By law, you are required to renew your SCHE every two years; if you are receiving DHE you’re required to renew annually. This renewal process helps the Department of Finance maintain your exemption records and ensures your continued eligibility to be granted benefits at the maximum allowable level.
Based on the first year you begin to receive either the Senior Citizen or Disabled Homeowner Exemption on your property, the Department of Finance will mail you a renewal reminder notice and application. We will provide the application early enough to give you ample time to prepare any documents you will need to send us with your application.
Yes, the Department of Finance needs to hear from you or your property exemption could be removed. Please fill out the application and provide your income, a copy of your spouse/sibling’s death certificate and proof of ownership. If your spouse was the senior receiving SCHE and you are not age 65, you will need to be 62 years of age or older to continue to receive SCHE. If your spouse/sibling was receiving DHE, you will need to submit all the required documentation of your own disability for you to continue to receive the benefit.
Since the benefits were not granted to you based on your ownership and having met all the required eligibility criteria, the exemptions will be removed by DOF. If you think you meet the eligibility requirements for any of our Homeowner Tax Benefits, please complete the current Homeowners Tax Benefits application and mail it to the address on the application. The form is available on the Department of Finance’s website, or you can call 311 and request that one be mailed to you. To apply for New York State School Tax Relief (STAR) you must contact the New York State Department of Taxation and Finance directly. They have a STAR helpline, the number is 1-518-457-2036 or you can visit their website.
Complete the application and submit documentation for yourself. If the other owner doesn’t reside on the property due to a legal separation, divorce or abandonment, please provide legal documentation from a court of law. The renewal is mailed to the person identified on our tax billing system as the addressee.
If the other owner resides in a health care facility, please provide documentation from the health care facility regarding the residency of your spouse/sibling stating whether they are temporary or permanent residents of the facility. This will help us determine if we need to include that owner’s income to establish continued eligibility.
If the co-owner or the owner’s spouse resides on the property alone because the co-owner is residing in a health care facility the property can continue to receive the exemption provided the qualifications are met. In this case, the co-owner or owner’s spouse should complete the renewal application and submit it to the address provided on the application.
Since the benefits were not granted to you based on your ownership and eligibility, DOF will remove the exemptions. If you think you meet the eligibility requirements for any of our Homeowner Tax Benefits, please complete and submit the current Homeowner Tax Benefit Application to the address provided on the form. The form is available on the Department of Finance’s website, or you can call 311 to have one mailed to you. To apply for STAR benefits, you must now contact the New York State Department of Taxation and Finance. Their STAR helpline can be reached at (518) 457-2036, or you can visit their website.
The Department of Finance sent the application early to allow you ample time to prepare the renewal application and to submit all of the required documents. The application must be postmarked no later than March 15, 2018 but you can send it in any time before that date as long as all the required documentation is included.
The application is barcoded to link to your property BBL (Borough Block Lot) and in order to affirm your response to the renewal it has to go to our scanning facility to be scanned in which is located in New Jersey.
Any change to a deed will require we review the deed to see if you, the senior, retained a life estate on the property. If the deed provides for a life estate for the senior homeowner, then the senior homeowner can complete the application and their income will be used to establish the continuation of the exemption.
We will need you to submit a complete copy of the trust to determine continued eligibility for the beneficiary or trustees of the trust.
If you no longer have to file Federal or State Income Tax, please do not check the box giving permission for your income to be verified as there won’t be any filing from you to verify – you’ll need to send us any end of year income statements, 1099’s etc. so we can establish what your income was in order to determine the level of benefit you can be granted.
If you do not file a Schedule A, you need to send us your 1040, receipts, canceled checks for any out of pocket unreimbursed expenses for medical/ dental services and prescription medicines.
The required mandatory distribution of monies from your IRA is not counted in the calculation of your Total Combined Income. However, if you receive interest and a 1099-INT for your IRA account that interest is considered earnings and is included in the calculations.