How do I submit the agent substitution form?

Submit it to the Clerk of the Assessment Appeals Board at 701 Ocean Street, Suite 520, Santa Cruz, CA 95060-4073.

What information does the form ask for?

It asks for applicant, appeal, and agent information, the agent’s authorized employees, and the calendar year of authorization.

Does the form require an attachment?

The agent certifies that a copy of the completed Application for Changed Assessment attached to the authorization has been forwarded to the applicant.

Santa Cruz County, CA · Santa Cruz County

No notary required

Assessment Appeals Board Agent Substitution Form

Applicants use this form to authorize or substitute an agent to act on an Application for Changed Assessment before the Assessment Appeals Board.

At a glance

Issued by: City of Santa Cruz County · Santa Cruz County, Santa Cruz County, California
Notarization: Not required: file this form without a notary.
Official source: santacruzcountyca.gov
Blank form: Download the PDF
Catalogued: Oct 5, 2026
Machine-readable: JSON record · about the forms index

What this form is

This form records an applicant’s authorization for an agent to act on an Application for Changed Assessment, including inspecting assessor’s records, entering into stipulations, or settling or withdrawing issues. It asks for applicant, appeal, and agent details, the authorized employees, and the calendar year of authorization. The applicant must sign and date it, and the agent certifies that a copy of the completed application was forwarded to the applicant.

Who needs it

An applicant who wants to authorize or substitute an agent for an Application for Changed Assessment uses this form.

How to submit it

Submit it to the Clerk of the Assessment Appeals Board, County of Santa Cruz, 701 Ocean Street, Suite 520, Santa Cruz, CA 95060-4073.

About notarization

This document is signed without a notary; the applicant signs and dates the authorization, and the agent signs its certification.

How to submit this form

1
Download the Form
Download the Assessment Appeals Board Agent Substitution Form.
2
Complete the Form
Fill in the applicant, appeal, and agent information, authorized employees, and calendar year.
3
Gather the Attachment
Attach a copy of the completed Application for Changed Assessment.
4
Sign and Submit
Have the applicant sign and date the authorization and the agent sign its certification, then submit it to the Clerk of the Assessment Appeals Board.

Frequently asked questions

Do I need a notary for the Assessment Appeals Board Agent Substitution Form?: No. The applicant signs and dates the authorization, and the agent signs its certification; the form does not require notarization.
How do I submit the agent substitution form?: Submit it to the Clerk of the Assessment Appeals Board at 701 Ocean Street, Suite 520, Santa Cruz, CA 95060-4073.
What information does the form ask for?: It asks for applicant, appeal, and agent information, the agent’s authorized employees, and the calendar year of authorization.
Does the form require an attachment?: The agent certifies that a copy of the completed Application for Changed Assessment attached to the authorization has been forwarded to the applicant.

Need something notarized?

This Assessment Appeals Board Agent Substitution Form doesn’t need a notary, but if you have another Santa Cruz County form that does, a commissioned online notary can help.