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

Who it's for

Lee County offers real estate tax relief (exemption) for homeowners who are 65 or older or permanently disabled. Total household income must be $40,000 or less, and net worth (not counting the home) must be $125,000 or less. Flat credit of up to $200 per year against real estate tax; age 65+ or totally and permanently disabled; applications filed with the Commissioner of the Revenue on or before May 31 of the tax year, renewed yearly. Administered by the Lee County Commissioner of the Revenue (leecor.org). 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 Lee 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 — Lee. 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