Who can qualify for a Family Member Rental Exemption?

A homeowner may qualify when an immediate family member occupies the property, the rent is no more than the cost of maintaining it, and the required application documents are provided.

What documents must I submit with the form?

Submit a signed copy of the lease or rental agreement, a copy of the family member’s current California driver’s license or identification card, and a copy of a utility bill showing them as the responsible party.

Do I need a notary for the Family Member Rental Exemption Form?

No. The form has no notary block; the signer signs and dates a declaration under penalty of perjury. The required lease, identification, and utility bill copies are not identified as notarized.

How do I submit the Family Member Rental Exemption Form?

Submit the completed form and supporting documents to the Business Tax Section at 20 Civic Center Plaza, First Floor (M-15), P.O. Box 1964, Santa Ana, CA 92702.

Santa Ana, CA · Orange County

No notary required

Family Member Rental Exemption Form

Homeowners seeking a fee-exempt business license for a property occupied by an immediate family member submit this form to document eligibility.

What this form is

This confidential affidavit helps the City determine whether a homeowner qualifies for a fee-exempt business license when an immediate family member occupies a rental property and the rent does not exceed the property's maintenance costs. It asks for property, occupant, and owner details, plus rental income and property cost figures. Submit it with a signed lease or rental agreement and copies of the family member’s identification and utility bill.

Who needs it

A homeowner with a qualifying immediate family member living in a rental property who seeks a fee-exempt business license needs this form.

How to submit it

Submit the completed form with supporting documents to the Business Tax Section, 20 Civic Center Plaza, First Floor (M-15), P.O. Box 1964, Santa Ana, CA 92702.

About notarization

This form has no notary block; the signer signs and dates a declaration under penalty of perjury, and the required supporting documents are not identified as notarized.

How to submit this form

1
Download The Form
Download the Family Member Rental Exemption Form.
2
Complete The Form
Type or print clearly in black ink; provide the property, family member, owner, rental income, and property cost information.
3
Gather Supporting Documents
Include a signed lease or rental agreement and copies of the family member’s current identification and a utility bill showing them as responsible for service.
4
Submit To The City
Submit the form and supporting documents to the Business Tax Section at the address listed on the form.

Frequently asked questions

Who can qualify for a Family Member Rental Exemption?: A homeowner may qualify when an immediate family member occupies the property, the rent is no more than the cost of maintaining it, and the required application documents are provided.
What documents must I submit with the form?: Submit a signed copy of the lease or rental agreement, a copy of the family member’s current California driver’s license or identification card, and a copy of a utility bill showing them as the responsible party.
Do I need a notary for the Family Member Rental Exemption Form?: No. The form has no notary block; the signer signs and dates a declaration under penalty of perjury. The required lease, identification, and utility bill copies are not identified as notarized.
How do I submit the Family Member Rental Exemption Form?: Submit the completed form and supporting documents to the Business Tax Section at 20 Civic Center Plaza, First Floor (M-15), P.O. Box 1964, Santa Ana, CA 92702.

Need something notarized?

This Family Member Rental Exemption Form doesn’t need a notary — but if you have another Santa Ana form that does, a commissioned online notary can help.