Form PTAX-324 "Application for Senior Citizens Homestead Exemption" - Illinois

Form ptax-324 or the "Application For Senior Citizens Homestead Exemption" is a form issued by the Illinois Department of Revenue.

Download a fillable PDF version of the Form ptax-324 down below or find it on the Illinois Department of Revenue Forms website.

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Download Form PTAX-324 "Application for Senior Citizens Homestead Exemption" - Illinois

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Use your mouse or Tab key to move through the fields. Use your mouse or space bar to enable check boxes.
PTAX-324
Application for Senior Citizens Homestead Exemption
Step 1: Complete the following information
1
4
___________________________________________________
Enter the assessment year for which you are requesting
Property owner’s name
___ ___ ___ ___
the senior citizens homestead exemption.
Year
___________________________________________________
Street address of homestead property
5
Enter the property index number (PIN) of the property for which
IL
___________________________________________________
you are requesting the senior citizens homestead exemption.
City
State
ZIP
Your PIN is listed on your property tax bill or you may obtain it
(_______)______________ ____________________________
from the chief county assessment officer (CCAO). If you are
Daytime phone
Email address
unable to obtain your PIN, enter the legal description on Line b.
Send notice to (if different than above)
a
PIN ________________________________________
2
___________________________________________________
Name
b
Enter the legal description only if you are unable to
___________________________________________________
obtain your PIN. (Attach separate sheet if needed.)
Mailing address
_________________________________________________
___________________________________________________
_________________________________________________
City
State
ZIP
_________________________________________________
(_______)______________ ____________________________
_________________________________________________
Daytime phone
Email address
3
______/______/____________
6
Enter your date of birth.
Have you previously received a senior citizens
Month
Day
Year
homestead exemption on this property?
Yes
No
*Proof of age required. See General Information.
Step 2: Complete eligibility information
7
9
Check your type of residence.
On January 1 did you occupy this property
Single-family dwelling
Duplex
as your principal residence?
Yes
No
Townhome
Condominium
If No, enter the date you first occupied this
______/______/____________
Apartment
Other __________________
property. (if applicable)
Month
Day
Year
a
Is the residence operated as
10
On January 1 were you a resident of a facility licensed under the
a cooperative?
Yes
No
Assisted Living & Shared Housing Act, Nursing Home Care Act,
b
Is the residence a life care facility under
ID/DD Community Care Act, MC/DD Act or Specialized Mental
the Life Care Facilities Act?
Yes
No
Health Rehabilitation Act of 2013?
Yes
No
If Yes,
8
On January 1 were you the owner of record or
a
enter the name and address of the facility.
did you have a legal or equitable interest in this
_________________________________________________
property or did you have a life care contract with
_________________________________________________
a facility under the Life Care Facilities Act?
Yes
No
b
was this property occupied by your
If No, enter the date you acquired an interest
spouse, who is 65 years of age or older?
Yes
No
______/______/____________
in this property.
______/______/____________
If “Yes”, spouse’s date of birth
Month
Day
Year
Month
Day
Year
c
did this property remain unoccupied?
Yes
No
11
On January 1 were you liable for the payment
of real estate taxes on this property?
Yes
No
Step 3: Attach proof of ownership
12
13
Check the type of documentation you are attaching as proof that
Enter the date the written
______/______/____________
you are the owner of record or have a legal or equitable interest
instrument was executed.
Month
Day
Year
in the property.
14
If known, enter the date recorded and the document number.
Deed
Contract for deed
Trust agreement
Life care contract
______/______/____________
_________________
Lease
Other written instrument
Month
Day
Year
Document number
(specify)___________________
____________
Step 4: Sign below
I state that to the best of my knowledge, the information on this application is true, correct, and complete.
______/______/____________
____________________________________________________
Month
Day
Year
Property owner’s or authorized representative’s signature
PTAX-324 Front (R-06/16)
Use your mouse or Tab key to move through the fields. Use your mouse or space bar to enable check boxes.
PTAX-324
Application for Senior Citizens Homestead Exemption
Step 1: Complete the following information
1
4
___________________________________________________
Enter the assessment year for which you are requesting
Property owner’s name
___ ___ ___ ___
the senior citizens homestead exemption.
Year
___________________________________________________
Street address of homestead property
5
Enter the property index number (PIN) of the property for which
IL
___________________________________________________
you are requesting the senior citizens homestead exemption.
City
State
ZIP
Your PIN is listed on your property tax bill or you may obtain it
(_______)______________ ____________________________
from the chief county assessment officer (CCAO). If you are
Daytime phone
Email address
unable to obtain your PIN, enter the legal description on Line b.
Send notice to (if different than above)
a
PIN ________________________________________
2
___________________________________________________
Name
b
Enter the legal description only if you are unable to
___________________________________________________
obtain your PIN. (Attach separate sheet if needed.)
Mailing address
_________________________________________________
___________________________________________________
_________________________________________________
City
State
ZIP
_________________________________________________
(_______)______________ ____________________________
_________________________________________________
Daytime phone
Email address
3
______/______/____________
6
Enter your date of birth.
Have you previously received a senior citizens
Month
Day
Year
homestead exemption on this property?
Yes
No
*Proof of age required. See General Information.
Step 2: Complete eligibility information
7
9
Check your type of residence.
On January 1 did you occupy this property
Single-family dwelling
Duplex
as your principal residence?
Yes
No
Townhome
Condominium
If No, enter the date you first occupied this
______/______/____________
Apartment
Other __________________
property. (if applicable)
Month
Day
Year
a
Is the residence operated as
10
On January 1 were you a resident of a facility licensed under the
a cooperative?
Yes
No
Assisted Living & Shared Housing Act, Nursing Home Care Act,
b
Is the residence a life care facility under
ID/DD Community Care Act, MC/DD Act or Specialized Mental
the Life Care Facilities Act?
Yes
No
Health Rehabilitation Act of 2013?
Yes
No
If Yes,
8
On January 1 were you the owner of record or
a
enter the name and address of the facility.
did you have a legal or equitable interest in this
_________________________________________________
property or did you have a life care contract with
_________________________________________________
a facility under the Life Care Facilities Act?
Yes
No
b
was this property occupied by your
If No, enter the date you acquired an interest
spouse, who is 65 years of age or older?
Yes
No
______/______/____________
in this property.
______/______/____________
If “Yes”, spouse’s date of birth
Month
Day
Year
Month
Day
Year
c
did this property remain unoccupied?
Yes
No
11
On January 1 were you liable for the payment
of real estate taxes on this property?
Yes
No
Step 3: Attach proof of ownership
12
13
Check the type of documentation you are attaching as proof that
Enter the date the written
______/______/____________
you are the owner of record or have a legal or equitable interest
instrument was executed.
Month
Day
Year
in the property.
14
If known, enter the date recorded and the document number.
Deed
Contract for deed
Trust agreement
Life care contract
______/______/____________
_________________
Lease
Other written instrument
Month
Day
Year
Document number
(specify)___________________
____________
Step 4: Sign below
I state that to the best of my knowledge, the information on this application is true, correct, and complete.
______/______/____________
____________________________________________________
Month
Day
Year
Property owner’s or authorized representative’s signature
PTAX-324 Front (R-06/16)
Form PTAX-324 General Information
What is the Senior Citizens Homestead
Note: A resident of a cooperative apartment building who has
Exemption?
a leasehold interest does not qualify for this exemption.
The senior citizens homestead exemption (35 ILCS
A resident of a life care facility qualifies for this exemption if
200/15-170) provides for an annual $5,000 reduction in the
the resident has a life care contract with the owner of the facil-
equalized assessed value of the property that you
ity and is liable for the payment of property taxes as required
own or have a leasehold interest in,
under the Life Care Facilities Act (210 ILCS 40/1 et. seq.).
occupy as your principal residence during the assessment
year, and
When and where must I file?
are liable for the payment of property taxes.
Contact your chief county assessment officer (CCAO) at the
Note: You may receive a pro-rata senior citizens homestead
address and telephone number shown below to verify any due
exemption if property is first occupied as your principal resi-
date for filing this application in your county.
dence after January 1 of any assessment year.
File this form with the CCAO at the address shown below.
Once approved to receive this exemption, you may be re-
Who is eligible?
quired to file Form PTAX-329, Certificate of Status-Senior Citi-
To qualify for the senior citizens homestead exemption you must
zens Homestead Exemption, annually if your CCAO requires
such verification.
• be 65 years of age or older during the assessment year,
• own or have a legal or equitable interest in the property
Note: You may be required to provide additional documentation.
on which a single family residence is occupied as your
principal residence during the assessment year, and
*What support do I need to provide with this
• be liable for the payment of the property taxes.
If you previously received a senior citizens homestead exemp-
application?
tion and now reside in a facility licensed under the Assisted
You must provide a valid birth certificate, state-issued driver’s
Living and Shared Housing Act, Nursing Home Care Act, or
license, or state-issued identification card to verify your age.
ID/DD (intellectually disabled/developmentally disabled) Com-
munity Care Act of 2013, MC/DD (Medically Complex for the
What if I need additional assistance?
Developmentally Disabled) Act, or Specialized Mental Health
Rehabilitation Act, you are still eligible to receive this exemp-
If you need additional assistance with this form, please con-
tion provided
tact your CCAO.
• your property is occupied by your spouse, who is 65 years
Note: Contact your CCAO for information on how you des-
of age or older, or
• your property remains unoccupied during the assessment
ignate another person to receive a duplicate of a property tax
year.
delinquency notice for your property.
A resident of a cooperative apartment building qualifies for
this exemption if the resident is the owner of record of a legal
or equitable interest in the property, occupies it as a principal
residence, and is liable by contract for the payment of property
taxes.
If you have any questions, please call:
Mail your completed Form PTAX-324 to:
217
384-3760
Champaign
(______)___________________________
___________________ County Chief County Assessment Officer
1776 E Washington St
___________________________________________________
Mailing address
Urbana
61802
_____________________________________ IL ____________
City
ZIP
Official use. Do not write in this space.
Date received
___ ___/___ ___/___ ___ ___
Denied
Month
Day
Year
___
Reason for denial
_______________________________________________________
Approved — Full Year
_______________________________________________________
Approved — Pro-rata
_______________________________________________________
Pro-rata exemption date ___ ___/___ ___/___ ___ ___ ___
Month
Day
Year
_______________________________________________________
_______________________________________________________
Board of Review action date
___ ___/___ ___/___ ___ ___ ___
Month
Day
Year
PTAX-324 Back (R-06/16)
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