Is an electronic sworn statement valid?

Yes in most cases. Electronic signatures are legally recognized under the ESIGN Act (15 U.S.C. ch. 96) and UETA in UETA-adopting states; confirm your state's exceptions and whether a notary jurat requires a specific in-person or remote notarization method.

Do I need a notary for the sworn statement?

Many jurisdictions require a jurat or notary acknowledgement for sworn affidavits supporting liens; check county recording and state law. Remote online notarization (RON) may be permitted if your state allows it.

How do I correct an error after signing?

Do not alter the signed original. Prepare an amended sworn statement clearly labeling it 'Amendment' and have the authorized signer re-sign and re-notarize if required; retain both versions.

Can I submit supporting invoices electronically?

Yes. Bundle invoices and receipts into a single PDF and attach them to the sworn statement. Ensure attachments do not include unnecessary PHI and that storage meets any applicable privacy rules.

What if the contractor disputes the amount?

Document communications, seek mediation per contract terms, and preserve the sworn statement and evidence for potential lien enforcement or litigation; consult counsel for jurisdiction-specific strategy.

How long should I keep the statement?

Retain the sworn statement and attachments for the active claim period plus at least three years; follow industry-specific and federal rules such as IRC §6501(a) for tax records and 45 CFR §164.530(j) for HIPAA where applicable.

Electronic Signature
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Sworn Statement of Account from Lienor to Contractor

Sworn Statement of Account from Lienor to Contractor

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

SWORN STATEMENT OF ACCOUNT FROM LIENOR TO CONTRACTOR-INDIVIDUAL

TO:

DATE:

In accordance with Section 713.16(4), Florida Statutes, and in response to your demand for a statement of account in your letter dated the undersigned submits the following Statement of Account:

Nature of labor or services performed, if any:

Nature of labor or services to be performed, if any:

Materials furnished:

Materials to be furnished, if known:

Amount paid to date: $

Amount due: $

Amount to become due, if known: $

Amount of our contract: $

Names of Parties to the contract:

The undersigned certifies that this Statement of Account has been served at the address specified above, on in accordance with Section 713.18, Florida Statutes.

Lienor's Name

By (signature)

Type or Print Name

STATE OF

COUNTY OF

Sworn to (or affirmed) and subscribed before me this day of by who is personally known to me or produced and who did take an oath.

NOTARY PUBLIC

Printed Name of Notary

Commission Expires

What the Sworn Statement of Account from Lienor to Contractor Is

A Sworn Statement of Account from Lienor to Contractor is a signed, sworn affidavit that itemizes unpaid charges, labor, materials, or services provided by a lienor to a contractor and asserts the amount due. It functions as evidentiary record for contract accounting, lien claims, or disputed balances and is often required when initiating or supporting a mechanic's lien, payment dispute, or formal demand for payment.

Why this sworn statement matters in construction and contracting

A clear Sworn Statement of Account preserves the lienor's factual record, supports enforcement steps, and helps resolve payment disputes. It creates a formal, dated record that may be required by lien statutes and supports later filings or court proceedings under ESIGN (15 U.S.C. ch. 96) and applicable state UETA rules.

Who typically prepares and receives this sworn statement

Accurate preparation ensures the statement performs as admissible evidence and reduces the likelihood of challenges during lien filing or dispute resolution.

Trade subcontractors preparing itemized unpaid amounts after final billing.
Suppliers documenting outstanding invoices for a single project.
General contractors or owners reviewing claims before payment or lien response.

Essential information to include on the sworn statement

Lienor Name: Full legal name of the party asserting the account.

Contractor Name: Full legal name of the contractor who contracted for the work.

Project Location: Street address and parcel or job reference.

Itemized Charges: Detailed breakdown of labor, materials, and dates.

Total Amount Due: Sum claimed, stated in U.S. dollars.

Notary Block: Notary acknowledgement or jurat as required by state law.

Step-by-step: Completing the sworn statement accurately

Follow these sequential steps to prepare a complete Sworn Statement of Account from Lienor to Contractor that will hold up for filing or dispute resolution.

01

Gather documents: Collect contracts, invoices, change orders, delivery tickets.
02

Itemize charges: List each charge with date and description.
03

Calculate totals: Sum unpaid items and any interest or retainage.
04

Sign and notarize: Sign before a notary or follow your state's sworn affidavit requirements.

How to configure the online form for digital completion

When using an e-signature or form platform, set up fields and verification to match legal requirements for sworn statements.

Field	Configuration
Signature	Signer signature field with date and printed name
Notary/Jurat	Design a jurat block to capture notarization data
Line Items	Repeating table fields for description, date, amount
Attachment	Allow upload of supporting invoices or delivery tickets

Where the sworn statement goes and who receives it

Routing depends on whether the statement supports a lien filing, payment demand, or litigation; follow the typical delivery sequence below.

To the Contractor: Deliver a signed copy to the contractor as a formal demand.
County Clerk or Recorder: File supporting lien materials with the county for property-based claims.
Project Owner: Provide the owner a copy when required by contract or law.
Legal Counsel: Share with counsel if preparing a lien or litigation filing.

Digital signing and platform requirements

Choose a solution that captures signer attribution and retention metadata and that can support notarization or RON if your state accepts it.

Audit Trail: IP, timestamp, and signer email preserved for evidentiary support
File Formats: Accepts PDF and DOCX and produces a tamper-evident signed PDF
Integrations: Connects to cloud storage and project systems like Procore or NetSuite

Common mistakes to avoid when preparing the statement

Using an informal name instead of the legal entity name, creating identification problems.
Failing to attach supporting invoices and delivery tickets, weakening the claimed amount.
Missing or inconsistent dates that can nullify filing windows for lien rights.
Omitting a notarization or jurat where state law requires it for sworn statements.

Key risks if the sworn statement is incorrect or incomplete

Claim Rejection: Missing elements can cause lien or enforcement filings to be rejected.

Statute Bar: Late filings may lose lien priority or statutory remedies.

Perjury Exposure: False sworn statements can trigger criminal or civil penalties.

Contract Liability: Errors may trigger indemnity or damages under contract.

Tax Withholding: Incorrect payee data can create backup withholding issues.

Increased Costs: Fixing errors often requires attorney fees and re-filing charges.

Practical tips for accurate and efficient completion

Adopt these practices to reduce errors, speed review, and preserve rights when creating a Sworn Statement of Account from Lienor to Contractor.

Standardized templates

Use a consistent form with required fields pre-filled where possible to minimize omissions and ensure legal elements are present.

Attach evidence

Include invoices, delivery receipts, and contracts in a single PDF to support each line item and expedite reviewer assessment.

Verify signatory authority

Confirm the signer is authorized to swear the statement on behalf of the lienor and document that authorization.

Record retention

Store the final signed and notarized document with audit trail and attachments for the required retention period.

Practical examples of how sworn statements are used

Real-world scenarios demonstrate when the sworn statement supports lien filings, payment resolution, or litigation.

Construction Claim

A subcontractor documents unpaid change orders and materials

claimant lists dates and invoices
the sworn statement and attachments were used to support a county lien filing and a negotiated settlement with the general contractor.

Supplier Dispute

A supplier itemizes undelivered payments after project completion

supplier includes delivery receipts and contract terms
the sworn statement became the basis for a payment demand and subsequent resolution through mediation.

Timing considerations and typical filing windows

Act promptly: statutory filing windows for lien-related claims and requirements for sworn affidavits vary by state, and delays can forfeit rights.

Issue Promptly:

Deliver a sworn statement and demand as soon as a payment dispute becomes apparent to preserve remedies.

Filing Windows:

Many states set lien filing periods commonly ranging from 30 to 120 days after last labor or materials; verify your state rules.

Notarization Timing:

Have the document notarized immediately before filing to ensure dates align with statutory deadlines.

Processing Expectation:

County recording offices often process filings within 1–5 business days, but timing varies by jurisdiction.

State Verification:

Confirm exact deadlines with the state statute or county clerk before relying on filing windows.

Frequently asked questions about sworn statements and e-signing

Answers to common questions on validity, notarization, corrections, and electronic submission for the Sworn Statement of Account from Lienor to Contractor.

Need help? Contact support

Is an electronic sworn statement valid?
Yes in most cases. Electronic signatures are legally recognized under the ESIGN Act (15 U.S.C. ch. 96) and UETA in UETA-adopting states; confirm your state's exceptions and whether a notary jurat requires a specific in-person or remote notarization method.
Do I need a notary for the sworn statement?
Many jurisdictions require a jurat or notary acknowledgement for sworn affidavits supporting liens; check county recording and state law. Remote online notarization (RON) may be permitted if your state allows it.
How do I correct an error after signing?
Do not alter the signed original. Prepare an amended sworn statement clearly labeling it 'Amendment' and have the authorized signer re-sign and re-notarize if required; retain both versions.
Can I submit supporting invoices electronically?
Yes. Bundle invoices and receipts into a single PDF and attach them to the sworn statement. Ensure attachments do not include unnecessary PHI and that storage meets any applicable privacy rules.
What if the contractor disputes the amount?
Document communications, seek mediation per contract terms, and preserve the sworn statement and evidence for potential lien enforcement or litigation; consult counsel for jurisdiction-specific strategy.
How long should I keep the statement?
Retain the sworn statement and attachments for the active claim period plus at least three years; follow industry-specific and federal rules such as IRC §6501(a) for tax records and 45 CFR §164.530(j) for HIPAA where applicable.

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