Lee County small-claims Statement of Claim checklist

Start with the free official form

The Lee County Clerk’s forms library currently links a two-page Small Claims Statement of Claim identified as Form 291-3 and Florida Small Claims Rules Form 7.330. Page one contains the entries for the parties and claim. Page two contains clerk instructions about filing, supporting documents, pretrial appearance, and mediation. Read both pages and check the forms library for a later version before preparing anything.

Source check: Form 291-3, local revision 8/20/20; page reviewed September 24, 2026.

1. Organize the plaintiff information

The top of page one displays blanks for the plaintiff’s name, address, city/state/ZIP, phone number, and email address. A separate blank is provided for the case number, with a note to use that number when making inquiries.

Use the exact information you independently intend to provide. Sun State does not decide who should be a plaintiff, select an address, or determine whether a case number has been assigned.

2. Identify each defendant carefully

The form has three defendant name-and-address rows. The clerk’s current small-claims page discusses information needed when suing an individual or business, including exact names, registered agents, and addresses for service.

• Exact name and address for the first defendant
• Exact name and address for any additional defendant
• Business or registered-agent information you independently determine is applicable

Choosing the proper party and determining venue are legal decisions. Sun State does not research a person or business, verify a legal name, identify a registered agent, decide where a case belongs, or select a service address.

3. Prepare the amount and your own facts

The claim section asks for one dollar amount, together with court costs, and the facts from which the claimed debt or damages arise. The clerk describes small claims as money disputes not exceeding $8,000, excluding costs, interest, and attorney’s fees.

Collect the documents and facts you intend to review before entering anything, including dates, transactions, communications, and amounts relevant to the description you choose to provide.

4. Answer the related-case question yourself

The form asks whether there is a related case to the action and provides Yes and No choices. Review your records and the form language before making your own selection. Sun State does not search court records, identify a related case, or decide which box should be marked.

5. Review date and signature fields

The claim ends with a date line and separate signature lines labeled Plaintiff/Agent and Attorney. The optional Sun State filler can place a customer-supplied date on the form but leaves both signature lines blank for manual signing.

Sun State does not determine who should sign, whether a person may act as an agent, whether an attorney signature applies, or when and how the form should be signed.

6. Read the clerk’s filing and service information

The clerk’s small-claims page explains the forms used to start a case, supporting documents, filing fees or indigency applications, service options, and pretrial mediation. Page two of Form 291-3 also contains local instructions. These sources can change and should be checked before filing.

Sun State does not select a filing method, prepare a summons, calculate fees, apply for indigency, choose a process server, arrange service, schedule a hearing, or provide hearing advice.

Optional form filler for the document you selected

The clerk’s blank form is free. If you have independently selected Lee County Form 291-3, Sun State’s optional $29 self-service tool transfers your entries into its configured two-page PDF. It does not choose the form, parties, amount, facts, related-case answer, attachments, filing method, service method, or signature, and it does not file or serve the result.

Official information and independent help