How to apply for Real Estate Tax Relief for the Elderly & Disabled — Bedford

Who it's for

Bedford County offers real estate tax relief (exemption) for homeowners who are 65 or older or permanently disabled. Total household income must be $50,000 or less, and net worth (not counting the home) must be $150,000 or less. Partial exemption on the primary residence, based on tax due: 100% exemption if tax due is $500 or less; 85% exemption if tax due is between $500 and $1,000. Annual application between January 2 and February 28, in person at the Commissioner of Revenue's Office, 122 East Main St., Bedford. Apply through the local commissioner of the revenue or assessment office.

What you'll need

• Proof of age or permanent disability
• Income documentation for all household members
• Statement of assets/net worth (excluding the home)
• Proof the home is the primary residence in Bedford County

Where to apply

What to say when you call

“Hello, I'm calling to ask about Real Estate Tax Relief for the Elderly & Disabled — Bedford. I'd like to know whether I may qualify, what documents I need, and whether I can apply online, by mail, by phone, or in person. I understand I may need proof of age or permanent disability, income documentation for all household members, statement of assets/net worth (excluding the home) — is anything else required? What is the best next step?”

Tip: have a pen ready, ask for the person's name, and write down any case or reference number they give you.

Renewals

annual