Ohio - Montgomery County Survivorship Deed Form

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

Survivorship Deed Form - Montgomery County

Fill in the blank form formatted to comply with all recording and content requirements.
Included document last updated 11/25/2020

Survivorship Deed Guide - Montgomery County

Line by line guide explaining every blank on the form.
Included document last updated 10/20/2020

Completed Example of the Survivorship Deed Document - Montgomery County

Example of a properly completed form for reference.
Included document last updated 11/13/2020

*The Following Ohio and Montgomery County supplemental forms are included as a courtesy with your order.

Real Property Conveyance Fee Statement of Value and Receipt

Use this Ohio form if the real property conveyance is not exempt from transfer tax. Digitized form is complete and comes with instructions. Use the homestead and agricultural use forms as attachment to the main form if needed.

Statement for Reason of Exemption From Real Property Conveyance Fee

Use this form if the real property conveyance is exempt from transfer tax in Ohio. The form comes complete with instructions and lists the exemptions. Use homestead and agricultural use forms as attachment to the main form if needed.

Affidavit of Facts

In most counties an Affidavit of Facts is required if a transfer tax exemption is claimed.

Notary Certificates

The supplemental forms in this section can be used as loose certificates by Ohio notaries.

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Frequently Asked Questions:

• How long does it take to get my forms?
  • Forms are available immediately after submitting payment.
• What are supplemental forms?
  • Often when a deed is recorded additional documents are required by the state or local jurisdiction. These could be tax related, informational, or even as simple as a coversheet. Supplemental forms are provided for free with your order where available.
• How do I get my forms, are they emailed?
  • After you submit payment you will see a page listing the forms you ordered with a download link to the pdf form file. You download the forms to your computer. You will also receive an email with a link to your download page in case you need it later.
• What type of files are the forms?
  • All of our 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.
• Can the 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 a given county that you need to transfer you would only need to order our forms once for all of your properties in that county.
• 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.
• 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.
• 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.
• Are there any recurring fees involved?
  • No. Nothing to cancel, no memberships, no recurring fees.

Areas covered by these Survivorship Deed Forms:

• Montgomery County

Including:

• Brookville
• Clayton
• Dayton
• Englewood
• Farmersville
• Germantown
• Miamisburg
• New Lebanon
• Phillipsburg
• Vandalia

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What is the Ohio Survivorship Deed?

Use this form to create a survivorship joint tenancy in Ohio real property. The Ohio Revised Code Section 5302.17 states that a "deed conveying any interest in real property to two or more persons . . . creates a survivorship tenancy in the grantees, and upon the death of any of the grantees, vests the interest of the decedent in the survivor, survivors, or the survivor's or survivors' separate heirs and assigns."

Once executed and recorded, this deed immediately conveys ownership from the grantor to the grantees. To retain a shared ownership interest in the property, the grantor simply conveys the property to herself and the other intended co-tenants.

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Save Time and Money

Get your Montgomery County Survivorship 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.

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.

Customer Reviews:

4.8 out of 5 (2105 Reviews)

November 29th, 2020

Name: Myron L.

Review: The forms were not identical to the county's version but it met my needs.

Reply from Staff on November 29th, 2020

Thank you!

November 29th, 2020

Name: Allen O.

Review: The website was easy to use and the forms will guide me as our family sells interest in property to other family members in Central New York.

Reply from Staff on November 29th, 2020

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November 27th, 2020

Name: Richard N.

Review: It went well. The proof will be when I complete the forms and submit to the County Clerk.

Reply from Staff on November 27th, 2020

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November 26th, 2020

Name: Dennis M.

Review: Very quick and easy to use. Deeds.com saved me a lot of money!

Reply from Staff on November 26th, 2020

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November 25th, 2020

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Review: I was very impressed with how user friendly, convenient, and efficient the whole process was. I will definitely use the service again sometime soon.

Reply from Staff on November 25th, 2020

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November 24th, 2020

Name: Celeste F.

Review: Great experience. No hassle. It kept me out of a government office.

Reply from Staff on November 24th, 2020

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November 24th, 2020

Name: Sheilah C.

Review: So far very good. I will know more when I complete the forms and submit them.

Reply from Staff on November 24th, 2020

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November 24th, 2020

Name: Kathy B.

Review: Works easy enough and good directions on the form, however no help when I got locked out. Had to do a completely new account name and email address.

Reply from Staff on November 24th, 2020

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November 24th, 2020

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Review: Very easy process, handled quickly without complications. Excellent communication about status.

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November 24th, 2020

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Review: Thank you for this service, saved me from driving down town. It was quick and very easy to navigate. Have a great Thanksgiving break.

Reply from Staff on November 24th, 2020

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