Montgomery County Substitution of Trustee Form (Mississippi)

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

Substitution of Trustee Form

Montgomery County Substitution of Trustee Form

Fill in the blank form formatted to comply with all recording and content requirements.
Included Montgomery County compliant document last validated/updated 6/19/2025

Guidelines for Substitution of Trustee Document

Montgomery County Guidelines for Substitution of Trustee Document

Line by line guide explaining every blank on the form.
Included Montgomery County compliant document last validated/updated 4/21/2025

Completed Example of the Substitution of Trustee Document

Montgomery County Completed Example of the Substitution of Trustee Document

Example of a properly completed form for reference.
Included Montgomery County compliant document last validated/updated 5/28/2025

The following Mississippi and Montgomery County supplemental forms are included as a courtesy with your order:

When using these Substitution of Trustee forms, the subject real estate must be physically located in Montgomery County. The executed documents should then be recorded in the following office:

Montgomery County Chancery Clerk

614 Summit St / PO Box 71, Winona, Mississippi 38967

Hours: 8:00 to 5:00 M-F

Phone: (662) 283-2333

Local jurisdictions located in Montgomery County include:

  • Duck Hill
  • Kilmichael
  • Stewart
  • Winona

How long does it take to get my forms?

Forms are available immediately after submitting payment.

How do I get my forms, are they emailed?

Immediately after you submit payment, the Montgomery 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 provided to you. If you encounter any issues accessing your forms, please reach out to our support team for assistance. Forms are NOT emailed to you.

What does "validated/updated" mean?

This indicates the most recent date when at least one of the following occurred:

  • Updated: The document was updated or changed to remain compliant.
  • Validated: The document was examined by an attorney or staff, or it was successfully recorded in Montgomery County using our eRecording service.
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 the Substitution of Trustee 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 Montgomery County that you need to transfer you would only need to order our forms once for all of your properties in Montgomery County.

What are supplemental forms?

Often when a deed is recorded, additional documents are required by Mississippi or Montgomery 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.

What type of files are the forms?

All of our Montgomery County Substitution of Trustee 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.

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.

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.

Are there any recurring fees involved?

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

This form is used by the current beneficiary/lender to appoint a substitute trustee for a previously recorded Deed of Trust. (The beneficiary or holder of any deed of trust, including his agents, employees, successors, assigns, attorneys-in-fact or other legal representatives, may appoint a trustee or substitute a trustee, with or without the permission of the mortgagor or mortgagors. The trustee or substitute trustee so appointed may be a natural person, partnership, corporation, limited liability company, professional association or any other legal entity.) (MS Code 89-1-63)

(Mississippi SOT Package includes form, guidelines, and completed example) For use in Mississippi only.

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 Substitution of Trustee 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.

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