Financial Statement Form

Use a Financial Statement Form template to make your document workflow more streamlined.

What is a Financial Statement Form?

A Financial Statement Form records a person’s or organization’s assets, liabilities, income, and expenses so another party can assess financial position. It is used in business, lending, legal, and administrative decisions, but its exact fields and filing requirements depend on the requesting organization. With signNow, you can upload the form, let the platform detect fillable fields, add required signers, and send it electronically. Signers review the completed figures, provide intent through an electronic signature, and receive a final PDF with an audit trail documenting timestamps and actions.

Who uses financial statement forms

Financial Statement Forms support documented reviews by individuals, small businesses, and finance teams that must share verified financial information.

Independent financial advisers use the form to collect client assets, liabilities, income, and expenses before preparing recommendations or documenting a financial review. signNow templates and audit trails help preserve the client-approved version without repeatedly reformatting the statement.
Small-business owners provide financial statements to lenders, investors, landlords, or attorneys. Uploading one approved template lets authorized staff collect signatures remotely while keeping sensitive figures in a controlled document workflow with a completion record.
Enterprise finance and legal teams use role-based signing for statements supporting transactions, disputes, and approvals. signNow’s shared templates, delegated sending, integrations, and audit trails help coordinate contributors without treating every recipient as an administrator.

How to complete the form online

Complete the Financial Statement Form by preparing its financial figures, assigning signers, and preserving the finished record.

Upload the form: Upload the Financial Statement Form and identify its financial information fields.
Check form fields: Review detected fields and add missing amounts, dates, initials, and signatures.
Assign signers: Assign each financial section and signature field to the correct signer.
Store signed copy: Send the completed document and preserve the signed PDF with its audit trail.

Signer access:

The signer opens the assigned Financial Statement Form through the email invitation or signing link.

Timestamp capture:

signNow records the signing event with the signer’s action history and timestamp.

Document history:

The completed document remains associated with its audit history for review.

Audit export:

The final PDF and audit trail can be exported for controlled records management.

Record review:

Authorized reviewers compare the signed PDF with the submitted financial figures.

Secure archival:

The organization archives both files under its applicable retention policy.

Fillable fields

Upload a Financial Statement Form and place signature, date, initials, and text fields over the source document. Field assignment reduces manual instructions and gives each signer a defined part of the financial record.

Signing order

Send the prepared statement to multiple parties in a defined signing order. Each recipient can review assigned financial sections without receiving responsibility for fields assigned to another signer.

Audit trail

Capture timestamps, signer actions, and document history alongside the completed statement. The audit trail helps finance and legal teams explain how the final PDF was executed.

Reusable templates

Use reusable templates for recurring lender, investor, or internal review requests. Templates preserve the approved layout while allowing transaction-specific financial amounts and dates to be completed separately.

Mobile signing

Review and sign from supported desktop browsers or signNow mobile apps. This allows authorized users to complete a Financial Statement Form without printing, scanning, and emailing pages.

Completed records

Store the signed PDF with its completion record after every signer finishes. Keeping both artifacts together supports later review, subject to the applicable retention policy.

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Platform requirements for signing

Prepare the Financial Statement Form in Chrome, Firefox, Safari, or Edge on Windows or macOS. signNow also provides mobile apps for iOS and Android, allowing authorized users to review and sign from supported devices.

Browsers Chrome, Firefox, Safari, Edge
Desktop Windows and macOS
Mobile iOS and Android apps

Organizations should manage access through approved accounts and devices when financial statements contain sensitive information. Confirm browser updates, mobile application availability, identity controls, and any API or SSO requirements before deploying the form across finance, legal, or lending workflows.

Integrations for financial statement workflows

Connect signNow with named CRM, ERP, productivity, and storage systems to route Financial Statement Forms and preserve completed records in existing workflows.

Best practices for completing financial statements

Accurate figures, controlled access, and a preserved audit trail make a completed Financial Statement Form easier to review and reproduce.

Reconcile financial figures before sending

Compare every asset, liability, income, and expense figure against the source statement before sending. Confirm that totals reconcile and that each required financial period is identified, because an unexplained discrepancy can delay review or require a corrected submission.

Preserve the accepted form structure

Use a reusable signNow template only after confirming that the requesting organization accepts the exact Financial Statement Form version. Lock labels and instructions while leaving personal amounts, dates, and signer fields editable for each submission.

Limit access to financial information

Assign financial disclosures only to people who need them for review or approval. Use signer roles, controlled access, and separate templates when accountants, lenders, attorneys, or executives require different permissions.

Archive the signed record and audit trail

Export the signed PDF and audit trail after completion, then store both with the related transaction record. Apply the retention rule supplied by the requesting organization, lender, court, or regulator rather than choosing a period without authority.

Legal standing of signed financial statements

A completed Financial Statement Form can provide evidence of the signer’s stated information and intent when the record is attributable, retained, and reproducible. ESIGN, 15 U.S.C. chapter 96, and applicable UETA rules generally recognize qualifying electronic signatures, but they do not guarantee acceptance of inaccurate figures or override a requesting body’s rules. Wills, codicils, testamentary trusts, court filings, and family-law decrees are excluded from ESIGN’s coverage.

Why teams look for DocuSign alternatives

Initial setup:

Upload the Financial Statement Form and configure its financial and signature fields.

First send:

Assign signers and send the prepared statement through signNow.

Team onboarding:

Share the approved template with authorized finance, legal, or operations users.

Seven-day trial:

signNow provides a 7-day free trial without requiring a credit card.

Signed record:

Download the completed PDF and its audit trail after signing.

Tax records:

Retain applicable tax records three years under IRC §6501(a).

Understatement exception:

Retain tax records six years when income understatement exceeds 25 percent.

Policy review:

Check state and industry rules before finalizing retention for this form.

Security for financial statement records

Transport encryption:

TLS 1.2/1.3 in transit

Stored data:

AES-256 encryption at rest

Security certification:

SOC 2 Type II certified

Information security:

ISO 27001 certified

Health information:

HIPAA compliance with BAA

Electronic signatures:

ESIGN and UETA compliant

Privacy challenges when sharing financial statements

Uploading an unredacted statement can expose account numbers, addresses, or income details to recipients who do not need the complete financial record.
Skipping the ESIGN consumer disclosure can weaken the electronic-record process when a consumer receives or signs the Financial Statement Form.
Assigning every field to one recipient can expose private financial information that should remain limited to a lender, accountant, attorney, or authorized reviewer.
Saving only the signed PDF without its audit trail can make it harder to demonstrate signer attribution, timestamps, and the document’s completion history.

Risks of inaccurate financial statements

Review delay

Incomplete figures

Evidentiary weakness

Unattributed signature

Record challenge

Missing audit trail

Privacy exposure

Unauthorized disclosure

Features	signNow	DocuSign	Adobe Sign	PandaDoc	Dropbox Sign
Annual starting price	$8/user/month	Not verified	Not verified	Not verified	Not verified
Free trial availability	7 days, no card	Not verified	Not verified	Not verified	Not verified
Bulk send availability	Business Premium	Not verified	Not verified	Not verified	Not verified
Audit trail availability	Business plan	Not verified	Not verified	Not verified	Not verified
HIPAA compliance	Available with BAA	Not verified	Not verified	Not verified	Not verified

Financial Statement Form troubleshooting

These answers address field detection, signer authentication, legal validity, plan selection, and retention questions that arise when preparing this financial record.

Upload the original PDF again and check whether its text layer is readable. signNow’s field detection may need manual placement for scanned pages or complex financial tables; review every detected amount, date, and signature field before sending.

The Business plan costs $8 per user per month with annual billing and includes templates, audit trails, and mobile apps. Business Premium costs $15 annually billed and adds bulk send, which is useful for repeated financial statement requests.

A typed or drawn signature can satisfy an electronic-signature process when intent, consent, attribution, and record retention are established. ESIGN and applicable UETA rules support recognition, but the recipient may impose additional signature or notarization requirements.

For consumer-facing financial records, provide the ESIGN consumer disclosure under 15 U.S.C. §7001(c), demonstrate electronic access, and explain withdrawal procedures. signNow can capture the signing event, but the sender remains responsible for the required disclosure process.

Use signNow’s audit trail to review signer identity details, timestamps, actions, and document history. Export the completed PDF and audit trail together, then retain them according to the requesting organization’s documented policy or applicable authority.

If a Financial Statement Form contains protected health information, use a signNow HIPAA-compliant workflow with a required business associate agreement. HIPAA requires covered records for six years from creation or the last effective date under 45 CFR §164.530(j).

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