Get Subcontractor Application For Payment Template

This guide provides detailed instructions on how to complete the subcontractor application for payment template online. Following these steps will help ensure that your payment application is filled out accurately and efficiently.

Follow the steps to successfully complete your application for payment.

1. Click the ‘Get Form’ button to obtain the form and open it for editing.
2. Begin with the Schedule of Values worksheet. Insert the application number in cell Q3, the application date in cell Q4, and the period ending in cell Q5.
3. Fill out the schedule of values as necessary. When you enter amounts in the 'THIS PERIOD' column, the total completed and stored to date, percentage complete, balance to finish, and retainage will automatically update.
4. Print the Schedule of Values page once it is completed. Then switch to the 'Pay Application' worksheet.
5. Insert the application number in cell H5 and the date in cell H6.
6. Enter your company name in cell H9, and complete the contact information in cells H10 through H14.
7. If the Schedule of Values has been filled in, cells F17, F19, F20, F21, F22, F24, and F25 will automatically populate. Remember to insert the payment amount in cell E29, as indicated.
8. In cell B34, enter the date of the application. Print the Payment Application page.
9. To create a new pay application, open the previous pay application file and save it under a new name, such as 'Pay Application 2'.
10. On the Schedule of Values sheet, update the application number, application date, and period to reflect the new application. In the 'FROM PREVIOUS APPLICATION' column, input the same values as in the 'TOTAL COMPLETED AND STORED TO DATE' column and copy those values.
11. Replace the previous values in the 'THIS PERIOD' column with the current values for this application.
12. The total columns will update automatically based on the amounts entered. Print this updated sheet.
13. Switch back to the Pay Application sheet to update the application number and date as necessary.
14. In cell F23, insert the amount of the previous payment. The other numbers will update automatically.
15. Ensure you have updated the payment amount in the release of lien section and update the date.
16. Finally, remember to print, sign, and notarize the completed application. For any questions, you may contact Sondra at stt@southlandcontracting.com.

Begin filling out your subcontractor application for payment online today.