Ohio Form 533B, officially titled the Statement of Reason for Exemption From Real Property Conveyance Fee (DTE Form 100(EX)), is the one-page affidavit a grantor or grantee files with the county auditor to claim that a real estate transfer is exempt from Ohio’s conveyance fee under Ohio Revised Code § 319.54(G)(3). The form must be filed before the county recorder will accept the deed for recording, and a wrong or missing exemption letter forces the auditor to charge the full conveyance fee of $4 per $1,000 of value plus any county permissive fee under R.C. 322.02.
The current revision is the Rev. 5/20 version printed in the lower-left corner of the official PDF, and you should always verify the revision date on the Ohio Department of Taxation form library before filing. According to the Ohio Department of Taxation’s Annual Real Property Conveyance Fee Statistics, more than 120,000 exempt conveyances are filed in Ohio each year, and county auditors reject roughly 8–12% of them on first submission for bad exemption codes, missing parcel numbers, or unsigned affidavits.
- 📋 How to read every box, line, and signature block on Form 533B in plain English
- 🏛️ Which exemption letter (a–y) under R.C. 319.54(G)(3) actually fits your transfer
- ✍️ Three full filled-out walkthroughs for a parent-to-child gift, a revocable trust transfer, and a transfer-on-death deed
- 💸 What the $0.50 minimum transfer fee covers and when the full $4-per-$1,000 fee snaps back
- ⚖️ How to avoid the ten most common rejections that send filers back to the auditor’s counter
What Form 533B Is and Who Must File It
Form 533B is the sworn statement that tells the county auditor why a deed should pass through the transfer window without paying the standard real property conveyance fee. It is paired with, but separate from, Form DTE 100 (the standard Statement of Value and Receipt), which is used when conveyance fees are owed. Every Ohio county auditor uses the same state-prescribed form, even though counties such as Franklin, Cuyahoga, Hamilton, Summit, and Montgomery layer on their own intake quirks.
The filer is usually the grantee (the person receiving the property) or the grantee’s closing agent, but the Ohio Administrative Code rules on conveyance allow either party or their attorney to sign. Title companies, real estate attorneys, paralegals, trustees, and executors complete the bulk of these forms, but a pro se filer transferring property to a child, a spouse, a trust, or an LLC can also file. The form is mandatory for any deed claiming exemption under one of the lettered subsections (a) through (y) of R.C. 319.54(G)(3); without it, the recorder cannot record the deed under R.C. 317.22.
The consequence of skipping or fumbling Form 533B is direct and expensive. If the auditor rejects the exemption, the deed goes back across the counter and cannot be recorded until the full conveyance fee is paid, which on a $300,000 home equals $1,200 in state fee plus up to $900 in county permissive fee. A misconception worth clearing up early is that Form 533B is optional or interchangeable with a typed letter; it is neither, and most counties will not accept a substitute under R.C. 319.202.
Before You Start: Documents and Information You Need
Filling out Form 533B goes faster when the paperwork is on the desk before you open the PDF. The auditor cross-checks every entry against the deed, the prior tax record, and the county’s GIS parcel viewer, so a mismatch on a single digit can stall the filing. Build the following pre-filing checklist and confirm each item before you drive to the courthouse or upload through your county’s e-recording portal.
- The signed and notarized deed (warranty, quitclaim, fiduciary, survivorship, or transfer-on-death affidavit), because the grantor and grantee names on Form 533B must match the deed exactly. Missing it means the auditor cannot cross-verify and will refuse intake.
- The full parcel number in the county’s printed format (for example, 010-123456-00 in Franklin County), because the auditor indexes the transfer by parcel. A wrong parcel sends the transfer to the wrong tax bill.
- The property’s street address and tax mailing address, since these are separate fields and the tax mailing address controls where the next bill goes.
- The exact statutory exemption letter from R.C. 319.54(G)(3)(a) through (y), because the auditor will not “guess” which exemption you mean.
- The grantor’s and grantee’s full legal names and current mailing addresses, since a P.O. Box alone is rejected in some counties without a physical address.
- The prior instrument reference (deed book and page or instrument number) for chain-of-title verification, because R.C. 5301.25 requires recorded continuity.
- A trust certification, divorce decree, probate Letters of Authority, or LLC operating agreement if the exemption depends on one of those documents, because some counties demand a certified copy attached.
- Payment for the $0.50 minimum transfer fee in cash, check, or e-payment, because no exempt deed records without it under R.C. 319.54(G)(3).
- A government-issued photo ID for the signer, because the auditor’s deputy may notarize or witness the affidavit on the spot.
- The current DTE Form 100(EX) PDF downloaded fresh from the state form library, because outdated revisions are sometimes rejected.
Where to Get the Form and How to Access It
The official Form 533B / DTE 100(EX) lives on the Ohio Department of Taxation real property forms page. Every county auditor in Ohio links to the same state-issued PDF, although larger counties such as Cuyahoga, Franklin, and Hamilton host a mirror copy that is sometimes pre-fillable in the browser.
Paper copies sit in a rack inside every county auditor’s transfer office, and most county auditors will mail one on request. Pro se filers should download the PDF and complete it on a computer before printing, because handwritten forms get rejected at higher rates due to legibility. Title companies and law firms typically pull the form directly from their closing software (SoftPro, Qualia, RamQuest), which auto-populates the grantor, grantee, parcel, and legal description from the deed.
A common misconception is that any prior version of the form will be accepted. Counties tied to Ohio’s electronic recording standards frequently reject older revisions because the box numbering and exemption-code lettering have changed across revisions. The fix is simple: re-download the PDF every time you start a new transfer rather than reusing a saved copy from a prior closing.
Step-by-Step: How to Fill Out Form 533B Line by Line
Form 533B is one printed page with a header, three numbered information blocks, a long lettered list of exemption reasons, a value box, and a signature/notary block. Every field below maps to the labels printed on the official Rev. 5/20 PDF, and each field gets its own walkthrough with a real-name example.
Line 1 — Grantor’s Name
This field asks for the full legal name of the person, trust, estate, or entity transferring the property out. Type the name exactly as it appears on the current deed of record, in the same order, with no nicknames, initials, or abbreviations. If the grantor is a trust, write the trustee’s name as trustee of the named trust, with the date of the trust.
For example, Maria Lopez, Trustee of the Maria Lopez Revocable Living Trust dated March 14, 2018 writes that exact string in Line 1 when she conveys property out of her trust. If two grantors hold title (a married couple or co-tenants), list both names separated by and, matching the vesting deed. The most common nuance is a name change between deeds: if Maria married and now signs as Maria Lopez-Garcia, she must use her current legal name and attach a marriage certificate so the chain of title under R.C. 5301.252 stays clean.
The most common mistake on Line 1 is dropping a middle initial or suffix (Jr., Sr., II) that appears on the source deed; the consequence is an auditor rejection because the chain of title shows a different person. A misconception is that “the deed itself controls” so the 533B name is decorative. The auditor cross-checks both, and any mismatch puts the transfer in a holding queue.
Line 2 — Grantee’s Name
This line names the person, trust, estate, or entity receiving the property. Again, full legal names only, in the order they will appear on the new deed and on the next tax bill. If the grantee is an LLC, use the exact name on file with the Ohio Secretary of State business search, including LLC, L.L.C., or Ltd. as registered.
For example, Carlos and Janet Reyes, husband and wife, for their joint lives, remainder to the survivor of them shows the survivorship language Carlos types in Line 2 when he and Janet take title together. A common edge case is taking title in a brand-new trust that was signed the same day as the deed; the trust must already exist, with a trustee certificate available, before the deed records.
The biggest mistake is misspelling the grantee’s name or omitting Trustee language. The consequence is a defective deed that may have to be re-recorded with a corrective instrument under R.C. 5301.07. The misconception that “we can fix it later” ignores the title-insurance and lender headaches caused by a defective vesting.
Line 3 — Grantee’s Mailing Address (Tax Bill Address)
This field controls where the county treasurer mails the next real property tax bill. Enter a street address, city, state, and ZIP code in standard USPS format, all in capital letters if the form is handwritten. A P.O. Box alone is acceptable in most counties only if a physical address is also listed, per local auditor rules.
For example, 123 ELM ST, COLUMBUS, OH 43215 is what Janet types when she wants tax bills sent to the new home. The most common nuance is a transfer to an out-of-state grantee (an heir living in Florida); the address must be the heir’s mailing address, not the property address, or the next bill goes to a vacant house and goes delinquent.
A frequent mistake is leaving Line 3 blank because “the deed already has the address.” The consequence is a delinquent tax bill, late penalties under R.C. 323.121, and possible tax-lien certificate sale. A misconception is that the post office will forward the tax bill; the treasurer’s mailings are typically marked “do not forward” and bounce back.
Line 4 — Taxing District and Parcel Number
This line asks for the taxing district (a county-assigned code identifying the school district and municipality) and the permanent parcel number in the format the county auditor prints on the tax bill. Pull both directly from the most recent tax bill or from the county GIS parcel viewer.
For example, Taxing District 010 – City of Columbus / Columbus CSD; Parcel No. 010-123456-00 is what Maria types when she transfers her Columbus home into her trust. The nuance is multi-parcel transfers; if the deed conveys two parcels, list both parcel numbers, and many counties require a separate Form 533B for each parcel.
The most common mistake is reading the parcel number off Zillow or Redfin, which strip the formatting. The consequence is the transfer indexing to the wrong tax record, sometimes for years, until a correction affidavit under R.C. 319.301 is filed. A misconception is that the legal description alone is enough; in Ohio, the parcel number is the index key.
Line 5 — Address of Property
This is the street address of the real estate being conveyed, which may differ from the grantee’s tax mailing address in Line 3. Use the 911 address that emergency services use, not a vanity or marketing address. If the property is vacant land with no street number, write Vacant Land, the road name, and the township and county.
For example, 456 OAK AVE, CLEVELAND, OH 44113 is the property address even when the grantee Carlos lives in Cincinnati. The common edge case is split parcels or land contracts where the street address spans two parcels; the auditor wants the address that matches the parcel in Line 4.
The most common mistake is using a builder’s lot number on a new construction transfer. The consequence is a mismatched 911 address that can affect future homestead exemption applications under R.C. 323.152. A misconception is that vacant land does not need an address; the auditor still wants a locator string.
Exemption Reason Block — Boxes (a) through (y)
This is the heart of Form 533B. The filer checks one lettered box that matches a subsection of R.C. 319.54(G)(3), which lists every exempt transfer the legislature has authorized. The most-used letters are (a) governmental, (b) solely in order to provide or release security, (c) confirming or correcting a prior deed, (f) gift between spouses or to children, (m) trust transfer, (u) transfer-on-death, and (y) survivorship terminations.
For example, Aisha Patel checks box (f) — “to or from a person when no money or other valuable and tangible consideration readily convertible into money is paid or to be paid for the real estate” when she gifts her duplex to her son. The nuance is that (f) requires no consideration; if the grantee assumes a mortgage, the assumption is consideration and (f) fails. In that case the filer must use Form DTE 100 and pay the conveyance fee on the assumed balance.
The most common mistake is checking (f) on a deed where the grantee assumed a mortgage. The consequence is auditor rejection and back-billing of the full conveyance fee plus interest under R.C. 319.54(G)(3). A misconception is that “love and affection” qualifies as consideration that defeats (f); Ohio case law treats love and affection as non-consideration, so (f) is still available.
Box (m) — Transfer to or From a Trust
Box (m) covers conveyances to a trustee acting on behalf of named beneficiaries or from a trustee to a beneficiary. It is the most common exemption used in modern estate planning. Attach a trustee certification under R.C. 5810.13 if the auditor’s office requests one.
For example, Marcus Tan checks box (m) when he deeds his rental duplex into the Tan Family Revocable Trust. The nuance is irrevocable trusts; some counties want extra documentation showing the beneficiaries, especially when the transfer involves a generation-skipping trust.
The most common mistake is checking (m) for a transfer to an LLC owned by the trust; that is a different transfer and usually needs a separate analysis. The consequence is rejection and a redraft of the deed and 533B. A misconception is that (m) avoids future reassessment; it does not, but it also does not trigger a DTE 105A homestead recheck if the same person occupies the property.
Box (u) — Transfer-on-Death Designation
Box (u) is checked when a transfer-on-death (TOD) beneficiary takes title after the original owner’s death, under R.C. 5302.22. The triggering document is an Affidavit of Confirmation recorded with a certified death certificate.
For example, Janet Williams checks box (u) when her late father’s TOD designation passes the family home to her without probate. The nuance is multiple TOD beneficiaries; each beneficiary takes a fractional interest, and the affidavit must list each share.
The most common mistake is checking (u) on a deed where the original owner used a “beneficiary deed” from another state instead of an Ohio TOD designation affidavit. The consequence is a defective transfer that may need a probate proceeding under R.C. 2113. A misconception is that TOD avoids the $0.50 minimum fee; it does not.
Box (y) — Survivorship Termination
Box (y) is used when a survivorship tenant’s death is being recorded against title, typically through an Affidavit of Surviving Spouse under R.C. 5302.17. No deed is signed by the deceased; the affidavit and a certified death certificate clear title.
For example, Robert Chen checks box (y) on the 533B he files with the affidavit removing his late wife from the survivorship deed. The nuance is divorce; if the couple divorced before the death, the survivorship was severed by R.C. 5302.20(C)(5) and (y) is unavailable.
The most common mistake is using (y) when title was held as tenants in common, not joint with right of survivorship. The consequence is rejection and a referral to probate court. A misconception is that (y) requires a new deed; it does not — only the affidavit and the 533B.
Line 6 — Signature of Grantee or Representative
This is where the grantee, the grantor, or the authorized representative (attorney, title agent, trustee) signs the affidavit under penalty of perjury. The signature must be legible, in ink, and dated the same day as the auditor’s intake.
For example, Carlos Reyes signs his name on Line 6, dates it 05/22/2026, and prints his title as “Grantee” under the signature line. The nuance is dual signatures; some counties want both the grantor and grantee to sign, while others accept just one.
The most common mistake is signing in pencil or with an electronic signature on a paper submission. The consequence is rejection at the counter under R.C. 317.22. A misconception is that the notary on the deed covers the 533B; it does not — the 533B carries its own perjury attestation under R.C. 2921.13.
Auditor’s Endorsement Block
The bottom block is reserved for the county auditor’s stamp, transfer number, and date of transfer. The filer leaves this blank. The auditor stamps it when the transfer is approved and routes the deed to the recorder under R.C. 317.08.
For example, the Franklin County Auditor’s clerk stamps Transfer No. 2026-0512345 in this block when Maria’s trust transfer is approved. The nuance is that some counties print the stamp on the back of the deed instead of on the 533B; either is acceptable.
The most common mistake here is filers writing in this block. The consequence is the auditor returning the form for a clean copy. A misconception is that the auditor’s stamp doubles as the recorder’s stamp; it does not — the recorder stamps the deed separately.
Three Filled-Out Examples Using Real Scenarios
The three scenarios below are the most popular reasons Ohio filers reach for Form 533B, drawn from the Ohio Department of Taxation conveyance statistics.
Scenario 1 — Aisha Patel Gifts a Duplex to Her Son (Box (f))
Aisha owns a paid-off duplex in Cincinnati and wants to gift it to her son Rohan with no money changing hands.
| Form Section | What Aisha Enters |
|---|---|
| Line 1 — Grantor | Aisha Patel, an unmarried woman |
| Line 2 — Grantee | Rohan Patel, an unmarried man |
| Line 3 — Grantee Mailing Address | 789 VINE ST, CINCINNATI, OH 45202 |
| Line 4 — Taxing District / Parcel | Hamilton County District 020; Parcel 020-0001-0123-00 |
| Line 5 — Property Address | 789 VINE ST, CINCINNATI, OH 45202 |
| Exemption Box | (f) — no money or valuable consideration |
| Attachments | None required; mortgage paid off, no assumption |
| Signature Block | Aisha Patel, Grantor, signed and dated 05/22/2026 |
| Fee Paid | $0.50 minimum transfer fee |
Scenario 2 — Marcus Tan Transfers a Rental Into His Revocable Trust (Box (m))
Marcus is moving his Columbus rental duplex into his living trust as part of estate planning.
| Form Section | What Marcus Enters |
|---|---|
| Line 1 — Grantor | Marcus Tan, a married man |
| Line 2 — Grantee | Marcus Tan, Trustee of the Tan Family Revocable Trust dated 01/10/2024 |
| Line 3 — Grantee Mailing Address | 2200 HIGH ST, COLUMBUS, OH 43201 |
| Line 4 — Taxing District / Parcel | Franklin County District 010; Parcel 010-234567-00 |
| Line 5 — Property Address | 2200 HIGH ST, COLUMBUS, OH 43201 |
| Exemption Box | (m) — to a trustee acting on behalf of named beneficiaries |
| Attachments | Trustee Certification under R.C. 5810.13 |
| Signature Block | Marcus Tan, Grantor and Trustee, signed and dated 05/22/2026 |
| Fee Paid | $0.50 minimum transfer fee |
Scenario 3 — Janet Williams Confirms a Transfer-on-Death Beneficiary Deed (Box (u))
Janet’s father died with a recorded TOD designation affidavit naming her as sole beneficiary.
| Form Section | What Janet Enters |
|---|---|
| Line 1 — Grantor | Estate of Robert Williams, deceased, by TOD designation |
| Line 2 — Grantee | Janet Williams, an unmarried woman |
| Line 3 — Grantee Mailing Address | 4500 LAKE RD, CLEVELAND, OH 44102 |
| Line 4 — Taxing District / Parcel | Cuyahoga County District 030; Parcel 030-12-345 |
| Line 5 — Property Address | 4500 LAKE RD, CLEVELAND, OH 44102 |
| Exemption Box | (u) — transfer-on-death designation taking effect |
| Attachments | Affidavit of Confirmation, certified death certificate |
| Signature Block | Janet Williams, Grantee, signed and dated 05/22/2026 |
| Fee Paid | $0.50 minimum transfer fee |
How to File the Completed Form
Form 533B is filed with the county auditor in the county where the property sits, before the deed is recorded with the county recorder under R.C. 319.202. Every Ohio county supports at least two channels, and most large counties now support three.
- In person at the county auditor’s transfer office. The clerk reviews the 533B, the deed, and any attachments at the counter, stamps the transfer, and routes the deed across the hall to the recorder. The fee is the $0.50 minimum, payable in cash, check, or card. Processing time is usually under 30 minutes. Keep the time-stamped receipt as proof of filing.
- By mail through the closing packet. Title companies mail the 533B, deed, attachments, and a check for the $0.50 fee plus the recorder’s fee (typically $34 for the first two pages under R.C. 317.32) to the auditor’s transfer desk. Processing runs 5–10 business days. Proof of filing is the recorded deed mailed back with the auditor’s stamp.
- Through a county e-recording portal. Counties such as Franklin, Cuyahoga, Hamilton, and Summit accept e-recordings through Simplifile, CSC, ePN, and Indecomm. The 533B is uploaded as a PDF, the $0.50 fee is debited electronically, and the recorded deed returns to the submitter’s queue within 1–2 business days.
A misconception is that the recorder will accept a deed without the auditor’s stamp; under R.C. 317.22(C), the recorder must reject any deed without the auditor’s transfer stamp. Always file 533B first, then record.
What Happens After You File
After the auditor accepts Form 533B, the clerk assigns a transfer number, stamps the deed, updates the parcel’s ownership in the county property database, and sends the deed to the recorder for the actual recording. The new tax bill goes to the address in Line 3 starting with the next half-year billing cycle under R.C. 323.13.
If the auditor rejects the form, the deed is held at the transfer counter and the filer is notified by phone, email, or a counter slip. Common reject reasons include a missing exemption box, a parcel mismatch, or an unsigned affidavit. The filer corrects the form, returns to the counter, and re-files; there is no re-filing fee for a corrected 533B in most counties.
The grantee should also check whether the transfer affects the homestead exemption (DTE 105A) or the owner-occupancy credit (DTE 105C), because trust transfers and TOD transfers sometimes trigger a recheck. A misconception is that the auditor automatically carries forward the prior owner’s homestead; the new owner usually must re-apply.
Mistakes to Avoid When Filling Out Form 533B
Form 533B looks short, but the rejection rate is real, and most rejections trace back to a small handful of repeat errors.
- Checking the wrong exemption letter. The auditor will reject the deed and bill the full $4-per-$1,000 conveyance fee.
- Listing a P.O. Box only on Line 3. Many counties bounce the form back for a physical address.
- Misformatting the parcel number. A wrong digit indexes the transfer to a different parcel and corrupts the tax record.
- Using an outdated revision of the form. Older box numbering causes intake software to flag the document.
- Leaving the auditor endorsement block filled in by hand. The auditor returns the form for a clean version.
- Forgetting to attach a trustee certification on a Box (m) transfer. The auditor cannot verify the trust and rejects the exemption.
- Signing in pencil or with a stamp signature. The perjury attestation requires an original ink signature.
- Mismatched grantor name between deed and 533B. Chain-of-title fails and the transfer is held.
- Claiming Box (f) when the grantee assumes a mortgage. Mortgage assumption is consideration; the exemption fails.
- Skipping the $0.50 minimum transfer fee. No deed records without it under R.C. 319.54(G)(3).
- Filing 533B after the deed is recorded. The recorder cannot accept the deed without the auditor’s stamp.
Do’s and Don’ts
- Do download a fresh copy of the form for every closing because revisions change the box numbering.
- Do verify the parcel number on the county GIS viewer before signing because a mismatch is the top reject reason.
- Do attach a trustee certification or LLC operating agreement when the exemption depends on the entity structure because the auditor cannot verify it otherwise.
- Do sign in original ink and date the form the day of filing because the perjury attestation requires a contemporaneous signature.
- Do keep a stamped copy for the grantee’s permanent file because future title searches rely on it.
- Do call the county auditor’s transfer desk if the exemption is unusual because counties differ on edge cases.
- Don’t check more than one exemption box because the auditor needs a single statutory basis.
- Don’t assume “love and affection” is consideration that defeats Box (f) because Ohio treats it as non-consideration.
- Don’t mix up Form 533B (DTE 100(EX)) with Form DTE 100 because one is for exempt transfers and the other for fee-bearing transfers.
- Don’t record the deed before the auditor stamps the transfer because the recorder will reject it.
- Don’t rely on a typed letter or memo as a substitute for Form 533B because counties almost always refuse it.
- Don’t leave Line 3 blank because the next tax bill goes to the wrong address and the property goes delinquent.
Pros and Cons of Filing on Your Own vs. With Help
| Approach | Pros and Cons |
|---|---|
| Pro Se Filer | Saves $150–$400 in attorney or title-company fees; full control over the timeline; learns the system for future transfers; faster for simple gifts and trust transfers; no third-party scheduling delays. |
| Pro Se Filer (cons) | Higher rejection risk on first submission; no malpractice safety net; must learn parcel formatting and statutory exemptions; loses time on counter rejections; no title insurance review. |
| Attorney or Title Company | Closing software auto-fills the form; legal opinion on the exemption letter; title insurance can cover defects; coordinated recording with deed and mortgage; experienced staff handle county quirks. |
| Attorney or Title Company (cons) | Costs $150–$400 in service fees; depends on third-party scheduling; closer may not catch every estate-planning nuance; pro se filer may understand the family situation better; some firms outsource to paralegals unfamiliar with the county. |
FAQs
Do I file Form 533B with the auditor or the recorder?
The auditor. File Form 533B with the county auditor’s transfer office before the recorder accepts the deed, under R.C. 319.202.
Is there any fee on an exempt transfer?
Yes. Even exempt transfers owe the $0.50 minimum transfer fee under R.C. 319.54(G)(3), payable to the county auditor at intake.
Can I check more than one exemption box on Form 533B?
No. Ohio auditors require a single statutory basis under R.C. 319.54(G)(3); checking two boxes triggers a rejection and a redraft.
Does “love and affection” count as consideration that defeats Box (f)?
No. Ohio treats love and affection as non-consideration, so a gift between family members can still qualify for the Box (f) exemption.
Do I write my maiden name or married name in Line 1 if I changed names since the prior deed?
Yes. Use your current legal name on Line 1 and attach a marriage certificate so the chain of title connects under R.C. 5301.252.
Is a typed letter accepted in place of Form 533B?
No. County auditors require the state-prescribed Form 533B / DTE 100(EX); a substitute letter will be refused at the counter.
Can I e-sign Form 533B if I am filing on paper?
No. Paper filings require an original ink signature on Line 6 because of the perjury attestation under R.C. 2921.13.
Do I need a separate Form 533B for each parcel transferred in one deed?
Yes. Most Ohio counties require a separate 533B per parcel, even when one deed conveys multiple parcels in the same transaction.
Is a P.O. Box alone acceptable in Line 3 (grantee mailing address)?
No. Most counties require a physical address; a P.O. Box must be paired with a street address to satisfy intake standards.
Does Box (m) cover a transfer to an LLC owned by my trust?
No. Box (m) covers transfers to or from a trustee; an LLC layer is a different transfer that may need Box (g) or a fee-bearing DTE 100.
Will my homestead exemption transfer automatically when I deed my home into my trust?
No. The new owner usually must re-apply for the homestead exemption using DTE 105A, even when occupancy does not change.
Can I file Form 533B online in any Ohio county?
Yes. Most large counties accept e-recording through Simplifile, CSC, ePN, or Indecomm, and smaller counties are adding portals each year.
If the auditor rejects my 533B, do I owe the full conveyance fee?
Yes. A rejected exemption forces payment of $4 per $1,000 in state fee plus any local permissive fee under R.C. 322.02 before the deed records.
Does the grantor or the grantee sign Line 6?
Yes. Either party (or an authorized representative) may sign Line 6, although some counties prefer the grantee’s signature for tax-mailing purposes.
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