Can this form be signed electronically?

Yes. Electronic signatures meeting the ESIGN Act (15 U.S.C. ch. 96) and applicable state UETA rules create enforceable amendments, subject to any lease-specific exceptions.

Is notarization required for validity?

Not typically for lease amendments, but some states or lenders request notarization; verify state law and lender requirements before execution.

What if the signer name doesn't match lease records?

Mismatched signer names can raise enforceability issues; correct legal entity names must be used or provide evidence of authority to sign.

Does lender consent always matter?

If the lease or loan documents require lender consent for amendments, obtain written lender approval to avoid default or lien conflicts.

How long should signed copies be retained?

Retain originals for the lease term plus at least three to seven years depending on tax, lender, or HIPAA obligations.

What to do if a party refuses to sign?

Document communications, seek counsel to determine whether unilateral relief is available, and explore alternative dispute resolution or escalation per the lease.

Electronic Signature
Templates
Finance
Financial TI Increase Form

Financial TI Increase Form

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

FINANCIAL TI INCREASE FORM

Client Name:

Property / Project Address:

Lease / Project ID: Tenant Name:

REQUEST SUMMARY

Original TI Allowance: $ Approved TI Date:

Current Remaining Balance: $ Requested Increase Amount: $ Requested Effective Date:

JUSTIFICATION AND SCOPE

Summary of reason for increase Scope of work impacted by increase (tasks, trades, permits)

COST BREAKDOWN

Itemized costs (attach supporting quotes/invoices)

Description	Quantity	Unit Rate	Amount

Subtotal Contingency

Tax (%) Tax Amount

Total Requested Increase

FUNDING & ACCOUNTING

Funding Source GL Account / Cost Code

Capitalization Treatment: Capital (CapEx) Expense (OpEx)

Requested Disbursement Schedule

ATTACHMENTS & COMPLIANCE

The following supporting documents are attached and required for approval (select applicable): Contractor quotes / bids Change orders Permits / regulatory approvals Preliminary lien waivers (if applicable)

List of attachment file names / references

TERMS, REPRESENTATIONS, AND CONDITIONS

By submitting this Financial TI Increase Form the Requestor certifies that the information provided is complete and accurate to the best of their knowledge. Requestor acknowledges that approval of the requested increase does not waive any covenant, obligation, or requirement under the lease or project contract, including but not limited to permit compliance, insurance, and required inspections.

Disbursement of allocated funds is contingent upon acceptance of invoices, receipt of required lien waivers and supporting documentation, and execution of any required change order or amendment to the lease or construction contract. The company reserves the right to withhold payment pending satisfactory completion and inspection of the work.

The Requestor agrees to indemnify and hold harmless the company from any claims arising from contractors or subcontractors retained for the work unless otherwise expressly assumed in a written contract. Any material deviation from the approved scope or budget must be submitted as a subsequent request.

APPROVAL RECORD (FOR ADMINISTRATIVE USE)

Project Manager (printed name) Date Finance Reviewer (printed name) Date Landlord Consent (if required) — Name Date

CERTIFICATION BY REQUESTOR

I certify that I am authorised to request this increase, that the costs described are necessary and reasonable for the completion of the work identified herein, and that all supporting documentation attached to this request is true, accurate, and complete.

Requestor Name:

By:

Date:

What the Financial TI Increase Form Is

The Financial TI Increase Form is a lease amendment used to request or document an increase to the tenant improvement (TI) allowance or budget attached to a commercial lease or construction allowance. It records the additional funds, revised payment schedule, scope changes, and any shifts in responsibility for approvals, draws, or retainage. The form is typically executed by the landlord and tenant (and may require contractor acknowledgement) and becomes an enforceable part of the lease once signed by the authorized parties.

Why Use a Formal Financial TI Increase Form

A formal TI increase form clarifies revised financial commitments, reduces disputes about scope and payment timing, and creates an auditable amendment to the lease. It helps preserve rights under the original lease and provides clear evidence for accounting and lender review.

Who Completes and Reviews This Form

In larger projects lenders, leasehold lenders, or legal counsel often review or sign to protect financing and title interests.

Landlord representatives and property managers who approve additional allowances and adjust lease accounting.
Tenants or tenant project managers requesting increased TI funding and documenting revised obligations.
General contractor or construction manager acknowledging budget and scope changes when required by lease terms.

Core Components to Include in a Professional Form

A complete Financial TI Increase Form should be clear, specific, and reference the original lease. It should attach or incorporate revised budgets, schedules, and any lender or insurer conditions.

Reference

Lease reference and effective date to tie the amendment directly to the original lease agreement and avoid ambiguity.

Increase Amount

Exact additional dollar amount and total revised TI allowance, specifying currency and rounding rules if applicable.

Use of Funds

Permitted uses for the increased allowance, including allowable trades, materials, reimbursable costs, and excluded items.

Payment Terms

Timing and triggers for disbursements or draws, retainage percentage, lien waiver conditions, and final reconciliation.

Scope Changes

Summary of work added or modified compared to original scope, with attachments such as revised drawings or change orders.

Approvals

Signatory blocks for landlord, tenant, contractor (if required), and any lender or title company acknowledgements.

Step-by-Step: Filling Out the Financial TI Increase Form

Follow these sequential steps to prepare, review, and execute the TI increase amendment with clear approvals and documentation.

01

Prepare Draft: Complete fields, attach revised budget, and mark the effective date.
02

Internal Review: Have legal and finance confirm compliance with lease and lender conditions.
03

Circulate to Parties: Share with landlord, tenant, contractor, and lender for acknowledgment.
04

Execute: Collect signatures and retain fully signed copy for records.

Where to Send and How the Form Flows

Routing depends on lease clauses and lender involvement. Typical flow ensures approvals before disbursement.

Originator: Tenant or contractor prepares the draft and submits to landlord.
Landlord Review: Property manager/legal team reviews and may propose edits.
Lender / Title: If lease is encumbered, lender review ensures no conflict with loan documents.
Execution: All required parties sign; executed copies distributed to accounting and project managers.

Configuring an Online Approval Workflow

Set up role-based routing and required fields before sending to reduce rework and ensure auditability.

Field	Configuration
Signer Order	Sequential: Tenant → Landlord → Contractor → Lender when required
Authentication	Email link plus optional SMS code for higher assurance
Required Attachments	Budget, scope drawings, lien waivers as mandatory upload fields
Notifications	Automatic reminders at 3 and 7 days for unsigned parties

Digital Signing and eSubmission Considerations

Ensure the chosen platform complies with ESIGN and UETA for electronic signature validity and supports secure export of signed records.

Document Formats: PDF or DOCX accepted; PDF preferred for fixed-layout finalization
Authentication Options: Email link, SMS code, or advanced ID verification depending on risk
Integrations: Connect to property accounting or project systems via API

Typical Timing and Deadline Items to Track

Track effective dates, draw schedules, and document submission deadlines to avoid payment disputes.

Effective Date:

MM/DD/YYYY format; start date for added funds

Draw Submission:

Invoices and lien waivers due per milestone schedule

Landlord Review:

Allow 10–15 business days for review unless lease specifies a shorter period

Lender Acknowledgement:

Timeline varies; permit up to 30 days if lender consent required

Final Reconciliation:

Complete within 60–120 days after project completion

Key Milestones from Request to Final Payment

A milestone timeline helps stakeholders coordinate approvals and inspect deliverables before each draw.

01

Request Submitted

Tenant submits completed form with revised budget and attachments.

02

Landlord Approval

Landlord reviews and either approves or requests clarification.

03

Lender Consent

If required, lender acknowledges amendment to avoid lien conflicts.

04

Disbursements Made

Funds released per agreed milestones after required documentation.

Common Mistakes to Avoid

Leaving the effective date blank or inconsistent with attached change orders leads to payment disputes and audit issues.
Failing to attach a revised budget or line-item schedule prevents reconciliations and may delay disbursements.
Using vague payment triggers such as 'upon completion' without defined inspections or deliverables invites disagreement.
Allowing unauthorized staff to sign amendments can render the amendment unenforceable against the landlord or tenant.

Penalties and Contractual Risks

Lease Default: May trigger default remedies

Lien Exposure: Incorrect waivers can allow contractor liens

Funding Delay: Missing approvals delay project cash flow

Accounting Errors: Unclear amounts affect depreciation and tax reporting

Enforceability: Unauthorized signatures risk invalid amendment

Insurance Gaps: Scope changes may fall outside existing coverage

eSignature Vendor Pricing and Feature Snapshot

Compare basic pricing and a few feature distinctions relevant to executing and managing TI increase forms. signNow is listed first per vendor convention.

	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	Varies	Varies	Varies
Bulk Send	Yes	Yes	Yes	Yes	Varies
Audit Trail	Yes	Yes	Yes	Yes	Yes
HIPAA Compliant	Yes	Yes	Yes	Varies	Varies

Security and Compliance Considerations

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

Legal Frameworks: ESIGN and UETA support electronic signature validity in the U.S.

Audit Trail: Retain signing timestamps, IP addresses, and action logs for evidentiary value

HIPAA Support: BAA required for protected health information workflows

21 CFR Part 11: Required for FDA-regulated records when applicable

Access Controls: Role-based access and multi-factor authentication recommended

Frequently Asked Questions About the Financial TI Increase Form

Answers to common questions on validity, signing, notarization, and avoiding common execution errors.

Need help? Contact support

Can this form be signed electronically?
Yes. Electronic signatures meeting the ESIGN Act (15 U.S.C. ch. 96) and applicable state UETA rules create enforceable amendments, subject to any lease-specific exceptions.
Is notarization required for validity?
Not typically for lease amendments, but some states or lenders request notarization; verify state law and lender requirements before execution.
What if the signer name doesn't match lease records?
Mismatched signer names can raise enforceability issues; correct legal entity names must be used or provide evidence of authority to sign.
Does lender consent always matter?
If the lease or loan documents require lender consent for amendments, obtain written lender approval to avoid default or lien conflicts.
How long should signed copies be retained?
Retain originals for the lease term plus at least three to seven years depending on tax, lender, or HIPAA obligations.
What to do if a party refuses to sign?
Document communications, seek counsel to determine whether unilateral relief is available, and explore alternative dispute resolution or escalation per the lease.

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