Ohio Construction Payment and Claim-Route Preparation Packet
OHIO CONSTRUCTION PAYMENT AND CLAIM-ROUTE PREPARATION PACKET
NOT A STOP NOTICE, DEMAND, LIEN, OR FILING. DO NOT SEND OR RECORD.
Use this packet to collect facts and identify the current legally available route before counsel drafts an operative document.
1. Project and Participants
| Field | Entry |
|---|---|
| Project / property | [________________________________] |
| County | [________________________________] |
| Owner | [________________________________] |
| Prime contractor | [________________________________] |
| Claimant and tier | [________________________________] |
| Lender / disbursing party, if any | [________________________________] |
| Contract chain | [________________________________] |
2. Work and Payment Record
| Item | Date / amount / source document |
|---|---|
| First work or furnishing | [________________________________] |
| Last work or furnishing | [________________________________] |
| Contract / change orders | [________________________________] |
| Applications and invoices | [________________________________] |
| Payments and credits | [________________________________] |
| Amount disputed | [________________________________] |
| Reason given for nonpayment | [________________________________] |
3. Existing Notice and Proceeding Status
☐ No notice or filing identified
☐ Contract notice exists: [________________________________]
☐ Statutory notice may exist: [________________________________]
☐ Recorded claim may exist: [________________________________]
☐ Lawsuit / arbitration may exist: [________________________________]
☐ Bond or other security may exist: [________________________________]
Attach copies and do not infer legal effect from a document's title.
4. Current-Authority Gate
Counsel must identify and record:
| Question | Current official source | Conclusion / date |
|---|---|---|
| Is a stop-payment or withholding route available to this claimant? | [________________________________] | [________________________________] |
| Who may receive an operative notice? | [________________________________] | [________________________________] |
| What prerequisites, contents, timing, service, and proof apply? | [________________________________] | [________________________________] |
| Is the route contractual, statutory, administrative, or judicial? | [________________________________] | [________________________________] |
| What lien, bond, prompt-payment, or public-project route is separate? | [________________________________] | [________________________________] |
| What current form or filing office controls? | [________________________________] | [________________________________] |
5. Communication Development
| Drafting control | Counsel selection |
|---|---|
| Document type and legal authority | [________________________________] |
| Recipient and verified address | [________________________________] |
| Facts that may be stated | [________________________________] |
| Amount and supporting calculation | [________________________________] |
| Requested action and nonstatutory response date | [________________________________] |
| Required attachments | [________________________________] |
| Service / filing / recording proof | [________________________________] |
Do not state that funds must be frozen, withheld, segregated, bonded, or paid; do not assert a default, penalty, injunction, fee award, indemnity, or fixed deadline unless current authority applicable to this claimant and project has been entered above.
6. Counsel Completion
Prepared by: [________________________________]
Authority checked through: [__/__/____]
Operative document, if any: [________________________________]
Remaining issues: [________________________________]
About this template
- Last updated
- August 31, 2026
- Last reviewed
- August 31, 2026
- Jurisdiction
- Ohio
- Category
- Real Estate
Real estate documents transfer ownership, define who can use a property, and record agreements between buyers, sellers, landlords, and tenants. Deeds, purchase agreements, leases, and easements have to be drafted to meet state recording requirements, and mistakes show up at closing or years later in title disputes. Good real estate paperwork moves transactions forward quickly and avoids the kind of problems that only surface when it is time to sell or refinance.
Not legal advice
This template is provided for informational purposes. We recommend having an attorney review any legal document before signing, especially for high-value or complex matters.
Checked against the law it cites
A reviewer verified this template's legal citations against the official source on August 31, 2026.
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