Senior Exemptions

FY2023

Clause 41C$500.00
ElderlyAge 70 by July 1, 2023
Own and occupy Real Estate  - 5 years
IncomeSingle 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 2210% Service Connected Disability or Purple Heart$   400.00
Clause 22ALoss of Use - Service Connected$   750.00
Clause 22CDisabled with Adapted Housing$1,500.00
Clause 22E100% Service Connected Disability$1,000.00

Blind:

Clause 37ARegistered 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