Shelby County Transfer on Death Deed Beneficiary Affidavit Form (Indiana)

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

Transfer on Death Deed Beneficiary Affidavit Form

Shelby County Transfer on Death Deed Beneficiary Affidavit Form

Fill in the blank form formatted to comply with all recording and content requirements.
Included Shelby County compliant document last validated/updated 5/13/2024

Transfer on Death Deed Beneficiary Affidavit Guide

Shelby County Transfer on Death Deed Beneficiary Affidavit Guide

Line by line guide explaining every blank on the form.
Included Shelby County compliant document last validated/updated 5/14/2024

Completed Example of the Transfer on Death Deed Beneficiary Affidavit Document

Shelby County Completed Example of the Transfer on Death Deed Beneficiary Affidavit Document

Example of a properly completed form for reference.
Included Shelby County compliant document last validated/updated 11/14/2023

When using these Transfer on Death Deed Beneficiary Affidavit forms, the subject real estate must be physically located in Shelby County. The executed documents should then be recorded in the following office:

Shelby County Recorder

Courthouse - 25 W Polk St, Rm 101, Shelbyville, Indiana 46176

Hours: Monday- Thursday 7:00 AM - 5:00 PM

Phone: (317) 392-6370

Local jurisdictions located in Shelby County include:

  • Boggstown
  • Fairland
  • Flat Rock
  • Fountaintown
  • Gwynneville
  • Morristown
  • Shelbyville
  • Waldron

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?

Immediately after you submit payment, the Shelby 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 provided to you. If you encounter any issues accessing your forms, please reach out to our support team for assistance. Forms are NOT emailed to you.

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 Shelby County using our eRecording service.
Are these forms guaranteed to be recordable in Shelby County?

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

Can the Transfer on Death Deed Beneficiary Affidavit 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 Shelby County that you need to transfer you would only need to order our forms once for all of your properties in Shelby County.

What are supplemental forms?

Often when a deed is recorded, additional documents are required by Indiana or Shelby 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 Shelby County Transfer on Death Deed Beneficiary Affidavit 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.

Indiana's transfer on death deeds are a useful way to convey ownership rights to property without the need for probate. The rules for claiming the property are defined in IC 32-17-14-26(b)(20). Primarily, the statute explains that the beneficiary must complete a transfer on death beneficiary affidavit containing specific details of the deed, present that affidavit to the local auditor to verify any transfer taxes, and then submit it to the county recorder who will enter it, and therefore the finalized conveyance, into the public record.

Beneficiaries listed on Indiana transfer on death deeds may use this form, which meets the statutory requirements, to claim ownership of the real property described in the deed.

(Indiana TOD Deed Beneficiary Affidavit Package includes form, guidelines, and completed example)

Our Promise

The documents you receive here will meet, or exceed, the Shelby 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 Shelby County Transfer on Death Deed 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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June 30th, 2024

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June 28th, 2024

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August 26th, 2020

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there were incomplete sections. I would correct and resubmit . All done Yeah!!!!!!

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July 30th, 2019

Found the service useful and straightforward. The only recommendation would be to send an e-mail notification to the request or when their package is ready for download. Mine, apparently, was ready within and hour or so after placing the request but did not go back onto the site until a day later to find it was ready.

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February 7th, 2021

I found it pretty easy to navigate, all worked well. Need a better example of excise tax. Lastly, your link in the email to get to this page doesn't work :)

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November 27th, 2019

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October 6th, 2021

Great stuff

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December 10th, 2020

I thought the instructions could have been a little better. I didn't know how to do this if the spouses are married but living in separate residences. Also I didn't understand the "Prior Instrument Reference". That should be explained better. Very sketchy instructions.

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September 5th, 2019

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October 15th, 2021

It would be helpful for documents to be in word format as well and for PDF version not to be locked.

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April 10th, 2019

Documents are ok but I needed to reword some of the verbiage and it cannot be edited without paying a monthly or annual membership.
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