Transfer on Death Beneficiary Designation Affidavit

To establish transfer on death interests, a designation affidavit must be recorded prior to the death of the property owner.

TOD Beneficiary Designation Affidavits must include:

• A current, complete, and correct property description with plat cabinet and page and parcel number(s) checked and approved by the Engineer’s Tax Map Department
• Prior deed reference
• Notarized signature(s)
• TOD beneficiary affidavits are not transferred in the auditor’s office prior to recording
• Correct recording fees and a self-addressed stamped envelope. Modifications, revocations, amendments, releases, and recordings of the affidavit will be charged a notation fee

Transfer on Death Affidavit of Confirmation

A TOD Affidavit of Confirmation transfers the interest in the property to the designated beneficiaries after the death of the owner.

TOD Affidavits of Confirmation must include:

• A notice of pending transfer of property by transfer on death deed , aka Medicaid Estate Recovery Form, along with a copy of the TOD designation affidavit or the TOD deed that was recorded prior to the death of the property owner
• A certified copy of the property owner’s death certificate
• Prior deed reference
• Volume and page of recorded transfer on death beneficiary affidavit
• Notarized signature(s)
• A current, complete, and correct property description with plat cabinet and page and parcel number(s) checked and approved by the Engineers Tax Map Department
• Must be transferred in the Auditor’s Office before recording. Please contact the Greene County Auditor’s Office for information regarding transfer requirements
• Correct recording fees and a self-addressed stamped envelope

Ohio Revised Code Transfer on Death Recordings Links

• 5302.22                                       • 5302.24
• 5302.23                                       • 5302.222

Transfer on Death Sample forms

• Sample Form 1

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Sample Form 2