Transfer on Death Instrument (TODI) Intake Form
Transfer on Death Instruments (TODI) are an often undervalued and underutilized tool in estate planning. Unlike property transferred by a will, property with a TODIattached does not need to go through the probate process before the beneficiary can receive their gift. These valuable instruments allow a person to seamlessly transfer ownership of a residential real estate property to a party of their choosing when the original owner passes away. If you own real property, using a T.o.D. can allow your loved ones to bypass probate and begin enjoying the property immediately upon your death. Please submit this TODI Intake Form if you are interested in receiving an invitation to our TODI Clinic where volunteer attorneys from CARPLS will be at The Kindness Campaign to help you create, notarize and file a TODI.
Applicant Name
*
First Name
Last Name
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Do you currently have a lien on the property you would like to transfer?
*
Yes
No
Last 4 Digits of Social Security#
*
Date of Birth
-
Month
-
Day
Year
Date
Phone Number
*
Please enter a valid phone number.
Email
*
example@example.com
PLEASE LET US KNOW ABOUT THE PROPERTY
What is the address of the property you would like to transfer?
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
What is the current value ($) of the property you would like to transfer? Please provide a value to the best of your knowledge.
*
What is the current mortgage balance (owed) on the property you would like to transfer? Please provide a value to the best of your knowledge.
What is the Cook County PIN for the property you would like to transfer? You can visit Cook County Property Tax Portal https://www.cookcountypropertyinfo.com/ to look-up the property PIN.
*
Is the property you would like to transfer your primary residence? PLEASE NOTE: We can only render services if it the primary residence of the applicant. The applicant must currently reside in the home that will be transferred
*
Yes
No
ABOUT YOUR SPOUSE (If Applicable)
Complete this section if you are currently married. This information is requested to cross reference a database to ensure there will not be any unforseen obstacles with rendering services and filing with the appropriate agency.
First Name
Last Name
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Date of Birth
-
Month
-
Day
Year
Date
Last 4 Digits of Social Security Number
ABOUT YOUR CHILD(REN)
Complete this section for child(ren) OVER THE AGE OF 18. If you have more than four (4) children please inform us in the section near the bottom that allows for you to share information. This information is requested to cross reference a database to ensure there will not be any unforseen obstacles with rendering services and filing with the appropriate agency. THIS IS ONLY NECESSARY FOR CHILDREN OVER THE AGE OF 18.
Name of Child #1
First Name
Last Name
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Date of Birth
-
Month
-
Day
Year
Date
Last 4 Digits of Social Security Number
Name of Child #2
First Name
Last Name
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Date of Birth
-
Month
-
Day
Year
Date
Last 4 Digits of Social Security Number
Name of Child #3
First Name
Last Name
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Date of Birth
-
Month
-
Day
Year
Date
Last 4 Digits of Social Security Number
Name of Child #4
First Name
Last Name
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Date
-
Month
-
Day
Year
Date
Last 4 Digits of Social Security Number
ABOUT THE BENEFICIARY(IES)
List all of the Individuals you wish to inherit your property (the beneficiaries) and the percentage ownership that you want them to have if you’re choosing more than one beneficiary. The total percentages cannot be more than 100%. For example, do you want each beneficiary to own the same percent of the real estate upon your death, or do you want your beneficiaries to own different amounts. For instance, if you name two beneficiaries, do you want them each to inherit 50% of the property upon your death or do you want to leave one person 75% and one person 25%?
Beneficiary #1 Name
First Name
Last Name
Relationship
Date of Birth
-
Month
-
Day
Year
Date
Current Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Percentage Ownership You Wish Them To Inherit
Beneficiary #2 Name
First Name
Last Name
Relationship
Date of Birth
-
Month
-
Day
Year
Date
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Percentage Ownership You Wish Them To Inherit
Beneficiary #3 Name
First Name
Last Name
Relationship
Date of Birth
-
Month
-
Day
Year
Date
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Percentage Ownership You Wish Them To Inherit
Beneficiary #4 Name
First Name
Last Name
Relationship
Date of Birth
-
Month
-
Day
Year
Date
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Percentage Ownership You Wish Them To Inherit
*In order to inherit real estate in the state of Illinois, beneficiaries must be over 18 years old. *If you have named more than one beneficiary, do you want them to own your property in joint tenancy (together)or do you want them to each own their own share of the property separately (tenants in common). If the beneficiaries own the property in joint tenancy and one beneficiary dies, the remaining beneficiaries will own the entire property. If you want the beneficiaries to each own their own share of the property individually (tenants in common),then each beneficiary can do what they want with their share – including selling it or passing it down to their heirs or to someone else who’s not in the family.
*
Joint Tenancy
Tenants In Common
How do you want the beneficiary(ies) to take the title?
*
Sole Ownership (Individual Beneficiary): The property is transferred to one individual beneficiary upon the owner's death.
Joint Ownership (Multiple Beneficiaries): The owner can name multiple beneficiaries who will take title as joint tenants or tenants in common.
Successor or Contingent Beneficiary: The owner can name a primary beneficiary and a successor beneficiary in case the primary beneficiary dies before them.
Beneficiary as a Trust: The owner can name a revocable or irrevocable trust as the beneficiary.
Beneficiary as a Legal Entity (Nonprofit, Business, or Charity): The owner can transfer property to an organization, nonprofit, or business.
Life Estate with Remainderman (Hybrid Approach): The owner can grant a life estate to one person (who can live in the property for life) and name a remainderman who receives full ownership after the life tenant’s death.
If all of the beneficiaries pre-decease you, the following individuals shall replace them (Name - Relationship - Date of Birth - Address/City/State/Zip)
*
ADDITIONAL QUESTIONS
How would you like to submit the application?
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I would like for the application to be emailed to me so I can print the application, complete and email the completed application to The Kindness Campaign
I would like to make an appointment to come to The Kindness Campaign 703 E 75th St Chicago, IL 60619 to have the application printed and to submit the completed application
Please use this section to ask any question or share any information (optional).
Please upload a valid government issued photo ID.
*
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Please upload the recorded deed for the property you would like to transfer.
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Signature
*
Today's Date
*
-
Month
-
Day
Year
Date
Submit
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