Apprising borrowers of their rights and means to claiming their Homestead Credit is that extra effort that helps your clients know they are in good hands. To that end, our hard-working associate, Jeffrey Perkins, has compiled a list of counties in the mid-Iowa market area, with reference to their respective assessor’s address and website, so you will have that information readily available when it comes time to have that discussion.
As of 2017, a small handful of counties have made accommodations for your clients to apply for their credit online. Otherwise, the Iowa Department of Revenue rules state they have the option to either mail their application into the assessor’s office or appear at the assessor’s office to fill out the form on-site. Please note there are still some assessors that prefer your client show up in person. While that is technically against state law, and we’ve spoken at length with the Iowa Department of Revenue on the subject (and they agree), we’ve indicated those offices with an asterisk so that your client can confirm their level of obstinacy before sending.
As always, our team is available for any questions you may have. Please enjoy your New Year festivities!
Homestead Credit form {PDF Link}
The following counties have the capacity to accept applications online:
Dallas (online)
Marion (online)
Story (online)
The following counties can accept the form via mailing or personal submission:
Adair (in person/mail – 400 Public Square, Suite 1, Greenfield, IA 50849)
Boone (in person/mail – 201 State Street, Boone, IA 50036)
Clarke (in person/mail – 100 South Main Street, Osceola, IA 50213)
Jasper (in person/mail* – 101 1st Street N, Room 105, Newton, IA 50208)
Lucas (in person/mail – 916 Braden Avenue, Chariton, IA 50049)
Guthrie (in person/mail – 200 North 5th Street, Guthrie Center, IA 50115)
Madison (in person/mail – 112 John Wayne Dr., Winterset, IA 50273)
Marshall (in person/mail* – 1 E Main Street #8, Marshalltown, IA 50158)
Monroe (in person/mail – 10 Benton Ave East, Albia, IA 52531)
Polk (in person/mail* – 111 Court Ave, Room 195, Des Moines, IA 50309)
Union (in person/mail* – 300 N Pine Street, Suite #8, Creston, IA 50801)
Warren (in person/mail – 301 N Buxton St., Indianola, IA 50125)
Webster (in person/mail – 701 Central Avenue, Fort Dodge, IA 50501)