I just completed my TOD on my personal property. I wanted to confirm I provided the correct information on the parcel #. I provided the property account # from my tax bill, but also input the “instrument number” at the top of my deed. Was this the correct information?
March 14, 2025
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As for the “instrument number” you mentioned, this is often the unique identifier for the deed itself. While it’s a valuable reference for the document, it’s not necessarily the primary piece of information used in a TOD. Most TOD forms require a property description that accurately matches what’s on the deed, which is usually more about the physical location and boundaries of the property rather than the instrument number.
Depending on your jurisdiction, the instrument number could still play a role, but it’s generally secondary. The most important thing here is that the parcel number or account number should match exactly what the county records show. If you’ve input the account number from your tax bill, that’s usually sufficient.
If there’s any doubt about the accuracy of the information or whether the instrument number is required, you can always contact your local county clerk’s office for clarification. They may be able to guide you on whether you need to make any corrections.
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I just completed my TOD on my personal property. I wanted to confirm I provided the correct information on the parcel #. I provided the property account # from my tax bill, but also input the “instrument number” at the top of my deed. Was this the correct information?
I understand the importance of ensuring the accuracy of your Transfer on Death (TOD) information. Did you include both the property account number from your tax bill and the instrument number from your deed on the TOD form?
Yes, I sure did.
Have you consulted with a real estate attorney or legal professional to review the information provided on your TOD form?
Not at this time. I just completed the form.
Is there anything else the Lawyer should know before I connect you? Rest assured, they’ll be able to help with your TOD form.
Not at this time.
My name is Brandon, and I’m an attorney. I’d be happy to help you out today. Please note that this discussion is for guidance only and does not constitute an Attorney-Client Relationship. My answers and comments should not be considered legal advice.
Please also note that I am human, that I often need to research your answer to give you an accurate response, that I work with other customers and get up from time to time. So please be patient while waiting for a response. If more than 30 minutes have passed, please feel free to reach out.
As for the “instrument number” you mentioned, this is often the unique identifier for the deed itself. While it’s a valuable reference for the document, it’s not necessarily the primary piece of information used in a TOD. Most TOD forms require a property description that accurately matches what’s on the deed, which is usually more about the physical location and boundaries of the property rather than the instrument number.
Depending on your jurisdiction, the instrument number could still play a role, but it’s generally secondary. The most important thing here is that the parcel number or account number should match exactly what the county records show. If you’ve input the account number from your tax bill, that’s usually sufficient.
If there’s any doubt about the accuracy of the information or whether the instrument number is required, you can always contact your local county clerk’s office for clarification. They may be able to guide you on whether you need to make any corrections.
Thank you for your assistance! I received the answer I was looking for.
You’re very welcome.
