Can I sign this electronically?

Yes. Electronic signatures are generally valid in the United States under the ESIGN Act (15 U.S.C. §7001) and state UETA laws, provided intent, consent, attribution, and retention requirements are met.

When is notarization required?

Notarization is required only when the requester specifies it or when state law or the transaction type mandates notarized attestations; remote online notarization rules vary by state.

How do I correct an error after signing?

If a signed correction is needed, create an amendment or corrected statement and obtain new signatures; do not manually alter an executed file without documenting the change and re-signing.

What authentication should I use?

Use at least email authentication; for higher assurance use multi-factor or KBA where available, especially for high-value or regulated transactions.

Which supporting documents are required?

Attach bank statements, reconciliations, or audited schedules specifically referenced in the statement; omission often triggers requests for supplemental documentation.

How long must I retain the signed statement?

Follow federal baselines: IRS records generally three years (IRC §6501(a)); HIPAA-related records six years (45 CFR §164.530(j)); adjust for longer state or industry requirements.

Electronic Signature
Templates
Finance
Finance Statement for Signature

Finance Statement for Signature

This template is fully customizable. Edit the text, fill out the fields, and send it for signature. Give it a try!

FINANCE STATEMENT FOR SIGNATURE

Identifying Information

Client Name:

Entity Type

Individual Corporation LLC Partnership Other:

Primary Contact / Address

Phone:

Email:

Tax ID / SSN:

Statement Date:

Purpose and Scope

Purpose of this Finance Statement: Please state the specific purpose for which this financial information is being provided (for example: loan application, covenant compliance, financial review).

Asset Schedule

List all material assets as of the Statement Date. Provide supporting documents where applicable and indicate documentary evidence in the Supporting Documents checklist.

Asset Description	Value (USD)
Cash and Cash Equivalents
Marketable Securities / Investments
Real Property (net equity)
Vehicles
Personal Property / Business Equipment
Retirement Accounts
Other Assets (describe)
Total Assets

Liabilities Schedule

List all material liabilities outstanding as of the Statement Date.

Liability Description	Outstanding Balance (USD)
Mortgages / Real Estate Loans
Business / Commercial Loans
Automobile / Equipment Loans
Credit Card / Revolving Debt
Taxes Payable / Judgments
Other Liabilities (describe)
Total Liabilities
Calculated Net Worth (Assets − Liabilities)

Income and Expense Summary

Provide the most recent annual figures and indicate whether amounts are gross or net. Attach supporting schedules if required.

Annual Income — Employment Annual Income — Business Annual Income — Investments

Monthly Housing Expense Monthly Transportation Other Monthly Expenses

Supporting Documents Checklist

Indicate which documents are attached to support the foregoing schedules.

Bank statements (most recent 3 months) Brokerage / investment statements Title deeds / mortgage statements Appraisal reports Tax returns (most recent year) Other supporting documents:

Declarations, Representations and Authorization

By signing below, the undersigned certifies under penalty of perjury that the information contained in this Finance Statement and any attachments is true, complete, and correct to the best of the undersigned's knowledge. The undersigned acknowledges that intentional misstatement or omission of material facts may constitute fraud and may result in civil or criminal liability.

The undersigned authorizes any creditor, financial institution, employer, or other entity listed in this statement to release to the recipient of this statement such information as may be necessary to verify the information contained herein. The undersigned agrees that copies of this authorization may be accepted as though they were originals.

This statement is provided for the limited purpose stated above. The recipient shall use this information only for the purpose set forth and shall maintain reasonable confidentiality consistent with applicable law.

Additional Comments / Qualifications

Applicant Name:

Signature:

Date:

I certify that I am authorized to provide the information contained in this statement and that I have read and understand the declarations above.

What the Finance Statement for Signature is and when it’s used

A Finance Statement for Signature is a document that records and certifies financial information, such as balance sheet items, cash flow summaries, and representations used by lenders, lessors, or counterparties. It is commonly required for loan applications, vendor credit checks, lease approvals, and regulatory reporting where a signer attests to the accuracy of financial data. When executed, the signed statement becomes a contractual record that can support underwriting, audit trails, and compliance checks. Electronic signatures are usually acceptable in the United States under ESIGN and UETA for most transactions.

Why a signed finance statement matters

A signed finance statement provides a verifiable record of financial assertions, reduces processing time for approvals, and creates an evidentiary trail for audits and dispute resolution while supporting electronic execution under ESIGN and state UETA laws.

Who typically completes or requests this signed finance statement

Common users include finance teams and external requestors who need certified financial details for credit decisions, contracting, or regulatory compliance.

Lenders and underwriters who require confirmed borrower financial data for credit evaluation.
Corporate finance teams and CFO offices preparing attestations or funding requests.
Accountants, auditors, and third-party verifiers collecting signed financial representations.

The document may also be requested by landlords, vendors, insurers, and public agencies when a signed financial attestation is needed for onboarding or eligibility checks.

Core parts of a professional finance statement

A complete finance statement combines identity, numeric schedules, a certification clause, and signature elements to make the record reliable for business and legal use.

Header

Identifies the reporting entity, document title, reporting period, and any reference numbers used by the requester or lender for tracking.

Financial Schedules

Structured tables for assets, liabilities, revenues, and expenses with clear line-item labels, units, and subtotal calculations for review and validation.

Certification

A declarative clause where the signer attests to accuracy and completeness, including representations about material changes and reliance by recipients.

Signature Block

Named signer, title, date, and space for electronic or handwritten signature with printed name and contact details for verification.

Supporting Documents

Attachments such as bank statements, ledgers, or audited schedules referenced by the statement to substantiate figures and disclosures.

Audit Trail

Metadata capturing signature time, IP address, authentication method, and document version history to support non-repudiation and compliance needs.

Quick step-by-step: complete and sign a finance statement

Follow these sequential steps to prepare, verify, and execute the finance statement so it is accepted by lenders or counterparties.

01

Prepare: Gather ledgers, statements, and EIN/SSN details.
02

Populate: Enter figures and dates using required formats.
03

Attach Proof: Upload supporting bank statements or schedules.
04

Sign: Execute with an admissible e-signature or wet signature.

Where the completed finance statement goes next

After signing, route the document to the requester, your finance repository, and any compliance or audit recipients according to the process below.

Submit to Requester: Send the signed statement to the lender or vendor contact.
Store Internally: Save a PDF copy in your finance records system.
Share with Auditor: Provide access or copies to external auditors when requested.
Archive: Place a final, versioned copy in long-term storage.

Typical online workflow settings for this finance statement

Configure field requirements, authentication, and file outputs so signed statements meet requester validation and internal recordkeeping policies.

Field	Configuration
Signature Type	Electronic signature accepted \| ESIGN / UETA compliant
Authentication	Email link plus optional SMS code for signer identity
Conditional Fields	Show supporting schedules when liabilities exceed threshold
Save Format	PDF/A export for archival and audit retention

Technical considerations for eSigning and distributing

Ensure the signing platform supports required authentication, audit trails, and file formats before sending for signature.

Integrations: CRM and ERP integration available
File Formats: PDF, DOCX, and PDF/A export
Authentication: Email, SMS, or advanced methods

Confirm the system can produce a verifiable audit trail and store executed copies in your records system; align settings with any HIPAA or industry-specific controls if applicable.

Primary legal risks and consequences to avoid

Misstated Figures: May trigger civil claims and rescission

Tax Exposure: Incorrect reporting can prompt IRC §6721 penalties

Loan Denial: False statements may result in credit refusal

Audit Trigger: Material misstatements invite regulatory audits

Contract Liability: Breach claims and damages may follow

Criminal Risk: Fraudulent misrepresentation can carry criminal charges

Common preparation mistakes that delay acceptance

Using an informal name or abbreviation that does not match government ID or registration, which leads to identity verification failures and follow-up requests.
Entering inconsistent reporting periods or overlapping dates between schedules, causing reconciliation errors and lender requests for corrected statements.
Failing to attach required supporting documents such as bank statements or audited schedules, which results in rejection or conditional approvals.
Leaving signature date blank or entering a future date, creating uncertainty about the effective date and possibly invalidating the certification.

Security and compliance features relevant to signed finance statements

Encryption: TLS 1.2/1.3 in transit; AES-256 at rest

Audit Trail: Detailed timestamps, IP, and action logs

Certifications: SOC 2 Type II and ISO 27001 certified

HIPAA Support: BAA available for protected health data

21 CFR Part 11: Compliant controls available

Access Controls: Role-based permissions and SSO

Typical vendor pricing and capability summary for eSignature services

Compare starting price and common capability differences across vendors to select a plan that matches volume, compliance, and integration needs.

	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 trial, no credit card	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

Real-world examples of signed finance statements in use

These concise case examples show how organizations used signed financial attestations to streamline approvals and maintain compliance.

Optica Ventures — COO

Optica used digital finance statements to certify tenant financials for leasing decisions, reducing turnaround times.

The interface is simple and easy to use.
Brian Fitzgibbons, COO, noted that the approach improved customer experience and made document collection and verification faster while preserving a clear audit trail.

Martin Properties — Founder

A property manager executed finance attestations online to meet lender pre-closing requirements.

Mobile signing enabled remote completion.
Tim Martin reported being able to process and execute all documents online with compliance and built-in security, enabling faster closings without in-person meetings.

Best practices to ensure your signed finance statement is accepted

Follow these practical measures to reduce review cycles, avoid rework, and preserve the legal integrity of signed financial attestations.

Match Legal Names

Use the exact legal entity or personal name from government records to avoid identity verification problems and potential rejection by the recipient.

Attach Supporting Proof

Include bank statements, reconciliations, and ledger exports referenced in the statement so reviewers can validate figures without additional document requests.

Use Clear Formats

Enter dates MM/DD/YYYY, use consistent currency and rounding, and label columns; clarity reduces errors and speeds approval.

Preserve Audit Data

Ensure the signing platform records timestamps, authentication method, and signer metadata to support enforcement and dispute resolution.

Frequently asked questions about signing and submitting a finance statement

Answers to common questions about legality, notarization, corrections, and retention when completing a finance statement for signature.

Need help? Contact support

Can I sign this electronically?
Yes. Electronic signatures are generally valid in the United States under the ESIGN Act (15 U.S.C. §7001) and state UETA laws, provided intent, consent, attribution, and retention requirements are met.
When is notarization required?
Notarization is required only when the requester specifies it or when state law or the transaction type mandates notarized attestations; remote online notarization rules vary by state.
How do I correct an error after signing?
If a signed correction is needed, create an amendment or corrected statement and obtain new signatures; do not manually alter an executed file without documenting the change and re-signing.
What authentication should I use?
Use at least email authentication; for higher assurance use multi-factor or KBA where available, especially for high-value or regulated transactions.
Which supporting documents are required?
Attach bank statements, reconciliations, or audited schedules specifically referenced in the statement; omission often triggers requests for supplemental documentation.
How long must I retain the signed statement?
Follow federal baselines: IRS records generally three years (IRC §6501(a)); HIPAA-related records six years (45 CFR §164.530(j)); adjust for longer state or industry requirements.

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