Needham, MA · Norfolk County
Tax Deferral and Recovery Agreement
This agreement lets qualifying property owners request deferral of local property taxes and is signed by the owner and the Board of Assessors for the city or town.
- licensed online notary
- ~15 min average
- Notarized PDF emailed
What you’ll need
- Government-issued photo ID
- Webcam-enabled device (laptop or phone)
- This form, ready to upload as a PDF
What this form is
The agreement sets out terms for deferring local property taxes on the property identified in the form, including repayment conditions, interest, and a lien recorded at the registry of deeds. Needham property owners seeking a deferral under the agreement described in the form complete it with the Board of Assessors; every other person with a legal interest must provide written approval on Schedule A.
Who needs it
A property owner seeking to defer local property taxes under the agreement, along with the Board of Assessors and any other person with a legal interest in the property.
Why it needs a notary
The form has an acknowledgment block; the owner, approvers, and Board of Assessors representative appear before the notary and acknowledge signing voluntarily.
How to get this notarized
- 1
Download the Form
Get the Tax Deferral and Recovery Agreement from the City of Needham.
- 2
Fill Out the Agreement
Enter the owner, property description, and other requested details; arrange written approvals for other legal-interest holders on Schedule A.
- 3
Book an Online Notary
Schedule a remote session for the owner, approvers, and Board of Assessors representative who will acknowledge signatures.
- 4
Sign on Video
Appear before the commissioned online notary, provide satisfactory evidence of identification, and acknowledge the signatures.
- 5
Submit to the City
Follow the City of Needham’s instructions for submitting the completed agreement to the Board of Assessors.
Preview the form
The blank PDF straight from Needham. Look it over, then upload your filled copy to start the notary session.
You’ll need ID and a webcam.
A licensed online notary will join you on video, verify your government-issued ID, witness your signature, and apply their seal. You’ll receive the notarized PDF by email when the session ends.
Frequently asked questions
- How do I get the Tax Deferral and Recovery Agreement notarized?
- Complete the form, then book with a commissioned online notary. The owner, approvers, and Board of Assessors representative appear on video and acknowledge their signatures.
- Do I need every person with a legal interest to sign?
- The form says every other person with a legal interest in the property must give written approval, attached as Schedule A.
- What kind of notarial act does this form require?
- The notary block is an acknowledgment: the listed signers appear, provide satisfactory evidence of identification, and acknowledge signing voluntarily for the stated purpose.
- Can I sign this form with a commissioned online notary?
- Massachusetts permanently authorized remote online notarization for its own notaries effective January 1, 2024, under G.L. c. 222, §§27–29. G.L. c. 183, §30(b) recognizes an acknowledgment taken outside the Commonwealth by a notary authorized to act where it was taken. Confirm with the city or town clerk if unsure.
Tax Deferral and Recovery Agreement in other Massachusetts cities
Each city publishes its own version of this form. Pick the city where you’re filing.