5 Steps To Wv Homestead Exemption Application Form

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As a homeowner in West Virginia, you're likely aware of the importance of minimizing your property tax burden. One way to achieve this is by applying for the West Virginia Homestead Exemption. This exemption can provide significant savings on your property taxes, but the application process can be daunting. In this article, we'll break down the 5 steps to complete the WV Homestead Exemption Application Form, ensuring you're well on your way to reducing your tax liability.

Step 1: Determine Your Eligibility

Before starting the application process, it's essential to verify your eligibility for the Homestead Exemption. To qualify, you must:

• Be at least 65 years old or permanently and totally disabled
• Own and occupy the property as your primary residence
• Have a household income that does not exceed $25,000 per year

You can check the West Virginia State Auditor's website or consult with your local county assessor's office to confirm your eligibility.

Required Documents for Eligibility

To prove your eligibility, you'll need to provide documentation, including:

• Proof of age (birth certificate, driver's license, or passport)
• Proof of disability (award letter from the Social Security Administration or a doctor's certification)
• Proof of income (tax returns, W-2 forms, or a notarized statement)

Step 2: Gather Required Information and Documents

To complete the application form, you'll need to gather the following information and documents:

• Property information (property address, parcel number, and description)
• Proof of ownership (deed, will, or court order)
• Proof of residency (utility bills, voter registration, or a notarized statement)
• Proof of income and age/disability (as mentioned earlier)

Make sure to have all the necessary documents and information ready before starting the application process.

Additional Documents for Joint Ownership

If you own the property jointly with someone else, you'll need to provide additional documentation, including:

• Joint ownership agreement or contract
• Proof of joint ownership (deed, will, or court order)

Step 3: Fill Out the Application Form

Once you've gathered all the necessary information and documents, it's time to fill out the application form. You can download the form from the West Virginia State Auditor's website or pick one up from your local county assessor's office.

The application form will ask for:

• Your personal and property information
• Proof of eligibility (age, disability, or income)
• Proof of ownership and residency
• Signature and date

Make sure to complete the form accurately and thoroughly, as any errors or omissions may delay or disqualify your application.

Tips for Completing the Application Form

• Use black ink and print legibly
• Answer all questions completely and accurately
• Attach all required documentation
• Sign and date the form

Step 4: Submit the Application Form

Once you've completed the application form, submit it to your local county assessor's office. You can:

• Mail the form to the address listed on the application
• Hand-deliver the form to the assessor's office
• Fax the form to the number listed on the application

Make sure to keep a copy of the completed application form for your records.

Deadline for Submission

The deadline for submitting the application form is typically December 1st of each year. However, it's essential to verify the deadline with your local county assessor's office, as it may vary.

Step 5: Follow Up and Appeal (If Necessary)

After submitting your application, follow up with your local county assessor's office to ensure it was received and processed correctly. If your application is denied, you can appeal the decision.

To appeal, you'll need to:

• Submit a written request to the assessor's office within the specified timeframe (usually 30 days)
• Provide additional documentation or evidence to support your appeal

Don't hesitate to seek assistance from your local county assessor's office or a qualified tax professional if you need help with the appeal process.

Additional Tips for a Smooth Application Process

• Verify your eligibility and required documents before starting the application process
• Complete the application form accurately and thoroughly
• Submit the application form by the deadline
• Follow up with your local county assessor's office to ensure your application was processed correctly

By following these 5 steps and tips, you'll be well on your way to completing the WV Homestead Exemption Application Form and reducing your property tax burden.

Share your thoughts and questions about the WV Homestead Exemption Application Form in the comments below. If you found this article helpful, share it with your friends and family who may be eligible for this valuable tax exemption.