Santa Clara County Transfer on Death Affidavit Form

Last validated April 17, 2026 by our Forms Development Team

Santa Clara County Transfer on Death Affidavit Form

Santa Clara County Transfer on Death Affidavit Form

Fill in the blank form formatted to comply with all recording and content requirements.

Document Last Validated 4/16/2026
Santa Clara County Transfer on Death Affidavit Guide

Santa Clara County Transfer on Death Affidavit Guide

Line by line guide explaining every blank on the form.

Document Last Validated 4/17/2026
Santa Clara County Completed Example of the Transfer on Death Affidavit Document

Santa Clara County Completed Example of the Transfer on Death Affidavit Document

Example of a properly completed form for reference.

Document Last Validated 4/6/2026

All 3 documents above included • One-time purchase • No recurring fees

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Important: Your property must be located in Santa Clara County to use these forms. Documents should be recorded at the office below.

Where to Record Your Documents

County Clerk-Recorder

Address:
110 West Tasman Drive (ATTN: Recording-First floor)
San Jose, California 95134

Hours: 8:00 a.m. to 4:30 p.m

Phone: (408) 299-5688

Recording Tips for Santa Clara County:
  • Verify all names are spelled correctly before recording
  • Avoid the last business day of the month when possible
  • Make copies of your documents before recording - keep originals safe

Cities and Jurisdictions in Santa Clara County

Properties in any of these areas use Santa Clara County forms:

  • Alviso
  • Campbell
  • Coyote
  • Cupertino
  • Gilroy
  • Holy City
  • Los Altos
  • Los Gatos
  • Milpitas
  • Morgan Hill
  • Mount Hamilton
  • Mountain View
  • New Almaden
  • Palo Alto
  • Redwood Estates
  • San Jose
  • San Martin
  • Santa Clara
  • Saratoga
  • Stanford
  • Sunnyvale

View Complete Recorder Office Guide

Hours, fees, requirements, and more for Santa Clara County

How do I get my forms?

Forms are available for immediate download after payment. The Santa Clara County forms will be in your account ready to download to your computer. An account is created for you during checkout if you don't have one. Forms are NOT emailed.

Are these forms guaranteed to be recordable in Santa Clara County?

Yes. Our form blanks are guaranteed to meet or exceed the applicable formatting requirements used for recording in Santa Clara County, including margin requirements, font requirements, and other layout standards. This guarantee applies to formatting, not to the legal sufficiency of information entered by the user or the suitability of a form for a particular transaction.

Can I reuse these forms?

Yes. You can reuse the forms for your personal use. For example, if you have multiple properties in Santa Clara County you only need to order once.

What do I need to use these forms?

The forms are PDFs that you fill out on your computer. You'll need Adobe Reader (free software that most computers already have). You do NOT enter your property information online - you download the blank forms and complete them privately on your own computer.

Are there any recurring fees?

No. This is a one-time purchase. Nothing to cancel, no memberships, no recurring fees.

How much does it cost to record in Santa Clara County?

Recording fees in Santa Clara County vary. Contact the recorder's office at (408) 299-5688 for current fees.

Questions answered? Let's get started!

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)

Important: Your property must be located in Santa Clara County to use these forms. Documents should be recorded at the office below.

This Transfer on Death Affidavit meets all recording requirements specific to Santa Clara County.

Our Promise

The documents you receive here are guaranteed to meet or exceed the applicable Santa Clara County recording format requirements. If there is a rejection caused by our formatting, we will correct the issue or refund your payment. This guarantee applies to document formatting only and does not extend to information entered by the user, the selection of the form, or the legal effect of the completed document.

Save Time and Money

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