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Owner Property Attestation

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OWNER PROPERTY ATTESTATION

WHEREAS

WHEREAS, Owner Name: is the record owner of the real property described below (the "Property");

WHEREAS, Requesting Party: has requested written attestation regarding ownership, title status, and conditions of the Property for purposes of due diligence, permitting, or contractual reliance; and

WHEREAS, Owner is willing to provide the attestations set forth below subject to the terms of this Attestation and any associated agreement between the parties.

PROPERTY IDENTIFICATION

ATTESTATIONS

The Owner hereby attests, under penalty of perjury, to the truth of the following statements as of the date of signature below. Owner shall mark each statement to indicate affirmation.

Owner is the sole legal owner of the Property or has authority to sign on behalf of the owner entity.

Title is vested as represented above and there are no undisclosed transfers or conveyances affecting Owner's fee interest.

The Property is free of undisclosed liens, mortgages, or encumbrances other than those disclosed below:

All property taxes and assessments that are currently due and payable have been paid in full as of the date of this Attestation, except as noted below:

To Owner's knowledge, there are no hazardous substances, underground storage tanks, or environmental conditions materially affecting the Property, except as disclosed:

SCOPE OF WORK

Describe the scope of services or inspections, reporting, and any deliverables associated with this attestation. The Owner's attestation is limited to the facts specifically stated below and any documentation attached.

PAYMENT TERMS

The parties acknowledge the following compensation and invoicing arrangements for any consideration provided to Owner in connection with this Attestation.

TERM AND TERMINATION

This Attestation shall be effective as of the Start Date and shall terminate on the End Date unless earlier terminated as provided below.

Start Date:     End Date:

CONFIDENTIALITY

All non-public information provided by either party in connection with this Attestation, including title documents, reports, and financial details, shall be treated as confidential and shall not be disclosed except (a) as required by law or court order, (b) to the extent necessary to enforce the terms of this Attestation, or (c) with prior written consent of the disclosing party. Recipients shall use at least the same degree of care to protect Confidential Information as they use to protect their own confidential information, but no less than reasonable care.

Acknowledged and agreed.

GOVERNING LAW

This Attestation and any dispute arising from it shall be governed by and construed in accordance with the laws of the State of , without regard to its conflicts of law principles.

ENTIRE AGREEMENT

This Attestation, together with any exhibits or attachments expressly incorporated herein, constitutes the entire agreement between the parties with respect to the subject matter hereof and supersedes all prior and contemporaneous agreements, understandings, negotiations and discussions, whether oral or written.

CERTIFICATION AND PENALTIES

The Owner certifies that the statements made in this Attestation are true, correct and complete to the best of Owner's knowledge. Owner understands that knowingly making a false statement in a written attestation may subject the signatory to civil and criminal penalties under applicable law.

I certify under penalty of perjury that the foregoing is true and correct.

CONTACT INFORMATION

Owner Printed Name:

By:

Date:

Requesting Party Printed Name:

By:

Date:

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What an Owner Property Attestation Is and when it's used

An Owner Property Attestation is a signed statement by an owner (or owners) confirming facts about a specific property—ownership status, occupancy, liens, or compliance with program requirements. Commonly used in real estate transactions, insurance claims, property management, and grant or loan applications, this document provides a formal, sworn declaration of property facts for third parties such as title companies, insurers, lenders, or government agencies.

Why the Owner Property Attestation matters legally and administratively

An attestation creates a concise written record that third parties can rely on when assessing title, eligibility, or risk. It reduces ambiguity by centralizing key owner statements in one place, provides evidence for audits or claims, and supports faster processing by lenders, insurers, and public agencies compliant with recordkeeping rules.

Why the Owner Property Attestation matters legally and administratively

Step-by-step: completing the Owner Property Attestation

A simple four-step sequence helps ensure accuracy and acceptance: gather documents, confirm ownership details, sign with required authentication, and distribute to recipients.

  • 01
    Gather Documents: Collect deed, tax bill, and ID for verification.
  • 02
    Verify Details: Match names, addresses, and parcel numbers.
  • 03
    Sign and Authenticate: Sign in presence of notary or via approved eSignature method.
  • 04
    Deliver Copies: Send executed copy to title, lender, or insurer.

Completing, amending, and recording the attestation

Use this grid to manage lifecycle tasks from initial completion through later amendments and record updates.

01

Prepare Draft:

Populate core fields and attach supporting documents.
02

Internal Review:

Legal or compliance reviews factual statements.
03

Execute:

Signers apply signatures and required notary or witness elements.
04

Record or File:

Submit to recorder, insurer, or lender as specified.
05

Amendment:

Update only via a signed addendum or replacement attestation.
06

Archive:

Store final executed copy per retention rules.

Digital workflow settings for online attestation completion

Configure an e-sign workflow to capture required fields, signer authentication, and optional notary steps. Map each field to validation rules before sending.

Field Configuration
Signature Field Required for each owner; set signer role
Date Field Default to MM/DD/YYYY; auto-fill option
Notary Block Include when state or recipient requires notarization
Attachments Allow PDF, DOCX for supporting deeds or tax statements

How the attestation reaches the parties who need it

A typical distribution chain sends the executed attestation to title, lender, insurer, and local recording or program administrators for review and retention.

  • Title Company: Provides to examiner for title review and closing
  • Lender / Servicer: Used to confirm collateral and borrower statements
  • Insurer: Supports claim eligibility or coverage validation
  • County Recorder: File if required for public record or program compliance

Technical requirements for eSigning and secure eSubmission

Confirm platform capabilities before eSigning to ensure authentication, audit trail, and required file formats are supported.

  • File Types: PDF and DOCX supported
  • Authentication: Email, SMS code, or advanced options
  • Integrations: Salesforce, NetSuite, Google Workspace

Comparing eSignature plans for Owner Property Attestation workflows

Select an eSignature provider that supports required authentication, audit trails, and any industry-specific compliance. Pricing and features vary by plan and vendor.

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 Varies by plan Varies by plan Varies by plan Varies by plan
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes Yes Yes No No

Core elements a professional Owner Property Attestation should include

A robust attestation balances clear factual statements with verifiable supporting data, signer authentication, and traceable execution metadata.

Declarative Statement

A clear opening clause describing the factual assertions being attested.

Property Identification

Full street address plus parcel or assessor number for unambiguous identification.

Owner Identity

Legal name and contact information for every owner signing the attestation.

Material Disclosures

List of known liens, encumbrances, or occupancy facts that affect title or eligibility.

Signature and Date

Executed signature block for each owner with dates and authentication method.

Supporting Attachments

Attachments such as deed, tax bill, or recorded documents to corroborate statements.

Security and compliance features to look for when handling attestations

Encryption: AES-256 at rest; TLS 1.2/1.3 in transit
Audit Trail: Detailed timestamps, IP and action logs
HIPAA Support: BAA available for protected health information
Regulatory Compliance: ESIGN, UETA, 21 CFR Part 11 coverage
Certifications: SOC 2 Type II and ISO 27001
Accessibility: WCAG 2.0 Level AA

Common legal and administrative penalties for incorrect attestations

1099 Penalties: Per IRC §6721: $60–$330 per form
I-9 Violations: Civil fines range $281–$2,789 per violation
Intentional Misstatement: Potential civil and criminal exposure
Recording Rejection: County may refuse filing or require correction
Contractual Risk: Invalid attestations can void agreements
Insurance Denial: Coverage or claims may be denied

Frequent mistakes that delay processing

  • Using nicknames or initials instead of legal names causes mismatches
  • Omitting parcel or APN makes property identification ambiguous
  • Skipping notarization where required leads to rejection
  • Failing to attach supporting deeds or tax documents slows acceptance

Real-world examples of Owner Property Attestation use

These concise examples show how organizations use attestations to streamline verification and preserve audit evidence.

Tim Martin — Martin Properties

Tim used an attestation to confirm rental property occupancy quickly

  • This sped tenant onboarding and reduced paper handling
  • The executed attestation, combined with tax bill attachments, satisfied the title insurer and shortened closing timelines.

John Butler — Fertility Centers of Illinois

John relied on the attestation to certify clinic property ownership for a financing request

  • The signed document met lender review needs
  • With clear owner identification and a notarized signature, underwriting completed without additional site inspections.

Who commonly completes or relies on an Owner Property Attestation

In practice, signers should confirm recipient requirements (notary, witness, or specific wording) before execution to avoid rework.

  • Real estate brokers, to confirm seller disclosures and satisfy title company checks
  • Lenders and servicers, to verify collateral and occupancy statements during underwriting
  • Insurance adjusters and carriers, to confirm property details for coverage and claims

Frequently asked questions about Owner Property Attestations

Answers to common procedural, legal, and technical questions to reduce execution errors and ensure enforceability.


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