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Real Estate Closing Statement Form Template

Streamline Your Real Estate Transactions with Ease

Navigating the complexities of real estate transactions can be overwhelming, especially when it comes to finalizing payments. This template is designed to help agents and buyers effectively manage closing costs and ensure transparency during property sales. With this real estate closing statement form, you can simplify calculations, meet legal requirements, and enhance professionalism, all while minimizing errors and saving time. Experience the ease of using this live template to create a clear, organized closing statement.

Use this Template (FREE) Live Preview
Closing statement reference ID (optional)
Closing date
Statement type
Buyer only
Seller only
Combined
Refinance
Cash purchase
Property type
Residential
Commercial
Multi-family (2-4 units)
Land
Other
Please Specify:
Intended occupancy
Primary residence
Second home
Investment property
Not applicable
Street address
City
State/Province
Postal/ZIP code
Country
Parcel or lot number (if known)
Buyer full legal name
Buyer email
Buyer phone
Buyer mailing address
Buyer entity type
Individual
LLC
Corporation
Partnership
Trust
Other
Please Specify:
Buyer represented by a licensed agent or broker?
Yes
No
Seller full legal name
Seller email
Seller phone
Seller mailing address
Seller entity type
Individual
LLC
Corporation
Partnership
Trust
Other
Please Specify:
Seller represented by a licensed agent or broker?
Yes
No
Is there a new loan for this transaction?
Yes
No
Lender name (if applicable)
Loan number (if applicable)
Settlement or escrow company name
Settlement agent full name
Settlement office phone
Settlement file or escrow number
Method of disbursing seller proceeds
Wire transfer
Cashier's check
Company check
ACH
To be determined
Other
Please Specify:
Contract purchase price (enter amount)
Earnest money deposit credited to buyer (enter amount)
Loan amount (new or assumed)
Seller concessions or credits to buyer (total)
Prorations and adjustments total to buyer
Prorations and adjustments total to seller
Total closing costs charged to buyer
Total closing costs charged to seller
Cash to close for buyer (amount due from/to buyer)
Cash to seller / net proceeds
Notes on fees, prorations, or adjustments (optional)
Are property taxes paid current through the closing date?
Yes
No
Months of property taxes collected in escrow at closing (enter 0 if none)
Is a homeowners insurance premium collected at closing?
Yes
No
Are HOA or condo association dues applicable?
Yes
No
HOA/Condo association name (if applicable)
Are transfer taxes applicable?
Yes
No
Title insurance purchased
Lender's policy
Owner's policy
Both
None/Not applicable
Is the property's flood zone designation known?
Yes
No
Unknown
I certify that the information provided in this closing statement is true and complete to the best of my knowledge.
Strongly disagree
Disagree
Neither
Agree
Strongly agree
I acknowledge that wire instructions will be verified via trusted channels to prevent fraud.
True
False
Authorized signer typed full name (serves as electronic signature)
Date signed
Email to receive a copy of this statement
I consent to receive closing communications and documents electronically.
Yes
No
{"name":"Closing statement reference ID (optional)", "url":"https://www.quiz-maker.com/QPREVIEW","txt":"Closing statement reference ID (optional), Closing date, Statement type","img":"https://www.quiz-maker.com/3012/images/ogquiz.png"}
paper art illustration for real estate closing statement form template with various symbols and text elements

When to use this form

Use this form when you need a clear, itemized settlement for a home sale or purchase. It helps you balance debits and credits, show cash to close, and confirm the seller's net proceeds before anyone signs. Real estate agents, transaction coordinators, and escrow teams can use it to finalize prorated taxes, HOA dues, and recording costs. It is also useful for for-sale-by-owner deals or fast closings where details can slip. Mirror negotiated concessions by referring to the Real estate counter offer form, and make sure party details and disbursement addresses are complete using the House buyers information checklist form. The result is fewer surprises, faster approvals, and a clean record for your files.

Must Ask Real Estate Closing Statement Questions

  1. What is the final sale price, earnest money applied, and any credits or concessions?

    This confirms the base math so your cash to close and net proceeds are accurate. It also aligns the statement with the signed contract and any amendments.

  2. What prorations apply (taxes, HOA dues, rent, utilities) and what are the start and end dates?

    Clear dates ensure buyers and sellers pay only their share. Accurate prorations prevent last-minute disputes and re-cut checks.

  3. Which fees are being charged (lender, title, escrow, recording) and who pays each item?

    Listing each fee with a payer avoids double charges and missed costs. It speeds lender approval and keeps totals consistent across documents.

  4. Are there any payoffs, liens, or repair invoices to satisfy at closing, and what are the amounts?

    Capturing these items protects title and avoids post-closing demands. You also keep the seller's net correct by deducting mandatory payoffs upfront.

  5. What are the exact legal names, vesting, and mailing addresses for all parties?

    Precise identity and vesting details reduce deed, wire, and 1099 errors. If needed, verify against the Buyers application form to keep records consistent.

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