Presented by Ann Wetherington, CFE

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Bill Donegan, CFA Orange County Property Appraiser
E-File !!! Online Electronic Homestead Filing
Presented by Ann Wetherington, CFE Director
Customer Service/Exemptions Orange County
Property Appraisers Office 200 S. Orange Avenue,
Suite 1700 Orlando, FL 32801 (407)
836-5086 awetherington_at_ocpafl.org April 10,2008
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The Basics

• March 2, 2006 took first online application for
  2007.
• We accept only homestead exemption apps online.
• 40 of our applications are filed online.
• Applicant must have a user ID password to
  file. (using electronic signatures for
  application filing)

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The Verification Process

• Owner receives a user ID and password 6 8 weeks
  after the deed is recorded.
• Owner files online / by mail / or in person.
• DMV verifies the drivers license, DOB social
  security number when user clicks submit.
• If all is verified, application posts to our CAMA
  as completed.
• If verification fails, application comes into our
  CAMA as incomplete and worked by a clerk.

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What Have We Learned

• Do not use certain letters and numbers as part of
  the user ID password
• Lowercase l (ell) looks like an uppercase I (eye)
• Zeros look like the uppercase letter O
• Lowercase g qs are difficult to differentiate
• Do not use small font on the letter for the user
  ID password. The larger the better.
• Use all uppercase letters.

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Our Process if Verification is Obtained

• If the verification from DMV is approved,
• (DMV number, DOB SS)
• Application is completed
• Receipt is generated for owners records.

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Our Process if Verification Fails

• If the verification from DMV fails,
• (wrong DMV number, DOB , SS or DMV is down)
• Application is flagged as incomplete in CAMA.
• Clerk is assigned to review the application.
• Owner is provided with a letter informing them
  their application has been submitted and will be
  processed later.

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Reporting Process

• Any application containing the word Trust in
  ownership are flagged as incomplete until trust
  agreement is provided.
• All applications that have multiple owners are
  flagged as incomplete to determine of
  ownership.
• All applications marked as having homestead in
  the prior year are reported on 2 separate edits
  however, the application is still completed and
  posted.
• (1) to send out a 501T for portability
• (1) to remove the prior homestead (all countys
  are pulled)

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Posting to CAMA

• Completed Applications
• Exemption posts automatically to CAMA
• Image created in CAMA, marked digital signature
  on file
• Incomplete Applications
• App posts to CAMA
• Clerk prints out the report listing the reason
  for the incomplete application.
• Sends owner an incomplete receipt requesting
  further information to complete application.
• If just of ownership issue,
• Clerk completes application
• Send an approval letter to owner

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Electronic Signatures

• FS 475.5018
• Facsimile signatures or writing accepted
• When any act performed under this part must be
  performed in writing or acknowledged with a
  signature, the provision of an instrument or
  writing by electronic means or facsimile,
  including a signature transmitted by electronic
  means or facsimile, is binding and sufficient.
• AGO 2005-34
• Allows electronic signature for exemption
  applications

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Our Websitewww.ocpafl.org
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Our Websitewww.ocpafl.org
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Our Websitewww.ocpafl.org
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Our Websitewww.ocpafl.org
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Our Websitewww.ocpafl.org
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Our Websitewww.ocpafl.org
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Our Websitewww.ocpafl.org
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Our Websitewww.ocpafl.org
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• Thank you
• Gracias