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Get the free Sworn Statement of Account from Lienor to Contractor - Individual template

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This Sworn Statement of Account from Lienor to Contractor form is for use by an individual lienor to respond to a contractor's demand for a statement of account and includes the nature of labor or
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What is sworn statement of account

A sworn statement of account is a legal document that verifies the accuracy of account balances and transactions, typically used in financial disputes.

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Who needs sworn statement of account?

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Sworn statement of account is needed by:
  • Individuals involved in financial disputes
  • Businesses reconciling accounts
  • Creditors seeking proof of debt
  • Debtors disputing claims
  • Legal professionals handling litigation

How to Fill Out a Sworn Statement of Account Form

Filling out a sworn statement of account form is essential for contractors and subcontractors to ensure proper documentation and legal compliance. This guide will outline the steps necessary to accurately complete such a form, emphasizing the importance of legal compliance, especially in Florida, and how to effectively utilize pdfFiller for management.

What is a sworn statement of account form?

A sworn statement of account form is a legal document used primarily in the construction industry to declare the amounts owed for labor and materials supplied on a project. The purpose of this form is to provide transparency among contractors, subcontractors, and property owners regarding the financial obligations incurred during a project.
  • This form serves to formally declare the contractor's claims for payment and ensure that all parties understand their financial responsibilities.
  • Compliance is crucial because failing to adhere to legal statutes may lead to disputes, legal issues, and potential loss of payment rights.
  • Incorrectly filled forms can result in delayed payments or even legal repercussions for the contractor.

What are the key components of the form?

Understanding the key components of the sworn statement of account form is vital for accurately filling it out. Each section needs detailed information to ensure clarity and legal validity.
  • You must clearly state the contractor's legal name and physical address as this is required for legal identification.
  • Include the date on which the statement is prepared and any responses to demands made by the property owner.
  • Provide comprehensive details about the services rendered and any prospective services to be undertaken.
  • List all materials supplied, their costs, and those expected to be needed for project completion.
  • Clearly state amounts paid, amounts due, and the total contractual amount for transparency.
  • List all parties involved, ensuring accurate contact details are provided.

How do you complete the form step-by-step?

Following a systematic approach is key to successfully completing the sworn statement of account form. Here’s a detailed, step-by-step process to ensure nothing is overlooked.
  • Before you start, collect all necessary data related to the contract, including previous invoices and payment records.
  • Make sure to input the correct legal name and address of the contractor for identification purposes.
  • Clearly outline the labor efforts and materials used to ensure full transparency.
  • List all relevant financial information including amounts previously paid, current dues, and contract totals.
  • Finalizing the document requires signatures from relevant parties and acknowledgment by a notary public.
  • Ensure that your form complies with legal standards as specified in Section 713.18.

How can you edit and manage the completed form with pdfFiller?

Utilizing pdfFiller allows for seamless editing and management of your sworn statement of account form. Here’s how you can maximize their features.
  • You can easily upload your completed sworn statement to pdfFiller for further processing.
  • pdfFiller offers options to electronically sign the document and share it securely with relevant parties.
  • It provides tools for team collaboration, ensuring that multiple stakeholders can input and revise the document.
  • pdfFiller allows you to manage the complete lifecycle of your document from creation to storage.

What are legal compliance and best practices for this form?

Legal compliance when filling out the sworn statement of the account is non-negotiable. Understanding these implications ensures that your statements are valid.
  • In Florida, improper sworn statements could lead to severe consequences including loss of lien rights.
  • Ensure that you double-check all information entered to avoid inaccuracies which may lead to disputes.
  • Maintain a well-organized record of all sworn statements for future reference and legal recourse.

What common mistakes should be avoided?

Avoiding common pitfalls can ensure the validity of your sworn statement of account form.
  • Ensure that all fields are correctly filled out, as inaccuracies can invalidate the document.
  • Always ensure that all required signatures, including those of notaries, are obtained before submitting the form.
  • Timely submission is crucial as delays can have legal implications.
  • Always verify that you’re using the most current version of the form to maintain compliance.
Last updated on Feb 20, 2026

How to fill out the sworn statement of account

  1. 1.
    Access the pdfFiller platform and log in to your account.
  2. 2.
    Select the option to create or upload a new document, then choose a template for the sworn statement of account.
  3. 3.
    Begin entering the required personal information including your name, address, and contact details.
  4. 4.
    Input the details of the account, including account number, balance, and any relevant transactions or discrepancies.
  5. 5.
    If applicable, include a statement describing the nature of the account and the context of the statement.
  6. 6.
    Affix your signature to the document in the designated area, ensuring that it aligns with the statement provided.
  7. 7.
    Review the completed document for accuracy and make any necessary edits before finalizing.
  8. 8.
    Once satisfied, save the document and choose your desired format for download or print.
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