QUALIFICATIONS REQUIRED
FOR ELDERLY AND DISABLED
- Total Household Income Level - $37,900 or less
- Must be 65 Years of Age or Totally/Permanently Disabled as of January 1st, 2025
- Property must be in the exact name of person(s) applying for exemption as of January 1st, 2025
- MUST be permanent residence
REQUIRED PROOF
- Copy of 2024 year income tax statement/financial report filed
- SSA-1099 Benefit Statement from Social Security Office
- If not 65 years of age must include form certification of diability for property tax exclusion (G.S. 105-277.1) and signed by a doctor
- if spouse is deceased and deed or title not corrected, must provide death certificate
DATE TO APPLY
January 1 – June 1, 2025
DO NOT CONTACT TAX OFFICE after submitting application
your 2025 tax bill will reflect the decision
Once application is approved you will not need to reapply annually
only need to reapply if household situation/income changes
Applications WILL BE DENIED if:
- NOT filled out correctly and completely when turned into tax office (Tax office is not responisble for catching any missing information when turned in)
- if name on deed and title do not match name on application
(state does not allow tax office to complete form)
- Information provided Does not meet the proper requirements
- Turned in without required information
- not turned in by deadline june 1, 2025
CLICK LINK BELOW FOR FORMS
https://www.ncdor.gov/documents/files/av-9a-certification-disability-property-tax-exclusion/open
https://www.ncdor.gov/2025-homesteadcircuit-breaker-income-eligibility-limitspdf/open