Blooingdale Township

Exemption Info Page

Exemptions are a form of partial property tax relief. Each exemption type is designed to provide tax relief for a specific class of property owners. Eligibility requirements vary for each type of exemption. The amount of tax relief may also vary with each exemption type and property. A property owner may be eligible for more than one exemption type.

Exemptions, once granted, are shown on your property tax bill. You may view which exemptions are currently granted to your property by going to the Property Data Page on this web site and displaying your property. Click on the Tax Bill Data button and you will then be able to view the exemptions granted for your property.

In addition to the two senior citizen exemptions listed on this page, there are two additional tax relief programs available to senior citizens. Please see the special Senior Citizen Page on this web site for more information on those programs.



(Have Questions? Call our Taxpayers Service Department at 630-529-6927)



Homeowners Exemptions
Residential Homestead Exemption    (35 ILCS 200/15-175)
To Qualify:
  1. Property must be owner occupied
  2. If tenant occupied, tenant must be responsible for paying property taxes
  3. Property must be a residential single family home, town home, or condominium

Documents Needed:
  1. None for owner occupied properties
  2. If tenant-occupied, copy of lease showing tenant is responsible for paying property taxes

Process: When a qualified residential property is completed and occupied, our office automatically processes that property to receive the residential homestead exemption. No action is required of the property owner. Once granted, the exemption renews automatically each year.
Effect: The Residential Homestead Exemption exempts $5,500 (for 2008), $6,000 (as of 2009) of assessed value. This translates into an approximate potential tax savings of $250.00 to $450.00 depending upon the local tax rates where the property is located.
Questions? Call our Taxpayer Services Department at 630-529-6927

Homestead Improvement Exemption    (35 ILCS 200/15-180)
To Qualify:
  1. Property must be Residential owner-occupied on January 1st of the eligibility year
  2. Improvement to property must actually cause the assessment to increase
  3. Property must be a residential single family home, town home, or condominium

Documents Needed:
None
Process: When the improvement is completed, our office will send out a field inspection team and confirm the nature and extent of the improvement. Our office will then calculate the assessment increase and post it on your property record card. The exemption amount will match the assessment increase amount. The exemption amount is limited to a maximum of $25,000 per property at any one time.
No action is required by the property owner.
Effect: The Homestead Improvement Exemption exempts from taxation that portion of any assessment increase caused by the improvement made to the property. The exemption amount is limited to a maximum of $25,000 per property at any one time. The exempted amount is valid for 4 years only. This translates into an approximate potential tax savings of up to $2,000 each year for a period of 4 years. The exact amount varies based on local tax rates and the amount of the exemption.
Questions? Call our Taxpayer Services Department at 630-529-6927



Veterans Exemptions
Disabled Veteran Exemption    (35 ILCS 200/15-165)
To Qualify:
  1. Property must be owner occupied by the disabled veteran, the disabled veteran’s spouse, or the surviving unmarried spouse of the disabled veteran as of January 1st of the eligibility year.
  2. Property must be a residential single family home, townhome, or condominium
  3. Owner/occupant must be a disabled veteran who has served in the Armed Forces of the United States and who has acquired, in connection with that service, a disability of such a nature that the Federal Government has authorized payment for purchase or construction of specially adapted housing as set forth in the U.S. CODE TITLE 38, Chapter 21.
  4. You will not be eligible if you are claiming exemption under the Disabled Persons Homestead Exemption or the Disabled Veterans Standard Homestead Exemption
Documents Needed: Certification from the Illinois Department of Veterans Affairs
Process: File a copy of certification on an annual basis with the Supervisor of Assessments Office.
DEADLINE IS OCTOBER 1ST.
Effect: The Disabled Veterans Exemption exempts up to $70,000 from your property’s assessed valuation each year. This translates into an approximate annual tax savings of up to $5,600 depending upon the local area tax rates and the amount of the exemption.
Questions? Call the DuPage County Supervisor of Assessments Office at 630-407-5858

Returning Veteran Homestead Exemption    (35 ILCS 200/15-167)
To Qualify:
  1. Must be an Illinois resident who has served as a member of the U.S. Armed Forces, Illinois National Guard, or U.S. Reserve Forces and returned from active duty in an armed conflict involving the armed forces of the U.S.
  2. Must own or lease and occupy the property as a primary residence and be liable for paying the property taxes
  3. Property must be a residential single family home, townhome, or condominium

Documents Needed:
  1. Proof of ownership of the property (recorded deed, title policy, etc.)
  2. If discharged from active duty service, provide original Department of Defense DD Form 214 or a copy certified by the County Recorder of Deeds or Illinois Department of Veterans Affairs or National Archives Record Center
  3. If still on active duty after returning home, provide ONE of the following:
    1. DD220
    2. Military orders and travel voucher that shows date of return from an armed conflict within the assessment year
    3. If you do not have the above, provide a letter from Unit Commander or Unit Personnel Office as proof of active duty

Process: File all documents along with the application with County Supervisor of Assessments. Application forms may be obtained from that office.
FILING DEADLINE IS OCTOBER 1ST.
Effect: The Returning Veterans Homestead Exemption provides a one-year only $5,000 exemption off the total assessed valuation in the taxable year that the veteran returns. This translates to a one-year only tax savings of approximately $250 to $400 depending upon the local tax rates.
Questions? Call the DuPage County Supervisor of Assessment at 630-407-5858

Disabled Veterans' Standard Homestead Exemption    (35 ILCS 200/15-169)
To Qualify:
  1. Property must be owner-occupied by the disabled veteran or the surviving unmarried spouse of the disabled veteran as of January 1st of eligibility year, and the property market value must not be more than $750,000
  2. Must be an Illinois resident who is a veteran with at least a 50% service-connected disability as certified by U.S. Department of Veterans Affairs
  3. Property must be a residential single family home, townhome, or condominium
  4. You will not be eligible if you are claiming exemption under the Disabled Persons Homestead Exemption or the Disabled Veterans Exemption

Documents Needed:
  1. One of the following: Form DD214 or a copy or Certification of Military Service Form
  2. Disability Certification Letter from the U.S. Department of Veterans Affairs for current assessment year
  3. Surviving spouse will need to provide the disabled veteran’s marriage and death certificates and proof of ownership
  4. Proof of ownership of home (deed, title policy, etc.)
  5. Application form PTAX-342 fully completed

Process: File all documents with County Supervisors of Assessments Office. The application form may be obtained from that office.
FILING DEADLINE IS OCTOBER 1ST.
Effect: The Disabled Veterans Standard Homestead Exemption provides and annual exemption of:
  1. $5,000 off the total assessed value – if disability is 75% or more
  2. $2,500 off the total assessed value – if disability is 50% to 74%
This translates into an approximate annual tax savings from $115 to $428 depending upon the local tax rates.
Questions? Call the DuPage County Supervisor of Assessments Office at 630-407-5858



Disabled Persons Exemptions
Disabled Persons Homestead Exemption    (35 ILCS 200/15-168)
To Qualify:
  1. Must be disabled or become disabled during the assessment year.
  2. Property must be owner occupied by the disabled person as of January 1st of the eligibility year and be liable for the payment of the property taxes
  3. Property must be a residential single family home, town home, or condominium
  4. You will not be eligible if you are claiming exemption under the Disabled Veterans Exemption or the Disabled Veterans Standard Homestead Exemption

Documents Needed:
  1. A Class 2 or Class 2A Illinois Disabled Person Identification card from Illinois Secretary of State’s
    Office OR
  2. Award letter of Social Security Administration disability benefits OR
  3. Award letter of Veterans Administration disability benefits for a non-service-connected disability OR
  4. Award letter of Railroad or Civil Service disability benefits
  5. If none of the above can be provided, you must submit to the Illinois Department of Revenue Form
    PTAX-343-A Physician’s Statement for Proof of Disability completed by a physician
  6. Proof of ownership of the home (deed, title policy, etc.)
  7. Application Form PTAX-343 fully completed

Process: File all documents with County Supervisors of Assessments Office. The application form may be obtained from that office.
FILING DEADLINE IS OCTOBER 1ST.
Effect: The Disabled Persons Homestead Exemption provides an annual $2,000 exemption off the total assessed value. This translates into a tax savings of approximately $95 to $170 depending upon the local tax rates.
Questions? Call the DuPage County Supervisor of Assessments Office at 630-407-5858

Disabled Persons IL Benefit Access Program    (320 ILCS 25/1-13)
To Qualify:
  1. Must be disabled or become disabled during the assessment year
  2. Must be an Illinois resident and occupy a residence in Illinois.
  3. Must have a HOUSEHOLD income of no more than:
    1. $27,610 for yourself only; or
    2. $36,635 for you and your spouse; or
    3. $45,657 for you, your spouse, and one qualified additional resident

Documents Needed:
  1. IL Benefits Access Program application (ONLINE ONLY)
  2. Proof of HOUSEHOLD income (1040 Income Tax return, if filed, Social Security statement(s), 1099
    Forms, Pension and annuity statements)
  3. Proof of Disability (see Disabled Persons Homestead Exemption)

Process: Call our office to make an appointment to bring the required documents into our Assessor’s Office. We will assist you in completing the application. Applications are ONLINE ONLY, no mail-in applications allowed. FILING DEADLINE IS DECEMBER 31st.

Effect: Discount on license plate fee and free transit ride card. Benefits are good for two years. The two-year period starts at the time you are approved for benefits. You may file again up to 90 days before your benefits expire.

Questions? Call our Taxpayers Service Department at 630-529-6927 and we will be glad to answer any questions
you may have.



Seniors Exemptions
Senior Homestead Exemption    (35 ILCS 200/15-170)
To Qualify:
  1. Property must be owner-occupied by senior citizen during the year or unoccupied but owned by a senior citizen who has moved into a nursing home during the year
  2. Must be 65 years or older during the assessment year
  3. Property must be a residential single family home, town home, or condominium

Documents Needed:
  1. Recorded Property Deed or Title Insurance Policy
  2. If property is in trust, Trust Declaration or Trust Agreement and signature page
  3. Proof of Age: Driver's License or State I.D. or Passport or Birth Certificate or Baptismal Certificate showing DOB
  4. Exemption application signed by senior citizen and notarized by a notary public

Process: Call our office to make an appointment to bring the required documents into our Assessor’s Office. We will photocopy all documents and notarize your signature. Every year thereafter, you will receive a renewal card, you must sign and return it to the County to continue to retain this exemption.
FILING DEADLINE IS DECEMBER 31st
Effect:

The Senior Homestead Exemption provides an annual exemption off the total assessed value as follows:
             $4,000 for 2012
             $5,000 for 2013 and any year thereafter

The exemption amount will be pro-rated if the senior moves into the home during the year. This translates into an approximate tax savings of between $200.00 and $500.00 depending upon the local tax rates.


Questions? Call our Taxpayers Service Department at 630-529-6927 and we will be glad to answer any questions
you may have.

Senior Assessment Freeze Exemption    (35 ILCS 200/15-172)
To Qualify:
  1. Property must be owner-occupied by the senior on January 1st of the application year and January 1st of the prior year
  2. Property owner must be 65 years of age or older in the application year
  3. Must have a HOUSEHOLD income of $55,000 or less based on the prior year's income
  4. Property must be a residential single family home, town home, or condominium

Documents Needed:
  1. Proof of income from prior year which includes Social Security Statement(s), 1040 Income Tax Form (if filed), 1099 Forms, Pension and/or Annuity information
  2. Senior Freeze application fully completed, signed, and notarized

Process: Call our office to make an appointment to bring the required documents into our Assessor's Office. We will photocopy all documents and return the originals to you. We will ask you to sign the application form and will notarize your signature. All information is kept strictly confidential and is not part of any public record.
FILING DEADLINE IS OCTOBER 1ST.
Effect: The Senior Assessment Freeze provides an exemption of assessment increases, except for new additions to the home, for as long as you continue to qualify for the Assessment Freeze. If your assessment is increased by $4,000 then your exempted amount is $4,000. If the assessment is increased by $10,000 then the exempted amount is $10,000. This has the effect of "freezing your assessment," but note that your tax bill can still increase if the local taxing bodies serving your area choose to increase their tax rates.
Questions? Call our Taxpayers Service Department at 630-529-6927 and we will be glad to answer any questions
you may have.

Senior Citizens IL Benefit Access Program    (320 ILCS 25/1-13)
To Qualify:
  1. Must be 65 years or older during the assessment year
  2. Must be an Illinois resident and occupy a residence in Illinois
  3. Must have a HOUSEHOLD income of no more than:
    1. $27,610 for yourself only; or
    2. $36,635 for you and your spouse; or
    3. $45,657 for you, your spouse, and one qualified additional resident

Documents Needed:
  1. IL Benefits Access Program application (ONLINE ONLY)
  2. Proof of HOUSEHOLD income ( 1040 Income Tax return, if filed, Social Security statement(s), 1099
    Forms, Pension and annuity statements)
  3. Proof of age (Driver’s License, Birth Certificate, State I.D., etc.)

Process: Call our office to make an appointment to bring the required documents into our Assessor’s Office. We will assist you in completing the application. Applications are ONLINE ONLY, no mail-in applications allowed. FILING DEADLINE IS DECEMBER 31st.

Effect: Discount on license plate fee and free transit ride card. Benefits are good for two years. The two-year period starts at the time you are approved for benefits. You may file again up to 90 days before your benefits expire.
Questions? Call our Taxpayers Service Department at 630-529-6927 and we will be glad to answer any questions
you may have.

Senior Citizens Tax Deferral    (320 ILCS 30/1-8)
To Qualify:
  1. Property must be owner occupied by the senior citizen on January 1st of the application year
  2. Property owner must be 65 years of age or older by June 1st of the assessment year
  3. Must have owned and occupied an Illinois residence for three years and be liable for the payment of the property taxes
  4. Must have a HOUSEHOLD income of $50,000 or less in the prior year to the application year
  5. Must have no delinquent real estate taxes or special assessments on the property
  6. Property must be a residential single family home, townhome, or condominium

Documents Needed:
  1. Recorded Property Deed
  2. If property is in trust, Trust Declaration OR Trust Agreement AND signature page
  3. Proof of Age: Driver's License, Birth Certificate, Passport, State I.D., etc.
  4. Federal Income Tax return from the year prior to filing
  5. Homeowner's Insurance receipt and Insurance Declaration page which shows Fire and Casualty coverage
  6. Latest Mortgage and Home Equity Line of Credit balance statement(s)
  7. Fully completed application forms

Process: Call our office to make an appointment to bring the required documents into our Assessor’s Office. We will photocopy all documents and return the originals to you. We will ask you to sign the Tax Deferral Application Forms and will notarize your signature. Filing starts February 1st - March 1st.
Effect: If you qualify, and choose to defer, the property taxes will be paid by the State of Illinois and treated as a loan to you at an interest rate of 6%. A lien will be placed against the property but the loan is not required to be paid off until the death of the property owner or the sale of the property. In DuPage County, the deferral amount cannot exceed $5,000 per taxpayer. The taxpayer will be responsible for taxes in excess of the $5,000 limit. The property taxes can be deferred every year, provided you continue to be eligible, but the maximum total that can be deferred (including interest) is limited to 80% of the taxpayer’s net equity in the property.
Questions? Call our Taxpayers Service Department at 630-529-6927 and we will be glad to answer any questions
you may have.