Putnam County Transfer on Death Deed Form (New York)
All Putnam County specific forms and documents listed below are included in your immediate download package:
Transfer on Death Deed Form
Fill in the blank Transfer on Death Deed form formatted to comply with all New York recording and content requirements.
Included Putnam County compliant document last validated/updated 6/2/2025
Transfer on Death Deed Guide
Line by line guide explaining every blank on the Transfer on Death Deed form.
Included Putnam County compliant document last validated/updated 6/3/2025
Completed Example of the Transfer on Death Deed Document
Example of a properly completed New York Transfer on Death Deed document for reference.
Included Putnam County compliant document last validated/updated 12/4/2024
The following New York and Putnam County supplemental forms are included as a courtesy with your order:
When using these Transfer on Death Deed forms, the subject real estate must be physically located in Putnam County. The executed documents should then be recorded in the following office:
Putnam County Clerk - County Office Building
40 Gleneida Ave, Rm 100, Carmel, New York 10512
Hours: Monday - Friday 9am to 5pm / Summer (mid June - mid Sept) 8am to 4pm
Phone: (845) 808-1142 Ext 2
Local jurisdictions located in Putnam County include:
- Brewster
- Carmel
- Cold Spring
- Garrison
- Lake Peekskill
- Mahopac
- Mahopac Falls
- Patterson
- Putnam Valley
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 Putnam 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 Putnam County using our eRecording service.
Are these forms guaranteed to be recordable in Putnam County?
Yes. Our form blanks are guaranteed to meet or exceed all formatting requirements set forth by Putnam County including margin requirements, content requirements, font and font size requirements.
Can the Transfer on Death Deed 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 Putnam County that you need to transfer you would only need to order our forms once for all of your properties in Putnam County.
What are supplemental forms?
Often when a deed is recorded, additional documents are required by New York or Putnam 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 Putnam County Transfer on Death Deed 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.
To use the Transfer on Death (TOD) Deed under New York’s Real Property Law (RPP) CHAPTER 50, ARTICLE 12 § 424 (effective July 19, 2024), follow these steps:
1. Complete the TOD Deed
Designate a beneficiary: Clearly name the individual or entity (such as a charity or trust) who will inherit your property upon your death.
Include contingent beneficiaries if desired (NOT required). These are backup beneficiaries who would inherit the property if your primary beneficiary cannot (e.g., if they predecease you). Ensure the deed is filled out correctly, including the legal description of the property.
2. Execute the TOD Deed: The TOD deed must be signed by the property owner (the transferor) in the presence of two witnesses and a Notary Public. The witnesses should not be the beneficiaries themselves, as this could raise legal issues.
3. Record the TOD Deed: The completed deed must be recorded with the County Clerk's office where the property is located during your lifetime. Recording the deed is crucial because, without it, the transfer will not be valid upon your death.
4. Retain Ownership During Lifetime: After recording the TOD deed, you retain full control of the property during your lifetime. You can still sell, mortgage, or revoke the TOD deed at any time.
If you change your mind, you can revoke the TOD deed by filing a revocation form or executing a new TOD deed, which automatically invalidates the previous one.
5. Upon Your Death: Upon your death, the property automatically transfers to the designated beneficiary without going through probate.
Key points about when it takes effect:
Timing of Transfer: The deed only takes effect upon the death of the property owner. Until then, the owner retains full control over the property and can revoke or change the TOD deed at any time.
Recording Requirement: For the TOD deed to be valid, it must be recorded with the county clerk during the property owner's lifetime. If the deed is not recorded before death, it will not be effective.
Probate Avoidance: By using a TOD deed, the property passes directly to the named beneficiary without going through probate, simplifying the transfer process and reducing legal costs.
Our Promise
The documents you receive here will meet, or exceed, the Putnam 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 Putnam County Transfer on Death Deed 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 - ( 4560 Reviews )
Pauline C.
June 29th, 2025
Everything that was stated to be included in my order was complete. Very satisfied
Thank you for your positive words! We’re thrilled to hear about your experience.
Ed H.
June 28th, 2025
I filled out the Kansas form and presented it to the Clerk of Deeds in Rawlins Co and there were no problems and no expensive attorney involved for a simple transaction.
Your feedback is greatly appreciated. Thank you for taking the time to share your experience!
Loretta W.
June 26th, 2025
Thank you for your excellent service
We appreciate your business and value your feedback. Thank you. Have a wonderful day!
RICHARD M.
March 12th, 2022
EASY TO USE AND GREAT I COULD DOWNLOAD MULTIPLE DOCUMENTS
Thank you!
Wilma E.
July 18th, 2022
Very satisfied with service and form. Completed form, printed, and submitted to county for processing. Everything went well.
Thank you for your feedback. We really appreciate it. Have a great day!
Adam W.
October 6th, 2021
Great stuff
Thank you!
Joseph S.
May 4th, 2022
The best solution in creating deeds.
Thank you!
Gerry H.
July 29th, 2020
Very good instruction for filling out the forms!
We appreciate your business and value your feedback. Thank you. Have a wonderful day!
David M.
May 21st, 2020
Extremely easy to use. The sample completed document was very helpful. I really appreciated not having to spend a few hundred dollars for a lawyer to generate a document that I can produce myself for a small fraction of the cost.
We appreciate your business and value your feedback. Thank you. Have a wonderful day!
M. TIMOTHY P.
February 17th, 2021
EXCELLENT service! Deed came back within minutes!
Thank you for your feedback. We really appreciate it. Have a great day!
A. S.
February 27th, 2019
First, I am glad that you gave a blank copy, an example copy, and a 'guide'. It made it much easier to do. Overall I was very happy with your products and organization... however, things got pretty confusing and I have a pretty 'serious' law background in Real Estate and Civil law. With that said, I spent about 10+ hours getting my work done, using the Deed of Trust and Promissory note from you and there were a few problems: First, it would be FANTASTIC if you actually aligned your guide to actually match the Deed or Promissory Note. What I mean is that if the Deed says 'section (E)' then your guide shouldn't be 'randomly' numbered as 1,2,3, for advice/instructions, but should EXACTLY match 'section (E)'. Some places you have to 'hunt' for what you are looking for, and if you did it based on my suggestion, you wouldn't need to 'hunt' and it would avoid confusion. 2nd: This one really 'hurt'... you had something called the 'Deed of Trust Master Form' yet you had basically no information on what it was or how to use it. The only information you had was a small section at the top of the 'Short Form Deed of Trust Guide'. Holy Cow, was that 'section' super confusing. I still don't know if I did it correctly, but your guide says only put a return address on it and leave the rest of the 16 or so page Deed of Trust beneath it blank... and then include your 'Deed of Trust' (I had to assume the short form deed that I had just created) as part of it. I had to assume that I had to print off the entire 17 page or so title page and blank deed. I also had to assume that the promissory note was supposed to be EXHIBIT A or B on the Short Form Deed. It would be great if someone would take a serious look at that short section in your 'Short Form Deed of Trust Guide' and realize that those of us using your products are seriously turning this into a county clerk to file and that most of us, probably already have a property that has an existing Deed... or at least can find one in the county records if necessary... and make sure that you make a distinction between the Deed for the property that already exists, versus the Deed of Trust and Promissory note that we are trying to file. Thanks.
Thank you for your feedback. We'll have staff review the document for clarity. Have a great day!
Ping O.
September 5th, 2019
Thank you for making this easy!
Thank you!
Dorothy O.
September 20th, 2024
This would be a great form but I couldn’t tell what size the font was. Also, I didn’t know how to save it so I will have to type it all over again. I’m sure I did it incorrectly.
Your feedback is a crucial part of our dedication to ongoing improvement. Thank you for your insightful comments.
Paul R. A.
September 10th, 2019
Great and prompt service.
Thank you for your assistance.
Paul R. Ashe, Esq.
Thank you!
Theadore L.
January 4th, 2024
Bought a transfer on death deed form and it worked great. Easy to fill out and record with the County. Got some helpful information from the county recorders office before filling out the form. I found out that I could use one deed for 2 properties. Saved me money not having to pay fees for 2 deeds.
We are delighted to have been of service. Thank you for the positive review!