Ny closing statement 2026

1. Click ‘Get Form’ to open the NY Closing Statement in the editor.
2. Begin by entering the code number from the Attorney's receipt for filing of the retainer statement in the designated field.
3. Fill in your name and present address as the client, ensuring all details are accurate.
4. For section 5, indicate if an action was commenced by providing the date and court information. If applicable, answer whether it was disposed of in open court.
5. In section 6, check all items that apply regarding the case outcome and provide relevant dates for payments made.
6. Complete section 7 by entering the gross amount of recovery, including any taxable costs and disbursements.
7. Provide details about the insurance carrier or person paying judgment in section 8.
8. Detail net amounts to client and compensation to attorneys in section 9.
9. Specify how compensation was fixed in section 10 and provide additional details if fixed by court in section 11.
10. List itemized statements for payments made on behalf of the client in sections 12 and 13.
11. Finally, enter the date a copy of this closing statement has been forwarded to you, sign, and print your name at the bottom.

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