Request for Refund of BUSD Property Taxes Supplemental Form - Form FINRC-VLI-SPP

Sep 19, 2026

Upload by Rowan

Finance Department Revenue Collection Division issues a supplemental application form for individuals seeking a refund of some or all BUSD property taxes. The program targets owner-occupants who live in the property as a principal residence and apply annually to the City of Berkeley Finance Office. Eligible applicants include low-income seniors 65+, recipients of SSI for a disability, and SSDI recipients meeting income limits, with specific proof documents and listed measures to be refunded.

LanguageEnglish

CategoryForms

FormatPDF

Pages1

AccessFree to download

Program Background

Applicant Information

Required Documentation by Applicant Type

Low-Income Senior

SSI Recipient

SSDI Recipient

Certification and Signature

Finance Department Revenue Collection Division Request for Refund ofBUSD Property Taxes Supplemental Form Form: FINRC-VLI-SPP Created: July 2021 Program Background: A refund of some or all BUSD property taxes is available for individuals who own and occupy, as a principal residence, a parcel and who apply to the City of Berkeley Finance Office annually. It is intended for the following parties: • For low-income owner-occupants, age 65 or older • For owner-occupants receiving Supplemental Security Income (SSI) for a disability, regardless of age • For owner-occupants receiving Social Security Disability Insurance (SSDI) benefits, regardless of age, whose annual income does not exceed 250% of the federal poverty guidelines Applicant’s name: Applicant’s age: Number of Members in the household: Do you receive Supplemental Security Income (SSI): Y / N Do you receive Social Security Disability Insurance (SSDI) Benefits: Y / N Please attach a copy of proofs of residence, income, birth date, and/or SSI or SSDI verification based on application type, as listed below. | Applicant Type | Required Documentation (provide one proof for each type): | | | Taxes to be refunded: | | --- | --- | --- | --- | --- | | | Age/Other | Residence | Income | | | Low-Income Senior | - Valid CA ID
- Birth Certificate
- Medicare Card
- Passport | - Utility Bill
- Social Security Check | -Income Tax Return
-Other proof of Yearly Household Income | - Measure E1 (BSEP)
- Measure E (BERRA)
- Measure H (Maintenance) | | Supplemental Security Income Recipient | SSI Verification Letter* | - Utility Bill
- Social Security Check | | - Measure E (BERRA)
- Measure H (Maintenance) | | Social Security Disability Insurance Recipient | SSDI Verification Letter* | - Utility Bill
- Social Security Check | -Income Tax Return
-Other proof of Yearly Household Income | - Measure E (BERRA)
- Measure H (Maintenance) | * SSI and SSDI verification letters can be obtained online at [ssa.gov](ssa.gov), by calling the Social Security Administration Office at (800) 772-1213, or by visiting a local Social Security Administration Office. NOTE: This form must be attached to the City of Berkeley claim form FINRC-VLI-APP. I hereby certify, under penalty of perjury, that the above statements and accompanying verification documentation are true and correct to the best of my knowledge. Signature of Applicant or Designee Date

FAQs

Who is eligible to request a BUSD property tax refund?

Individuals who own and occupy the parcel as a principal residence and apply annually to the City of Berkeley Finance Office may qualify. Eligibility includes low-income owner-occupants age 65+, certain SSI disability recipients, and certain SSDI recipients within the stated income limit.

What documents must applicants attach for verification?

Applicants must attach copies of proofs of residence, income, birth date, and/or SSI or SSDI verification as required by applicant type. The form lists specific required documentation for low-income seniors, SSI recipients, and SSDI recipients.

Which property tax measures are eligible for refund on this form?

The form lists Measure E1 (BSEP), Measure E (BERRA), and Measure H (Maintenance) under “Taxes to be refunded.”

Where can SSI or SSDI verification letters be obtained?

SSI and SSDI verification letters can be obtained online at ssa.gov, by calling the Social Security Administration Office at (800) 772-1213, or by visiting a local Social Security Administration Office.

Sep 19, 2026

Upload by Rowan