Valencia County Transfer of Homestead Affidavit Form (New Mexico)

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

Transfer of Homestead Affidavit Form

Valencia County Transfer of Homestead Affidavit Form

Fill in the blank form formatted to comply with all recording and content requirements.
Included Valencia County compliant document last validated/updated 7/23/2024

Transfer of Homestead Affidavit Guide

Valencia County Transfer of Homestead Affidavit Guide

Line by line guide explaining every blank on the form.
Included Valencia County compliant document last validated/updated 10/29/2024

Completed Example of the Transfer of Homestead Affidavit Docuement

Valencia County Completed Example of the Transfer of Homestead Affidavit Docuement

Example of a properly completed form for reference.
Included Valencia County compliant document last validated/updated 10/11/2024

When using these Transfer of Homestead Affidavit forms, the subject real estate must be physically located in Valencia County. The executed documents should then be recorded in the following office:

Valencia County Clerk

444 Luna Ave / PO Box 969, Los Lunas, New Mexico 87031

Hours: 8:00am to 5:00pm M-F

Phone: (505) 866-2073

Local jurisdictions located in Valencia County include:

  • Belen
  • Bosque
  • Bosque Farms
  • Jarales
  • Los Lunas
  • Peralta
  • Pueblo Of Acoma
  • Tome

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

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

Can the Transfer of Homestead 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 Valencia County that you need to transfer you would only need to order our forms once for all of your properties in Valencia County.

What are supplemental forms?

Often when a deed is recorded, additional documents are required by New Mexico or Valencia 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 Valencia County Transfer of Homestead 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.

Some married people purchase real estate in New Mexico for vacation or investment purposes and title it as the sole and separate property of one spouse. Others identify themselves as husband and wife, but do not specify how they wish to hold title. In many such situations, the death of one spouse initiates a case with the probate court to distribute the decedent's estate according to his/her will. This judicial proceeding might also include transferring ownership of real estate into the living spouse's name.

But what if the deceased spouse died intestate (without a will) or has arranged for all of his/her assets to pass to named beneficiaries using non-probate options such as joint ownership, transfer on death designations, or trusts? If the house qualifies as a <b>homestead</b> and is vested as <b>community property</b>, the remaining spouse might be able to gain full title rights more easily by using a transfer of homestead affidavit.

This affidavit is designed to transfer the entire shared interest to the surviving spouse without the need for probate. In general, the property must meet six conditions to qualify for a transfer of homestead affidavit under Section 45-3-1205:

1. The decedent and the surviving spouse owned New Mexico real estate identified as a homestead.

2. The decedent and the surviving spouse held title to that real estate as community property (See Section 45-2-102.

3. No probate proceeding is required for any other property or assets.

4. All taxes and obligations due from the estate have been settled.

5. The full value of the property as assessed for property taxation purposes does not exceed five hundred thousand dollars ($500,000).

6. At least six months have passed since the deceased spouse's death.

To complete the transfer, the surviving spouse must record the completed, notarized document at the clerk's office for the county where the property is located. In addition to the affidavit, attach certified copies of the deed granting ownership to the married couple (including a legal description of the homestead property), the decedent's will, if any, and the death certificate. Note that some counties in New Mexico refuse to record death certificates because they might contain protected information such as social security numbers, so contact the local recording office to verify their requirements.

Important terms:

A homestead, or family home, is the principal place of residence of the deceased or surviving spouse. It includes the house, associated buildings on the property, and enough land to support reasonable access and use. See Section 45-3-1205(C) NMSA 1978.

Community property as defined in Section 40-3-8 is a vesting option that is only available to married couples. Property acquired during marriage, by either or both spouses, is assumed to be community property unless specifically identified as separate property. Deeded property acquired by the couple, whether as tenants in common or as joint tenants or otherwise, is presumed to be held as community property.

This discussion is provided as general information. Please contact an attorney for assistance with specific questions or complex situations.

(New Mexico TOHA Package includes form, guidelines, and completed example)

Our Promise

The documents you receive here will meet, or exceed, the Valencia 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 Valencia County Transfer of Homestead 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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Very thorough with plenty of instructions. Nice to be able to fill in the forms on my computer at my own pace and edit if needed. Jim

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Joanne K.

July 16th, 2021

I haven't used the forms yet, but was at the county recorders office and they looked at it and said it looked fine. The instructions were easy to read and the forms easy to complete and save for a next time, if there is need.

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September 2nd, 2022

Great service... patient with me through the process.

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June 17th, 2020

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November 13th, 2019

The warranty deed forms I received worked fine.

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October 5th, 2023

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November 5th, 2019

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June 26th, 2020

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Daniel L.

February 11th, 2022

You could make instructions clearer on the download process and when download is complete. You could also group things together for 1 or 2 &quot;big&quot; downloads.

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July 30th, 2020

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May 31st, 2022

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William S C.

June 11th, 2021

The Lady Bird Deed appears to be fine with me as are the instructions. However, there apparently are no specific laws in Texas addressing them other than they are OK. The problem is that lenders are surely going to use them as triggers for their due on sale clauses, especially as the current small mortgage rates begin to increase. The solution to that seems to be to sign and have them notarized, but not to record them unless the holder needs to enforce the provisions. It seems to me that you should consider your solution to that problem in your instructions.

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Martha R.

March 16th, 2023

Provided all the info that I needed.

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