Important Changes Regarding The Elderly Benefit Program

Dear Stamford Resident,

As a result of the outbreak of COVID-19, the procedures for applying for Elderly and Totally Disabled Homeowner Programs have been changed. Due to the current health emergency, the Assessor's office has reduced its staffing and will no longer schedule appointments for applicants to meet with the staff at the Government Center. All previously scheduled appointments are now cancelled. 

For homeowners who had filed application for 2017 and are required to re-file this year:

Governor Ned Lamont and Mayor David R. Martin have issued separate, executive orders to suspend the biennial filing requirements for applications of the Homeowners' Elderly & Disabled Tax Relief Programs. Applicants who received the benefit for the Grand List Year 2017 are NOT required to re-file this year and will automatically be granted benefits for the next biennial cycle until Grand List Year 2021.
 

Governor Ned Lamont's Executive Order No. 7S:

8. Suspension of Reapplication Filing Requirement for the Homeowners' Elderly/Disabled Circuit Breaker Tax Relief Program and for the Homeowners' Elderly/Disabled Freeze Tax Relief Program. The biennial filing requirements under Sections 12-170aa( e) and (f) and Sections 12-129b and 12-129c of the Connecticut General Statutes for any taxpayers who were granted the benefit for the Grand List year 2017 and who is required to recertify for the Grand List year 2019, are suspended and such taxpayers shall automatically maintain their benefits for the next biennial cycle ending in Grand List year 2021.

Mayor David R. Martin's Executive Order:

Effective immediately, the annual filing requirements for Elderly/Disabled Freeze Tax Relief Program, pursuant to City of Stamford Ordinance 1207 Supplemental, are suspended and those taxpayers who were granted the benefit for the Grand List Year 2017 and who are required to recertify for the Grand List Year 2019 shall automatically maintain their benefits for the next biennial cycle ending in Grand List Year 2021.

For first time applicants or applicants who had filed application for 2016 or prior years: 

Eligibility Requirements:

  • Owner (or spouse) must have been 65 years of age by December 31, 2019. Totally disabled persons, regardless of age, are eligible, but must provide current proof of disability.
  • Applicants must own/hold life use for the property for which tax relief is sought. Property must be the applicant’s principal or legal residence. (Principal residence is defined as residency of at least 6 months and one day for the program year). If property is in a Trust, a copy of the trust document is required.
  • For the State of the Connecticut tax credit, qualifying income must not exceed $37,000 if unmarried, or $45,100 if married. For married couples, income for both husband and wife must be counted in establishing qualifying income.
  • To qualify for the City of Stamford Tax Abatement, qualifying income must not exceed $85,000 if unmarried or $100,000 for married couples. Assets cannot exceed $400,000 for unmarried applicants or $600,000 for married applicants exclusive of an allowance of up to $1,000,000 off of the equity value of the residence for which the tax relief is sought. Applicants must have no past due real property or motor vehicle taxes owed to the City of Stamford unless they are participating in a City approved payment plan and are less than sixty (60) days past due on such payment plan.

Applicants must submit the following documents to the Assessor's office via mail by May 15, 2020:

  • Completed and signed asset worksheet (a blank asset worksheet can be obtained HERE)
  • A copy of your Social Security Statement for 2019 (Form SSA-1099)
  • A copy of your 2019 Federal Income Tax Return (Form 1040) - if you have filed one, we must have a copy
  • If you are not able to file Federal Income Tax Return by May 15, 2020 or if you are not required to file 2019 Federal Income Tax Return, please submit proof of income for 2019 (e.g. 1099-INV, 1099-DIV, year-end statements, etc.)              

Please mail the SIGNED asset worksheet and income documentation to the following address:

City of Stamford
Office of The Assessor
888 Washington Boulevard
P.O. Box 10152
Stamford, CT 06904-2152
 

If you do not have access to a printer, please call 203-977-4016 or 203-977-4904 for assistance.  Our staff will mail out the asset worksheet to your address. Please note that during the review process, we may be required to contact you so please provide us with a phone number, or email where you can be reached during the daytime.

The deadline for filing an application is May 15, 2020.  Applications that are postmarked after May 15, 2020 will not be accepted. Please be advised these procedures may be subject to change.

Our office hours in the interim have been changed and staffing has been reduced.  In order to contact a representative to assist you with questions regarding this benefit, please call 203-977-4016 or, 203-977-4904 and leave a detailed message for assistance. 

All phone messages will be responded to within a 24-hour period or 1 business day.