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

Who it's for

Surry County offers real estate tax relief (exemption) for homeowners who are 65 or older or permanently disabled. Total household income must be $55,000 or less, and net worth (not counting the home) must be $150,000 or less. Age 65+ or totally disabled. Qualifying applicants may receive up to a $1,500.00 deduction from their real-estate taxes. Annual application due to the Commissioner of the Revenue on or before May 1 (application PDF linked from the program page). 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 Surry 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 — Surry. 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