To Both As Joint Tenants Form
Use a To Both As Joint Tenants template to make your document workflow more streamlined.
What the joint tenancy form does
The To Both As Joint Tenants Form records two people’s request or agreement to hold an interest together as joint tenants, but the legal effect depends on the document language and applicable state law. Complete the names, property or asset description, ownership terms, dates, and signatures exactly as required by the transaction. Upload the document to signNow, verify its fillable fields, assign both joint tenants, and send it for signing. ESIGN and UETA may support the electronic record, while deeds, notarization, and recording requirements remain state-specific.
Who uses a joint tenancy form
Property owners
Real-estate owners use the form to document how two people hold property together, subject to the deed, title, and recording rules of the relevant state.
Title professionals
Real-estate attorneys and title teams coordinate signatures, identity checks, notarization, and recording preparation when both joint tenants must approve the same document.
How to complete the form online
Prepare the exact property and ownership information before sending the To Both As Joint Tenants Form through signNow.
Upload:
Upload the joint-tenancy form to signNow. Check fields:
Review detected fields and add both tenants. Send:
Send invitations with signing order if needed. Archive:
Collect signatures and download the audit trail.
Recommended setup for joint tenancy forms
Use a controlled signing workflow that identifies both joint tenants, preserves the completed record, and supports state-specific execution requirements.
| Setting | Recommendation |
|---|---|
| Authentication method | Email verification with SMS OTP |
| Signature type | Electronic signature with signer intent |
| Audit trail | Capture timestamps, IP addresses, and actions |
| Document retention | Retain signed records under applicable state law |
| Encryption | AES-256 at rest and TLS 1.2/1.3 in transit |
Best ROI. Our customers achieve an average 7x ROI within the first six months.
Scales with your use cases. From SMBs to mid-market, airSlate SignNow delivers results for businesses of all sizes.
Intuitive UI and API. Sign and send documents from your apps in minutes.
Platform requirements for signing
Complete the To Both As Joint Tenants Form through signNow in Chrome, Firefox, Safari, or Edge on Windows or macOS. Signers can also use signNow mobile apps on iOS and Android, with encrypted connections protected by TLS.
Desktop browsers Chrome, Firefox, Safari, Edge Operating systems Windows, macOS, iOS, Android Mobile signing signNow mobile apps available
Organizations should use managed devices, current browser versions, and role-based access for property records. Enterprise workflows can connect through API access or SSO, while teams should configure any required certificate, authentication, and notarization process separately from the electronic signing workflow.
Signer authentication and certificates
Digital certificates:
Certificate format:
Two-factor security:
SMS verification:
Identity checks:
Event evidence:
What signNow records in the audit trail
The audit trail connects both joint tenants to the exact document, signing events, and completion record.
Authenticate signer:
Capture timestamp:
Hash document:
Seal record:
Record activity:
Retrieve evidence:
Best practices for joint tenancy forms
Accuracy, signer attribution, state-law review, and complete recordkeeping matter more than simply collecting two electronic signatures.
Verify ownership and property details
Assign both joint tenants clearly
Document signer identity and consent
Archive the signed record securely
Privacy pitfalls in joint tenancy workflows
Including full names, addresses, account details, or property information in an email exposes personal data beyond the signed document’s controlled access. Sending one shared signing link without verifying each recipient can weaken attribution when both joint tenants use the same device or email account. Failing to capture electronic consent before signing can create an ESIGN record-access problem for a consumer-facing transaction. Sharing the completed form with unrelated recipients can expose ownership, financial, or identifying information through incorrect permissions.
State rules and document exclusions
State notarization
Wills and codicils
Court orders
Real-estate deeds
Legal standing and limits of the form
A completed electronic record may be admissible when the parties show intent, consent, attribution, and reliable retention under ESIGN and applicable state law, including UETA or New York ESRA. Wills, codicils, testamentary trusts, court orders, and family-law decrees remain excluded from ESIGN’s electronic-record rules.
Troubleshooting joint tenancy form signing
Resolve recipient, notarization, recordkeeping, and plan questions before treating the signed joint-tenancy form as legally complete.
Upload the correct joint-tenancy document as a PDF or supported file, then use signNow’s field detection and verify every ownership, property, and signer field before sending. A missing legal description or incorrect vesting language requires document review, not a platform correction. State recording rules remain controlling.
Signers can receive an email invitation or signing link, and signNow can apply SMS OTP when stronger authentication is needed. Confirm each joint tenant’s email address and phone number, then resend the invitation after correcting recipient details rather than creating duplicate envelopes.
The Business plan includes legally binding eSignatures, templates, mobile apps, and audit trails. Business Premium adds bulk send and kiosk mode, while Enterprise adds advanced signer authentication. Choose features based on the workflow; plan availability does not replace state-required notarization.
ESIGN and UETA generally recognize electronic signatures when intent, consent, attribution, and record retention are established. They exclude wills, codicils, testamentary trusts, court orders, and several family-law records. A deed or affidavit may also require notarization or recording under state law.
Export the completed PDF and audit trail from signNow after both joint tenants sign. The audit trail records signing actions, timestamps, and IP information. Store the files in an access-controlled repository and apply the retention period required for the transaction and jurisdiction.
signNow’s HIPAA compliance applies when a business uses the service for protected health information and requires a BAA. A joint-tenancy form ordinarily concerns ownership or property, so HIPAA should not be claimed unless the workflow genuinely contains PHI.
Key performance indicators that demonstrate SignNow's proven track record.
BE READY TO GET MORE
Get this form now!
If you believe that this page should be taken down, please follow our DMCA take-down process.