Contractor's Sworn Statement

Create a custom Contractor's Sworn Statement 2011 that meets your industry’s specifications.

What a contractor sworn statement does

A Contractor's Sworn Statement is a signed construction-payment record in which a contractor represents project facts, such as amounts paid, amounts owed, subcontractor information, and remaining balances. It is used by owners, lenders, general contractors, and project administrators to support payment decisions, lien documentation, and closeout files. The exact fields and notarization rules depend on the project and state law. With signNow, a sender uploads the form, places or reviews fields, routes it to the contractor, captures the signing event, and stores the completed document with its Audit Trail.

General contractors

General contractors use the statement to document amounts paid, amounts owed, subcontractor identities, and sworn project-payment representations. Project administrators can upload the construction form, place signature and date fields, route it to the contractor, and preserve the completed record with an Audit Trail for owner, lender, or payment-dispute review.

Subcontractors

Subcontractors and construction suppliers use the statement when a project owner or lender requests a signed payment-accounting record. The signer reviews project details, labor and material figures, prior payments, and balance information before signing, while the sender retains the completed PDF and related evidence for the project file.

Structured fields

Upload the contractor’s sworn statement and place fields for project information, amounts paid, balance due, signature, date, and any required acknowledgment. The completed layout helps reviewers inspect the exact payment representations made by the signer.

Signer routing

Route the statement to the contractor, project manager, owner, lender, or other designated participant in the required sequence. Role-based routing keeps each signer connected to the project record and reduces manual forwarding between parties.

Audit Trail

Capture signer actions, timestamps, IP information, and document history in an Audit Trail. This evidence helps the project team explain when the statement was reviewed and signed if payment figures are later disputed.

Reusable template

Use a reusable template for recurring applications, progress payments, or closeout packages. Templates reduce repeated field placement while allowing project-specific amounts, dates, and subcontractor information to be entered for each statement.

Mobile signing

Let contractors review and sign from a desktop or mobile device, including situations where project personnel are working away from the office. Mobile access can reduce delays caused by printing, scanning, and returning paper.

Protected records

Store the completed statement and signing evidence with the project’s contract and payment records. Encryption in transit and at rest helps protect financial and identity information during document handling.

How the statement workflow works

The electronic workflow keeps project facts, signer assignments, completion evidence, and the final statement connected from upload through archival.

Upload: Upload the project-specific statement to signNow.
Prepare: Review detected fields and add required signatures.
Send: Route the statement to designated signers.
Complete: Capture signatures and retain the completed record.

Complete the statement in signNow

Use this workflow to prepare, route, sign, and preserve a contractor’s sworn payment statement without losing project-specific details.

Upload form:
Upload the completed construction form.
Check fields:
Review detected fields and add missing ones.
Assign signers:
Assign contractor and witness fields.
Send statement:
Send the statement for electronic signature.
Store evidence:
Download the signed PDF and Audit Trail.

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Setting	Recommendation
Authentication method	Email verification with SMS OTP
Signature type	Typed or drawn electronic signature
Audit trail	Capture timestamps, IP addresses, and actions
Document retention	Retain signed records under applicable state law
Encryption	TLS 1.2/1.3 in transit and AES-256 at rest

Security controls for signed statements

Encrypted transmission:

TLS 1.2/1.3 protects transmitted statement data

Encrypted storage:

AES-256 protects stored signed records

SOC 2 Type II:

SOC 2 Type II certification supports control assurance

ISO 27001:

ISO 27001 certification supports information security

ESIGN and UETA:

ESIGN and UETA support electronic signatures

HIPAA protection:

HIPAA compliance available with a BAA

Find and fill out the correct contractor sworn statement form

airSlate SignNow helps you fill in and sign documents in minutes, error-free. Choose the correct version of the editable PDF form from the list and get started filling it out.

Versions	Form popularity	Fillable & printable
*2011 ATG Form 3018-B [2011-12] 2011	4.8 Satisfied (10449 Votes)

Authenticate signer:

Authentication records the signer verification event

Capture timestamps:

Timestamp capture records each document action

Track document history:

Document history preserves the statement version

Check document integrity:

Hashing helps identify later document changes

Seal completion:

Tamper-evident completion data supports evidence review

Export Audit Trail:

Audit Trails can be retrieved for disputes

Best practices for contractor statements

Accurate project details and controlled evidence handling matter because a sworn payment statement can affect releases, payments, and construction disputes.

Verify every project and payment field

Before sending, compare the uploaded form with the project contract and payment application. Confirm the project name, property address, reporting period, contractor identity, subcontractor disclosures, amounts paid, balance due, and signer authority match the underlying records.

Place fields beside sworn representations

Place signature, date, and acknowledgment fields beside the statements they authenticate. Require the contractor to review all payment figures before signing, and route any owner, lender, or witness fields in the order required by the project documents.

Separate templates by project purpose

Use a separate template for each recurring statement type, such as progress payment, final payment, or lien-waiver support. Keep project-specific values blank or controlled so one contractor’s amounts cannot carry into another project’s document.

Preserve the completed evidence package

Download the completed statement and Audit Trail after signing, then link both to the project’s payment record. Restrict editing permissions after completion and preserve the original signed PDF for dispute or lender review.

Retention schedule for contractor statements

No single federal period governs every Contractor's Sworn Statement; apply the project, tax, lender, and state rules that actually govern the record.

Project contract period

Retain under the contract and state construction law.

Three years from filing

Apply the IRS rule when tax records are included.

Legal hold period

Keep records longer when a dispute requires.

Lender-required period

Follow lender or public-works project requirements.

Completion evidence period

Preserve the Audit Trail with the signed PDF.

State rules and document exclusions

Notarization

May require notarization

Wills

Excluded from ESIGN equivalence

Family law

State filing rules may control

Real-estate deeds

Acknowledgment usually required

Connect contractor statements to project systems

Connect construction, storage, and business systems to route contractor statements, preserve project records, and reduce duplicate entry across payment workflows.

Contractor sworn statement troubleshooting

Resolve field, signer, retention, and compliance questions before the contractor submits a completed sworn statement.

Upload the construction form as a PDF or supported document, then use signNow’s field detection and editor to place signature, date, amount, and acknowledgment fields. Review every detected field before sending because field detection does not determine state-specific legal requirements.

signNow Business includes legally binding eSignatures, templates, Audit Trails, and mobile apps at $8/user/month with annual billing. The plan includes 100 signature invites per user per year; additional invites may incur overage fees, so check usage before sending projects.

Use signNow’s signer authentication options, including SMS verification where configured, and preserve the Audit Trail with the completed statement. ESIGN and UETA focus on intent, consent, attribution, and record retention; a platform record does not replace a required state notarization.

For a consumer-facing transaction, provide the ESIGN consumer disclosure, show that the signer can access the electronic record, and explain withdrawal procedures under 15 U.S.C. §7001(c). Construction payment documents may involve businesses, but confirm the signer’s status before routing.

A completed statement can be downloaded with its certificate or completion evidence and stored in the project file. Apply the retention period required by the project contract, lender, public-works rule, or state law; signNow cannot select that period for you.

Use signNow templates for recurring project statements and role-based sending controls for the team. Business Premium adds bulk send, while Enterprise adds advanced signer authentication; select the plan based on the required workflow rather than assuming every feature is included.

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