San Francisco County Transfer on Death Affidavit Forms (California)

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Form Package

Transfer on Death Affidavit

State

California

Area

San Francisco County

Price

$27.97

Delivery

Immediate Download

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Included Forms

All San Francisco County specific forms and documents listed below are included in your immediate download package:

Transfer on Death Affidavit Form

Transfer on Death Affidavit Form

Fill in the blank form formatted to comply with all recording and content requirements.
Included document last reviewed/updated 3/26/2024

Transfer on Death Affidavit Guide

Transfer on Death Affidavit Guide

Line by line guide explaining every blank on the form.
Included document last reviewed/updated 2/14/2024

Completed Example of the Transfer on Death Affidavit Document

Completed Example of the Transfer on Death Affidavit Document

Example of a properly completed form for reference.
Included document last reviewed/updated 3/27/2024

Frequently Asked Questions:

How long does it take to get my forms?

Forms are available immediately after submitting payment.

What are supplemental forms?

Often when a deed is recorded, additional documents are required by California or San Francisco County. These could be tax related, informational, or even as simple as a coversheet. Supplemental forms are provided for free with your order where available.

How do I get my forms, are they emailed?

Forms are NOT emailed to you. Immediately after you submit payment, the San Francisco County forms you order will be available for download directly from your account. You can then download the forms to your computer. If you do not already have an account, one will be created for you as part of the order process, and your login details will be sent to you. If you encounter any issues accessing your forms, please reach out to our support team for assistance.

What type of files are the forms?

All of our San Francisco County Transfer on Death Affidavit forms are PDFs. You will need to have or get Adobe Reader to use our forms. Adobe Reader is free software that most computers already have installed.

Can the Transfer on Death Affidavit forms be re-used?

Yes. You can re-use the forms for your personal use. For example, if you have more than one property in San Francisco County that you need to transfer you would only need to order our forms once for all of your properties in San Francisco County.

Are these forms guaranteed to be recordable in San Francisco County?

Yes. Our form blanks are guaranteed to meet or exceed all formatting requirements set forth by San Francisco County including margin requirements, content requirements, font and font size requirements.

Do I have to enter all of my property information online?

No. The blank forms are downloaded to your computer and you fill them out there, at your convenience.

Can I save the completed form, email it to someone?

Yes, you can save your deed form at any point with your information in it. The forms can also be emailed, blank or complete, as attachments.

Do I need any special software to use these forms?

You will need to have Adobe Reader installed on your computer to use our forms. Adobe Reader is free software that most computers already have installed.

Are there any recurring fees involved?

No. Nothing to cancel, no memberships, no recurring fees.

Areas Covered by These Transfer on Death Affidavit Forms:

  • San Francisco County

Including:

  • San Francisco

What is the California Transfer on Death Affidavit

Using an Affidavit of Death to Claim Real Estate from a California Transfer on Death Deed

Transfer on death deeds allow individual landowners to transfer their real estate when they die, without a will or the need for probate distribution. The transferor simply executes a TODD form, then records it during the course of his/her natural life, and within 60 days of the signing date (5626(a)). Unlike grant deeds or quitclaim deeds, the owner continues to hold title to the property when a transfer on death deed is recorded (5650). As such, TODDs are exempt from transfer taxes and the Preliminary Change of Ownership Report (PCOR).

What happens, then, when the owner dies? Section 5680 defines the process for switching the title over to the beneficiary. The beneficiary may establish the fact of the transferor's death under the procedure provided in California Probate Code Chapter 2 (commencing with Section 210) of Part 4 of Division 2. The first step is obtaining a certified copy of the death certificate. Then research the recording information from the transfer on death deed identifying the beneficiary. Complete an affidavit of death and sign it in front of a notary. Finally, file the affidavit, along with the copy of the death certificate, in the recording office for the county where the property is situated. Note that this act transfers title to the beneficiary, so it also requires the PCOR and any associated taxes and fees.

Beneficiaries take title to the property under the rules set out at section 5652. Be aware that any associated debts, obligations, or agreements in place when the owner died follow the real estate to the beneficiaries. In addition, the title transfers without warranty, so the beneficiaries might find themselves liable for future claims against the property. For these reasons, among others, some beneficiaries might wish to disclaim the gift (5652(a)(1)).

In general, transferring title to the beneficiary of a transfer on death deed is a simple process. Even so, complications may arise. Contact an attorney for complex situations or with any questions.

(California Transfer on Death Affidavit Package includes form, guidelines, and completed example)

Our Promise

The documents you receive here will meet, or exceed, the San Francisco County recording requirements for formatting. If there's an issue caused by our formatting, we'll make it right and refund your payment.

Save Time and Money

Get your San Francisco County Transfer on Death Affidavit form done right the first time with Deeds.com Uniform Conveyancing Blanks. At Deeds.com, we understand that your time and money are valuable resources, and we don't want you to face a penalty fee or rejection imposed by a county recorder for submitting nonstandard documents. We constantly review and update our forms to meet rapidly changing state and county recording requirements for roughly 3,500 counties and local jurisdictions.

Reviews

4.8 out of 5 (4317 Reviews)

Dyanna B.

April 23rd, 2024

Got what I needed. Easy access.

Reply from Staff

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Gina G.

April 17th, 2024

This service is fantastic! Took a few tries to scan the document correctly, but their patience and quick turn around made this a far better experience than going to the County myself.

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We are delighted to have been of service. Thank you for the positive review!

Michael M.

April 17th, 2024

Great service that satisfied all my needs. Great prices too.

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Arthur H.

March 17th, 2022

Deeds.com was informative, quick, and complete. Found everything I needed complete with instructions and examples. Easy to use and understand. And VERY reasonably priced.

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Joyce F.

March 31st, 2019

The forms are simple to follow. I was hoping I would be able to add my personal info. That would make the forms even more simple.

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Robert I.

May 9th, 2023

This site was easy to use with full instructions on how to fill out and file forms very good

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Tracey M.

August 9th, 2022

Using Deeds.com was unbelievably quick and easy to file a deed restriction with our local county office. From uploading the initial file to deeds.com, to having a fully recorded document was right on one hour - and all from the comfort of my home.

I found your service was easy to use and your staff were very quick in responding to my filing. I will definitely use and recommend deeds.com in the future.

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carrie m.

March 3rd, 2020

I was excited because I really wanted to see and get a copy of the Deed to my property. The personal/Staff responsible for setting up that plan did an excellent/outstanding job. Thanks so much and keep up the great work.
Carrie

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Freddy S.

August 2nd, 2019

great job

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Thank you!

Richard L.

February 13th, 2021

Thanks for the complete and reasonably priced set of docs. I was specifically looking for and glad to find a current version of a TOD deed following the California extension.

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Theodore K.

September 8th, 2021

This does the job but we are not able to save this in our account and if you don't pay for Adobe and only have Adobe reader, I cannot save any information on the form online in my account. I do understand why they do this because they would lose money. A huge issue is that when I got to the end of the document and was adding an Exhibit A, as I typed, the page kept jumping back up the to top and I couldn't see what I was typing. I had to type a little then scroll back down and when I would type more, it would jump up again. This was a real problem.

Reply from Staff

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Mark R.

January 10th, 2019

Easy and simple to understand, had no trouble with the transaction or the forms. Recorded on the first try, not something that happens very often.

Reply from Staff

Great to hear that Mark. have an awesome day!

David P.

August 26th, 2020

Easy to use and very straight forward. Glad I used Deeds.com

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Brad T.

November 9th, 2019

I didn't spend a lot of time there but seems to be a good site with a valuable service.

Reply from Staff

Thank you!

Michael M.

November 3rd, 2020

This company gets it right! All the forms you need for your jurisdiction along with guides, and more

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