Property Tax Exemptions - Required Documents to Submit with Forms 50-114 and 50-135

Applies to ALL exemptions listed below

Form 50-114 Residence Homestead Exemption Application must be submitted to the Bexar Central Appraisal District for review and processing.

Ownership

• If the property is not listed in the applicant's name in BCAD records, supply a copy of your recorded deed so that we may update ownership. In cases where the current owners are deceased, bring death certificate(s) plus recorded affidavit of heirship, or probated Will to affirm and update the ownership.  If a probated Will or Affidavit of Heirship is not available, but applicant is a direct heir of a deceased property owner, applying for an exemption as an Heir may be an option. Please contact our office for more information at help.bcad.org or by calling 210-242-2432. 
• For Mobile Home ownership, submit a copy of the Statement of Ownership and Location from Texas Dept of Housing and Community Affairs. 

Trust

• If the property is listed under a Trust, a copy of the Certificate of Trust or other relevant portion of the Trust is required to affirm the applicant is listed as a “Trustor” or “Beneficiary” of that Trust.  

Identification 

• A copy of applicant/owner’s current Texas Driver’s License or Texas ID with the address matching the property you are applying for is required. If under the confidentiality program with the Office of the Attorney General, in a nursing facility, or if you or your spouse is an active-duty military member, please contact our office for alternatives, at help.bcad.org or by calling 210-242-2432. 

• Ownership & Identification requirements in Section 1  

• Ownership & Identification requirements in Section 1  
• Current copy of Benefit Verification Letter (dated within 2 years) from the Social Security Administration indicating benefits are for disability. If not yet awarded Social Security benefits, a physician statement from our office may be used if applicant qualifies under Social Security Disability guidelines.  Please contact our office for more information at help.bcad.org or by calling 210-242-2432. 

• Ownership & Identification requirements in Section 1  
• Copy of Marriage Certificate
• Copy of Death Certificate 
• If not already on file, current copy of Benefit Verification Letter (dated within 2 years) from the Social Security Administration indicating spouse was receiving disability benefits  

• Ownership & Identification requirements in Section 1  
• If moving from another county in Texas where applicant had an Over-65 exemption, request a Tax Ceiling Certificate from your previous Appraisal District and forward to our office 

• Ownership & Identification requirements in Section 1
• Copy of Marriage Certificate
• Copy of Death Certificate 
• If moving from another county in Texas where applicant had an over 65 surviving spouse exemption, request a Tax Ceiling Certificate from your previous Appraisal District and forward to our office 

• Ownership & Identification requirements in Section 1  
• Current letter (dated within 2 years) from the Department of Veterans Affairs that indicates your effective date and entitlement to 100 percent disability compensation due to a service-connected disability or of individual unemployability 

• Ownership & Identification requirements in Section 1  
• Copy of Marriage Certificate
• Copy of Death Certificate 
• Letter from the Veterans Administration (dated within 2 years) reflecting a 100% total combined percentage of service-connected disability at Veteran’s time of death
• Surviving Spouse transfer certificate from prior Appraisal District if transferring the same exemption from a prior county in Texas

• Ownership & Identification requirements in Section 1
• Copy of Marriage Certificate
• Copy of Casualty Report 
• Documentation affirming the deceased spouse was killed or fatally injured in the line of duty

• Ownership & Identification requirements in Section 1  
• Copy of Marriage Certificate
• Copy of Death Certificate 
• Letter from the Employees Retirement System of Texas (ERS) affirming eligibility as a survivor under Chapter 615 of the Government Code 

• Ownership & Identification requirements in Section 1
• Recent summary of benefits letter (dated within 5 years) from the VA or Branch of Service stating the overall or combined percentage of service-connected disability
• Copy of the recorded deed for your home reflecting the transfer of ownership from the charitable organization to you  

• Ownership & Identification requirements in Section 1
• Copy of Marriage Certificate
• Copy of Death Certificate
• Recent summary of benefits letter (dated within 5 years) from the VA or Branch of Service stating the deceased Veteran’s overall or combined percentage of service-connected disability at death
• Copy of the recorded deed for your home reflecting the transfer of ownership from the charitable organization to you   

Section 3 (Texas Property Tax Code 11.22)

Disabled Veteran partial exemption based on percentage of service-connected disability (SCD) rating of 10% to 90%. 

• Complete Form 50-135
• Additional Required Documents:

• Recent summary of benefits letter (dated within 5 years) from the VA or Branch of Service stating the overall or combined percentage of service-connected disability. 

• Copy of Marriage Certificate
• Copy of Death Certificate
• Letter from the Veterans Administration reflecting the Veteran’s total combined percentage of service-connected disability at Veteran’s time of death.

• Copy of Birth Certificate for applicant affirming direct relation to owner
• Copy of Death Certificate
• Letter from the Veterans Administration reflecting the Veteran’s total combined percentage of service-connected disability at Veteran’s time of death.