Montgomery County Transfer on Death Beneficiary Affidavit Form

Montgomery County Transfer on Death Beneficiary Affidavit Form
Fill in the blank form formatted to comply with all recording and content requirements.

Montgomery County Transfer on Death Beneficiary Affidavit Guide
Line by line guide explaining every blank on the form.

Montgomery County Completed Example of the Transfer on Death Deed Beneficary Affidavit Document
Example of a properly completed form for reference.
All 3 documents above included • One-time purchase • No recurring fees
Additional Virginia and Montgomery County documents included at no extra charge:
Where to Record Your Documents
Montgomery Circuit Court Clerk
Christiansburg, Virginia 24073
Hours: 8:30 to 4:30 M-F / Recording until 4:00
Phone: (540) 382-5760
Recording Tips for Montgomery County:
- Bring your driver's license or state-issued photo ID
- Avoid the last business day of the month when possible
- Bring extra funds - fees can vary by document type and page count
- Ask about accepted payment methods when you call ahead
- Mornings typically have shorter wait times than afternoons
Cities and Jurisdictions in Montgomery County
Properties in any of these areas use Montgomery County forms:
- Blacksburg
- Christiansburg
- Elliston
- Mc Coy
- Pilot
- Riner
- Shawsville
Hours, fees, requirements, and more for Montgomery County
How do I get my forms?
Forms are available for immediate download after payment. The Montgomery 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 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.
Can I reuse these forms?
Yes. You can reuse the forms for your personal use. For example, if you have multiple properties in Montgomery 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 Montgomery County?
Recording fees in Montgomery County vary. Contact the recorder's office at (540) 382-5760 for current fees.
Have other questions? Contact our support team
On July 1, 2013, Virginia enacted the Uniform Real Property Transfer on Death Act, codified at VA Code 64.2-621 et seq. (2012).
While the statutes contain suggested forms for the actual transfer on death deeds and associated revocations, the specifics for completing the transfer after the owner dies are less clear. In many cases, non-probate transfers of real property happen "as a function of law." In theory, this means there is no need for the beneficiary to act -- the named owner of the property automatically changes. In practice, however, it benefits the interests of all parties involved to formalize the updated status as soon as reasonably possible, especially since the beneficiary has the right to disclaim the conveyed interest.
One efficient method for stating the beneficiary's intent to accept the real estate is to execute and record an affidavit, which is a document containing statements made under oath. The affidavit should, at minimum, include:
1. The parties named in the transfer on death deed;
2. Residency and death information about the deceased owner;
3. Recording details for the transfer on death deed;
4. A description of and property ID for the real property being transferred;
5. Official copies of any necessary death certificates; and
6. Anything else required by the local agency responsible for recording and maintaining land records. In Virginia, this is typically the office of the clerk of the circuit court.
By recording such an affidavit, the beneficiary provides notice to the public of the change in ownership of the property. This is important because it helps to maintain a clear chain of title, or sequential record of owners. A clear chain of title will simplify future sales or mortgages of the property, since it indicates a reduced chance of unexpected claims against present or future owners.
Each situation is unique, so for specific advice, or to resolve more complex issues, contact a local real estate attorney.
(Virginia TOD Beneficiary Affidavit Package includes form, guidelines, and completed example)
Important: Your property must be located in Montgomery County to use these forms. Documents should be recorded at the office below.
This Transfer on Death Beneficiary Affidavit meets all recording requirements specific to Montgomery County.
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.
Save Time and Money
Get your Montgomery County Transfer on Death Beneficiary 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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May 12th, 2021
It would be helpful if the numbers on the instruction sheet were on the form. I was confused on page two if the signatures were for witnesses or buyer (grantee). I do like the form and will use it in the future. Also page one Grantee's signature only has one line and if there are two buyers need another line.
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