Montgomery County Affidavit of Surviving Joint Tenant Form

Montgomery County Affidavit of Surviving Joint Tenant Form
Fill in the blank form formatted to comply with all recording and content requirements.

Montgomery County Affidavit of Surviving Joint Tenant Guide
Line by line guide explaining every blank on the form.

Montgomery County Completed Example of the Affidavit of Surviving Joint Tenant Document
Example of a properly completed form for reference.
All 3 documents above included • One-time purchase • No recurring fees
Additional Iowa and Montgomery County documents included at no extra charge:
Where to Record Your Documents
Montgomery County Recorder
Address:
105 E Coolbaugh St / PO Box 469
Red Oak, Iowa 51566
Hours: 8:00am to 4:30pm Monday through Friday
Phone: (712) 623-4363
Recording Tips for Montgomery County:
- Bring your driver's license or state-issued photo ID
- Ensure all signatures are in blue or black ink
- Request a receipt showing your recording numbers
- Consider using eRecording to avoid trips to the office
Cities and Jurisdictions in Montgomery County
Properties in any of these areas use Montgomery County forms:
- Elliott
- Grant
- Red Oak
- Stanton
- Villisca
How do I get my forms?
Forms are available for immediate download after payment. The Montgomery 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 Montgomery County?
Yes. Our form blanks are guaranteed to meet or exceed all formatting requirements set forth by Montgomery County including margin requirements, content requirements, font and font size requirements.
Can I reuse these forms?
Yes. You can reuse the forms for your personal use. For example, if you have multiple properties in Montgomery 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 Montgomery County?
Recording fees in Montgomery County vary. Contact the recorder's office at (712) 623-4363 for current fees.
Have other questions? Contact our support team
Transferring Title to Iowa Real Estate after a Joint Tenant Dies
Joint tenancy is a form of ownership where two or more people share title rights to a specific parcel of real property. If one joint tenant dies, his/her portion of property rights transfers to the remaining owners by function of law. If there are multiple surviving co-owners, they each receive an equal share of the rights. Property held in joint tenancy does not pass to the owners' estates in a will. Therefore, it avoids distribution via the probate process.
Iowa Code 558.66 (2013) governs the different requirements for completing the transfer of title rights under joint tenancy. Specifically, the living joint tenant may execute and record an affidavit of surviving joint tenant, which the recorder attaches to the previously recorded deed. An affidavit is a document containing statements, made under oath, which identify the person presenting the material (affiant); the name of the surviving co-owner (often the affiant); details about the deceased owner; the legal description of the property being transferred; recording information from the deed granting joint tenancy; and a request to update the records with the county auditor ( 558.66(3)(b)). In addition, many people include an official copy of the deceased owner's death certificate.
Completing this process is an essential step in preserving a clear chain of title to the property, meaning that there is an unbroken history of owners, which reduces the likelihood of unexpected claims of rights to the real estate. A clear chain of title also makes the property easier to sell or mortgage because title agencies will provide the insurance that is usually required as part of the sale. In addition, because grantors (owners) must sign deeds when property is sold or otherwise conveyed, the recorded affidavit serves as evidence proving why one of the named owners cannot sign the transfer.
Real estate held in joint tenancy is often one aspect of an overall estate plan. Good practice dictates frequent updates of items such as wills, trusts, and other associated documents. As such, executing an affidavit of surviving joint tenant soon after a co-owner dies protects the rights and interests of everyone involved by ensuring that the relevant land records contain the most current information.
Each situation is unique, so for complex issues or with additional questions, please contact a local real estate attorney or other estate planning professional.
(Iowa Affidavit of Surviving Joint Tenant Package includes form, guidelines, and completed example)
Important: Your property must be located in Montgomery County to use these forms. Documents should be recorded at the office below.
This Affidavit of Surviving Joint Tenant meets all recording requirements specific to Montgomery County.
Our Promise
The documents you receive here will meet, or exceed, the Montgomery 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 Montgomery County Affidavit of Surviving Joint Tenant 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.
4.8 out of 5 - ( 4569 Reviews )
John L.
April 22nd, 2023
WOW, This site saved me from going to a lawyer. Not only do they give you great directions, they also include a sample that is extremely helpful.
We appreciate your business and value your feedback. Thank you. Have a wonderful day!
Ted C.
May 7th, 2021
Everything was straight forward. I think I was able to accomplish my objective.
Thank you!
Samantha B.
December 9th, 2020
Awesome service! This took care of my needs 10x faster than I thought possible. I even bought an extra service that wasn't needed to accomplish my end goal and they refunded me without me even asking. Highly recommend!
Thank you for your feedback. We really appreciate it. Have a great day!
Samuel C.
June 13th, 2022
Awesome!!
Thank you!
John L.
February 26th, 2023
excellent...exactly what i need....
Thank you!
A R M.
May 1st, 2021
Great so far. Just downloaded all the documents, and they seem to be easy to save and are fillable. A R M
Thank you for your feedback. We really appreciate it. Have a great day!
Ann C.
December 27th, 2019
This service is the absolute BOMB! I wish every business ran as fast and efficiently as you all do! Seriously - No joke! Thank you guys!
We appreciate your business and value your feedback. Thank you. Have a wonderful day!
Melissa W.
July 29th, 2021
So easy to use!
Thank you!
SheRon F.
March 21st, 2022
It was a quick and easy process and deeds.com was very helpful and dealt with a very stressful situation, painless.
We appreciate your business and value your feedback. Thank you. Have a wonderful day!
Kathy P.
January 2nd, 2025
Can you also make a search that includes the parcel number because that is all I had to go with and regular name searches didn't come up with anything I needed.
Your insights are invaluable to us and help us strive for better service. Thank you for taking the time to share your thoughts.
Juanita B.
November 12th, 2020
Very easy and fast transaction. Thank you for complete set of forms needed for property transfer.
Thank you for your feedback. We really appreciate it. Have a great day!
Rebecca F.
November 4th, 2021
Forms were great. I wasn't able to find them anywhere. Even the county recorder didn't have them
Thank you for your feedback. We really appreciate it. Have a great day!
William A.
September 11th, 2019
I was able to get the documents I wanted, and very quickly. Good service.
Thank you!
Roger A.
November 2nd, 2023
Easy peasy to use! It's great to have the guide for completing the form and an example of a completed form.
It was a pleasure serving you. Thank you for the positive feedback!
donald h.
August 1st, 2022
good, however, I haven't figured out how to save my filled out form
Thank you for your feedback. We really appreciate it. Have a great day!