Signed Attestation
A dated, signed statement declaring the property as the signer's principal residence; include start date and role. Use clear, unambiguous language to reduce interpretation risk.
Clear, complete documentation reduces the risk of rejected claims, tax adjustments, or delays in benefit and mortgage processing. It provides verifiable proof of residency for exemptions and compliance audits and supports legal positions in disputes such as homestead claims, occupancy tax waiver requests, or foreclosure defenses.
The following parties commonly complete or request Principal Residence Documentation during transactions, filings, or audits.
Each party may need different supporting documents and authentication levels; check the recipient's requirements before submitting.
A dated, signed statement declaring the property as the signer's principal residence; include start date and role. Use clear, unambiguous language to reduce interpretation risk.
Recent utility bill, bank statement, or government correspondence showing name and property address dated within 60–90 days of the effective date.
State driver license or ID card matching the signer's name and address, or a passport if domestic ID is unavailable.
Current signed lease agreement or mortgage statement showing occupancy or ownership status and relevant dates for verification.
Notarization or required witness signatures as specified by state law or the recipient; include notary stamp and journal entry where applicable.
Voter registration, school enrollment, or payroll records can strengthen residency claims where ambiguous or contested.
Many agencies and lenders accept e-submissions but require specific authentication and file formats.
Verify recipient requirements (format, authentication, and retention) before eSubmitting to ensure acceptance and to maintain an evidentiary record.
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