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Housing Statement

Simplify the creation of a Housing Statement 2013 via a ready-made template.

What a Housing Statement does

A Housing Statement records housing-related information supplied by an applicant, resident, or other involved party and confirms the information through a dated signature. Its exact fields and legal purpose depend on the organization and transaction using the form, so the sender should identify the required housing program, lease process, or internal policy before completion. With signNow, upload the Housing Statement, review auto-detected fillable fields, add signer and date fields, send it electronically, and retain the completed document with its audit trail. ESIGN and applicable state electronic-transactions law may recognize the signature when intent, consent, attribution, and record retention are established.

Businesses that use Housing Statements

Housing Statements fit housing providers that collect, review, and preserve signed resident or applicant information across recurring transactions.

  • Independent landlords use Housing Statements to document applicant-provided occupancy, income, or household information before preparing leases, while keeping a dated, signed record for later property-management review.
  • Property-management companies use repeatable Housing Statement workflows to collect resident information across multiple properties, route documents to authorized reviewers, and maintain consistent records without exchanging paper forms.
  • Enterprise housing providers use controlled templates, authentication, and audit trails for high-volume resident documentation, helping regional teams standardize intake while preserving accountability for each completed statement.

These tasks are executed by both individual contributors and centralized administrators depending on organizational policy and required controls.

How a Housing Statement workflow works

A Housing Statement moves from uploaded template to completed, auditable record through four focused signNow actions.

  • Upload form: Upload the Housing Statement template to signNow.
  • Review fields: Auto-detect fields, then add missing signer fields.
  • Add signer: Enter the resident or applicant’s email address.
  • Complete record: Send, collect signatures, and preserve the audit trail.

Recommended Housing Statement workflow settings

Configure Housing Statement workflows around signer identity, evidence preservation, controlled access, and the retention rule for the underlying housing record.

SettingRecommendation
Authentication methodEmail verification with SMS OTP
Signature typeElectronic signature with signer intent
Audit trailEnable timestamps and completion certificate
Document retentionApply the underlying housing-record rule
EncryptionTLS 1.2/1.3 and AES-256 protection at rest and in transit
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Inside a Housing Statement audit trail

The audit trail records who received, accessed, signed, and completed the Housing Statement, creating evidence that can accompany the signed file.

01

Authenticate signer:

Capture the email link, SMS OTP, or configured identity event.
02

Capture timestamps:

Record delivery, opening, signing, and completion times.
03

Record document history:

Associate the signed Housing Statement with document history.
04

Seal completion evidence:

Preserve the completed file and evidence as a linked record.
05

Track signer actions:

Record signer actions, field changes, and acknowledgments.
06

Retrieve audit trail:

Export the audit trail with the completed document.

Features for Housing Statement workflows

signNow combines field preparation, signer routing, reusable templates, audit evidence, mobile access, and documented security controls for Housing Statement handling.

Field detection

Upload a Housing Statement and let signNow detect fillable areas, then inspect and adjust fields before sending. This reduces manual placement work while keeping the organization responsible for confirming every required field.

Signer routing

Send the Housing Statement to a named signer by email and capture the signing sequence. The completed record can include timestamps, signer actions, and an audit trail supporting later review.

Reusable templates

Reusable templates preserve the approved Housing Statement layout and required fields. Teams can use the same starting document for recurring housing intake while limiting accidental changes between transactions.

Audit evidence

Audit trails connect the completed Housing Statement to delivery, access, authentication, and signing events. Export the evidence with the signed document when housing records move to an archive.

Mobile signing

Mobile apps allow authorized users to review and sign Housing Statements away from a desk. Confirm the signer’s identity and required disclosures before completing the transaction on a mobile device.

Data protection

TLS 1.2/1.3 protects data in transit, while AES-256 protects data at rest. signNow also reports SOC 2 Type II and ISO 27001 certifications relevant to controlled document workflows.

Find and fill out the correct housing 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.

VersionsForm popularityFillable & printable
*2013 AU DH1096 [2013-12] 20194.8 Satisfied (2218 Votes)
*2013 AU DH1096 [2013-12] 20134.8 Satisfied (3979 Votes)

Connect Housing Statement workflows

Connect Housing Statement intake to named business systems so teams can route, store, and review signed records without re-entering resident or applicant information.

Salesforce
Procore
Zapier
Microsoft Teams
Hub spot
Box
Microsoft

Security controls for Housing Statements

Encryption in transit:

TLS 1.2/1.3 data protection

Encryption at rest:

AES-256 data protection

Security certification:

SOC 2 Type II certified

Information security:

ISO 27001 certified

Electronic signatures:

ESIGN and UETA compliant

Protected health data:

HIPAA compliant with BAA

Record-keeping practices for Housing Statements

Preserve each completed Housing Statement with its audit evidence, governing retention rule, and controlled archival location.

Apply the underlying transaction’s retention rule

Keep completed Housing Statements with the related lease, application, or occupancy record. Apply the governing retention rule to that underlying transaction, document the policy owner, and avoid deleting the signed copy while a dispute, audit, or legal hold remains active.

Export the signed record and audit trail

Export the completed Housing Statement and its audit trail after signing. Preserve the signer identity, timestamps, delivery history, authentication events, and completion certificate together so the record remains understandable outside the signNow workspace.

Archive housing records securely

Store Housing Statements in an access-controlled repository with encryption at rest, defined permissions, and monitored downloads. Separate sensitive housing information from broad team folders, and review access whenever a staff member changes roles or leaves.

Retain protected records for six years

For healthcare-related housing assistance records containing protected health information, retain documentation for six years from creation or its last effective date under 45 CFR §164.530(j). Apply longer state or program requirements when they govern the record.

Housing Statement retention considerations

Retention depends on the transaction and information attached to the Housing Statement; select the governing rule before setting automated deletion.

01

3 years from filing

Apply the retention rule governing the underlying housing transaction and its related records.
02

6 years when understated

Use only when the Housing Statement supports federal tax records; IRC §6501(a) generally sets three years from filing.
03

6 years for PHI

Apply only when the record contains protected health information; 45 CFR §164.530(j) requires six years.
04

State-required period

Follow the applicable state housing-program, landlord-tenant, or contract-record rule when it exceeds a federal baseline.
05

Until legal hold ends

Preserve the record during any dispute, audit, investigation, or legal hold, regardless of routine deletion dates.

Housing Statement privacy pitfalls

  • Housing Statements can expose addresses, income details, household information, or identification data when broad recipients receive the completed file.
  • A sender may collect a signature without preserving the signer’s electronic-record consent or confirming access to the final Housing Statement.
  • Shared folders can expose completed Housing Statements to staff who do not need resident or applicant information for their assigned duties.
  • Using a generic template can omit a program-specific acknowledgment, date, certification, or authorized representative field required by the housing process.

Housing Statement troubleshooting

Resolve field, authentication, plan, enforceability, and document-scope questions before relying on a completed Housing Statement.

Upload the Housing Statement as a PDF or supported document, then inspect signNow’s auto-detected fields. Add or correct name, date, signature, and acknowledgment fields before sending it to the intended resident, applicant, or authorized representative.

The signNow Business plan includes templates and audit trails, while Business Premium adds bulk send. If multiple residents must receive the same Housing Statement, use Business Premium or confirm the account’s current plan limits before distribution.

For a consumer-facing housing transaction, provide the required electronic-record disclosure and ensure the signer can access the document. ESIGN, 15 U.S.C. §7001(c), requires consent and access conditions for covered consumer records.

Use SMS OTP or another configured authentication method when email-only attribution is insufficient. signNow can capture authentication events, timestamps, and document history in the audit trail for the completed Housing Statement.

Export the completed Housing Statement and its audit trail from signNow, then store both together under the retention policy governing the housing transaction. Do not rely on a downloaded signature image without the related completion evidence.

A Housing Statement is not a substitute for a deed, court filing, will, or other excluded record. ESIGN’s exclusions include wills, court orders, family law decrees, and certain foreclosure or eviction notices; verify state requirements before sending.

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