Financial Forms

Settle an outstanding customer account under a consumer credit agreement / hire purchase with this sample Customer Settlement Statement.

• The Statement is made in accordance with regulation 3 of the Consumer Credit (Settlement Information) Regulations 1983, as amended by Consumer Credit (Early Settlement) Regulations 2004.
• The customer may or may not be entitled to a rebate. For that reason, the form includes both options. Just choose the one you want and delete the other.
• This template can be used throughout the United Kingdom.

Don't write off bad debt if you can come to a reasonable agreement with a delinquent customer. Download the UK Customer Settlement Statement for your credit office.

Download a free FNMA (Fannie Mae) Form 1003 (Freddie Mac Form 65) loan application for a residential mortgage loan, for US residents.

• The form is to be completed by the applicant with the assistance of the lender.
• The lender uses the form to record relevant financial information about an applicant who applies for a conventional one- to four-family mortgage.
• You can download the form and additional guide directly from the FannieMae.com website through the link provided. There you will also find information and other resources to help you with your application.
• For use only in the United States.

You can assign an interest in a balloon mortgage to another party with this easy-to-use Assignment Form.

• Fill in the principal amount owing, the interest rate, and the amount of the monthly payments to be made under the mortgage.
• The assignment transfers both the mortgage and the entire unpaid balance under the promissory note from the assignor to the assignee.
• This is not a State-specific form. It can be used in any U.S. state that does not have a statutory form of assignment.

You can download the USA Assignment of Balloon Mortgage and Note to your computer or tablet immediately after you pay for it.

Assign your interest in a Deed of Trust to another party with this downloadable Assignment of Deed of Trust and Note.

• The assignor gives representations to the assignee regarding the principal amount owing, the interest rate, and the amount of the monthly payments.
• The assignment pertains to the entire unpaid balance under the promissory note.
• This digital template can be used in any U.S. state.

Download the Assignment of Deed of Trust form immediately after purchasing it. Use it as often as you like - no additional licensing fees required.

U.S. lenders can assign an interest in a mortgage to another party with this easy-to-use Assignment of Mortgage form.

• The assignor transfers all of its right, title and interest in and to the mortgage (including the debt and promissory note secured by the mortgage) to the assignee.
• The assignor warrants that no other party holds an interest in the mortgage.
• The assignment form can be used anywhere in the United States.

Add the Assignment of Mortgage form to your cart and pay for it via our secure checkout. You can then download the digital file.

Prepare an Assignment of Rents and Repurchase Agreement as security for a loan with this easy-to-use template form for the United States.

• The borrower (assignor) assigns to the lender the rents due under a lease on a property owned by the borrower, to secure repayment of a loan advanced from the lender.
• The borrower guarantees payment under the terms of the lease, and on default by the tenant, agrees to repurchase the rights assigned to the lender by paying the total unpaid balance of rental payments.
• Buy the form once, use as often as required.

Induce an investor to inject capital into a US company by offering a Convertible Note as security for repayment of the investment.

• All amounts due will become immediately due and payable upon any default by the borrower (Obligor).
• The indebtedness under the Note will be subordinated to all other indebtedness of the Obligor.
• The holder of the Note may at any time prior to maturity of the Note, convert all or any part of the outstanding indebtedness into shares in the capital of the Obligor.
• Prior to an initial public offering by the Obligor, the entire outstanding balance will be automatically converted into shares.
• The conversion price will be adjusted to protect the rights of the holder on the occurrence of a stock split, dividend, recapitalization, merger, consolidation or similar transaction.

Do you hold a Convertible Note as security for a US investment? Sell all or part of the Note with this Convertible Note Purchase Agreement.

• The seller agrees to waive any claim for accrued but unpaid interest.
• The seller agrees not to convert any portion of the Note prior to closing the sale.
• As of the date of the agreement, the seller has no claims against the issuer of the Note, and vice versa.
• The issuing company represents that no event of default has occurred or is likely to occur.

Work out a debt repayment arrangement with a debtor under the terms of this USA Debt Collection Agreement.

• The creditor agrees to accept payment of an outstanding debt from a debtor (customer) through regular monthly payments.
• The debtor must also sign a promissory note to secure the outstanding balance.
• As long as the debtor continues to make the payments on time, the creditor agrees not to take any legal action against the debtor.

Getting paid over time is always preferable to starting a lawsuit. Give your overdue customers another option with the USA Debt Collection Agreement.

Before you lend someone money, even if it's someone you know really well, you should have them sign a promissory note - like this downloadable Demand Promissory Note form.

• This is a simple form of Note that can be used throughout the United States.
• The note is payable on demand.
• The debt can be prepaid at any time without any prepayment penalty being charged.
• Simple interest is charged on the outstanding balance.

A Promissory Note is exactly what it sounds like - a promise to pay - and it's enforceable in court. Download the form right after you purchase it.