Ohio tod form 2026

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  1. Click ‘Get Form’ to open the Ohio Transfer on Death Designation Affidavit in our editor.
  2. Begin by entering the names of the current owners of the property in the designated fields. Ensure that both individuals are accurately listed as they appear on the deed.
  3. Fill in the property details, including the street address, city, and zip code. Attach a legal description if required, referencing Exhibit A.
  4. Designate a Transfer on Death Beneficiary by entering their name and address. If applicable, choose an alternative beneficiary in case the primary beneficiary predeceases you.
  5. Complete the dower rights release section for both grantors, ensuring signatures are provided where necessary.
  6. Finally, have witnesses sign and date the document. Ensure that a notary public acknowledges your signatures to validate the affidavit.

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Setting up a TOD is a simple process. Choose your assets: Determine what assets youd like to pass to your beneficiaries: bank accounts, investment accounts, brokerage accounts, crypto wallets, and real estate. Fill out the forms: Financial institutions have TOD forms that you can fill out.
TOD Deeds Open the Door to Unintended Consequences Without careful coordination, TOD deeds can also disinherit heirs you intended to provide for, result in unnecessary taxes, complicate matters for a surviving spouse, or cause other negative ripple effects. Once recorded, the deed is very difficult to undo.
This is also called a transfer-on-death deed, and may be completed without an attorney, if desired. Naming a transfer-on-death beneficiary allows you to choose someone to inherit your home, may offer tax benefits, and bypasses probate.
Complete form. You can also get it from the County Auditors office. The County Recorders reference number, or volume and deed book number, stamped on your deed.
Ohio Revised Code 5302.23 outlines one manner of transferring real estate outside of probate through a Transfer on Death Affidavit (TOD Affidavit). A TOD Affidavit allows an owner to designate one or more beneficiaries who will automatically receive the property upon the owners death outside of probate.

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Unlike a Last Will and Testament, which requires probate court involvement, a TOD completely bypasses probate, making the transfer faster and easier. At Mizak Pacetti, we help Ohio residents create estate plans that protect their families and property.

transfer on death deed ohio pdf