Affirmation Statement
A sworn declaration that the signer performed or supplied the described work and is authorized to make the release; should include perjury language and reference to any underlying contract.
The affidavit protects property owners and lenders by removing the risk of later lien claims for amounts expressly released, while providing contractors a formal record of payment and scope. It clarifies payment status, supports final disbursement, and reduces disputes when combined with invoices and lien waivers.
Contractors, subcontractors, suppliers, property owners, lenders, and project managers all rely on affidavits and releases at key payment milestones to manage lien risk and payment reconciliation.
Use the form whenever final payment, partial payment with conditional release, or recordable lien release is required to close out obligations or clear title.
A company officer or project manager signs on behalf of the contractor to affirm work performed and to waive lien rights for specified amounts; the signer should have authority under corporate resolution or subcontract agreement.
An owner or lender accepts the affidavit as evidence to release funds or clear title; retaining the affidavit with payment records supports title searches and protects against future claims.
A sworn declaration that the signer performed or supplied the described work and is authorized to make the release; should include perjury language and reference to any underlying contract.
Precise property address plus legal description or parcel/tax ID so the release can be matched to recorded instruments and searched by county clerks or title companies.
Clear identification of the work performed, corresponding contract or invoice dates, and the time period covered by the release to prevent later, unrelated claims.
Exact dollar amounts released, whether partial or final, and whether any retainage remains outstanding; avoid vague phrases such as 'reasonable value.'
A notarization block or witness signature area when state law or recording offices require authentication to file or record the release.
Signed name, printed name, title, and corporate authority statement; corporate signers should reference their authority to bind the entity and may attach an authorization doc.
| Field | Configuration |
|---|---|
| Signer Role | Assign contractor, owner, lender roles for sequential signing |
| Authentication | Use email plus SMS or KBA when higher identity assurance is needed |
| Notary Integration | Enable RON workflow where state rules permit electronic notarization |
| Retention Policy | Auto-archive signed PDFs with audit trails for regulatory retention |
Select a platform that supports secure signatures, notarization workflows, audit trails, and integration with your storage or ERP systems.
Many platforms integrate with systems like Salesforce, NetSuite, Microsoft 365, Google Workspace, Procore, Box, and Egnyte to streamline routing and long-term storage.
Execute affidavit at final or conditional payment milestone to match disbursement schedules.
Some states require recording within a statutory period to affect title—check local recording rules.
Notarize before delivery when the recorder or title company requires notarized releases.
Retention begins on the effective date and governs how long originals and audit trails are kept.
Withhold final releases if outstanding claims exist until lien waivers or releases are resolved.
Work finishes and final inspections occur before final invoicing.
Contractor issues final invoice and supporting lien waiver documents.
Authorized signer completes affidavit and obtains notarization or RON.
Affidavit is recorded or delivered to owner, lender, and title company as required.
A mid‑size property manager needed electronic releases to speed closings on multiple units
A small developer required notarized releases to clear multiple contractors after final inspection
| 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 | 7-day free trial | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes | Yes | Yes | Yes | Yes |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |