Homestead Exemption Qualification Checklist



Homestead exemption provides a tax exemption up to $50,000 for persons who are permanent residents of the State of Florida, who hold legal or equitable title to the real property, and who occupy the property as their permanent residence. The first $25,000 applies to all property taxes, including school district taxes. The additional exemption up to $25,000 applies to the assessed value between $50,000 and $75,000, but only to non-school taxes.

In addition to the reduction of taxes, the exemption provides a limit on the annual increase of your assessment value. This limit will be the lower of either the CPI (Consumer Price Index) or 3%. This limitation is automatically applied beginning the second year you qualify for the homestead exemption.

EXEMPTION CHECKLIST
This checklist is designed to ensure that you have all documentation required at the time you apply for any exemption(s). Prior to applying, please ensure that you meet all eligibility requirements.

HOMESTEAD EXEMPTION ELIGIBILITY REQUIREMENTS (Must meet ALL requirements listed below)
  1. You must own AND occupy the home as your PERMANENT residence prior to January 1st of the year for which you are applying
  2. You MUST be a Florida resident as of January 1st
  3. You cannot be claiming or receiving any type of tax exemption on any other property in the U.S.
  4. You must complete an exemption application in our office by the statutory deadline of March 1st.

IMPORTANT INFORMATION (Please read thoroughly)
DOCUMENTS REQUIRED TO APPLY FOR HOMESTEAD EXEMPTION:
All documentation listed below must be presented at time of application. Please utilize this checklist to ensure you have all necessary documentation PRIOR to applying for any exemptions as incomplete or late applications CANNOT be accepted.

*** IF MOVING TO FLORIDA FROM OUT-OF-STATE, FURNISH A DOCUMENT FROM COUNTY APPRAISER STATING THAT YOU DO NOT HAVE ANY TAX EXEMPTIONS IN THAT STATE***
NOTE: All documentation listed below must also be presented at the time of applying for any exemptions listed in the "Additional Exemptions" section.

VERIFICATION OF OWNERSHIP: Can be any one of the following: A CURRENT UTILITY BILL AT HOMESTEAD ADDRESS IN APPLICANT(S) NAME IS ALSO REQUIRED.

SCHOOL LOCATION OF DEPENDENT CHILDREN

SOCIAL SECURITY NUMBERS for all owners (Florida Statute 196.011(1). Acceptable forms: FLORIDA DRIVER'S LICENSE(s) (Or FL ID card for those unable to drive)-
ALL VEHICLE REGISTRATIONS
A CURRENT VOTER'S REGISTRATION CARD (updated to property address PRIOR to January 1st)

LIST OF ALL OTHER PROPERTIES (if any) - nationwide.

Please contact Heather Carroll at (850) 653-9236, PRIOR to filing should you have any questions or concerns regarding the application process or any particular circumstances which may require additional documentation.

*ALL residency documentation must reflect an issue date on or before January 1st.

*STATUTORY FILING DEADLINE FOR ALL NEW EXEMPTION APPLICATIONS IS MARCH 1ST