Ohio Forms

Clermont County Transfer on Death Designation Affidavit Form

Clermont County Transfer on Death Designation Affidavit

Clermont County Transfer on Death Designation Affidavit

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

Validated 7/25/2025 Preview Form
Clermont County Transfer on Death Designation Affidavit Guide

Clermont County Transfer on Death Designation Affidavit Guide

Line by line guide explaining every blank on the form.

Validated 7/25/2025 Preview Form
Clermont County Completed Example of the Transfer on Death Designation Affidavit Document

Clermont County Completed Example of the Transfer on Death Designation Affidavit Document

Example of a properly completed form for reference.

Validated 6/24/2025 Preview Form

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

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

Where to Record Your Documents

Clermont County Recorder

Address:
101 E Main St
Batavia, Ohio 45103-2958

Hours: 8:00am to 4:30pm M-F / Same-day recording until 4:15 PM

Phone: 513-732-7236

Recording Tips for Clermont County:
  • Ask if they accept credit cards - many offices are cash/check only
  • Check margin requirements - usually 1-2 inches at top
  • Recorded documents become public record - avoid including SSNs
  • Recording fees may differ from what's posted online - verify current rates

Cities and Jurisdictions in Clermont County

Properties in any of these areas use Clermont County forms:

  • Amelia
  • Batavia
  • Bethel
  • Chilo
  • Cincinnati
  • Felicity
  • Goshen
  • Loveland
  • Marathon
  • Miamiville
  • Milford
  • Moscow
  • Neville
  • New Richmond
  • Newtonsville
  • Owensville
  • Williamsburg

How do I get my forms?

Forms are available for immediate download after payment. The Clermont 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 Clermont County?

Yes. Our form blanks are guaranteed to meet or exceed all formatting requirements set forth by Clermont 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 Clermont 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 Clermont County?

Recording fees in Clermont County vary. Contact the recorder's office at 513-732-7236 for current fees.

Have other questions? Contact our support team

Authorized under section 5302.22 of the Ohio Revised Code, the Transfer on Death Designation Affidavit (TDDA) allows owners of real estate situated in Ohio to plan the conveyance of their property to designated beneficiaries after their death. The conveyance occurs separately from a will and without the need for probate. These instruments are known in other states as transfer on death deeds, beneficiary deeds, or Lady Bird deeds, and all fall under the heading of Non-probate Transfers on Death.

TDDAs are useful estate planning tools, because unlike "regular" deeds (warranty, grant, quitclaim, etc.), which permanently transfer the owner's interest in the property, the grantor retains full ownership and control of the property while alive, and may change the beneficiaries, modify the terms, or even sell the property with no restriction or penalty. This flexibility is possible because the grantor accepts no consideration from any of the beneficiaries.

In addition to meeting all state and local standards for recorded documents, TDDAs must include a statement by "the individual executing the affidavit that the individual is the person appearing on the record of the real property as the owner of the real property or interest in the real property at the time of the recording of the affidavit and the marital status of that owner." Married owners must include a statement by "the owner's spouse stating that the spouse's dower rights are subordinate to the vesting of title to the real property or interest in the real property in the transfer on death beneficiary or beneficiaries designated in the affidavit" (RC 5302.22(D)(3)). It must also designate "one or more persons, identified by name, as transfer on death beneficiary or beneficiaries" ( 5302.22(D)(4)).

File the completed and notarized affidavit for recording in the county where the property is located. NOTE THAT THE AFFIDAVIT IS ONLY VALID WHEN SUBMITTED FOR RECORDING WHILE THE GRANTOR IS STILL ALIVE.

The transfer of property rights is completed when the owner dies and the beneficiary completes and records an affidavit of confirmation under R.C. 5302.222.

Using this instrument might affect tax obligations or eligibility for certain income or asset-dependent programs. Please contact an attorney with questions about this or any other issues related to estate planning or transferring real property in Ohio.

(Ohio Transfer on Death Designation Package includes form, guidelines, and completed example)

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

This Transfer on Death Designation Affidavit meets all recording requirements specific to Clermont County.

Our Promise

The documents you receive here will meet, or exceed, the Clermont County recording requirements for formatting. If there's an issue caused by our formatting, we'll make it right and refund your payment.

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