Seniors (65 or over by December 31, 2017)


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, 2017, 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 - Packet   (12 pages)
   Includes:
     - 2017 Checklist and Income Information
     - Form RP-467  (application form)
     - Income Affidavit and Disclosure (must be completed and submitted with each application)
     - Form RP-467-Ins  (form instructions)
     - Additional Residents Contribution Worksheet (if needed and when applicable)


NOTE:  If you qualify for the Low-Income Senior Citizen exemption and you received a STAR exemption on the previous assessment roll (in your name, on this property), you will also receive an Enhanced STAR exemption. If you did not have a STAR exemption on the previous assessment roll (in your name, on this property), you must also register with the New York State Department of Taxation and Finance to receive an Enhanced STAR check. Information on how to register will be available soon.


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

Low-Income Senior Citizens - Renewal applications - Packet   (6 pages)
   Includes:
     - 2017 Checklist and Income Information
     - Form RP-467-Rnw  (renewal application form)
     - Income Affidavit and Disclosure (must be completed and submitted with each application)
     - Additional Residents Contribution Worksheet (if needed and when applicable)


 
Additional Links for Low-Income Senior Citizen Exemption:

     Senior Citizens' Exemption brochure
     Third Party Notification for the Senior Citizen Exemption   RP-467-TPN



Enhanced STAR  (RP-425):

Enhanced STAR is the same as the Basic STAR except that extra discounts are available to seniors. For the 2017 Assessment Roll:

     1.  All owners must be 65 or older by December 31st, 2017 (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 $84,550 (subject to change)
          - based on 2015 income  (Adjusted Gross Income less Taxable IRA Distributions)
     3.  You must have been eligible for, and received, a STAR exemption on this property in the previous year.
     4.  You must apply before March 1, 2017 to the Town of Ogden Assessor's Office.
           - provide a completed form RP-425
           - provide proof of age and residency (driver's license)


This exemption must be renewed annually. There are two methods to renew:

     1. Traditional: a renewal form will be mailed to you by the Assessor's Office (late October) and you must submit the application and income documentation to the Assessor's Office by March 1st.

     2. Income Verification Program: If you file an income tax return with New York State every year you may participate in the Income Verification Program (IVP) in which New York State Department of Taxation and Finance would verify your income for STAR purposes. 


New applications for Enhanced STAR:

Low-Income Senior Citizens - New applications - Packet   (5 pages)
   Includes:
     - 2017 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 on this property, in your name on the prior assessment roll. New applicants who have not received a STAR exemption in your name on this property in the prior year, must register with the New York State Department of Taxation and Finance to receive an Enhanced STAR check. Information on how to register will be available soon.


Renewal applications for Enhanced STAR:  (renewal forms are mailed late September)

Low-Income Senior Citizens - Renewal applications - Packet   (5 pages)
   Includes:
     - 2017 Checklist and Income Information
     - Form RP-425-Rnw  (renewal application form)
     - Form RP-425-IVP  (Income Verification Program form - optional)



Additional Links for Enhanced STAR Exemption:

     STAR landing page on NYS Office of Real Property Tax Services website
     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



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 Exemptions page)

Business Resources



Located on the Erie Canal, we are a community in upstate New York just west of Rochester, Monroe County, the Town of Ogden has exactly what you have been looking for, and exactly what you need to locate your business here. A pro-business attitude, business sites, and an unsurpassed quality of life focused on family, friends, and the outdoors. Combine this with a lower cost of doing business relative to adjacent metropolitan areas, our strategic location, a qualified workforce, and incentives to expand or locate your business, and you have the foundation for success. Our strategic location, just minutes from NYS Interstate 90, expressways (390, 490 and 590), and 15 minutes from the Rochester International Airport make our community very accessible and is within one hour to metropolitan areas to the West and just a few hours of most metropolitan areas to the East. The citizens of Ogden are skilled workers, dedicated to their jobs, homes and families.  Abundant educational opportunities exist at nearby schools and universities, SUNY Brockport, Roberts Weslyan College, Monroe Community College, Rochester Institute of Technology, University of Rochester to mention a few. These are bold statements and we stand ready to deliver on every one of them. The Town of Ogden is about committment and we're committed to attracting new business. We invite you to browse our website to gain a better insight as to what we have to offer, and we encourage you to contact us for any additional information.

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