"Simple Revocable Transfer on Death Deed Form" - California

If you need to convey a property title to your heir without dealing with tedious probate, it is a good idea to complete a California Transfer on Death Deed. There is a state-specific form to prepare to formalize the transfer of property upon your passing - Simple Revocable Transfer on Death Deed Form, issued by the California Judicial Branch. This Beneficiary Deed has to follow the regulations of the California Probate Code otherwise it may be declared unenforceable: describe the property and identify the individual or individuals who will obtain it, transfer the property with all debts and liens, and submit a copy of the deed to the clerk of the local county to update the title history.


Related Forms and Topics:

ADVERTISEMENT
ADVERTISEMENT

Download "Simple Revocable Transfer on Death Deed Form" - California

Download PDF

Fill PDF online

Rate (4.8 / 5) 20 votes
SIMPLE REVOCABLE TRANSFER ON DEATH (TOD) DEED
(California Probate Code Section 5642)
Recording Requested By:
When Recorded Mail This Deed To
Name:
Address:
Assessor’s Parcel Number:Space Above For Recorder’s Use
This document is exempt from documentary transfer tax under Rev. & Tax. Code § 11930. This document is exempt from
preliminary change of ownership report under Rev. & Tax. Code § 480.3.
IMPORTANT NOTICE: THIS DEED MUST BE RECORDED ON OR BEFORE 60 DAYS AFTER THE DATE IT IS
SIGNED AND NOTARIZED
Use this deed to transfer the residential property described below directly to your named beneficiaries when you die. YOU
SHOULD CAREFULLY READ ALL OF THE INFORMATION ON THE OTHER PAGES OF THIS FORM. You may wish to
consult an attorney before using this deed. It may have results that you do not want. Provide only the information asked for in the
form. DO NOT INSERT ANY OTHER INFORMATION OR INSTRUCTIONS. This form MUST be RECORDED on or before
60 days after the date it is signed and notarized or it will not be effective.
PROPERTY DESCRIPTION
Print the legal description of the residential property affected by this deed:
BENEFICIARY(IES)
Print the FULL NAME(S) of the person(s) who will receive the property on your death (DO NOT use general terms like “my
children”) and state the RELATIONSHIP that each named person has to you (spouse, son, daughter, friend, etc.):
TRANSFER ON DEATH
I transfer all of my interest in the described property to the named beneficiary(ies) on my death. I may revoke this deed. When
recorded, this deed revokes any TOD deed that I made before signing this deed.
Sign and print your name below (your name should exactly match the name shown on your title documents):
Date
NOTE: This deed only transfers MY ownership share of the property. The deed does NOT transfer the share of any co-owner of
the property. Any co-owner who wants to name a TOD beneficiary must execute and RECORD a SEPARATE deed.
SIMPLE REVOCABLE TRANSFER ON DEATH (TOD) DEED
(California Probate Code Section 5642)
Recording Requested By:
When Recorded Mail This Deed To
Name:
Address:
Assessor’s Parcel Number:Space Above For Recorder’s Use
This document is exempt from documentary transfer tax under Rev. & Tax. Code § 11930. This document is exempt from
preliminary change of ownership report under Rev. & Tax. Code § 480.3.
IMPORTANT NOTICE: THIS DEED MUST BE RECORDED ON OR BEFORE 60 DAYS AFTER THE DATE IT IS
SIGNED AND NOTARIZED
Use this deed to transfer the residential property described below directly to your named beneficiaries when you die. YOU
SHOULD CAREFULLY READ ALL OF THE INFORMATION ON THE OTHER PAGES OF THIS FORM. You may wish to
consult an attorney before using this deed. It may have results that you do not want. Provide only the information asked for in the
form. DO NOT INSERT ANY OTHER INFORMATION OR INSTRUCTIONS. This form MUST be RECORDED on or before
60 days after the date it is signed and notarized or it will not be effective.
PROPERTY DESCRIPTION
Print the legal description of the residential property affected by this deed:
BENEFICIARY(IES)
Print the FULL NAME(S) of the person(s) who will receive the property on your death (DO NOT use general terms like “my
children”) and state the RELATIONSHIP that each named person has to you (spouse, son, daughter, friend, etc.):
TRANSFER ON DEATH
I transfer all of my interest in the described property to the named beneficiary(ies) on my death. I may revoke this deed. When
recorded, this deed revokes any TOD deed that I made before signing this deed.
Sign and print your name below (your name should exactly match the name shown on your title documents):
Date
NOTE: This deed only transfers MY ownership share of the property. The deed does NOT transfer the share of any co-owner of
the property. Any co-owner who wants to name a TOD beneficiary must execute and RECORD a SEPARATE deed.
ACKNOWLEDGMENT OF NOTARY
A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to
which this certificate is attached, and not the truthfulness, accuracy, or validity of that document.
State of
California
)
County of
)
On ___________________________ before me, (here insert name and title of the officer), personally appeared
___________________________, who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s)
is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized
capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the
person(s) acted, executed the instrument.
I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and
correct.
WITNESS my hand and official seal.
Signature ___________________________ (Seal)
(b) Subsequent pages of a form executed under this section shall be in substantially the following form:
COMMON QUESTIONS ABOUT THE USE OF THIS FORM
WHAT DOES THE TOD DEED DO? When you die, the identified property will transfer to your named beneficiary without
probate. The TOD deed has no effect until you die. You can revoke it at any time.
CAN I USE THIS DEED TO TRANSFER BUSINESS PROPERTY? This deed can only be used to transfer (1) a parcel of
property that contains one to four residential dwelling units, (2) a condominium unit, or (3) a parcel of agricultural land of 40
acres or less, which contains a single-family residence.
HOW DO I USE THE TOD DEED? Complete this form. Have it notarized. RECORD the form in the county where the property
is located. The form MUST be recorded on or before 60 days after the date you sign it or the deed has no effect.
IS THE “LEGAL DESCRIPTION” OF THE PROPERTY NECESSARY? Yes.
HOW DO I FIND THE “LEGAL DESCRIPTION” OF THE PROPERTY? This information may be on the deed you received
when you became an owner of the property. This information may also be available in the office of the county recorder for the
county where the property is located. If you are not absolutely sure, consult an attorney.
HOW DO I “RECORD” THE FORM? Take the completed and notarized form to the county recorder for the county in which the
property is located. Follow the instructions given by the county recorder to make the form part of the official property records.
WHAT IF I SHARE OWNERSHIP OF THE PROPERTY? This form only transfers YOUR share of the property. If a co-owner
also wants to name a TOD beneficiary, that co-owner must complete and RECORD a separate form.
CAN I REVOKE THE TOD DEED IF I CHANGE MY MIND? Yes. You may revoke the TOD deed at any time. No one,
including your beneficiary, can prevent you from revoking the deed.
HOW DO I REVOKE THE TOD DEED? There are three ways to revoke a recorded TOD deed: (1) Complete, have notarized,
and RECORD a revocation form. (2) Create, have notarized, and RECORD a new TOD deed. (3) Sell or give away the property,
or transfer it to a trust, before your death and RECORD the deed. A TOD deed can only affect property that you own when you
die. A TOD deed cannot be revoked by will.
CAN I REVOKE A TOD DEED BY CREATING A NEW DOCUMENT THAT DISPOSES OF THE PROPERTY (FOR
EXAMPLE, BY CREATING A NEW TOD DEED OR BY ASSIGNING THE PROPERTY TO A TRUST)? Yes, but only if the
new document is RECORDED. To avoid any doubt, you may wish to RECORD a TOD deed revocation form before creating the
new instrument. A TOD deed cannot be revoked by will, or by purporting to leave the subject property to anyone via will.
IF I SELL OR GIVE AWAY THE PROPERTY DESCRIBED IN A TOD DEED, WHAT HAPPENS WHEN I DIE? If the deed
or other document used to transfer your property is RECORDED before your death, the TOD deed will have no effect. If the
transfer document is not RECORDED before your death, the TOD deed will take effect.
I AM BEING PRESSURED TO COMPLETE THIS FORM. WHAT SHOULD I DO? Do NOT complete this form unless you
freely choose to do so. If you are being pressured to dispose of your property in a way that you do not want, you may want to
alert a family member, friend, the district attorney, or a senior service agency.
DO I NEED TO TELL MY BENEFICIARY ABOUT THE TOD DEED? No. But secrecy can cause later complications and
might make it easier for others to commit fraud.
WHAT DOES MY BENEFICIARY NEED TO DO WHEN I DIE? Your beneficiary must RECORD evidence of your death
(Prob. Code § 210), and file a change in ownership notice (Rev. & Tax. Code § 480). If you received Medi-Cal benefits, your
beneficiary must notify the State Department of Health Care Services of your death and provide a copy of your death certificate
(Prob. Code § 215).
WHAT IF I NAME MORE THAN ONE BENEFICIARY? Your beneficiaries will become co-owners in equal shares as tenants
in common. If you want a different result, you should not use this form.
HOW DO I NAME BENEFICIARIES? You MUST name your beneficiaries individually, using each beneficiary’s FULL name.
You MAY NOT use general terms to describe beneficiaries, such as “my children.” For each beneficiary that you name, you
should briefly state that person’s relationship to you (for example, my spouse, my son, my daughter, my friend, etc.).
WHAT IF A BENEFICIARY DIES BEFORE I DO? If all beneficiaries die before you, the TOD deed has no effect. If a
beneficiary dies before you, but other beneficiaries survive you, the share of the deceased beneficiary will be divided equally
between the surviving beneficiaries. If that is not the result you want, you should not use the TOD deed.
WHAT IS THE EFFECT OF A TOD DEED ON PROPERTY THAT I OWN AS JOINT TENANCY OR COMMUNITY
PROPERTY WITH RIGHT OF SURVIVORSHIP? If you are the first joint tenant or spouse to die, the deed is VOID and has no
effect. The property transfers to your joint tenant or surviving spouse and not according to this deed. If you are the last joint
tenant or spouse to die, the deed takes effect and controls the ownership of your property when you die. If you do not want these
results, do not use this form. The deed does NOT transfer the share of a co-owner of the property. Any co-owner who wants to
name a TOD beneficiary must complete and RECORD a SEPARATE deed.
CAN I ADD OTHER CONDITIONS ON THE FORM? No. If you do, your beneficiary may need to go to court to clear title.
IS PROPERTY TRANSFERRED BY THE TOD DEED SUBJECT TO MY DEBTS? Yes.
DOES THE TOD DEED HELP ME TO AVOID GIFT AND ESTATE TAXES? No.
HOW DOES THE TOD DEED AFFECT PROPERTY TAXES? The TOD deed has no effect on your property taxes until your
death. At that time, property tax law applies as it would to any other change of ownership.
DOES THE TOD DEED AFFECT MY ELIGIBILITY FOR MEDI-CAL? No.
AFTER MY DEATH, WILL MY HOME BE LIABLE FOR REIMBURSEMENT OF THE STATE FOR MEDI-CAL
EXPENDITURES? Your home may be liable for reimbursement. If you have questions, you should consult an attorney.
5644.
A transferor may revoke a revocable transfer on death deed by an instrument in substantially the following form:
Revocation of
Revocable Transfer on Death (TOD) Deed
(California Probate Code Section 5600)
Recording Requested By:
When Recorded Mail This Deed To
Name:
Address:
Assessor’s Parcel Number:Space Above For Recorder’s Use
This deed revocation is exempt from documentary transfer tax under Rev. & Tax. Code §11930. This deed revocation is exempt
from preliminary change of ownership report under Rev. & Tax. Code § 480.3.
IMPORTANT NOTICE: THIS FORM MUST BE RECORDED TO BE EFFECTIVE
This revocation form MUST be RECORDED before your death or it will not be effective. This revocation form only affects a
transfer on death deed that YOU made. A transfer on death deed made by a co-owner of your property is not affected by this
revocation form. A co-owner who wants to revoke a transfer on death deed that he/she made must complete and RECORD a
SEPARATE revocation form.
PROPERTY DESCRIPTION
Print the legal description of the property affected by this revocation:
REVOCATION
I revoke any TOD deed to transfer the described property that I executed before executing this form.
SIGNATURE AND DATE
Sign and print your name below (your name should exactly match the name shown on your title documents):
Date
ACKNOWLEDGMENT OF NOTARY
A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to
which this certificate is attached, and not the truthfulness, accuracy, or validity of that document.
State of California
)
County of
)
On ___________________________ before me, (here insert name and title of the officer), personally appeared
___________________________, who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s)
is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized
capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the
person(s) acted, executed the instrument.
I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and
correct.
WITNESS my hand and official seal.
Signature ___________________________ (Seal)