Form DR-501 "Original Application for Homestead and Related Tax Exemptions" - Florida

What Is Form DR-501?

This is a legal form that was released by the Florida Department of Revenue - a government authority operating within Florida. As of today, no separate filing guidelines for the form are provided by the issuing department.

Form Details:

  • Released on January 1, 2021;
  • The latest edition provided by the Florida Department of Revenue;
  • Easy to use and ready to print;
  • Quick to customize;
  • Compatible with most PDF-viewing applications;
  • Fill out the form in our online filing application.

Download a fillable version of Form DR-501 by clicking the link below or browse more documents and templates provided by the Florida Department of Revenue.

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Download Form DR-501 "Original Application for Homestead and Related Tax Exemptions" - Florida

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DR-501
ORIGINAL APPLICATION FOR HOMESTEAD
Rule 12D-16.002, F.A.C.
Effective 11/21
AND RELATED TAX EXEMPTIONS
Page 1 of 4
Permanent Florida residency required on January 1.
Application due to property appraiser by March 1.
County
Tax Year
Select County
I am applying for homestead exemption
New
Change
Do you claim residency in another county or state?
Applicant?
Yes
No
Co-applicant?
Yes
No
Applicant
Co-applicant/Spouse
Name
*Social Security #
Immigration #
Date of birth
% of ownership
Date of permanent
residency
Single
Married
Divorced
Widowed
Marital status
Homestead address
Mailing address, if different
Parcel identification number or legal description
Applicant Phone
Co-applicant Phone
Date of deed
Type of deed
Recorded:
Book
Page
Date
or Instrument number
Did any applicant receive or file for exemptions last year?
Yes
No
Previous address:
Please provide as much information as possible. Your county property appraiser will make the final determination.
Proof of Residence
Applicant
Co-applicant/Spouse
Previous residency outside Florida
date
date
and date terminated
date
date
FL driver license or ID card number
Evidence of relinquishing driver
license from other state
Florida vehicle tag number
Florida voter registration number (if
date
date
US citizen)
date
date
Declaration of domicile, enter date
Current employer
Address on your last IRS return
School location of dependent children
Bank statement and checking
account mailing address
Proof of payment of utilities at
Yes
No
Yes
No
homestead address
Name and address of any owners not residing on the property
*Disclosure of your social security number is mandatory. It is required by section 196.011(1)(b), Florida Statutes. The social security number
will be used to verify taxpayer identity and homestead exemption information submitted to property appraisers.
Continued on page 2
DR-501
ORIGINAL APPLICATION FOR HOMESTEAD
Rule 12D-16.002, F.A.C.
Effective 11/21
AND RELATED TAX EXEMPTIONS
Page 1 of 4
Permanent Florida residency required on January 1.
Application due to property appraiser by March 1.
County
Tax Year
Select County
I am applying for homestead exemption
New
Change
Do you claim residency in another county or state?
Applicant?
Yes
No
Co-applicant?
Yes
No
Applicant
Co-applicant/Spouse
Name
*Social Security #
Immigration #
Date of birth
% of ownership
Date of permanent
residency
Single
Married
Divorced
Widowed
Marital status
Homestead address
Mailing address, if different
Parcel identification number or legal description
Applicant Phone
Co-applicant Phone
Date of deed
Type of deed
Recorded:
Book
Page
Date
or Instrument number
Did any applicant receive or file for exemptions last year?
Yes
No
Previous address:
Please provide as much information as possible. Your county property appraiser will make the final determination.
Proof of Residence
Applicant
Co-applicant/Spouse
Previous residency outside Florida
date
date
and date terminated
date
date
FL driver license or ID card number
Evidence of relinquishing driver
license from other state
Florida vehicle tag number
Florida voter registration number (if
date
date
US citizen)
date
date
Declaration of domicile, enter date
Current employer
Address on your last IRS return
School location of dependent children
Bank statement and checking
account mailing address
Proof of payment of utilities at
Yes
No
Yes
No
homestead address
Name and address of any owners not residing on the property
*Disclosure of your social security number is mandatory. It is required by section 196.011(1)(b), Florida Statutes. The social security number
will be used to verify taxpayer identity and homestead exemption information submitted to property appraisers.
Continued on page 2
DR-501
Eff. 11/21
Page 2 of 4
In addition to homestead exemption, I am applying for the following benefits.
See page 3 for qualification and required documents.
By local ordinance only:
Age 65 and older with limited income (amount determined by ordinance)
Age 65 and older with limited income and permanent residency for 25 years or more
$500 widowed
$500 blind
$500 totally and permanently disabled
Total and permanent disability - quadriplegic
Certain total and permanent disabilities - limited income and hemiplegic, paraplegic, wheelchair
required, or legally blind
First responder totally and permanently disabled in the line of duty or surviving spouse
Surviving spouse of first responder who died in the line of duty
Disabled veteran discount, 65 or older which carries over to the surviving spouse
Veteran disabled 10% or more
Disabled veteran confined to wheelchair, service-connected
Service-connected totally and permanently disabled veteran or veteran’s surviving spouse. Applicants
for this exemption may qualify for a prorated refund of previous year’s taxes if in the previous year they
acquired this parcel between January 1 and November 1 and received the same exemption on another
parcel. Enter previous parcel information. Parcel number ________________ County _____________.
Select County
Surviving spouse of veteran who died while on active duty. Applicants for this exemption may qualify for
a prorated refund of previous year’s taxes if in the previous year they acquired this parcel between
January 1 and November 1 and received the same exemption on another parcel. Enter previous parcel
Select County
information. Parcel number _______________________ County _____________.
Other, specify:
I authorize this agency to obtain information to determine my eligibility for the exemptions applied for. I qualify for
these exemptions under Florida Statutes. I own the property above and it is my permanent residence or the
permanent residence of my legal or natural dependent(s). (See s. 196.031, Florida Statutes.)
I understand that under section 196.131(2), F.S., any person who knowingly and willfully gives false information to
claim homestead exemption is guilty of a misdemeanor of the first degree, punishable by imprisonment up to one
year, a fine up to $5,000, or both.
I have read, or have had someone read to me, the contents of this form.
I certify all information on this form and any attachments are true, correct, and in effect on January 1 of this year.
Signature, applicant
Date
Signature, co-applicant
Date
Contact your local property appraiser if you have questions about your exemption.
File the signed application for exemption with the county property appraiser.
Signature, property appraiser or deputy
Date
Entered by
Date
Penalties
The property appraiser has a duty to put a tax lien on your property if you received a homestead exemption
during the past 10 years that you were not entitled to. The property appraiser will notify you that taxes with
penalties and interest are due. You will have 30 days to pay before a lien is recorded. If this was not an error
by the property appraiser, you will be subject to a penalty of 50 percent of the unpaid taxes and 15 percent
interest each year (see s. 196.011(9)(a), F.S.). For special requirements for estates probated or administered
outside Florida, see s. 196.161(1), F.S.
The information in this application will be given to the Department of Revenue. Under s. 196.121, F.S., the
Department and property appraisers can give this information to any state where the applicant has resided.
Social security numbers will remain confidential under s.193.114(5), F.S.
DR-501
Eff. 11/21
EXEMPTION AND DISCOUNT REQUIREMENTS
Page 3 of 4
Homestead Every person who owns real property in Florida on January 1, makes the property his or her permanent
residence or the permanent residence of a legal or natural dependent, and files an application may receive a property tax
exemption up to $50,000. The first $25,000 applies to all property taxes. The added $25,000 applies to assessed value over
$50,000 and only to non-school taxes.
Your local property appraiser will determine whether you are eligible. The appraiser may consider information such as the
items requested on the bottom of page 1.
Save our Homes (SOH) Beginning the year after you receive homestead exemption, the assessment on your home cannot
increase by more than the lesser of the change in the Consumer Price Index or 3 percent each year, no matter how much
the just value increases. If you have moved from one Florida homestead to another within the last three years, you may
be eligible to take some of your SOH savings with you. See your property appraiser for more information.
This page does not contain all the requirements that determine your eligibility for an exemption.
Consult your local property appraiser and Chapter 196, Florida Statutes, for details.
Added Benefits Available for Qualified Homestead Properties
Amount
Qualifications
Forms and Documents*
Statute
Exemptions
Determined by
Local ordinance, limited
Proof of age
local ordinance
income
DR-501SC, household income
Local ordinance, just value
Local option, age 65 and older
196.075
The amount of the
under $250,000, permanent
DR-501SC, household income
assessed value
residency for 25 years or
more.
Widowed
$500
Death certificate of spouse
196.202
Blind
$500
Florida physician, DVA*, or SSA**
196.202
Totally and Permanently Disabled
$500
Disabled
Florida physician, DVA*, or SSA**
196.202
All taxes
Quadriplegic
2 Florida physicians or DVA*
196.101
DR-416, DR-416B, or
Hemiplegic, paraplegic,
letters from 2 FL physicians
wheelchair required for
(For the legally blind, one can be an
All taxes
196.101
mobility, or legally blind
optometrist.)
Limited income
Letter from DVA*, and
DR-501A, household income
Veterans and First Responders Exemptions and Discount
Disabled veteran discount, age 65
Proof of age, DR-501DV
and older which carries over to the
% of disability
Combat-related disability
Proof of disability, DVA*, or
196.082
surviving spouse
US government
Veteran, disabled 10% or more
Proof of disability, DVA*, or
by misfortune or during wartime
Up to $5,000
Veteran or surviving spouse
196.24
US government
service
Veteran confined to wheelchair,
Proof of disability, DVA*, or
All taxes
Veteran or surviving spouse
196.091
service-connected, totally disabled
US government
Service-connected, totally and
Proof of disability, DVA*, or
permanently disabled veteran or
All taxes
Veteran or surviving spouse
196.081
US government
surviving spouse
Surviving spouse of veteran who
Letter attesting to the veteran’s
All taxes
Surviving spouse
196.081
died while on active duty
death while on active duty
Proof of Disability, employer
First responder totally and
First responder or surviving
certificate, physician’s certificate
permanently disabled in the line
All Taxes
196.102
spouse
and SSA** (or additional physician
of duty or surviving spouse
certificate)
Surviving spouse of first
Letter attesting to the first
responder who died in the line of
All taxes
Surviving spouse
196.081
responder’s death in the line of duty
duty
*DVA is the US Department of Veterans Affairs or its predecessor. **SSA is the Social Security Administration.
DR-501
Eff. 11/21
Page 4 of 4
References
This form mentions the following documents, which are incorporated by reference in Rule 12D-16.002, F.A.C.
The forms may be available on your county property appraiser’s website
or the Department of Revenue’s website at http://floridarevenue.com/property/Pages/Forms.aspx.
Form
Form Title
DR-416
Physician’s Certification of Total and Permanent Disability
DR-416B
Optometrist’s Certification of Total and Permanent Disability
DR-501A
Statement of Gross Income
DR-501DV
Application and Return for Homestead Tax Discount, Veterans Age 65 and
Older with a Combat-Related Disability and Surviving Spouse
DR-501SC
Adjusted Gross Household Income, Sworn Statement and Return
Page of 4