Herkimer County Transfer on Death Deed Form (New York)

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

Transfer on Death Deed Form

Herkimer County Transfer on Death Deed Form

Fill in the blank Transfer on Death Deed form formatted to comply with all New York recording and content requirements.
Included Herkimer County compliant document last validated/updated 10/1/2024

Transfer on Death Deed Guide

Herkimer County Transfer on Death Deed Guide

Line by line guide explaining every blank on the Transfer on Death Deed form.
Included Herkimer County compliant document last validated/updated 10/1/2024

Completed Example of the Transfer on Death Deed Document

Herkimer County Completed Example of the Transfer on Death Deed Document

Example of a properly completed New York Transfer on Death Deed document for reference.
Included Herkimer County compliant document last validated/updated 10/1/2024

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

Herkimer County Clerk

109 Mary St, Suite 1111, Herkimer, New York 13350

Hours: Monday - Friday 9am to 4:45pm / Summer: 8:30am to 3:45pm

Phone: (315) 867-1133 (Recording) & 867-1338 (Record Room)

Local jurisdictions located in Herkimer County include:

  • Cold Brook
  • Dolgeville
  • Eagle Bay
  • Frankfort
  • Herkimer
  • Ilion
  • Jordanville
  • Little Falls
  • Middleville
  • Mohawk
  • Newport
  • Old Forge
  • Poland
  • Salisbury Center
  • Thendara
  • Van Hornesville
  • West Winfield

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

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

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

What are supplemental forms?

Often when a deed is recorded, additional documents are required by New York or Herkimer 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 Herkimer County Transfer on Death Deed 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.

To use the Transfer on Death (TOD) Deed under New York’s Real Property Law (RPP) CHAPTER 50, ARTICLE 12 § 424 (effective July 19, 2024), follow these steps:

1. Complete the TOD Deed
Designate a beneficiary: Clearly name the individual or entity (such as a charity or trust) who will inherit your property upon your death.
Include contingent beneficiaries if desired (NOT required). These are backup beneficiaries who would inherit the property if your primary beneficiary cannot (e.g., if they predecease you). Ensure the deed is filled out correctly, including the legal description of the property.

2. Execute the TOD Deed: The TOD deed must be signed by the property owner (the transferor) in the presence of two witnesses and a Notary Public. The witnesses should not be the beneficiaries themselves, as this could raise legal issues.

3. Record the TOD Deed: The completed deed must be recorded with the County Clerk's office where the property is located during your lifetime. Recording the deed is crucial because, without it, the transfer will not be valid upon your death.

4. Retain Ownership During Lifetime: After recording the TOD deed, you retain full control of the property during your lifetime. You can still sell, mortgage, or revoke the TOD deed at any time.
If you change your mind, you can revoke the TOD deed by filing a revocation form or executing a new TOD deed, which automatically invalidates the previous one.

5. Upon Your Death: Upon your death, the property automatically transfers to the designated beneficiary without going through probate.

Key points about when it takes effect:
Timing of Transfer: The deed only takes effect upon the death of the property owner. Until then, the owner retains full control over the property and can revoke or change the TOD deed at any time.

Recording Requirement: For the TOD deed to be valid, it must be recorded with the county clerk during the property owner's lifetime. If the deed is not recorded before death, it will not be effective.

Probate Avoidance: By using a TOD deed, the property passes directly to the named beneficiary without going through probate, simplifying the transfer process and reducing legal costs.

Our Promise

The documents you receive here will meet, or exceed, the Herkimer 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 Herkimer County Transfer on Death Deed 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.

4.8 out of 5 - ( 4420 Reviews )

Jimmy W.

November 1st, 2024

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

Reply from Staff

We appreciate your business and value your feedback. Thank you. Have a wonderful day!

RUTH A.

October 25th, 2024

I am so very thankful for the service that you provide for the public, thank you very much.

Reply from Staff

We deeply appreciate the trust you have placed in our services. Thank you for your valuable feedback and for choosing us.

Nancy R.

October 25th, 2024

Deeds.com is very precise, helpful and friendly. I found the form I needed without any effort and everything worked perfect and smooth. I recommend it 100%. rnThank you.

Reply from Staff

We are delighted to have been of service. Thank you for the positive review!

FRANK O.

March 1st, 2019

Easy to download and use the forms, however two forms needed for my county recording were not included.

Reply from Staff

Thank you for your feedback Frank. We'll look into finding and including the additional supplemental documents. Sometimes supplemental documents have to be generated by the county's system, specific to the transaction.

Michael S.

September 28th, 2019

So far so good! Easy site to navigate for old farts like me

Reply from Staff

We appreciate your business and value your feedback. Thank you. Have a wonderful day!

Shawn B.

November 17th, 2021

Deeds.com support is very quick and responsive. Would use again and recommend to others in need of e-recording.

Reply from Staff

Thank you for your feedback. We really appreciate it. Have a great day!

Kathleen H.

July 21st, 2020

Very disappointed that the Recording Information section did not state where to get the information required.

Reply from Staff

Sorry to hear that we failed you Kathleen.

Deborah P.

September 13th, 2022

Very helpful! Easy and clear guidance. Good examples on sample forms.

Reply from Staff

We appreciate your business and value your feedback. Thank you. Have a wonderful day!

Terri S.

October 16th, 2019

Form was easy to complete, price was reasonable and everything worked out just fine. Would absolutely use this service again if needed, Thank you :)

Reply from Staff

Thank you for your feedback. We really appreciate it. Have a great day!

Ricardo C.

October 16th, 2020

I was pleased with the process. Easy and secure. Great customer service. I will use again for sure

Reply from Staff

Thank you!

Ma Luisa R.

July 2nd, 2020

Great service and fast

Reply from Staff

We appreciate your business and value your feedback. Thank you. Have a wonderful day!

Christine P.

January 15th, 2019

I was hoping to find information of a property belonging to my grandparents. Your site says it can go back 10-20 years I will just have to go to the courthouse and research. But very good site if your looking for recent information.

Reply from Staff

Thank you for your feedback. We really appreciate it. Have a great day!

Nancy R.

October 25th, 2024

Deeds.com is very precise, helpful and friendly. I found the form I needed without any effort and everything worked perfect and smooth. I recommend it 100%. rnThank you.

Reply from Staff

We are delighted to have been of service. Thank you for the positive review!

Connie G.

October 15th, 2019

This product makes it so much easier to understand and file forms that you might have to pay an attorney to do. All Counties have their own way of submitting forms and with Deeds you have the correct format.

Reply from Staff

Thank you for your feedback. We really appreciate it. Have a great day!

Nancy J.

June 17th, 2020

This is a great service recommended by CSC. I only had one document to e-file. I would recommend to anyone.

Reply from Staff

Thank you for your feedback. We really appreciate it. Have a great day!