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Ad Valorem Tax Exemption Application, Proprietary Continuing Care Facility Form

Use a AD VALOREM TAX EXEMPTION APPLICATION, PROPRIETARY CONTINUING CARE FACILITY template to make your document workflow more streamlined.

What this continuing care facility application does

The Ad Valorem Tax Exemption Application, Proprietary Continuing Care Facility Form is used by a proprietary continuing care facility to request consideration for an ad valorem property-tax exemption. The applicant identifies the facility and submits information supporting its eligibility under applicable state and local tax law. The taxing authority, not signNow, decides whether the property qualifies. signNow can organize the application, capture authorized signatures, preserve the completed document, and provide an audit trail showing who signed and when. Filing instructions, supporting evidence, and deadlines depend on the responsible jurisdiction.

Who uses this facility exemption application

Continuing care facilities

Property-tax administrators and facility operators use the application to document the facility’s exemption request and coordinate authorized review.

Review teams

Legal, finance, and property teams use signed copies, supporting records, and audit evidence when maintaining the exemption file.

How the application workflow works

The signNow workflow moves this facility exemption application from preparation through authorized signature and record retention.

  • Upload: Upload the facility application.
  • Prepare: Auto-detect and review fields.
  • Send: Route to authorized signers.
  • Retain: Store signed records and audit trail.

How to complete the facility application

Use this sequence to prepare, sign, and retain the Ad Valorem Tax Exemption Application, Proprietary Continuing Care Facility Form.

  • Upload form:

    Upload the completed facility application PDF.
  • Check fields:

    Review detected fields and add missing signature or date fields.
  • Add signers:

    Enter each authorized signer’s email address and signing order.
  • Send form:

    Send the application for secure electronic completion.
  • Store records:

    Review the signed copy and audit trail before filing.

How the audit trail protects this application

signNow records technical evidence around each signature so facility administrators can review the completed application’s history.

01

Authenticate signer:

The audit trail records identity, timing, integrity, and retrieval events for this application.
02

Capture timestamp:

Email links, SMS codes, or configured verification associate actions with the intended signer.
03

Hash document:

Each signing event receives a precise time record for sequence reconstruction.
04

Seal document:

A cryptographic hash helps detect changes to the application after signing.
05

Record actions:

The completed record preserves tamper-evident evidence alongside the signing history.
06

Export audit trail:

Authorized users can retrieve or export the completed application and audit evidence.
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Recommended setup for facility filings

Use a controlled signing workflow that separates facility preparation, authorized approval, and tax-record retention.

SettingRecommendation
Authentication methodEmail link with SMS verification
Signature typeElectronic signature with audit trail
Audit trailRetain certificate of completion
Document retentionFollow applicable state tax policy
EncryptionTLS 1.2/1.3 and AES-256 encryption

Security controls for facility tax records

TLS 1.2/1.3 protects data:

Transport encryption

AES-256 protects records:

Stored document encryption

SOC 2 Type II certified:

Independent controls

ISO 27001 certified:

Information security

ESIGN and UETA compliant:

Electronic signature law

HIPAA compliant with BAA:

Health information option

Integrations for exemption records

Connect the application workflow to named systems that facility teams already use for property records, document storage, accounting, and operational approvals.

Salesforce
Procore
Zapier
Microsoft Teams
Hub spot
Box
Microsoft

Processing stages for this application

The taxing authority’s filing deadline controls submission; signNow organizes the preparation, signing, and archival sequence.

01

Prepare application

Complete facility and property information before requesting signatures.
02

Deliver to signers

Send the prepared application through email delivery or a signing link.
03

Collect signatures

Monitor signer status and resolve missing fields promptly.
04

Archive completed record

Download the signed application and audit trail for filing.

Retention schedule for exemption records

Retention depends on the record’s content and governing authority; apply the longer facility or state requirement where applicable.

01

Three years from filing

Retain the completed application under the facility’s applicable property-tax record policy.
02

Six years when required

Retain longer when a tax examination or dispute remains open.
03

Six years from creation

Retain records containing protected health information under HIPAA’s applicable rule.
04

Three years after hire

Retain employment-related supporting records only when the facility’s file includes them.
05

Until matter closes

Retain the signed application and audit evidence until the exemption matter closes.

Application errors that delay review

  • Facility operators may submit incomplete ownership, use, or property information, delaying the taxing authority’s review of exemption eligibility.
  • A missing authorized signature can leave the application incomplete even when every descriptive field has been entered.
  • Supporting documents may be stored separately from the signed application, making the facility’s exemption file difficult to verify.
  • Local filing instructions can differ, so an application prepared for one jurisdiction may not satisfy another jurisdiction’s requirements.

Rules and exclusions to check

Jurisdiction rules

Confirm local rules

Incomplete support

Missing evidence delays review

Notarization requirement

Required acknowledgment may fail

Excluded documents

Wills remain excluded

Record-keeping practices for this form

Preserve the application as a complete record, not merely as an isolated signature page.

Keep the signed application with evidence

Name each completed file with the facility identifier, property reference, filing jurisdiction, and completion date. Keep the signed application, supporting evidence, and audit-trail export together so reviewers can reconstruct the exemption request without relying on email attachments or personal storage locations.

Export audit evidence promptly

Export the audit trail after every completed application and record who authorized the export. The audit history should remain associated with the final PDF, not stored as an unexplained standalone file, because the signing sequence helps establish document integrity and signer attribution.

Document the applicable retention rule

Apply the governing state or local tax-record schedule to this application, then document the retention decision. Federal reference periods may not control a property-tax exemption file, and state or local rules can require longer preservation than an internal business policy.

Restrict access to tax records

Limit access to facility, legal, tax, and property personnel who need the application. Use signNow permissions and encrypted storage, and review access when staff change roles or the exemption matter is closed.

Troubleshooting this facility application

Resolve field, signer, plan, and compliance questions before submitting the completed application to the responsible taxing authority.

Upload the original application PDF again and inspect each detected field. signNow’s templates and field tools let the sender add missing signature, date, or text fields before sending the document for completion.

Confirm the signer’s email address, signing order, and recipient permissions. The sender can resend the document or use a controlled signing link, then review the audit trail to verify delivery and completion events.

Business includes legally binding eSignatures, templates, audit trails, and mobile apps at $8 per user per month with annual billing. It includes 100 signature invites per user yearly; overage fees may apply.

Business Premium costs $15 per user per month with annual billing and adds bulk send, kiosk mode, request payments, and quick invite links. Select it only when the facility needs those capabilities for repeated filings.

signNow is ESIGN and UETA compliant, but the responsible taxing authority determines whether this application may be electronically signed or must follow a local filing procedure. Confirm jurisdiction-specific requirements before sending it electronically.

Use signNow’s audit trail and certificate of completion to preserve signer identity, timestamps, and document history. For records containing protected health information, HIPAA compliance requires a business associate agreement where applicable.

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