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Prorated Between Grantors And Grantees As Of The Date Form

Use a Prorated Between Grantors And Grantees As Of The Date template to make your document workflow more streamlined.

What this prorated form records

The Prorated Between Grantors And Grantees As Of The Date Form records how a charge, credit, or obligation is divided between the grantor and grantee as of a specified date. It is used to document the allocation basis, covered period, responsible party, and resulting amount in a transaction record. The parties should verify names, property or transaction details, dates, calculations, and signature authority before signing. Electronic execution may be recognized under the federal ESIGN Act and applicable state law, but notarization, recording, or filing requirements can still apply to the underlying transaction.

How the prorated form works

The workflow keeps the allocation date, amounts, parties, and approval record together from preparation through archival.

  • Upload: Upload the prorated form
  • Prepare: Add allocation fields
  • Send: Send to both parties
  • Archive: Store signed evidence

Review the prorated form audit trail

The audit trail preserves technical evidence showing who accessed, completed, and signed the allocation record and when each event occurred.

01

Authenticate signer:

SignNow records the authentication method used before the party accesses the prorated form.
02

Capture timestamp:

Each viewing, field change, and signature receives a recorded event time.
03

Hash document:

The completed document receives integrity evidence for later comparison.
04

Seal document:

The signed record is sealed against unnoticed content changes.
05

Retrieve evidence:

The sender can retrieve the completed form and audit history.
06

Export record:

Export the signed form and audit trail with the closing file.
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Authenticate parties to the prorated form

Signer identity:

Email link identifies signer

Two-factor authentication:

SMS OTP adds verification

Identity verification:

ID verification strengthens attribution

PKI signatures:

PKI supports digital signatures

X.509 certificates:

X.509 certificates authenticate issuers

Event evidence:

Audit trail records signing events

Use the form on mobile devices

SignNow mobile apps support completing and signing the prorated form on iOS and Android devices. Use a current supported operating system and a secure connection when uploading transaction documents or sending signing requests.

  • Mobile apps iOS and Android apps
  • Offline signing Offline signing availability
  • Camera capture Camera-based document capture

Teams handling property transactions can use managed iOS or Android devices, camera capture for source documents, and signNow access controls. Confirm offline behavior, document synchronization, and required authentication before relying on mobile signing at a closing or field appointment.

Connect prorated form records to existing systems

Connect the prorated form workflow to CRM, ERP, cloud storage, and project systems so completed records reach the right team without duplicate entry.

Salesforce
Procore
Zapier
Microsoft Teams
Hub spot
Box
Microsoft

Avoid privacy and disclosure mistakes

  • Personal addresses, ownership interests, and payment amounts can remain visible in the final prorated form unless access and sharing permissions are reviewed.
  • Missing consent language can weaken evidence that each grantor and grantee agreed to electronic records and signatures.
  • Broad folder permissions may expose signed prorated forms to employees who do not handle the transaction.
  • Using an outdated allocation date can create disclosure disputes when the prorated charges do not match the closing statement.

Check state-specific signing rules

Notary requirement

May require notarization

Wills excluded

Document may be rejected

Family law

Court filing rules still apply

Real-estate deed

Recording may be refused

Legal standing and transaction value

A completed prorated allocation form can provide evidence of the parties’ stated division when intent, consent, attribution, and reliable record retention are established under ESIGN and applicable state law. It does not override exclusions for wills, family-law decrees, court filings, or state recording and notarization rules.

Why teams look for DocuSign alternatives

Troubleshoot prorated form signing issues

Use these answers to resolve field, signer, plan, consent, and state-law questions before finalizing the prorated allocation record.

Upload the prorated form as a PDF or supported document, then use signNow’s field tools to place names, dates, allocation amounts, initials, and signature fields. Review each field against the transaction file before sending it for execution.

Auto-detection can identify fillable areas, but it cannot determine the correct grantor, grantee, allocation date, or calculation. Add or correct fields manually, then assign each field to the appropriate signer.

The signNow Business plan includes templates and audit trails at $8/user/month when billed annually. Business Premium adds bulk send at $15/user/month, while Enterprise adds advanced signer authentication at $30/user/month.

For consumer-facing transactions, obtain electronic-record consent and provide the disclosures required by ESIGN, 15 U.S.C. §7001(c). Confirm that each signer can access and reproduce the completed prorated form before signing.

A signNow audit trail records actions, timestamps, and signer activity, supporting attribution and record integrity. It does not replace a state-required notarial acknowledgment, deed recording, or court filing.

Electronic signatures may satisfy ESIGN and applicable UETA or New York ESRA requirements when intent, consent, attribution, and record retention are established. Verify separate state requirements for deeds and transaction filings.

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