Can I use an electronic signature?

Yes in most interstate and intrastate transactions where ESIGN or UETA applies; the signature must demonstrate intent, consent, attribution, and retrievable record. Exceptions such as court filings or testamentary instruments may still require wet ink or notarized originals; verify local law before e-signing.

Do I need a notary or witnesses?

Many jurisdictions require a notary or jurat to validate the sworn statement; a small number also require witness signatures. Remote online notarization is accepted where state law permits. Confirm state-specific requirements with the local clerk or notary commission to ensure admissibility.

How detailed must the itemization be?

Itemize each labor and material entry with dates, rates, quantities, and invoice references. Include change orders and credits with supporting documents. A clear line-item reconciliation reduces disputes and strengthens lien or bond claims because it allows reviewers to trace totals back to original invoices.

What are the risks of errors?

Errors such as incorrect amounts, missing notarization, or wrong party names can result in filing rejection, loss of lien priority, tax withholding obligations, or allegations of perjury. Prompt correction may mitigate consequences, but consult counsel to address exposure and remediate filings.

Can I submit electronically or file online?

Electronic submission is acceptable where the recipient or filing authority permits e-filing and ESIGN/UETA conditions are met. Court or agency portals may impose additional formatting, notarization, or filing fees. Confirm acceptance policies before relying solely on electronic filing for evidentiary purposes.

How long must I keep records?

Retain the sworn statement and supporting records for the active contract period plus recommended post-termination retention: at least three years for tax purposes and up to six years for HIPAA-covered records. State statutes or contract clauses may require longer retention; consult retention rules.

Electronic Signature
Templates
Other
Request for Sworn Statement of Account by Contractor

Request for Sworn Statement of Account by Contractor

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

REQUEST FOR SWORN STATEMENT OF ACCOUNT BY CONTRACTOR-INDIVIDUAL

WARNING: YOUR FAILURE TO FURNISH THE REQUESTED STATEMENT, SIGNED UNDER OATH, WITHIN 30 DAYS, OR THE FURNISHING OF A FALSE OR FRAUDULENT STATEMENT WILL DEPRIVE YOU OF YOUR RIGHTS UNDER THE PAYMENT BOND FURNISHED BY CONTRACTOR.

TO:

(name and address of lienor)

The undersigned hereby demands a written statement under oath of his or her account showing the nature of the labor or services performed and to be performed, if any, the materials furnished, the materials to be furnished, if known, the amount paid on account to date, the amount due, and the amount to become due, if known, as of the date of the statement by the lienor, for the improvement of real property identified as: (property description)

DATED ON

day of

(signature of contractor)

Type or Print Name

Address:

(date of request)

Request for Sworn Statement of Account

Page 1 of 1

What the Request for Sworn Statement of Account by Contractor Is

The Request for Sworn Statement of Account by Contractor is a sworn affidavit in which a contractor itemizes work performed, materials supplied, dates, and amounts owed and affirms under oath that the statement is accurate. It is commonly used in construction billing disputes, mechanic's lien support, and contract enforcement to document outstanding balances. The document is typically signed by an authorized representative before a notary public; some jurisdictions accept remote notarization or electronic signatures where ESIGN or UETA apply. Verify local procedural requirements before filing.

Why a Sworn Statement of Account Matters

Provides a clear, sworn accounting that supports claims for payment, lien filings, or dispute resolution. The sworn statement strengthens evidentiary weight by attesting to accuracy under oath and helps meet procedural requirements for filing liens or progressing collection actions in many jurisdictions.

Who Typically Prepares or Requests This Document

Typical users include contractors, subcontractors, construction project managers, and payment claim administrators who need sworn accounting evidence.

Contractors and subcontractors seeking to document unpaid invoices and support mechanic's lien filings.
Surety companies and payment bond claim examiners reviewing sworn cost breakdowns for claims validation.
Attorneys, collection agents, and dispute resolution providers requiring sworn evidence for legal or administrative proceedings.

Core Elements to Include in a Professional Sworn Statement

Core elements of a professional Request for Sworn Statement of Account by Contractor clarify obligations, itemize charges, and provide notarized attestation for enforceability and recordkeeping.

Identification

Identify the contractor and contracting party by full legal name, business entity type, address, and contact information; include license number or tax identification where applicable to link the statement to official records.

Account Details

State the contract or purchase order number, description of the project, contract dates, payment schedule, retainage terms, and prior payments applied to clearly show the outstanding balance.

Itemization

Provide line-item entries for labor, materials, equipment, unit rates, quantities, change orders, and credits; each entry should include dates and invoiced amounts to support the total sum claimed.

Affirmation

A sworn declaration phrase asserting accuracy under penalty of perjury, naming the declarant, their title, and capacity to bind the contracting entity, signed and dated prior to notarization.

Notarization

Space for notary acknowledgement or jurat, including venue, date, notary signature, and commission details; indicate whether remote online notarization was used if permitted by law.

Attachments

Attach supporting invoices, certified payrolls, lien waivers, delivery receipts, and change order approvals; label exhibits and reference them inline with itemized entries for clarity accordingly.

Step-by-Step: Prepare, Notarize, and Submit

Follow this sequence to prepare, notarize, and submit a Request for Sworn Statement of Account by Contractor to ensure procedural compliance.

01

Gather Documents: Collect contracts, invoices, change orders, delivery receipts, and payment records.
02

Draft Statement: Itemize charges, dates, and totals with explanatory notes.
03

Review and Sign: Have authorized representative attest and date the statement.
04

Notarize and File: Obtain notarization; file or serve according to local rules.

Typical Workflow from Drafting to Filing

The typical workflow moves from document preparation through signing, notarization, and submission to the relevant recipient or registry.

Prepare Document: Use a clear sworn statement template with itemized entries.
Add Evidence: Attach invoices and delivery receipts labeled as exhibits.
Authenticate Signer: Verify identity by ID or electronic authentication method.
Submit: Serve or file the notarized statement per jurisdictional requirements.

Online Workflow Settings to Capture Required Metadata

Set up a clear online workflow for drafting, signing, notarizing, and archiving the sworn statement to streamline processing and evidence tracking.

Field	Configuration
Signer Authentication	Email link with optional SMS code
Notarization Method	In-person or RON if allowed by state
Document Fields	Signature, date, itemized table, and exhibit references
Storage Location	Encrypted cloud repository with audit trail retention

Platform Capabilities to Support Sworn Statements

Document platforms should support electronic signatures, notarization metadata, and secure attachments to meet evidentiary standards.

File Formats: PDF, DOCX, or image
Integrations: Salesforce, NetSuite, Google Workspace
Authentication: Email, SMS code, or KBA

Key Deadlines and Timing Considerations

Key deadlines include when the sworn statement must be executed, served, or used as evidence for lien or bond claims; timelines vary by state.

Execution Date and Signature:

Date of signature establishes oath date for statutory calculation.

Service of Statement to Owner:

Serve according to state notice rules; timelines affect lien priority.

Filing for Mechanic's Lien:

Some states require filing within 90 days of final furnishing.

Use with Bond Claims:

Ensure sworn statement aligns with payment bond submission periods.

Remote Notarization Deadlines:

Check state RON rules and retention for audio-video records.

Common Pitfalls That Delay or Undermine Claims

Incomplete itemization that lacks dates, quantities, or unit pricing makes it difficult to validate claims and can lead to rejected lien filings or delayed payments.
Mismatched names, incorrect taxpayer identification numbers, or inconsistent entity designations can trigger payer disputes or backup withholding under IRS rules.
Missing notarization, incomplete jurat language, or failure to record witness statements where required undermines the sworn character of the statement.
Attempting to e-sign without consumer consent or where court filings are excluded risks invalidation; verify ESIGN and local statutes before e-submission.

Consequences of Errors or Noncompliance

Filing Rejection: Document may be rejected.

Loss of Lien Rights: Time bars can forfeit claim.

Tax Withholding: Backup withholding may apply.

Perjury Exposure: Criminal penalties possible.

Administrative Fines: State fines or sanctions.

Contractual Remedies: Damages and enforcement actions.

eSignature Pricing and Capability Comparison for Sworn Statements

Compare common eSignature plans for executing sworn statements and notarizations; signNow is listed first per pricing and capability overview.

	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, no card	Varies by vendor and plan	Varies by vendor and plan	Free trial options vary by plan	Free trial options vary by plan
Bulk Send	Available on Business Premium and above	Available on DocuSign higher-tier plans	Available on enterprise and higher plans	Available on business and enterprise plans	Available on HelloSign select plans
Audit Trail	Yes with detailed audit trail and logs	Yes with full audit logs	Yes with certificate of completion	Yes with full activity history	Yes including basic audit trail
HIPAA Compliant	Yes; BAA available for covered workflows	Yes; BAA available from vendor	Yes; supports HIPAA workflows with BAA	No; BAA not offered	No; BAA not provided

Frequently Asked Questions About Preparing and Filing a Sworn Statement

Common questions and practical solutions for preparing, signing, notarizing, and submitting a sworn contractor statement to avoid delays and legal challenges.

Need help? Contact support

Explore Templates

Rental Contract for Baronamp39's RV and Boat Storage Dumpster Rental Contract Scooter Rental Contract Throne Chair Rental Contract Wedding Decor Rental Contract Holiday Letting Rental Contract and Invoice

be ready to get more

Join over 28 million airSlate SignNow users

Sign Now