Montgomery County Substitution of Trustee Form

Last validated August 24, 2026 by our Forms Development Team

Formatted for recording in Montgomery County, for property anywhere in the county: rural and unincorporated areas as well as Duck Hill, Kilmichael, Stewart, Winona.

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Montgomery County Substitution of Trustee Form

Montgomery County Substitution of Trustee Form

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

Document last validated 7/31/2026
Montgomery County Guidelines for Substitution of Trustee Document

Montgomery County Guidelines for Substitution of Trustee Document

Line by line guide explaining every blank on the form.

Document last validated 8/4/2026
Montgomery County 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.

Document last validated 8/24/2026

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

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Additional Mississippi and Montgomery County documents included at no extra charge:

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

Where to Record Your Documents

Montgomery County Chancery Clerk

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

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

Phone: (662) 283-2333

Recording Tips for Montgomery County:
  • Bring your driver's license or state-issued photo ID
  • Ensure all signatures are in blue or black ink
  • White-out or correction fluid may cause rejection
  • Ask about their eRecording option for future transactions
  • Avoid the last business day of the month when possible

Cities and Jurisdictions in Montgomery County

Properties in any of these areas use Montgomery County forms:

  • Duck Hill
  • Kilmichael
  • Stewart
  • Winona

View Complete Recorder Office Guide

Hours, fees, requirements, and more for Montgomery County

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 the applicable formatting requirements used for recording in Montgomery 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 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. The free Adobe Acrobat Reader is recommended, and most PDF apps also work. 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 (662) 283-2333 for current fees.

Questions answered? Let's get started!

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.

Important: Your property must be located in Montgomery County to use these forms. Documents should be recorded at the county recording office listed above.

This Substitution of Trustee meets all recording requirements specific to Montgomery County.

Our Promise

The documents you receive here are guaranteed to meet or exceed the applicable Montgomery 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.

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