Grantor Grantee Statement Form

Automate complex legal workflows with a Grantor Grantee Statement 0 template.

What the Grantor Grantee Statement Form does

The Grantor Grantee Statement Form records statements or confirmations made by a grantor and grantee in a transaction. The exact fields and filing requirements depend on the issuing organization, transaction type, and state law, so users should verify the source form before signing. In signNow, a sender uploads the document, reviews detected fillable fields, assigns grantor and grantee roles, and routes it for signature. The completed PDF and audit trail preserve signer identity, timestamps, and transaction history. ESIGN and applicable state electronic-transaction laws may support electronic signing when no exclusion applies.

Businesses that use this form

Grantor Grantee Statement Form workflows are most useful where multiple parties must confirm transaction details and preserve a reliable signed record.

Real estate brokerages use grantor and grantee statements to coordinate property transaction information, obtain party signatures, and preserve a dated record alongside closing files without relying on paper circulation.
Estate-planning and title practices use the form when their transaction workflow requires statements from transferring and receiving parties, while separately checking whether notarization, witnesses, or state recording rules apply.
Financial services teams use signed statements to document transaction-party representations, route approvals through defined roles, and retain evidence supporting internal review, tax documentation, or later dispute resolution.

How the Grantor Grantee Statement Form works

Complete the form in signNow by preparing its parties, routing signatures, and preserving the signed record.

Upload the form: Upload the Grantor Grantee Statement Form to signNow.
Check form fields: Review detected fields and add missing grantor or grantee details.
Assign signers: Assign signing fields to each grantor and grantee.
Send and store: Send the completed form and retain its audit trail.

Steps to complete the statement

Use this sequence to prepare, route, sign, and preserve the Grantor Grantee Statement Form in signNow.

Upload:
Upload the source PDF.
Review:
Check detected grantor and grantee fields.
Assign:
Assign each signer’s fields.
Send:
Send for electronic signatures.
Archive:
Download the completed PDF and audit trail.

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Authenticate signer:

Email, SMS, or configured authentication identifies the signer.

Capture timestamps:

The audit trail records when each action occurs.

Protect document history:

The completed document receives integrity protection through document history.

Seal completion:

Signing events remain associated with the completed Grantor Grantee Statement Form.

Review certificate:

The sender reviews the action log and completion certificate.

Export records:

Authorized users export the signed PDF and audit record.

Real estate brokerage

A regional real estate brokerage needs grantor and grantee signatures on transaction statements while parties work from different locations.

Upload the approved statement template.
Assign grantor and grantee signing fields.
Store the completed PDF with its audit trail.

The workflow keeps the parties’ roles visible and reduces paper routing. The brokerage still verifies state-specific acknowledgment and recording requirements, because an electronic signature workflow does not by itself replace a required notary or recorder submission.

Healthcare organization

A healthcare organization uses a statement containing protected health information and needs controlled access during signature collection.

Confirm a HIPAA business associate agreement.
Restrict access to authorized recipients.
Retain the completed record under policy.

signNow identifies HIPAA compliance as requiring a BAA. The organization must confirm that agreement, apply its own privacy policy, and select a retention period appropriate to the underlying record rather than assuming every statement has one federal period.

Retention periods for signed statements

Choose the retention rule based on the Grantor Grantee Statement Form’s underlying transaction, tax purpose, or regulated information.

Three years from filing

Retain tax-related statements for three years from filing under IRC §6501(a).

Six years for major understatements

Retain records six years when income understatement reaches 25% under IRC §6501(e).

Six years for PHI records

Retain healthcare-related versions six years from creation or last effective date under 45 CFR §164.530(j).

Three years for payroll records

Retain payroll-related statements three years under 29 CFR §516.5.

Thirty years for exposure records

Retain OSHA exposure information thirty years under 29 CFR §1910.1020.

Security for signed statements

Transport encryption:

TLS 1.2/1.3 in transit

Storage encryption:

AES-256 at rest

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

Platform requirements for signing

Signers can open the Grantor Grantee Statement Form through Chrome, Firefox, Safari, or Edge on Windows and macOS, or through signNow mobile apps on iOS and Android. Use a current browser and an internet connection for routing and audit-trail capture.

Browsers Chrome, Firefox, Safari, Edge
Operating systems Windows, macOS, iOS, Android
Mobile signing signNow mobile apps

Organizations handling sensitive statements should use managed Windows, macOS, iOS, or Android devices, restrict document access through signNow roles, and confirm that recipients can open the final PDF. Enterprise teams can evaluate SSO, API access, and certificate or long-term-validation requirements separately.

Best practices for this statement

Accurate source control, deliberate signer assignment, secure archiving, and state-law review keep the workflow tied to the actual statement.

Verify the source form before signing

Compare the uploaded document with the issuing organization’s source before adding fields. Preserve the exact grantor and grantee names, transaction references, acknowledgment language, and attachments. Do not treat signNow’s detected fields as a legal review or as confirmation that the document is the current state-approved version.

Check parties and signing order carefully

Assign grantor and grantee roles deliberately, then send a test workflow to internal recipients. Confirm field ownership, signing order, email addresses, and required dates before external delivery. A short review prevents one party from completing another party’s statement or signature block.

Archive the signed form and audit trail

Export the completed Grantor Grantee Statement Form with its audit trail and completion certificate when the transaction closes. Store them together in an access-controlled repository, apply the retention rule for the underlying record, and document any required legal hold.

Confirm state requirements and exclusions

Before using electronic signatures, check whether state law requires notarization, witnesses, recording, or an in-person step. ESIGN excludes wills, court orders, and several family-law documents. Obtain legal or recorder guidance when the statement is connected to an excluded document.

State rules and document limits

State-law mismatch

Check state law first

Excluded document

Electronic record may be excluded

Notary requirement

Missing notarization can delay recording

Party identification

Incorrect parties weaken evidence

Grantor Grantee Statement Form troubleshooting

Resolve field, signer, compliance, plan, privacy, and state-law issues before distributing the completed statement.

Upload the source Grantor Grantee Statement Form rather than recreating its language. In signNow, review auto-detected fields, compare them with the issuing organization’s version, and add missing grantor or grantee fields before sending. This avoids changing legally relevant wording or omitting required transaction details.

A signature can be associated with the wrong party when roles are assigned incorrectly. Open the signNow document, inspect every grantor and grantee field, and confirm each recipient’s email before sending. The sender should also verify that the final PDF identifies the intended signers.

For a consumer-facing electronic record, ESIGN requires disclosure of the right to receive paper, access to the electronic format, and a withdrawal procedure under 15 U.S.C. §7001(c). Configure the disclosure before requesting a consumer’s signature, rather than adding it after completion.

The signNow Business plan is listed at $8 per user per month with annual billing and includes audit trails and templates. Business Premium is listed at $15 per user per month annually and adds bulk send. Confirm the selected plan before routing multiple statements.

If the statement contains protected health information, signNow identifies HIPAA compliance as requiring a business associate agreement. Confirm that a BAA is in place and limit access to authorized users before sending the document to healthcare participants.

Electronic signing does not replace a required notary acknowledgment, witness step, recording, or in-person filing. ESIGN excludes wills, court orders, and several family-law documents. Check the applicable state Secretary of State or recording office before using an electronic workflow.

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