Shelby County Mortgage Instrument and Promissory Note Form (Ohio)

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

Mortgage Form

Shelby County Mortgage Form

Fill in the blank form formatted to comply with all recording and content requirements.
Included Shelby County compliant document last validated/updated 7/4/2024

Mortgage Guidelines

Shelby County Mortgage Guidelines

Line by line guide explaining every blank on the form.
Included Shelby County compliant document last validated/updated 9/18/2024

Completed Example of the Mortgage Document

Shelby County Completed Example of the Mortgage Document

Example of a properly completed form for reference.
Included Shelby County compliant document last validated/updated 8/29/2024

Promissory Note Form

Shelby County Promissory Note Form

Promissory Note secured by Mortgage Agreement.
Included Shelby County compliant document last validated/updated 9/5/2024

Promissory Note Guidelines

Shelby County Promissory Note Guidelines

Line by line guide explaining every blank on the form.
Included Shelby County compliant document last validated/updated 10/9/2024

Completed Example of the Promissory Note Document

Shelby County Completed Example of the Promissory Note Document

This Promissory Note is filled in and highlighted, showing how the guideline information, can be interpreted into the document.
Included Shelby County compliant document last validated/updated 7/31/2024

Annual Accounting Statement Form

Shelby County Annual Accounting Statement Form

Mail to borrower for fiscal year reporting.
Included Shelby County compliant document last validated/updated 10/29/2024

When using these Mortgage Instrument and Promissory Note 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

County Annex - 129 E Court St, Floor 2, Sidney, Ohio 45365

Hours: 8:30 to 4:30 Monday through Thursday; 8:30 to 12:00 Friday

Phone: 937-498-7270

Local jurisdictions located in Shelby County include:

  • Anna
  • Botkins
  • Fort Loramie
  • Houston
  • Jackson Center
  • Kettlersville
  • Maplewood
  • Pemberton
  • Port Jefferson
  • Russia
  • Sidney

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 Mortgage Instrument and Promissory Note 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 Ohio 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 Mortgage Instrument and Promissory Note 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.

These forms are used for financing residential property, condominiums, rental units, small commercial, vacant land, and planned unit developments. They include special provisions and exhibit pages making them adaptable and flexible for unique situations. Ohio recognizes dower rights, which means that if a married man or woman owns an interest in real property, his or her spouse holds a 1/3 interest in the property, Review Oh. statute 2103.02. Dower rights can become problematic when it comes to mortgages. Oftentimes, banks require a release of dower if only one spouse is on the promissory note. Otherwise, if the paying spouse defaults, a spouse may be able to enforce their dower rights if the spouse is not on the deed. This mortgage can release rights of dower if applicable to the situation. These forms have stringent default terms, typical uses - lender who is financing investment property, owner financing, etc.

(Ohio Mortgage Package includes forms, guidelines, and completed examples) For use in Ohio only.

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 Mortgage Instrument and Promissory Note 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 - ( 4434 Reviews )

James S.

November 21st, 2024

Forms used, created quitclaim deed that the county accepted without a second look (turns out they see deeds.com forms regularly via erecording and in person). Will be back for any real estate related forms I need and they carry. Will always be my first stop. Also, will use erecording next time, mad I didn't see it this time.

Reply from Staff

Thanks for the kind words James, glad we could help. Look forward to seeing you again.

Thomas G.

November 21st, 2024

Wasn’t what I expected

Reply from Staff

Sorry to hear that your expectations were missed. Your order has been canceled. We do hope that you find something more suitable to your expectations elsewhere. Do keep in mind that purchasing legal forms should not be an exploratory endeavor.

Jimmy P.

November 20th, 2024

They sent me everything I would need to do this. Easy purchase -Easy download. Great!! I'll be back here for all my document needs.

Reply from Staff

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Lucinda E.

October 14th, 2019

I thought this form was great and easy to complete but the instructions were unclear as to whether the grantee- beneficiaries needed to sign and notarize their signatures as well. It did not appear to be the case but it would be helpful if the instructions spelled this out better.

Reply from Staff

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CEDRIC D.

December 2nd, 2021

need more instructions for each form

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Brooksye G.

January 15th, 2019

Very helpful. I live in Arkansas and needed information and documents for a Missouri transaction. I got everything I needed without any hassle.

Reply from Staff

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Tong B.

May 7th, 2020

hi, It is very easy to do it. tanks.

Reply from Staff

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GLENN C.

January 22nd, 2020

Your response was very thorough

Reply from Staff

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MARK S.

March 17th, 2020

Forms seem direct, simple, not what a "big firm" might have, appear sufficient to do the job -- safety in following at least the basics

Reply from Staff

Thank you!

Tracey B.

January 7th, 2019

Has no problems at all, everything was perfect. TB

Reply from Staff

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Catherine C.

February 26th, 2021

This was great. Happy I found you!

Reply from Staff

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Edward B.

September 22nd, 2023

I was looking for a certain form I needed. Deeds.com had the necessary form and I was able to purchase it with little effort on my part. This was a good customer experience.

Reply from Staff

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Charles D.

July 22nd, 2023

Good product!! I highly recommend.

Reply from Staff

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Eva S.

February 6th, 2024

I was able to download the forms and I needed and fill out quickly. There were examples to review if I needed any assistance. I would recommend this site to anyone.

Reply from Staff

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Donna L.

August 15th, 2023

Documents were easy to complete!

Reply from Staff

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