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TP-584 Form

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Combined Real Estate Transfer Tax Return and Credit Line Mortgage Certificate

New York State Department of Taxation and Finance

See instructions (TP-584-I) before completing this form. Please print or type.

Schedule A — Information Relating to Conveyance

Grantor

Individual

Corporation

Partnership

Other

Name (if individual; last, first, middle initial)

Mailing address

City

State

ZIP code

Social Security Number

Social Security Number

Federal employer ident. number

Grantee

Individual

Corporation

Partnership

Other

Name (if individual; last, first, middle initial)

Mailing address

City

State

ZIP code

Social Security Number

Social Security Number

Federal employer ident. number

Location and description of property conveyed

Tax map designation

Section

Block

Lot

Address

City/Village

Town

County

Type of property conveyed (check applicable box)

1 - 3 family house

Commercial/Industrial

Residential cooperative

Apartment building

Residential condominium

Office building

Vacant land

Other

Date of conveyance

Percentage of real property conveyed which is residential real property %

Condition of conveyance (check all that apply)

Conveyance of fee interest

Leasehold grant

Acquisition of a controlling interest

Conveyance of an easement

Transfer of a controlling interest

Conveyance for which exemption from transfer tax is claimed

Conveyance to cooperative housing corporation

Conveyance of property partly within and partly without the state

Conveyance pursuant to or in lieu of foreclosure or enforcement of security interest

Other

Mere change of identity or form of ownership or organization

Credit for tax previously paid will be claimed

Conveyance of cooperative apartment(s)

Syndication

Conveyance of air rights or development rights

Contract assignment

Option assignment or surrender

Leasehold assignment or surrender

Schedule B — Real Estate Transfer Tax Return (Article 31 of the Tax Law)

Part I – Computation of Tax Due

1 Enter amount of consideration for the conveyance

Exemption claimed

2 Continuing lien deduction

3 Taxable consideration

4 Tax

5 Amount of credit claimed

6 Total tax due

Part II – Computation of Additional Tax Due on the Conveyance of Residential Real Property for $1 Million or More

1 Enter amount of consideration for conveyance

2 Taxable consideration

3 Total additional transfer tax due

Please make check(s) payable as instructed in the form.

Schedule B — (continued) Part III – Explanation of Exemption Claimed in Part I, line 1

a. Conveyance is to the United Nations, the United States of America, the state of New York or any of their instrumentalities, agencies or political subdivisions

b. Conveyance is to secure a debt or other obligation

c. Conveyance is without additional consideration to confirm, correct, modify or supplement a prior conveyance

d. Conveyance is without consideration and not in connection with a sale

e. Conveyance is given in connection with a tax sale

f. Mere change of identity or form of ownership or organization

g. Conveyance consists of deed of partition

h. Conveyance is given pursuant to the federal bankruptcy act

i. Contract to sell or option to purchase without use or occupancy

j. Option or contract to purchase qualifying property under $200,000

k. Not a conveyance within the meaning of section 1401(e)

l. Other

Schedule C — Credit Line Mortgage Certificate (Article 11 of the Tax Law)

Complete the following only if the interest being transferred is a fee simple interest.

I (we) certify that: (check the appropriate box)

1 The real property being sold or transferred is not subject to an outstanding credit line mortgage.

2 The real property being sold or transferred is subject to an outstanding credit line mortgage. However, an exemption from the tax is claimed for the following reason:

The transfer of real property is a transfer of a fee simple interest to a person or persons who held a fee simple interest immediately before the transfer.

The transfer of real property is to a person or persons related by blood, marriage or adoption or where 50% or more beneficial interest is retained.

The transfer of real property is a transfer to a trustee in bankruptcy, a receiver, assignee or other officer of a court.

The maximum principal amount secured by the credit line mortgage is $3,000,000 or more and the property is not owner-occupied residential property.

Other

3 The real property being transferred is presently subject to an outstanding credit line mortgage. However, no tax is due for the following reason:

A certificate of discharge of the credit line mortgage is being offered at the time of recording the deed.

A check has been drawn payable for transmission to the credit line mortgagee or his agent for the balance due, and a satisfaction of such mortgage will be recorded as soon as it is available.

4 The real property being transferred is subject to an outstanding credit line mortgage recorded in . The maximum principal amount of debt or obligation secured by the mortgage is . No exemption from tax is claimed and the tax of is being paid herewith.

Signature

Grantor

Title

Grantee

Title

The undersigned certify that the above return, including any certification, schedule or attachment, is to the best of his/her knowledge, true and complete.

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What the TP-584 Form Is and when it’s used

The TP-584 Form is New York State’s Real Property Transfer Report used when recording deeds and other conveyances. It collects grantor/grantee details, property identifiers, consideration, and applicable exemption codes so the county clerk and state can determine transfer tax liability and record the conveyance.

Why completing a correct TP-584 matters

Accurate TP-584 submission enables timely deed recording, correct calculation of state and local transfer taxes, and avoids processing delays or tax assessments by New York State. It also documents claimed exemptions and supports the county clerk’s acceptance of the instrument for recording.

Why completing a correct TP-584 matters

Who prepares and submits the TP-584

Each participant has a specific role: preparers complete the form, signatories sign and notarize where required, and the county clerk accepts, processes, and records the deed with the TP-584 attached.

  • Title companies and closing agents preparing closing packages and tax calculations.
  • Attorneys for buyers or sellers who prepare deeds and supporting transfer documents.
  • Recording clerks and municipal staff who accept deeds and return recorded instruments.

Step-by-step: completing and filing the TP-584

Follow these steps in order to prepare the TP-584, attach supporting materials, and deliver to the county clerk for recording.

  • 01
    Prepare deed: Draft deed showing grantor, grantee, legal description, and signed pages.
  • 02
    Complete TP-584: Fill each field per county instructions and include exemption documentation.
  • 03
    Notarize as required: Have signers notarize the deed; TP-584 may accompany the notarized deed.
  • 04
    Submit to county clerk: Deliver deed, TP-584, and transfer tax payment to the recording office.

Key sections you’ll find on a professional TP-584

A complete TP-584 contains structured blocks corresponding to parties, property data, tax computation, exemption claims, and verifier details; reviewing them reduces follow-up requests from the clerk.

Grantor / Grantee

Names and capacities of seller and buyer as they appear on the deed; essential for title and indexing.

Property Identifiers

Street address and tax map number (SBL) or other local parcel identifier; used for county indexing.

Consideration & Tax Calculation

Declared consideration, computation of New York State and any local transfer taxes, and payment remittance information.

Exemption Details

Exemption code(s) with required supporting affidavits or instrument language to substantiate exempt status.

Recording / Return Info

County clerk box for recording data, return-to address, and any assigned recording fees or index numbers.

Signature / Notarization

Signature lines, printed names, capacities, and notary acknowledgement for the deed and any required forms.

Data elements to protect when sharing TP-584

PII: Names, addresses, and Social Security numbers
Financial Data: Consideration amounts and payment details
Legal Identifiers: Parcel tax IDs and deed reference numbers
Signatures: Handwritten or electronic signature images
Notary Records: Notary acknowledgements and journals
Supporting Docs: Purchase agreements, affidavits, and exemption proofs

Consequences of incorrect or missing TP-584 information

Recording Delay: Deed may be refused or delayed by the county clerk
Tax Assessment: State may assess unpaid transfer tax and interest
Exemption Rejection: Improperly documented exemptions can be denied
Title Issues: Indexing errors can affect title searches
Notary Noncompliance: Missing or invalid notary acknowledgement may void recording
Legal Exposure: Mismatches can trigger audits or litigation

Typical preparation errors to avoid

  • Mismatched names between deed and TP-584 leading to indexing rejection
  • Incorrect or omitted parcel/SBL number causing processing delays
  • Using an incorrect exemption code without supporting affidavit
  • Failing to include return-to address or required payment instrument details

How to configure a digital TP-584 workflow

Set up a repeatable eFiling workflow so each closing uses consistent fields, required attachments, and authentication checks.

Field Configuration
Template Create a reusable TP-584 template with locked legal description fields
Required Attachments Enforce deed PDF and exemption affidavits before send
Signer Authentication Use email + SMS or advanced authentication for corporate signers
Return Routing Automatically route signed copies to title company and county contact

Digital signing and eSubmission: platform essentials

Ensure the platform captures tamper-evident audit trails and stores completed records securely in compliance with applicable retention rules.

  • File Formats: PDF and DOCX accepted for template creation
  • Integrations: Connectors for Microsoft 365, Google Workspace, and NetSuite reduce manual steps
  • Authentication: Email, SMS, or advanced methods (KBA/ID proofing) for higher-assurance signers

Where to file and how the TP-584 flows through closing

This shows the typical path from preparation to recording and returned recorded documents.

  • Prepare: Complete deed, TP-584, and supporting affidavits before closing
  • Sign: Signer executes deed and any required forms in presence of notary
  • Deliver: Submit deed, TP-584, and payment to county clerk or eRecording vendor
  • Record & Return: County clerk records deed, stamps TP-584, and returns recorded copy

Selected eSignature vendor comparison for TP-584 workflows

Vendor pricing and capabilities vary; this comparison focuses on starting price, trials, bulk send, audit trail, HIPAA compliance, and envelope caps to inform platform selection for high-volume conveyance workflows.

signNow DocuSign Adobe Sign PandaDoc HelloSign
Starting Price $8/user/mo $15/user/mo $14/user/mo $19/user/mo $15/user/mo
Free Trial Yes, 7-day trial Yes Yes Yes Yes
Bulk Send Yes (Business Premium) Yes Yes Yes Yes
Audit Trail Yes Yes Yes Yes Yes
Envelope Cap No cap 100 envelopes/user/year Varies by plan Varies by plan Varies by plan

TP-584 Frequently asked questions and troubleshooting

Answers to common TP-584 questions about filing location, e-signature acceptability, notarization, and supporting documentation.


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