Shelby County Transfer on Death Designation Affidavit Form

Last validated August 28, 2026 by our Forms Development Team

Formatted for recording in Shelby County, for property anywhere in the county: rural and unincorporated areas as well as Anna, Botkins, Fort Loramie, Houston, Jackson Center, Kettlersville, Maplewood, Pemberton and 3 more.

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Shelby County Transfer on Death Designation Affidavit

Shelby County Transfer on Death Designation Affidavit

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

Document last validated 7/21/2026
Shelby County Transfer on Death Designation Affidavit Guide

Shelby County Transfer on Death Designation Affidavit Guide

Line by line guide explaining every blank on the form.

Document last validated 8/14/2026
Shelby County Completed Example of the Transfer on Death Designation Affidavit Document

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

Example of a properly completed form for reference.

Document last validated 8/28/2026

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

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

Where to Record Your Documents

Shelby County Recorder

Address:
County Annex - 129 E Court St, Floor 2
Sidney, Ohio 45365

Hours: 8:30 to 4:30 Monday through Thursday; 8:30 to 12:00 Friday

Phone: 937-498-7270

Recording Tips for Shelby County:
  • Bring your driver's license or state-issued photo ID
  • Ensure all signatures are in blue or black ink
  • Both spouses typically need to sign if property is jointly owned
  • Bring extra funds - fees can vary by document type and page count
  • Check margin requirements - usually 1-2 inches at top

Cities and Jurisdictions in Shelby County

Properties in any of these areas use Shelby County forms:

  • Anna
  • Botkins
  • Fort Loramie
  • Houston
  • Jackson Center
  • Kettlersville
  • Maplewood
  • Pemberton
  • Port Jefferson
  • Russia
  • Sidney

View Complete Recorder Office Guide

Hours, fees, requirements, and more for Shelby County

How do I get my forms?

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

Yes. Our form blanks are guaranteed to meet or exceed the applicable formatting requirements used for recording in Shelby 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 Shelby 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 Shelby County?

Recording fees in Shelby County vary. Contact the recorder's office at 937-498-7270 for current fees.

Questions answered? Let's get started!

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 Shelby County to use these forms. Documents should be recorded at the county recording office listed above.

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

Our Promise

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

Save Time and Money

Get your Shelby County Transfer on Death Designation Affidavit 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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Barbara A. 5 out of 5 stars

Much easier than going to the courthouse!

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easy to use once i found out i could fill it out right on the deeds website instead of downloading it to word duh.

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Thank you for your feedback Earl. We'll work on ways to make it more clear that the forms are fill in the blank right in the PDF. Have an amazing day!

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I thought the instructions could have been a little better. I didn't know how to do this if the spouses are married but living in separate residences. Also I didn't understand the "Prior Instrument Reference". That should be explained better. Very sketchy instructions.

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My goal was to find the Covenant, Conditions, and Restrictions for my HOA. From what I can read, these documents should be attached to our Deed (single family, patio home in New Hanover County). I am not sure if I have a copy of my Deed. I would need to check my Safe Deposit Box. Unfortunately, I was not successful at finding these documents from your Website. If you can help me find them, I would appreciate that.

Reply from Staff

It is most common to obtain a copy of CC&Rs directly from the HOA. Alternatively, they are also usually a matter of public record recorded with the local recorder and you can obtain a copy there.

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The forms were very easy to use. However, the Mercer County cover page is an older version. You can find the recent version on the county website.

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