Survey Reference
Identify the survey by date, job number, scale, and prepared-for party. This ties the affidavit directly to a single survey drawing and prevents ambiguity in later review or recording.
The affidavit provides a sworn, traceable record that links a specific survey to a transaction, reducing title risk and clarifying boundary or encroachment issues. It supports lender underwriting, insurer review, municipal permit approvals, and closing checklists while documenting professional responsibility from the surveyor.
Roles vary: attorneys and municipal plan reviewers also review affidavits, especially where discrepancies or easements affect legal rights or approvals.
Identify the survey by date, job number, scale, and prepared-for party. This ties the affidavit directly to a single survey drawing and prevents ambiguity in later review or recording.
Provide the full legal description or assessor parcel number and street address. Accurate parcel identifiers ensure the affidavit applies to the correct tax lot and recorded title chain.
List boundary monuments, visible improvements, fences, encroachments, easements, and other physical conditions observed during fieldwork that affect the survey conclusions.
State any limitations, such as lack of control monuments, incomplete title research, or inability to access parts of the property, so recipients know the affidavit’s factual bounds.
Include explicit sworn language that the statements are true to the surveyor’s knowledge and belief, dated and signed under penalty of perjury as required by local practice.
Provide a notary acknowledgement or jurat formatted to local notary statutes; include space for the notary seal, signature, and commission details if notarization is required.
| Field | Configuration |
|---|---|
| Signer Role Assignment | Assign surveyor as primary signer; allow view-only for title. |
| Authentication Level | Use email plus SMS code or identity verification for the surveyor. |
| Notary Options | Enable remote notarization field if state RON is permitted. |
| Final Delivery | Auto-send executed PDF and audit trail to title and lender. |
Confirm the selected provider supports remote notarization where allowed and retains a tamper-evident audit trail for the signed affidavit and related survey files.
Provide affidavit before or at closing to remove title exceptions.
Attach affidavit when required by municipal permitting to avoid review delays.
Record related documents promptly to lock in priority where required.
If notarized remotely, retain AV records per state RON rules.
Allow sufficient time for title companies to accept or request amendments.
| 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 vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes | Yes | Yes | Yes | Varies |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |