Forms

You need Adobe Reader to view, print and fill out most of the forms listed below. To request forms by mail, please contact the agency by sending an e-mail or calling the telephone numbers listed next to the title of the form.

Documents	Contact Information
Excess Proceeds Claim Form Five Year Payment Plan – Secured taxes Five Year Payment Plan – Secured taxes (Español) Four Year Payment Plan – Unsecured Property Tax Escape Assessments Only Military Tax Relief Application Mobile Home Tax Clearance Certificate Request Form Multiple Payment Receipt	Tax Collector Customer Service (714) 834-3411 AskTaxCollector@octreasurer.gov
Payment on Wrong Parcel Request Form	Tax Collector POWP@octreasurer.gov
Penalty Cancellation Request Form	Tax Collector PC@octreasurer.gov
Assessment Appeals Application	Clerk of the Board (714) 834-3453
Change of Mailing Address	Assessor Department (714) 834-2939
Change of Ownership Form	Assessor Department (714) 834-5031
Claim for Refund of Taxes Paid and/or Penalties Paid	Clerk of the Board (714) 834-2206
Public Records Request Form	Public Information Officer PIO @octreasurer.gov
Real Estate Fraud Report	District Attorney (714) 834-3600
Tax Exemption Form	Assessor Department (714) 834-3821
W-9 The IRS requires all companies to have a current W-9 on file prior to making any payments including property taxes. If you require a W-9 from the County in order for your business to process payment for your secured or unsecured property tax bills, please e-mail your request to W9Requests@octreasurer.gov with your fax number and the type of invoice you need to pay (see list below).
P.O. Box 1438 P.O. Box 4005 P.O. Box 1959 P.O. Box 4515	Property Tax Accounts Receivable/Weights & Measures Animal Care Other
We process these requests weekly. If you have questions on the W-9, please contact us at (714) 834-7625. Individual taxpayers should not be requesting a W-9, only businesses. We do not issue 1099's for property tax payments.
Investment-Related Forms
Broker-Dealer Application We are not currently accepting Broker-Dealer applications. Please e-mail us at OCInvestments@octreasurer.gov, and once we are accepting applications, we will contact you to submit one.