Ohio Transfer on Death Designation Affidavit

Ohio is the one state that does this with a sworn affidavit instead of a deed — and if the owner is married, the spouse has to sign too.

From deed to affidavit, in 2009

Ohio law once used an actual transfer-on-death deed. Effective December 28, 2009, O.R.C. § 5302.22 replaced it with a Transfer on Death Designation Affidavit — the same basic idea, naming a beneficiary who receives the real estate automatically at death without probate, but executed and recorded as a sworn affidavit rather than a deed. A deed recorded before that date stays valid under § 5302.24, but anyone setting up a new arrangement today uses the affidavit.

Sworn, not witnessed

The affidavit is verified before a notary public or another person authorized to administer oaths — the owner swears to its contents under oath. Ohio doesn't add a separate witness requirement on top of that, which is a lighter formality than some states impose for their own transfer-on-death instruments.

The dower requirement

Ohio is one of a small number of states that still recognizes dower — a spouse's own interest in the other spouse's real estate, independent of who's named on the deed. Under § 5302.22(B), if the owner is married, the spouse must join in signing the TOD designation affidavit to release that dower interest. An owner who signs alone, without the spouse's signature, leaves the dower interest unresolved, which can complicate the transfer later.

Full control during life

Recording the affidavit changes nothing about the owner's rights while alive. The owner can sell, refinance, or mortgage the property normally, and can record a new affidavit naming a different beneficiary, or a revocation, at any time before death. The named beneficiary has no ownership interest in the property, and no say over what the owner does with it, until the owner actually dies.

How it compares to a survivorship deed

Ohio also lets co-owners create a survivorship deed under § 5302.17, which keeps property out of probate a different way — by making the second person a present co-owner with rights during the first owner's life. The TOD designation affidavit is different: the named beneficiary gets no rights at all until death, which suits an owner who wants to name an heir without adding a co-owner or giving up any control in the meantime.

Ohio transfer on death designation affidavit — frequently asked questions

What replaced Ohio's transfer-on-death deed?

The Transfer on Death Designation Affidavit, effective December 28, 2009 under O.R.C. Section 5302.22. It serves the same purpose — naming a beneficiary who receives real estate at death without probate — but is executed as a sworn affidavit rather than a deed.

Does an Ohio TOD designation affidavit need witnesses?

No. Unlike an ordinary deed, the affidavit is verified before a notary public or another person authorized to administer oaths — there's no separate witness requirement the way there is for many other real estate instruments.

Why does a married owner's spouse need to sign the Ohio TOD affidavit?

Because Ohio still recognizes dower — a spouse's interest in the other spouse's real estate. O.R.C. Section 5302.22(B) requires the spouse to join in signing the affidavit to release that dower interest; an owner who signs alone leaves it unresolved.

Are pre-2009 Ohio transfer-on-death deeds still valid?

Yes. A transfer-on-death deed recorded before December 28, 2009 remains valid under O.R.C. Section 5302.24, but anyone setting up a new transfer-on-death arrangement today uses the designation affidavit instead.

Can the owner revoke an Ohio TOD designation affidavit?

Yes. The owner keeps full control of the property during life and can record a new affidavit changing the beneficiary, or a revocation, at any time before death — the named beneficiary has no interest in the property until then.

This page provides general guidance only and is not legal advice. Figures and rules are based on Ohio statute (O.R.C. § 5302.22, § 5302.24), verified per our methodology. Confirm current recording requirements with the county Recorder or a licensed Ohio attorney before acting.