Summit County Transfer on Death Designation Affidavit Forms (Ohio)

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Form Package

Transfer on Death Designation Affidavit

State

Ohio

Area

Summit County

Price

$27.97

Delivery

Immediate Download

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Included Forms

All Summit County specific forms and documents listed below are included in your immediate download package:

Transfer on Death Designation Affidavit

Transfer on Death Designation Affidavit

Fill in the blank form formatted to comply with all recording and content requirements.
Included document last reviewed/updated 4/1/2024

Transfer on Death Designation Affidavit Guide

Transfer on Death Designation Affidavit Guide

Line by line guide explaining every blank on the form.
Included document last reviewed/updated 3/15/2024

Completed Example of the Transfer on Death Designation Affidavit Document

Completed Example of the Transfer on Death Designation Affidavit Document

Example of a properly completed form for reference.
Included document last reviewed/updated 3/15/2024

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 Ohio or Summit 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.

How do I get my forms, are they emailed?

Forms are NOT emailed to you. Immediately after you submit payment, the Summit 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 sent to you. If you encounter any issues accessing your forms, please reach out to our support team for assistance.

What type of files are the forms?

All of our Summit County Transfer on Death Designation Affidavit 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 Transfer on Death Designation Affidavit 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 Summit County that you need to transfer you would only need to order our forms once for all of your properties in Summit County.

Are these forms guaranteed to be recordable in Summit County?

Yes. Our form blanks are guaranteed to meet or exceed all formatting requirements set forth by Summit 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 Transfer on Death Designation Affidavit Forms:

  • Summit County

Including:

  • Akron
  • Barberton
  • Bath
  • Clinton
  • Cuyahoga Falls
  • Fairlawn
  • Green
  • Hudson
  • Lakemore
  • Macedonia
  • Munroe Falls
  • Northfield
  • Peninsula
  • Richfield
  • Stow
  • Tallmadge
  • Twinsburg

What is the Ohio Transfer on Death Designation Affidavit

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)

Our Promise

The documents you receive here will meet, or exceed, the Summit 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 Summit 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.

Reviews

4.8 out of 5 (4313 Reviews)

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April 13th, 2024

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April 12th, 2024

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January 12th, 2022

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December 28th, 2018

Thanks for the easy download, clear instructions, good price- I'm looking forward to filling them out.

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Charles G.

June 22nd, 2022

I downloaded your Transfer on Death Deed Forms on Monday and registered the deed on Wednesday. Thank you.

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September 5th, 2019

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March 19th, 2022

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March 17th, 2020

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November 11th, 2021

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May 24th, 2021

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April 22nd, 2020

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