Seniors (65 or over by December 31, 2019)


On this page:
     Senior Citizens with Limited Incomes exemption (RP-467)
     Enhanced STAR exemption (RP-425)
     Living Quarters for Parent or Grandparent (RP-469)



Senior Citizens with Limited Incomes  (RP-467):

This exemption offers various levels of discounts based on your level of need as determined by your household income. The current maximum household income is $37,400 (combined income of all owners and their spouses). All of the owners must be 65 or over by December 31, 2019, except in the case of a spouse or sibling(s) (as defined by law).

Income for the Low-Income Senior Citizens exemption includes, but is not limited to: gross Social Security wages, Railroad retirement, disability payments, workers' compensation, veterans disability payments, all interest income (exempt and taxable), dividends, all pensions/annuities (exempt and taxable) unemployment compensation, alimony, rental income, business income, capital gains, contributions from adult residents (even if it is in the form of rent/mortgage, utility payments, etc. - see worksheet below).

The property must be your primary residence for the past twelve consecutive months (prior to filing) unless you were receiving the Senior Citizen with Limited Income exemption on your last residence (proof required).

Applications are due by the taxable status date (March 1st) of the year that your turn 65 or thereafter.

For first-time applicants: In addition to the application, you must submit proof of your residency, age and income (see Low-Income Senior Checklist below). Depending on your income and the limits set by the taxing jurisdictions (subject to change), discounts may be applicable to school, town, county, and village taxes.

This exemption must be renewed annually by taxable status date (March 1st). Renewal forms and instructions/checklist are mailed from the Town of Ogden Assessor's Office in late September. In addition to the renewal application, you must provide income documentation every year (see Low-Income Senior Checklist below).


Additional Residents Contribution worksheet (when applicable)

Net rents paid by an adult child or other adult resident to the owner is considered income, even if those rents are in the form of the payment of expenses of maintaining the house in exchange for the person's right to occupy the premises. Please click on the worksheet link above, complete the form and submit it with the application.


New applications for Low-Income Senior Citizens:

Low-Income Senior Citizens - New applications  (should be available mid-late June)

New Applications Packet: (6 pages)
   - 2019 Senior Checklist and Guideline
   - RP-467
   - RP-425-E
   - RP-425-IVP
   - Income Affidavit and Disclosure Statement
   - Additional Residents' Contribution Worksheet (only needed if other adult residents reside on the property)




Renewal applications for Low-Income Senior Citizens:  (renewal forms are mailed late September)

Renewal Applications Packet: (6 pages)
   - 2019 Senior Checklist and Guideline
   - RP-467-RNW
   - RP-425-E-RNW
   - RP-425-IVP
   - Income Affidavit and Disclosure Statement
   - Additional Residents' Contribution Worksheet (only needed if other adult residents reside on the property)



Additional Links for Low-Income Senior Citizen Exemption:  (in-process of being updated)

     Senior Citizens' Exemption brochure
     Third Party Notification for the Senior Citizen Exemption   RP-467-TPN
     Additional Residents' Contribution Worksheet
     Income Affidavit and Disclosure Statement
     

Enhanced STAR  (RP-425):

Enhanced STAR is the same as the Basic STAR except that extra discounts are available to seniors. For the 2019 Assessment Roll:

     1.  All owners must be 65 or older by December 31st, 2019 (except in the case of spouse or sibling as defined by law).
     2.  You must meet the income eligibility requirement.
          - current maximum combined income of all owners, and any spouse that resides on the property, is $86,300 (subject to change)
          - based on 2017 income  (Adjusted Gross Income less Taxable IRA Distributions)
     3.  You must have been eligible for, and received, a STAR exemption on this property, under your name, on the 2015 assessment roll.
     4.  Submit all of the following documents to the Town of Ogden's Assessor's Office by March 1, 2019:
           - completed form RP-425-E
           - completed form RP-425-IVP
           - proof of age and residency (driver's license)
           - proof of income (2017 income year)
                   - If you filed a 2017 Federal or State Income Tax Return - copy of the main form OR
                   - If you did NOT file a 2017 Federal or State Income Tax Return: Form 425-WKST & supporting income documents

New applications for Enhanced STAR:     (applications should be available mid-late June)

Enhanced STAR - New applications - Packet   (5 pages)
   Includes:
     - 2019 Enhanced STAR Checklist
     - Form RP-425  (application form)
     - Form RP-425-IVP  (Income Verification Program form - optional)

  
NOTE:  In order to be eligible for the Enhanced STAR exemption on your school tax - you must have received a STAR exemption on this property, in your name, for the 2015-2016 school year. If you did not, you are not eligible for the Enhanced STAR exemption. However, you may be eligible for the Enhanced STAR credit. Register at www.tax.ny.gov/star or call (518) 457-2036.



Renewal applications for Enhanced STAR:  (renewal forms are mailed late September) - (should be available online mid-late June)

Enhanced STAR - Renewal applications - Packet   (5 pages)
   Includes:
     - 2019 Checklist and Income Information
     - Form RP-425-Rnw  (renewal application form)
     - Form RP-425-IVP  (Income Verification Program form - optional)
     - Form RP-425-WKST (only needed if you did not file a 2017 income tax return)


Additional Links for Enhanced STAR Exemption:

     Income for STAR Purposes Worksheet  (if you do not file income taxes-submit with supporting documents)
     Third Party Notification for the Enhanced STAR Exemption   RP-425-TPN
     Income Verification Program (Form RP-425-IVP)
     2019 Enhanced STAR Checklist



Living Quarters for Parent or Grandparent  (RP-469):


This is a partial exemption for the increase in value to residential property for the construction or reconstruction of living quarters for a parent or grandparent who is at least 62 years of age. The property must be the owner's principal place of residence and the primary residence of at least one parent or grandparent. A "parent" or "grandparent" for purposes of this exemption includes the natural or adopted parent or grandparent of the owner(s) or spouse of owner.

You must submit an application before March 1st each year an you must include a copy of the year-end Social Security statement (1099-SSA) of the qualifying parent/grandparent with the application. Additional proof of residency may be requested.

Renewal applications are mailed by the Assessor's Office in late December. All applications are due by March 1st.

     Form RP-469  (application form)




(Back to Property Tax Exemption page)

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