Wisconsin Form 9-2009 PDF Details

Understanding estate planning and the transfer of property upon death in Wisconsin can seem complex, but the State Bar of Wisconsin Form 9-2009, also known as the Designation of TOD (Transfer on Death) Beneficiary, provides a streamlined method for property owners to ensure their real estate bypasses probate and directly transfers to a named beneficiary. This legal document, crucial for simplifying the post-mortem transfer of property, allows the owner of real estate located within the State of Wisconsin to designate one or more beneficiaries who will inherit the property immediately upon the owner's death, or the last death among multiple owners, without the need for probate court proceedings. This designation not only enables a smooth transition of property ownership but also revokes all previous TOD beneficiary designations upon its recording. Importantly, the form is fee-exempt under specific Wisconsin Statutes, further alleviating the financial burden associated with transferring property rights. Additionally, for verification and legal acknowledgment, the form requires the signature of the property owner, which must be authenticated or acknowledged by a Notary Public, highlighting the importance of lawful execution. Through the comprehensive approach of the Wisconsin 9 form, property owners are afforded an efficient and legally sound method of planning for the future of their estate, ensuring their real estate is transferred according to their wishes with minimal complications.

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Form Name Wisconsin Form 9-2009
Form Length 1 pages
Fillable? No
Fillable fields 0
Avg. time to fill out 15 sec
Other names wisconsin deed forms, transfer on death deed form wisconsin, wisconsin transfer on death form, wisconsin designation of tod beneficiary form 9 2009

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State Bar of Wisconsin Form 9-2009

DESIGNATION OF TOD BENEFICIARY

Under Wis. Stat. § 705.15

Document Number

Document Name

THIS DESIGNATION is made by

(collectively, "Owner") of the following

described real estate located inCounty, State of Wisconsin (the “Property”) (attach Exhibit A if more space is needed):

Recording Area

Name and Return Address

Owner transfers the Property without probate upon death of the sole owner, or upon the last to die of multiple owners, to the following TOD beneficiary, without warranties:

Select A or B:

A.

 

 

Insert name of beneficiary, whether one or more. This revokes all previous

 

 

TOD beneficiary designations.

B.

The sole purpose of this instrument is to revoke all previous TOD beneficiary

 

designations.

This designation is effective only upon the recording of this instrument.

This transaction is Fee Exempt under Wis. Stat. § 77.25(10m), and exempt from the filing of a transfer return under Wis. Stat. § 77.21(1).

Parcel Identification Number (PIN)

This homestead property.

(is) (is not)

 

Dated

.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(SEAL)

 

 

 

 

 

 

 

 

 

 

(SEAL)

*

 

 

 

 

 

 

 

 

 

 

 

*

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(SEAL)

 

 

 

 

 

 

 

 

 

 

(SEAL)

*

 

 

 

 

 

 

 

 

 

 

 

*

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

AUTHENTICATION

 

 

 

 

 

 

 

 

 

 

ACKNOWLEDGMENT

 

 

 

 

 

Signature(s) of

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

STATE OF WISCONSIN

)

 

 

 

 

authenticated on

.

 

 

 

 

 

 

 

 

) ss.

 

 

 

 

 

 

COUNTY

)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

*

 

 

 

 

 

 

 

 

 

 

 

 

Personally came before me on

 

 

,

 

 

 

TITLE: MEMBER STATE BAR OF WISCONSIN

 

 

 

 

 

 

 

the above-named

 

 

 

 

 

 

 

 

(If not,

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

authorized by Wis. Stat. § 706.06)

 

 

 

 

 

 

 

to me known to be the person(s) who executed the foregoing

 

 

 

 

 

 

 

 

 

 

 

 

 

 

instrument and acknowledged the same.

 

 

 

 

 

THIS INSTRUMENT DRAFTED BY:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

*

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Notary Public, State of Wisconsin

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

My Commission (is permanent) (expires:

)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(Signatures may be authenticated or acknowledged. Both are not necessary.)

NOTE: THIS IS A STANDARD FORM. ANY MODIFICATIONS TO THIS FORM SHOULD BE CLEARLY IDENTIFIED.

DESIGNATION OF TOD BENEFICIARY

STATE BAR OF WISCONSIN

FORM NO. 9-2009

* Type name below signatures.

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This PDF form will involve specific details; in order to ensure correctness, please heed the tips down below:

1. To start with, while filling in the wisconsin transfer on death deed form, start out with the area containing subsequent fields:

wisconsin designation of tod beneficiary form 9 2009 writing process detailed (portion 1)

2. Immediately after this part is filled out, go on to type in the relevant details in all these - SEAL, SEAL, Dated, SEAL, SEAL, AUTHENTICATION, ACKNOWLEDGMENT, Signatures of authenticated on, TITLE MEMBER STATE BAR OF WISCONSIN, If not, authorized by Wis Stat, THIS INSTRUMENT DRAFTED BY, STATE OF WISCONSIN, COUNTY, and Personally came before me on.

wisconsin designation of tod beneficiary form 9 2009 conclusion process clarified (step 2)

Be really mindful while completing COUNTY and SEAL, because this is where many people make a few mistakes.

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