Resource Library · For Attorneys & Industry Professionals

Forms for the closing table

The filings, returns, and instruments most often needed to clear and record a New York transaction — each linked to its official issuing source, so you are always working from the current revision.

No forms match that search. Try a shorter term, or call Dana — if it exists, she has filed it.

Transfer Tax — New York State

Links on tax.ny.gov serve the current revision automatically — no stale versions.

TP-584 — Combined Real Estate Transfer Tax ReturnRequired for conveyances of real property outside NYC NYS Tax · PDF TP-584 Instructions NYS Tax · PDF TP-584-NYC — Combined Transfer Tax Return (NYC)For conveyances of real property located in New York City NYS Tax · PDF TP-584-NYC Instructions NYS Tax · PDF TP-584.1 — Supplemental SchedulesContinuing lien deduction, conveyances pursuant to or in lieu of foreclosure, mere change of form NYS Tax · PDF IT-2663 — Nonresident Real Property Estimated Income TaxRequired at recording for nonresident individual sellers of NY real property NYS Tax · PDF IT-2663 Instructions NYS Tax · PDF IT-2664 — Nonresident Co-op Unit Estimated Income TaxThe co-op counterpart to IT-2663 NYS Tax · PDF IT-2664 Instructions NYS Tax · PDF RP-5217 — Real Property Transfer ReportOutside NYC — barcoded form with specific print requirements; see official page NYS ORPTS STAR — School Tax Relief ProgramRegistration and exemption information for purchasers NYS Tax

New York City Filings

ACRIS — Automated City Register Information SystemCover pages, e-tax forms (RPT, RP-5217NYC), and document recording for the five boroughs except Staten Island deeds NYC DOF · Portal NYC-RPT — Real Property Transfer TaxRPTT forms and filing information via NYC Department of Finance NYC DOF

Mortgage Recording Tax & County Recording

MT-15 — Mortgage Recording Tax ReturnFor property located in more than one locality, or where tax is paid directly to the Tax Department NYS Tax · PDF Suffolk County Clerk — RecordingRecording requirements, cover sheets, and fee schedules Suffolk County Nassau County Clerk — RecordingRecording requirements, cover sheets, and fee schedules Nassau County Westchester County Clerk — PREP SystemProperty Records Electronic Portal for Westchester recordings Westchester

UCC Filings

UCC Forms — Financing Statements (UCC1, UCC3, Addenda)National forms, co-op addendum, filing instructions, and fees via NYS Department of State NYS DOS

Federal

Form 1099-S — Proceeds From Real Estate TransactionsReporting requirements and official scannable forms IRS Form 8300 — Cash Payments Over $10,000 IRS FIRPTA Withholding — Forms 8288 / 8288-A / 8288-BWithholding on dispositions by foreign persons; withholding certificates IRS FinCEN — Residential Real Estate ReportingReporting rule resources for non-financed transfers to entities and trusts FinCEN TRID — Closing Disclosure ResourcesModel forms and guidance for the integrated disclosures CFPB Lead Paint DisclosureRequired disclosure forms for pre-1978 housing EPA

New Jersey

Realty Transfer Fee — RTF-1, RTF-1EE, RTF-3, RTF-4Affidavits of consideration and refund claims via NJ Division of Taxation NJ Treasury GIT/REP — Seller's Residency CertificationNonresident seller estimated tax forms via NJ Division of Taxation NJ Treasury

DanaTitle Closing Documents

Original practitioner documents drafted for the closing table, currently in attorney review. Available soon for download in Word and PDF.

Purchaser Closing AffidavitIn review

Seller Closing AffidavitIn review

Refinance Closing AffidavitIn review

Section 255 Affidavit — CEMAIn review

Section 255 Affidavit — SpreaderIn review

Section 255 Affidavit — Extension AgreementIn review

Section 255 Affidavit — Assignment of Leases & RentsIn review

Section 253 Affidavit — Natural Person ExemptionIn review

Escrow Agreement — Purchase / RefinanceIn review

Mortgage Payoff Request & AuthorizationIn review

Affidavit of Marital StatusIn review

No Consideration Transfer AffidavitIn review

Please Note

This library is provided as a convenience for attorneys and real estate industry professionals. Dana Patti is an independent title closer and Notary Public — not a law firm — and nothing on this page constitutes legal advice. Government forms link directly to the issuing agency; always confirm you are using the current revision and consult counsel regarding the suitability of any form for your transaction.

Missing a form you need at the table? Call or email and it will be added to the library.

Need the closer, not just the forms?

Call 516-606-1047