exclusive of any amount specied for shelter and utilities.
(7) Alimony, child support payments and regular contributions or gifts from persons not residing in the dwelling.
(8) All regular pay, special pay and allowances of a member of the Armed Forces who is head of the household or
spouse.
The following items shall not be considered as income:
(1) Casual, sporadic or irregular gifts.
(2) Amounts specically for or in reimbursement of the cost of medical expenses.
(3) Lump-sum additions to family assets such as inheritances, insurance payments (including payments under health
and accident insurance and workers’ compensation), capital gains and settlement for personal or property losses.
(4) Amounts of educational scholarships paid directly to the student or to the educational institution and veteran benets
for costs of tuition, fees, books, and equipment.
(5) The value of food coupons.
(6) Payments received from the ACTION Agency, VISTA, Service Learning Programs, Special Volunteer Programs,
National Older American Volunteer Program, Retired Senior Volunteer Program, Foster Grandparent Program, Older
American Community Services Program, SCORE and ACE.
(7) Foster Child Care payments.
For a complete listing of income and deductions, see Department of Housing and Community Development Regulations,
section 6914 of Title 25 of the California Code of Regulations.
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LOWER INCOME HOUSEHOLDS FAMILY HOUSEHOLD INCOME REPORTING WORKSHEET (County of Lake)

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Completed 6 August 2020

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