Who can sign the attestation?

The signer must be the owner, authorized representative, or appraiser with delegated authority. For organizations, capture the signer’s title and proof of authority to avoid later challenges.

Is an e-signature legally valid?

Yes in most U.S. contexts when intent, consent, attribution, and retention are present under the ESIGN Act (15 U.S.C. §7001) and UETA where applicable.

When is notarization required?

Notarization depends on intended use and jurisdiction. Some transactions or third parties request a notarized attestation; remote online notarization (RON) is an option where permitted.

What supporting documents are essential?

Include invoices, photos, appraisals, serial numbers, and receipts. For charitable donations over $5,000, IRS appraisal substantiation may be required.

How to correct a signed attestation?

Create a signed amendment or replacement attestation referencing the original record. Avoid handwritten changes on the executed original without a signed addendum.

Can an attestation be revoked?

Revocation depends on timing and the receiving party’s acceptance. Provide a signed revocation and follow contractual or statutory rules to limit downstream reliance.

Electronic Signature
Templates
Miscellaneous
Value Attestation Form

Value Attestation Form

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

VALUE ATTESTATION FORM

WHEREAS

WHEREAS, Attesting Party Name: (the "Attesting Party") is the owner, custodian, or authorized representative responsible for declaring values for certain tangible or intangible property, and possesses relevant records supporting those declared values;

WHEREAS, Recipient Name: (the "Recipient") requires a formal attestation of value for purposes including, but not limited to, insurance placement, customs declaration, sale, transfer, financing, or internal audit; and

WHEREAS, the parties desire to set forth the terms under which the Attesting Party will attest to the value of the described property and the Recipient will rely upon that attestation subject to the limitations and conditions set forth in this document.

ATTESTATION DETAILS

Attesting Party Registered Address Attesting Party Contact Recipient Registered Address

Date of Attestation: . The Attesting Party affirms that the values set forth below are, to the best of its knowledge and records, accurate as of the date of attestation and are supported by documentation identified in the Scope of Work.

SCOPE OF WORK

The Attesting Party shall provide an itemized description of the property, the declared value for each item, the valuation method applied, and supporting documentation. The parties acknowledge that the attestation is limited to the items and records expressly identified in this Scope of Work.

Itemization and Declared Values (describe each item and declared value) Total Declared Value (numeric) Valuation Method and Supporting Documents

PAYMENT TERMS

As consideration for preparing and delivering the attestation and any associated reports, the Recipient shall pay the Attesting Party the fees and follow the schedule set forth below.

Fee Amount Payment Schedule Late Fee / Interest on Overdue Amounts

TERM AND TERMINATION

This Attestation shall be effective as of Start Date: and shall continue until End Date: unless earlier terminated in accordance with this section.

Notice Period for Termination

Either party may terminate this Attestation for material breach by the other party upon failure to cure such breach within the notice period specified above. Termination shall not relieve either party of obligations incurred prior to the effective date of termination, including payment obligations.

CONFIDENTIALITY

Each party acknowledges that information disclosed in connection with this Attestation may include confidential and proprietary information. The parties agree to take reasonable measures to maintain the confidentiality of such information and not to disclose it to third parties except as required by law or with the prior written consent of the disclosing party.

Attesting Party Confidentiality Acknowledgement

Attesting Party acknowledges and agrees to the confidentiality provisions above.

REPRESENTATIONS, WARRANTIES AND LIMITATIONS

The Attesting Party represents and warrants that, to the best of its knowledge, the declared values and supporting documentation provided are truthful and accurate. Except as expressly set forth herein, the Attesting Party makes no other warranties, express or implied. The Recipient's reliance on the attestation shall be subject to the Attesting Party's reasonable review limitations and verification of source documentation.

In no event shall the Attesting Party be liable for indirect, consequential, special, punitive, or incidental damages. The Attesting Party's aggregate liability under this Attestation, whether in contract, tort, or otherwise, shall not exceed the total fees actually paid by the Recipient to the Attesting Party under this Attestation.

GOVERNING LAW

This Attestation shall be governed by and construed in accordance with the laws of the State of without regard to conflicts of law principles.

ENTIRE AGREEMENT

This Attestation, together with the Scope of Work and any documents expressly incorporated herein, constitutes the entire agreement between the parties with respect to the subject matter hereof and supersedes all prior and contemporaneous agreements, proposals, and communications, whether written or oral.

CERTIFICATION

By signing below, the Attesting Party certifies, under penalty of perjury where applicable, that the information provided in this Value Attestation Form and the attached supporting documentation is true, complete and accurate to the best of the Attesting Party's knowledge and belief.

Attesting Party confirms the truth and accuracy of the attestation as described above.

Attesting Party Printed Name:

By:

Date:

Recipient Printed Name:

By:

Date:

What a Value Attestation Form is and when it’s used

A Value Attestation Form is a written statement that confirms the declared monetary value of an asset, inventory, donated property, or itemized goods for a specific transaction or regulatory purpose. Organizations use it to support insurance claims, tax deductions, loan collateral, internal asset transfers, or donation acknowledgements. The form typically lists the item, a description, the appraised or declared value, the attesting party, and supporting documentation. Properly completed attestations help reduce downstream disputes by creating a traceable record of valuation and consent.

Why a clear Value Attestation Form matters

A correctly prepared attestation creates an auditable record of declared value, reduces disputes, and supports compliance for tax, insurance, and lending processes while establishing attribution and intent for the signer.

Who commonly completes or requests this form

Identifying the right signer and supporting parties up front prevents processing delays and compliance gaps.

Lenders and underwriters assessing collateral and requiring documented valuation for loan files and audits.
Insurance adjusters and claims teams verifying loss value and supporting insurance benefit calculations.
Donors, nonprofit gift officers, and appraisers documenting fair market value for charitable contribution records.

Primary signer roles and typical responsibilities

Valuation Officer

A company appraiser, broker, or certified appraiser who prepares the valuation line items and certifies accuracy. They must include methodology, effective date, and any limitations to the valuation to support later review or audit.

Owner / Donor

The individual or entity declaring the value and attesting to ownership or authority. Their signature establishes intent and attribution and may carry legal consequences if the declaration is false or misleading.

Security, privacy, and compliance essentials

Encryption in transit: TLS 1.2/1.3 required

Encryption at rest: AES-256 storage encryption

Audit trail: Timestamped audit records

HIPAA coverage: BAA required for PHI

21 CFR Part 11: Controls for FDA-regulated records

Access controls: Role-based permissions

Core sections every professional Value Attestation Form should include

A complete form groups identity, itemization, valuation, attestation language, signature elements, and supporting evidence to create a defensible record.

Attestation statement

Clear, unambiguous language stating the declarant’s affirmation of value, the basis for the valuation, and any limiting assumptions or methodology used to arrive at the figure.

Itemized schedule

A line-by-line description of each asset or lot, including serial numbers, condition, quantity, and the specific value assigned to each item to avoid aggregation ambiguity.

Effective date

The date the valuation applies to; this determines which market data or tax year applies and helps reviewers reconcile value changes over time.

Supporting documents

Attachments such as appraisals, invoices, photos, or receipts that substantiate the declared amounts and that should be referenced directly in the attestation text.

Signature block

Designated space for the signer’s printed name, title, organization, signature, and date; indicate if witness or notarization is required for the jurisdiction or use case.

Retention and audit notes

A line indicating where the original is stored, retention requirements, and the record identifier to support retrieval during audits or disputes.

Step-by-step: complete and execute the Value Attestation Form

Follow these steps in order to prepare, verify, and finalize a defensible attestation.

01

Prepare the form: Gather item details and supporting documents.
02

Complete fields: Enter itemized values and valuation basis.
03

Review internally: Legal or compliance checks as needed.
04

Sign and distribute: Execute signatures, notarize if required, and save.

Typical digital workflow for attestation and signature

A standard online workflow reduces cycle time and preserves an audit trail at each step.

Upload document: Sender uploads PDF, Word, or scanned attestation.
Add fields: Place signature, date, and supporting attachments.
Authenticate signer: Use email, SMS code, or stronger methods as required.
Complete signing: Signer executes; system records audit trail.

Typical configuration settings for a digital attestation workflow

Configure authentication, signer order, retention, and notifications to match legal and internal controls.

Field	Configuration
Signer order	Sequential or parallel signing, set per workflow
Authentication	Email-only, SMS OTP, or KBA as required
Notary support	Enable RON or e-notary if jurisdiction requires
Retention	Auto-archive to secure repository after signing

Technical requirements for secure electronic completion

Confirm platform encryption, audit trails, and retention features meet your organization’s legal and records-retention policies before use.

File formats: PDF, DOCX, and scanned images
Compliance: ESIGN and UETA alignment
Integrations: Connectors for storage and ERP systems

Time-sensitive considerations and related deadlines

Identify deadlines tied to tax reporting, insurance claims, or donor substantiation to avoid missed benefits or denied claims.

Tax substantiation deadline:

For certain charitable donations, IRS appraisal requirements apply for noncash gifts over $5,000

Income tax filing:

Individual returns generally due April 15 each year (federal)

Insurance claims:

Policy reporting windows vary by carrier; follow insurer instructions

Notary/RON retention:

RON audio-video and journal retention commonly 5–10 years

Internal audit window:

Preserve supporting files until audit or statutory retention period ends

Key processing milestones from draft to retained record

Track these stages to ensure completeness and defensible archival of the attestation.

01

Draft and itemization

Create the line-item schedule and attach supporting evidence.

02

Internal validation

Legal, tax, or appraisal review for methodology and accuracy.

03

Execution and notarization

Signer authentication, e-signature, plus notary if required.

04

Archival and retention

Store signed original with audit trail and retrieval index.

Consequences of inaccurate or incomplete attestations

IRS adjustment: May disallow deductions

Civil penalties: Monetary fines or interest

Claim denial: Insurers may reduce or deny benefits

Contract disputes: Increases litigation risk

Criminal exposure: False statements can lead to charges

Reputational harm: Loss of trust with counterparties

Common mistakes to avoid when preparing a Value Attestation Form

Using inconsistent names or titles across documents, causing identity or authority disputes during review.
Failing to attach substantiating documentation such as invoices, appraisals, or photos referenced in the attestation.
Leaving valuation methodology or assumptions unstated, which weakens the form’s evidentiary value in audits.
Not matching the effective date to the valuation method, creating timing conflicts for tax or insurance purposes.

Practical tips for accurate and efficient completion

Adopt standard templates, verify identity, and keep clear supporting evidence to minimize downstream review and dispute costs.

Use a standardized template

Maintain a single validated form that includes required fields, attestation language, and signature blocks to ensure consistency across transactions and to aid automated processing.

Collect supporting evidence

Attach invoices, photos, serial numbers, and appraisals referenced on the form; store originals or certified copies to support auditors and insurers.

Confirm signer authority

Verify that the person signing has corporate authority or ownership right; for organizations, capture title and a routing approval record to show delegated authority.

Log retention details

Record where the signed original is stored and apply retention rules consistent with tax, HIPAA, or other applicable regulations to ensure compliance.

How organizations use Value Attestation Forms in practice

Real-world examples show common patterns across industries where value attestations support claims, transfers, and tax reporting.

Martin Properties

A local property manager documents damaged furnishings after tenant move-out for claims

quick on-site valuation using photo evidence and receipts
The signed attestation, combined with invoices, helped the manager support the claim and reduce processing time for the insurer.

Optica Ventures

A small investment firm records equipment transfers between funds for internal audit

valuation lines linked to purchase receipts and serial numbers
Consistent attestation forms improved internal reconciliation and provided an auditable trail for external auditors.

Typical vendor pricing and capability snapshot

Price and capability vary by plan and billing cycle; compare starting price, trial availability, bulk-send features, audit trail, HIPAA support, and envelope or invite limits.

	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	Varies	Varies	Varies
Bulk Send	Yes (Premium)	Yes	Yes	Yes	Varies
Audit Trail	Yes	Yes	Yes	Yes	Yes
HIPAA Compliant	Yes	Yes	Yes	No	No

Frequently asked questions about Value Attestation Forms

Answers to frequent operational and legal questions when preparing, signing, or storing value attestations.

Need help? Contact support

Who can sign the attestation?
The signer must be the owner, authorized representative, or appraiser with delegated authority. For organizations, capture the signer’s title and proof of authority to avoid later challenges.
Is an e-signature legally valid?
Yes in most U.S. contexts when intent, consent, attribution, and retention are present under the ESIGN Act (15 U.S.C. §7001) and UETA where applicable.
When is notarization required?
Notarization depends on intended use and jurisdiction. Some transactions or third parties request a notarized attestation; remote online notarization (RON) is an option where permitted.
What supporting documents are essential?
Include invoices, photos, appraisals, serial numbers, and receipts. For charitable donations over $5,000, IRS appraisal substantiation may be required.
How to correct a signed attestation?
Create a signed amendment or replacement attestation referencing the original record. Avoid handwritten changes on the executed original without a signed addendum.
Can an attestation be revoked?
Revocation depends on timing and the receiving party’s acceptance. Provide a signed revocation and follow contractual or statutory rules to limit downstream reliance.

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