Senior Exemptions
FY2023
Clause 41C | $500.00 |
Elderly | Age 70 by July 1, 2023 Own and occupy Real Estate - 5 years |
Income | Single Person - $17,911 Married Persons - $22,367 |
*Note:
Includes income from all sources: wages, social security, pensions, interest, dividends, annuities, rent, etc.
Assets | Single Person - $28,000 Married Persons - $30,000 |
*Note:
Assets include bank accounts, checking accounts, stocks, bonds, IRA's, 401K's, annuities, saving-certificates, motor vehicles, boats, real estate, etc. (Value of domicile including up to 3 units dwelling is exempt.)
Proof must be shown for income received in previous fiscal year, W-2, 1099-INT., 1099-DIV., Bankbooks, showing status as of July 1, 2023, etc.
Clause 17D | $175.00 |
Surviving spouse and persons over 70 who are not eligible for Clause 41C |
(July 1st is the qualifying date.)
Income: | Not Considered |
Assets: | May not exceed $40,000 |
*Note: | See assets for Clause 41C. |
Difference: | Balance as of July 1st must be provided. |
Veterans:
Clause 22 | 10% Service Connected Disability or Purple Heart | $ 400.00 |
Clause 22A | Loss of Use - Service Connected | $ 750.00 |
Clause 22C | Disabled with Adapted Housing | $1,500.00 |
Clause 22E | 100% Service Connected Disability | $1,000.00 |
Blind:
Clause 37A | Registered with Division of the Blind | $500.00 |
Fiscal Year 2024 Qualifications
Clause 41C - 70 Years Old by July 1, 2023
Information needed:
- First time applicants - Birth Certificate
- Previous FY Social Security Earnings
- Pensions received
- All bank books, checking accounts, savings, certificates, stocks and bonds, etc. with July 1st balance. All assets are needed.
- Interest and Dividends earned in previous FY
- Other earned income, rents, etc.
Clause 17D - Surviving Spouse, Person over 70, Minor
Information Needed:
- Death Certificate
- Birth Certificate
- Assets as listed in #4 above as of July 1st
For Your Information
Social Security Office
53 North Street
New Bedford, MA 02740
Telephone: (508) 999-3101
Division of the Blind - Boston
88 Kingston Street
Boston, MA 02111
Telephone: (800) 392-6450, speak the name Karen Butler
New Bedford Telephone: (508) 993-6140