Jackson County Assignment of Trust Deed by Beneficiary or Successor in Interest Form (Oregon)

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

Assignment of Trust Deed Form

Jackson County Assignment of Trust Deed Form

Fill in the blank form formatted to comply with all recording and content requirements.
Included Jackson County compliant document last validated/updated 2/29/2024

Assignment of Trust Deed Guidelines

Jackson County Assignment of Trust Deed Guidelines

Line by line guide explaining every blank on the form.
Included Jackson County compliant document last validated/updated 5/13/2024

Completed Example of Assignment of Trust Deed Document

Jackson County Completed Example of Assignment of Trust Deed Document

Example of a properly completed form for reference.
Included Jackson County compliant document last validated/updated 1/19/2024

Notice of Assignment of Trust Deed Form

Jackson County Notice of Assignment of Trust Deed Form

Fill in the blank form formatted to comply with content requirements.
Included Jackson County compliant document last validated/updated 4/22/2024

Notice of Assignment Guidelines

Jackson County Notice of Assignment Guidelines

Line by line guide explaining every blank on the form.
Included Jackson County compliant document last validated/updated 4/23/2024

Notice of Assignment-Completed Example

Jackson County Notice of Assignment-Completed Example

Example of a properly completed form for reference.
Included Jackson County compliant document last validated/updated 4/17/2024

When using these Assignment of Trust Deed by Beneficiary or Successor in Interest forms, the subject real estate should be physically located in Jackson County, and the executed documents recorded in one of the following offices:

Recording Office

County Courthouse - 10 South Oakdale, Rm 114, Medford, Oregon 97501

Hours: 8:30am–4pm M-F / Closed 11:15-12:30

Phone: (541) 774-6152

Local jurisdictions located in Jackson County include:

  • Ashland
  • Butte Falls
  • Central Point
  • Eagle Point
  • Gold Hill
  • Jacksonville
  • Medford
  • Phoenix
  • Prospect
  • Rogue River
  • Shady Cove
  • Talent
  • Trail
  • White City

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?

Forms are NOT emailed to you. Immediately after you submit payment, the Jackson 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 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 Jackson County using our eRecording service.
Are these forms guaranteed to be recordable in Jackson County?

Yes. Our form blanks are guaranteed to meet or exceed all formatting requirements set forth by Jackson County including margin requirements, content requirements, font and font size requirements.

Can the Assignment of Trust Deed by Beneficiary or Successor in Interest 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 Jackson County that you need to transfer you would only need to order our forms once for all of your properties in Jackson County.

What are supplemental forms?

Often when a deed is recorded, additional documents are required by Oregon or Jackson 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 Jackson County Assignment of Trust Deed by Beneficiary or Successor in Interest 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.

In this form the assignment/transfer of a Trust Deed/Deed of Trust is made by the beneficiary/lender or successor in interest.

("Trust deed" means a deed executed in conformity with ORS 86.705 (Definitions for ORS 86.705 to 86.815) to 86.815 (Time within which foreclosure must be commenced) that conveys an interest in real property to a trustee in trust to secure the performance of an obligation the grantor or other person named in the deed owes to a beneficiary.) (ORS 86.705(8))

("Beneficiary" means a person named or otherwise designated in a trust deed as the person for whose benefit a trust deed is given, or the person's successor in interest, and who is not the trustee unless the beneficiary is qualified to be a trustee under ORS 86.713 (Qualifications of trustee) (1)(b)(D).) (ORS 86.705(2))

ORS 86.060 Assignment of mortgage Mortgages may be assigned by an instrument in writing, executed and acknowledged with the same formality as required in deeds and mortgages of real property, and recorded in the records of mortgages of the county where the land is situated.

ORS 86.715 Trust deed deemed to be mortgage on real property A trust deed is deemed to be a mortgage on real property and is subject to all laws relating to mortgages on real property except to the extent that such laws are inconsistent with the provisions of ORS 86.705 (Definitions for ORS 86.705 to 86.815) to 86.815 (Time within which foreclosure must be commenced), in which event the provisions of ORS 86.705 (Definitions for ORS 86.705 to 86.815) to 86.815 (Time within which foreclosure must be commenced) shall control. For the purpose of applying the mortgage laws, the grantor in a trust deed is deemed the mortgagor and the beneficiary is deemed the mortgagee.

Included are "Notice of Assignment of Trust Deed" forms. The current Mortgagor/Borrower/Grantor must be notified of the assignment, generally within 30 days to avoid penalty.

ORS 86.080 Record of assignment not notice to mortgagor
The recording of the assignment of a mortgage is not of itself notice of such assignment to the mortgagor, or the heirs or personal representatives of the mortgagor, so as to invalidate a payment made by any of them to the mortgagee.

(Oregon Assignment Package includes form, guidelines, and completed example) For use in Oregon only.

Our Promise

The documents you receive here will meet, or exceed, the Jackson 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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