Helena, MT · Lewis and Clark County
Family Transfer Survey Exemption Affidavit
Helena property owners use this affidavit when requesting a subdivision exemption for a gift or sale to an immediate family member. All owners must sign, and the final page includes a notarial certificate.
- licensed online notary
- ~15 min average
- Notarized PDF emailed
What you’ll need
- Government-issued photo ID
- Webcam-enabled device (laptop or phone)
- This form, ready to upload as a PDF
What this form is
This Helena Certificate of Survey Exemption Affidavit collects landowner details, proposed parcels, family relationships, parcel history, and information about the claimed family-transfer exemption. It calls for supporting records and a sketch or draft certificate of survey. Every owner of record must sign the affidavit. The final page contains the sworn certification and notarial certificate. Confirm the applicable exemption, required attachments, and accepted notarization format with the Planning Division before signing.
Who needs it
Helena property owners requesting the family gift or sale exemption described in the city’s Certificate of Survey Exemption Affidavit.
Why it needs a notary
Every owner of record must sign the affidavit; the final page includes a certificate for appearance and sworn execution before a notary.
How to get this notarized
- 1
Download and review
Download the official PDF and read the instructions. Confirm that this form applies to your situation.
- 2
Confirm requirements
Check current submission requirements with the receiving office, including whether it accepts an electronically notarized document.
- 3
Complete your information
Fill in the applicable information and gather supporting documents. Leave notarial certificates for the notary.
- 4
Arrange notarization if needed
If your situation requires notarization, book a session with a commissioned online notary and follow the identity-verification instructions.
- 5
Sign and submit
Complete the notarial act during the session, then submit the finished document and required supporting materials to the receiving office.
Preview the form
The blank PDF straight from Helena. Look it over, then upload your filled copy to start the notary session.
You’ll need ID and a webcam.
A licensed online notary will join you on video, verify your government-issued ID, witness your signature, and apply their seal. You’ll receive the notarized PDF by email when the session ends.
Frequently asked questions
- How do I complete this form?
- Download the original PDF, follow its instructions, and complete the information that applies to you. Leave any signature requiring notarization unsigned until the session.
- Do I need a notary for this form?
- Yes. The affidavit requires all owners to sign and provides a sworn notarial certificate. Confirm required signers and accepted electronic or paper format with Planning.
- Can I use an online notary?
- Confirm with the receiving office that it accepts an electronically notarized version for your situation before booking a session with a commissioned online notary.
- Where do I submit the completed form?
- Submit the affidavit and required family relationship records, sketch or survey, and supporting materials to Helena Community Development, Planning Division, following its current instructions.