Final Sales Tax Affidavit printable pdf download

URGENT! PLEASE READ REVISED FINAL DRAW REQUIREMENTS!

FINAL PAYMENT REQUEST REQUIREMENTS & OTHER DOCUMENTS

Subcontractor final pay applications (see attached forms) are due to Summit no later than October 15, 2010. A properly submitted pay

application must contain the following documents:

♦

Final Request For Payment And Conditional Final Release and Waiver

♦

Conditional Final Release Form

♦

Schedule Of Values

♦

Final Sworn Statement For Contractor And Subcontractor To Owner

♦

Unconditional Final Waivers from all Sub-Subcontractor/Supplier

FINAL REQUEST FOR PAYMENT AND CONDITIONAL FINAL RELEASE & WAIVER

The bottom part of this form shall serve as YOUR conditional final waiver of lien release. It is to be completed in its entirety and

either notarized or witnessed by two persons. Copies of this form may be made but only documents with ORIGINAL signatures will

be accepted.

SCHEDULE OF VALUES

This form needs to be prepared and should show only retainage amounts owed. This shall serve as an itemized breakdown of the

dollar amount being requested on the FINAL REQUEST FOR PAYMENT AND CONDITIONAL FINAL WAIVER AND

RELEASE OF LIEN FORM (LINE ‘K’). This will be used by the Project Manager to approve the amount you are requesting to be

funded.

FINAL SWORN STATEMENT FOR CONTRACTOR AND SUBCONTRACTOR TO OWNER

This form needs to be completed and submitted by the subcontractor along with the Final Request to Summit. This form should show

all subcontractors and suppliers have been paid in full, and no monies are owed in the “This Request” column.

CONDITIONAL FINAL WAIVER AND RELEASE OF LIEN

The waiver and release forms have become critical documents for owners and their financial institutions. Individual lien releases that

correspond to the final payments should be sent back to Summit along with the Final Request, either by fax or mail. For lower tier

subcontractors, the only release that will be accepted will be the Unconditional Final. When a final payment to a

supplier/subcontractor has been made, a final lien release is to be obtained and submitted to Summit. Failure to submit the required

lien releases in a timely manner will delay the processing of your final payment. Summit reserves the right to revise formats of lien

releases at any time to incorporate changes required by an owner of a project or as required by State mandates.

FINAL SALES TAX AFFIDAVIT

All lines must be filled out, if you do not remit Sales tax but pay suppliers, please list N/A and note in the blank at the bottom “Sales Tax remitted to

suppliers”. If we are audited, you will be required to submit proof at that time. This form must be notarized and return to us prior to the final

payment being released.

CERTIFICATE OF INSURANCE

The certificate of insurance should be current and up to date at the time final payment is made. Please make sure that Summit has a

current insurance certificate on file. Expired or incorrect insurance will delay the final payment being made to your company as it is a

Summit requirement to have up to date insurance through the warranty period of each project. Please keep in mind that you are not

authorized to report to any Summit jobsite unless proper proof of insurance has been provided to Summit. Summit reserves the right to

hold payments until proper insurance is on file at our corporate office.

IF YOU HAVE ANY QUESTIONS REGARDING THE ABOVE REQUIREMENTS, PLEASE CONTACT YOUR PROJECT MANAGER

IMMEDIATELY.

IF YOU NEED ANY ASSISTANCE WITH THE PAY APPLICATION FORMS, PLEASE CONTACT YOUR PROJECT ACCOUNTANT.

6877 Phillips Industrial Boulevard • Jacksonville, Florida 32256 • (904) 268-5515 • FAX (904) 292-3301

Final Sales Tax Affidavit

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