Finance Forms

Finance forms, or often referred to as financial documents, are financial statements that report financial information. Businesses are the primary users of financial documents, but individuals may also use them to track their finances. Some of the most used financial documents are balance sheets, income statements, and cash flow statements.

Transfer of Funds Authorization A Transfer of Funds Authorization Form is used to move a portion of your group’s balance to another group or department for the purpose of supporting an event or program.

Bill Tracker Template Bill tracking tools allow a user to track the bills, expenses, and their due dates.

Surety Bond Surety bond is defined as a three-party agreement that legally binds together. One who needs the bond, an obligee who requires the bond and a surety company that sells the bond.

T1158 Use form to order written agreement specifies support payments for a common-law partner

T2220 (2018) Online T2220 (CA)

Business Credit Application Template A Business Credit Applications is used to check the credit-worthiness of a business. It contains all relevant information, including the company's name, address, how long it has been in business, its gross annual sales, and its net value.

Construction Invoice This is a template used to create and fill-out a Construction Invoice Form which is a document between a borrower and a lender containing details of the loan for record and tracking of payment.)

CMS-1500 An online cms-1500 filler.

Cash Flow Statement A cash flow statement is a financial statement that provides aggregate data regarding all cash inflows a company receives from its ongoing operations and external investment sources. It also includes all cash outflows that pay for business activities and investments during a given period.

Account Reconciliation This is a template used to create and fill-out an Account Reconciliation Form which is a document between a borrower and a lender containing details of the loan for record and tracking of payment.

Connecticut Promissory Note Installment Connecticut Promissory Note is a unconditional promise in writing made by one person to another, signed by the maker, engaging to pay on demand or at a fixed or determinable future time, a sum certain in money, to or to the order of a specified person or to a bearer.

Consumer Credit Application Consumer Credit Application is a form used by potential borrowers to get approval from lenders. The information provided on credit applications is regulated and lawful which provide consumer protection and transparency.

Consumer Equity Form This is a template used to create and fill-out a Consumer Equity Form which is a document between a borrower and a lender containing details of the loan for record and tracking of payment.)

Consumer Loan Agreement A Consumer Loan Agreement is an agreement that indicates all the credit sales to be paid, hire-purchase, secured and unsecured loans, given to a consumer to finance specific types of expenditures by a creditor.

Convertible Note Agreement Convertible notes are debt instruments that include terms like a maturity date, an interest rate. but that will convert into equity if a future equity round is raised. The conversion typically occurs at a discount to the price per share of the future round.

Convertible Notes Convertible Note is a form of short-term debt that converts into equity. Investor may convert or issue a loan money to a startup companies and instead of a return in the form of principal plus the interest, the investor would receive equity in the company.

Direct Deposit Authorization A Direct Deposit Authorization Form is a document that states that a third party is authorized, usually as an employer for payroll, to send money to a bank account by simply using the ABA routing and account numbers.

Profit and Loss Statement A Profit and Loss Statement is a financial document that companies use to evaluate their financial status within a time period. It enables businesses to assess their financial performance.

8889 (2017) The given form must be completed by a healthcare professional who is conducting a PPD skin test. A PPD skin test, also known as Mantoux test, is recommended to determine whether the patient has developed an antibody response to the bacteria causing tuberc

Bank Statement An Bank Statement is used to summarize transactions during a specified period.

Pay Stub (w/ Calculator) Calculate employee payroll and complete pay stubs with this form

Pay Stub w/ Calculator (No DBA) Calculate employee payroll and complete pay stubs with this form

Pay Stub (No DBA) Calculate employee payroll and complete pay stubs with this form

Pay Stub Calculate employee payroll and complete pay stubs with this form. A pay stub, payslip, or paycheck stub, is a document that an employer attaches to an employee’s paycheck on a payday.

Pay Stub Flat Rate Pay stub flat rate is a document attached to the paycheck that an employee receives either as a notice that the direct deposit transaction has gone through.

DD 200 (2017) The DD Form 200 is available on the Department of Defense documentation website or can be supplied through the chain of command.

Profit and Loss (Extended w/ Calculator) Profit and Loss Statement (Income Statement) is a form to show the profit or loss of a Business for a certain period.

Official Demand Letter Demand Letter is used to request a debtor to settle payments. This is usually the last notice containing details of the debt, proof of the money owed, and consequences for non-payment.

1845 0120 Borrowers who have defaulted on their Direct Loan or FFEL Program loans may remove those loans from default through a process called rehabilitation.

Accounts Receivable Aging Report This is a template used to create and fill-out an Accounts Receivable Aging Report Form which is a document between a borrower and a lender containing details of the loan for record and tracking of payment.

Accounts Receivable Ledger This is a template used to create and fill-out an Accounts Receivable Ledger Form which is a document recording the transactions of an account.

Accounts Receivable Template An Accounts Receivable Template is a document stating the payments that will be received from a sale of goods or services done by installment.

Actor Pay Form This is a template used to create and fill-out an Actor Pay Form which is a document between a borrower and a lender containing details of the loan for record and tracking of payment.)

Adverse Action Notice This is a template used to create and fill-out an Adverse Action Notice Form which is a document between a borrower and a lender containing details of the loan for record and tracking of payment.)

Agreement to Modify a Promissory Note This form is used by a mortgage lender, their servicing agent or a broker when arranging the modification of the mortgage note, to set forth the terms sought in the modification effort.

All Inclusive Trust Deed Addendum Equity Payoff This form is used by an agent or escrow officer when a seller of property carries back an all-inclusive note and trust deed (AITD) evidencing a principal debt which includes the balance owed on an existing mortgage and the payoff demand negotiated is payment of the difference between the amount remaining unpaid on the AITD note and the underlying mortgage, to prepare and attach as a referenced addendum to a regular trust deed.

Appraisal Worksheet This is a template used to create and fill-out an Appraisal Worksheet Form which is a document between a borrower and a lender containing details of the loan for record and tracking of payment.)

Paid Debt Removal Request Letter Pay To Remove a Debt letter is used to offer an amount for removing information from a credit report (usually 40% of the original amount) on the three (3) credit reporting agencies: Experian, Equifax, and TransUnion.

Assignment of Mortgage Assignment of Mortgage is the transfer of the mortgage account and all of the interest the original lender had under the loan to a new lender. Many banks and mortgage lenders sell outstanding loans in order to free up money to lend to new borrowers.

Audit Checklist The audit checklist form consists of a questionnaire template, procedures, and other relevant information that is used to verify whether the audit is performing accordingly.

Authorization to Release Credit Information This template is used to authorize the release of all the credit information within the owner of the account, it is usually requested if the owner of the account has a conflict within the holder or the bank.

Balance Sheet Financial Statement Assets Liabilities and Net Worth This form is used by a loan broker when processing a mortgage application, to be prepared by the borrower for the loan broker to determine the borrower's net worth.

Bank Reconciliation The process of comparing the amounts in the Cash account in the general ledger to the amounts appearing on the bank statement.

Basic Invoice Template This is a template used to create and fill-out a Basic Invoice Template Form with fields for your name and contact details, your customer’s name and contact details, a unique invoice number, date of invoice, description of the goods or services, and total amount.)

Biweekly Payroll Time Sheet Biweekly Payroll Time Sheet is used to calculate the work hours and pay periods of each employee every two weeks. It serves as a timetracking record for both employees and employers.

Cash Flow Analysis Self Employed or Investor Fnma 1084 This form is used by a loan broker when processing a mortgage application from a self-employed borrower as a worksheet for analysis of their income, to determine the sufficiency of the self-employed borrower's income and business expenses as creditworthy.

Chapter 13 Voluntary Petition A debtor who personally wants to file for bankruptcy will file a voluntary petition. The debtor voluntarily chooses to enter into bankruptcy. must disclose all of your financial information on official bankruptcy forms.

Check Register A check register typically calculates a running balance in the checking account.

Closing Disclosure The Closing Disclosure includes the loan terms, your projected monthly payments, and how much you will pay in fees and other costs to get your mortgage (closing costs).

Collateral Receipt This is a template used to create and fill out a Collateral Receipt Form which is a document between a borrower and a lender containing details of the loan for record and tracking of payment.

Credit Freeze Letter This is a template used to create and fill-out a Credit Freeze Letter Form which is a document between a borrower and a lender containing details of the loan for record and tracking of payment.

Credit Memo This is a template used to create and fill-out a Credit Memo Form which is used to issue a document notifying the buyer of the amount it owes after an invoice is sent out.

Credit Report Dispute Letter A credit report dispute letter is a document you can send to the credit bureaus to point out inaccuracies on your credit reports and to request the removal of the errors.

Payment Agreement Template A payment agreement template outlines all the terms and conditions of a loan. This will include important information like periods of payment, the amounts, and the interest rates of the loan agreement.

Personal Loan Agreement Template A personal loan agreement is a document that is agreed upon by a lender and a borrower to set the terms and conditions of a loan. This document is considered to be a contract and therefore both parties are expected to abide by its terms, conditions, and governing laws.

General Journal A General Journal is a book of original entries, in which accountants and bookkeepers record raw business transactions, in order according to the date events occur. General journals are used to record data, the each page in the book features dividing columns for dates, serial numbers, debit and credit cards.

Debt Collection Letter Debt Collection Letter is a notice to a debtor who has an outstanding amount. It includes the debt amount, creditor's name and may contain a warning for legal actions if a debt is not settled.

Debt Forgiveness Letter Debt Forgiveness Letter is used to inform an individual of a cancellation of a debt amount. The recipient of this letter will no longer be subject to paying collection with this letter as proof.

Debt Release Letter Debt Release Letter is a receipt sent to a debtor and any third parties to inform that outstanding debts were already settled. Usually sent after final payment as proof to the credit reporting agency.

Debt Settlement Agreement Debt Settlement Agreement is used to confirm in writing the details discussed by a creditor and a debtor to settle a debt. It is usually used when an individual wants to make a final payment for a debt.

Dock Receipt This is a template used to create and fill-out a Dock Receipt Form which is a document between a borrower and a lender containing details of the loan for record and tracking of payment.

Donation Receipt A donation receipt is proof that a donor made a charitable contribution to a nonprofit.

Drawing Account A drawing account is a financial account that essentially records owners’ drawings, that are withdrawn from a business by its owner(s) for their personal use. This ultimately reduces the total owner’s equity or the total capital of the business and is recorded in the drawings account.

DS-3072 REPATRIATION/EMERGENCY MEDICAL AND DIETARY ASSISTANCE LOAN APPLICATION

Expense Payment Approval Letter This Expense Payment Approval Letter informs an individual that an expense payment request has been approved. This expense approval letter sets out what was purchased and the total reimbursement. This Expense Payment Approval Letter also asks that receipts be submitted for any expenses.

Expense Report This is a template used to create and fill-out an Expense Report Form which is a document between a borrower and a lender containing details of the loan for record and tracking of payment.)

Financial Disclosure for Reasonable and Affordable This form is provided by loan holders or servicers to Direct loan borrowers who are trying to rehabilitate their defaulted loans, but objected to the payment amount the loan holder calculated for them.

Final Payment Demand Letter A Final Payment Demand Letter is the final letter sent in attempt to collect a debt or repayment. The letter is sent prior to a collector or financial institution filing legal action against a debtor.

Form WH 347 (2008-2018) This form may be used by contractors to submit certified weekly payrolls for contracts subject to the Davis-Bacon and related Acts.

G-1450 AUTHORIZATION FOR CREDIT CARD TRANSACTIONS

Louisiana Promissory Note Installment Louisiana Promissory Note is a unconditional promise in writing made by one person to another, signed by the maker, engaging to pay on demand or at a fixed or determinable future time, a sum certain in money, to or to the order of a specified person or to a bearer.

Late Payment Provisions Addendum to Promissory Note This form is used by a loan broker or escrow officer when originating a mortgage with a lender or carryback seller, to include a late payment provision in the promissory note.

Mechanic's Lien Release A Mechanic's Lien Release is used to verify that there are no current liens against property or project. It sets out the property location and identification of the contractor and subcontractor.

Insurance Worksheet This is a template used to create and fill-out an Insurance Worksheet Form which is a document between a borrower and a lender containing details of the loan for record and tracking of payment.

Balance Sheet A Balance Sheet, also known as a Statement of Financial Position, is a financial statement indicating the assets, liabilities, and equity of a business.

Notice to Home Loan Applicant Credit Score Usage This form is used by a mortgage loan originator (MLO) when processing a consumer mortgage application, to notify the borrower of the lender's obligation to disclose to the borrower their credit scores and the Credit Bureaus used to obtain them.

Sales Invoice A Sales Invoice is a document sent to a customer with a list of products or services from a seller. It also includes their prices, any sales tax, the total amount, and the date before which the customer must pay.

HUD-1 Form HUD-1, Settlement Statement, is a form used by the Department of Housing and Urban Development. This form is also known as a Closing Sheet, which is used when a party is purchasing or refinancing real estate.

HUD - Good Faith Estimate A HUD-GFE is a form that a lender must give when you apply for a reverse mortgage. The HUD-GFE lists basic information about the terms of the mortgage loan offer.

Hawaii Promissory Note Installment Hawaii Promissory Note is a unconditional promise in writing made by one person to another, signed by the maker, engaging to pay on demand or at a fixed or determinable future time, a sum certain in money, to or to the order of a specified person or to a bearer.

House Loan Amortization Schedule An House Loan Amortization Schedule is a table detailing each periodic payment on an amortizing loan, as generated by an amortization calculator. Amortization refers to the process of paying off a debt over time through regular payments

Ins Cash Flow Analysis With Instructions Fnma 1084 This form with instructions is used by a loan broker when processing a mortgage application from a self-employed borrower as a worksheet for analysis of their income, to determine the sufficiency of a self-employed borrower's income and business expenses as creditworthy.

Invoice Template a document sent to a buyer that specifies the amount and cost of products or services that have been provided by a seller

Loan Estimate This form is used by a loan broker when arranging a mortgage, to disclose all estimated settlement charges the borrower will incur on closing.

Standard Promissory Note Standard Promissory Note contains a written promise of a party to pay another party on a specified future date.

Mileage Reimbursement Form It's important to keep good business mileage records so that you have the information you need for either completing your company's mileage reimbursement form or for determining the mileage deduction on your tax return.

Mileage Tracking and Reimbursement Form It's important to keep good business mileage records so that you have the information you need for either completing your company's mileage reimbursement form or for determining the mileage deduction on your tax return.

Minnesota Promissory Note Installment Minnesota Promissory Note is a unconditional promise in writing made by one person to another, signed by the maker, engaging to pay on demand or at a fixed or determinable future time, a sum certain in money, to or to the order of a specified person or to a bearer.

Monthly Bookkeeping Record This is a template used to create and fill-out a Monthly Bookkeeping Record Form which is a document between a borrower and a lender containing details of the loan for record and tracking of payment.)

Pay Slip Calculate employee payroll and complete pay stubs with this form

Western Union Money Order Customer Request Money Order Customer Request Form is filled if the Western Union Money Order is lost, stolen, destroyed or not-used. Purchaser must fill this form to request with Receipt or the Money Order.

T2220 (CA) Online T2220 (CA)

T1157 Changes on how child support payments are being taxed to divorced parents in Canada

Safe Deposit Box Inventory This is a template used to create and fill-out a Safe Deposit Box Inventory Form which is a document between a borrower and a lender containing details of the loan for record and tracking of payment.

T778 People claiming a child care expense deduction is recommended to use the T778 form designed. This deducts your income and saves you tax at your minimal tax rate. Child care expenses serve a deduction and not a tax credit.

Truth In Lending Statement This is a template used to create and fill-out a Truth In Lending Statement Form which is a document between a borrower and a lender containing details of the loan for record and tracking of payment.

SEC 3 It is an important step to help regulate insider trading, which is an individual’s buying or selling of a security based on material non-public information. Filing Form 3 helps disclose who these insiders are and track any suspicious behaviors.

Ohio Promissory Note Installment Ohio Promissory Note is a unconditional promise in writing made by one person to another, signed by the maker, engaging to pay on demand or at a fixed or determinable future time, a sum certain in money, to or to the order of a specified person or to a bearer.

Texas Promissory Note Installment Texas Promissory Note is a unconditional promise in writing made by one person to another, signed by the maker, engaging to pay on demand or at a fixed or determinable future time, a sum certain in money, to or to the order of a specified person or to a bearer.

Notice of Dishonored Check A Notice of Dishonored Check will notify a debtor that a certain check has been dishonored for insufficient funds. It sets out the name of the involved person, the check number, and the amount. It also sets forth the time in which sending a replacement check and any legal remedies may be taken.

Payroll Deduction Authorizaton Payroll Deduction Authorization form or other document designated by the Company as the required evidence of an Employee's election to make voluntary cash contributions through an automatic payroll deduction mechanism.

Promissory Note With Balloon Payments A Promissory Note With Balloon Payments is used by the lender to make a loan based on the final large (balloon) payment of the borrower at the end of the note's term. It sets out the amount of required monthly payments, the note's term, and the amount of the balloon payment.

Mutual Release A Mutual Release is used when parties agree to release one another from any claims resulting from a specific circumstance. It relates to a contract or agreement, as well as accidents.

Payroll Statement This is a template used to create and fill-out a Payroll Statement Form which is a document between a borrower and a lender containing details of the loan for record and tracking of payment.)

Security Deposit Demand letter A Security Deposit Demand letter is from a tenant to a landlord regarding a security deposit. It sets out the names of the parties and the date of the lease agreement. Also, it sets out the remedies that will be taken if the security deposit is not returned.

Security Deposit Return Letter A Security Deposit Return Letter is a document used by landlords to return the security deposit of a former tenant after their lease for a property has been terminated.

Settlement Disbursal Sheet A Settlement Disbursal Sheet is a detailed statement of a net payment to a client once an attorney has settled a case.

Rebate Tracker This is a template used to create and fill-out a Rebate Tracker Form which is a document between a borrower and a lender containing details of the loan for record and tracking of payment.

North Carolina Promissory Note Installment North Carolina Promissory Note is a unconditional promise in writing made by one person to another, signed by the maker, engaging to pay on demand or at a fixed or determinable future time, a sum certain in money, to or to the order of a specified person or to a bearer.

Oklahoma Promissory Note Installment Oklahoma Promissory Note is a unconditional promise in writing made by one person to another, signed by the maker, engaging to pay on demand or at a fixed or determinable future time, a sum certain in money, to or to the order of a specified person or to a bearer.

Operating Expenses Operating expenses are expenditures related to day-to-day business activities. It is necessary to run a business but if expenses exceed the total revenue, the company will not make any profit that is why selling the company's product or service efficiently is important.

Oregon Promissory Note Installment Oregon Promissory Note is a unconditional promise in writing made by one person to another, signed by the maker, engaging to pay on demand or at a fixed or determinable future time, a sum certain in money, to or to the order of a specified person or to a bearer.

Outstanding Invoices This is a template used to create and fill-out a Outstanding Invoices Form which is a document between a borrower and a lender containing details of the loan for record and tracking of payment.

Pennsylvania Promissory Note Installment Pennsylvania Promissory Note is a unconditional promise in writing made by one person to another, signed by the maker, engaging to pay on demand or at a fixed or determinable future time, a sum certain in money, to or to the order of a specified person or to a bearer.

Mississippi Promissory Note Installment Mississippi Promissory Note is a unconditional promise in writing made by one person to another, signed by the maker, engaging to pay on demand or at a fixed or determinable future time, a sum certain in money, to or to the order of a specified person or to a bearer.

Montana Promissory Note Installment Montana Promissory Note is a unconditional promise in writing made by one person to another, signed by the maker, engaging to pay on demand or at a fixed or determinable future time, a sum certain in money, to or to the order of a specified person or to a bearer.

North Dakota Promissory Note Installment North Dakota Promissory Note is a unconditional promise in writing made by one person to another, signed by the maker, engaging to pay on demand or at a fixed or determinable future time, a sum certain in money, to or to the order of a specified person or to a bearer.

Nebraska Promissory Note Installment Nebraska Promissory Note is a unconditional promise in writing made by one person to another, signed by the maker, engaging to pay on demand or at a fixed or determinable future time, a sum certain in money, to or to the order of a specified person or to a bearer.

South Dakota Promissory Note Installment South Dakota Promissory Note is a unconditional promise in writing made by one person to another, signed by the maker, engaging to pay on demand or at a fixed or determinable future time, a sum certain in money, to or to the order of a specified person or to a bearer.

Monthly Bank Reconciliation This is a template used to create and fill-out a Monthly Bank Reconciliation Form which is a document between a borrower and a lender containing details of the loan for record and tracking of payment.)

Tennessee Promissory Note Installment Tennessee Promissory Note is a unconditional promise in writing made by one person to another, signed by the maker, engaging to pay on demand or at a fixed or determinable future time, a sum certain in money, to or to the order of a specified person or to a bearer.

South Carolina Promissory Note Installment South Carolina Promissory Note is a unconditional promise in writing made by one person to another, signed by the maker, engaging to pay on demand or at a fixed or determinable future time, a sum certain in money, to or to the order of a specified person or to a bearer.

Rhode Island Promissory Note Installment Rhode Island Promissory Note is a unconditional promise in writing made by one person to another, signed by the maker, engaging to pay on demand or at a fixed or determinable future time, a sum certain in money, to or to the order of a specified person or to a bearer.

Utah Promissory Note Installment Utah Promissory Note is a unconditional promise in writing made by one person to another, signed by the maker, engaging to pay on demand or at a fixed or determinable future time, a sum certain in money, to or to the order of a specified person or to a bearer.

Virginia Promissory Note Installment Virginia Promissory Note is a unconditional promise in writing made by one person to another, signed by the maker, engaging to pay on demand or at a fixed or determinable future time, a sum certain in money, to or to the order of a specified person or to a bearer.

Nevada Promissory Note Installment Nevada Promissory Note is a unconditional promise in writing made by one person to another, signed by the maker, engaging to pay on demand or at a fixed or determinable future time, a sum certain in money, to or to the order of a specified person or to a bearer.

New York Promissory Note Installment New York Promissory Note is a unconditional promise in writing made by one person to another, signed by the maker, engaging to pay on demand or at a fixed or determinable future time, a sum certain in money, to or to the order of a specified person or to a bearer.

Personal Bankruptcy A Personal Bankruptcy Kit is used by individuals who are contemplating filing for bankruptcy. It contains relevant information about bankruptcy, including the documents needed in order to file the petition and how the bankruptcy process works.

Washington Promissory Note Installment Washington Promissory Note is a unconditional promise in writing made by one person to another, signed by the maker, engaging to pay on demand or at a fixed or determinable future time, a sum certain in money, to or to the order of a specified person or to a bearer.

Wisconsin Promissory Note Installment Wisconsin Promissory Note is a unconditional promise in writing made by one person to another, signed by the maker, engaging to pay on demand or at a fixed or determinable future time, a sum certain in money, to or to the order of a specified person or to a bearer.

West Virginia Promissory Note Installment West Virginia Promissory Note is a unconditional promise in writing made by one person to another, signed by the maker, engaging to pay on demand or at a fixed or determinable future time, a sum certain in money, to or to the order of a specified person or to a bearer.

Wyoming Promissory Note Installment Wyoming Promissory Note is a unconditional promise in writing made by one person to another, signed by the maker, engaging to pay on demand or at a fixed or determinable future time, a sum certain in money, to or to the order of a specified person or to a bearer.

Vermont Promissory Note Installment Vermont Promissory Note is a unconditional promise in writing made by one person to another, signed by the maker, engaging to pay on demand or at a fixed or determinable future time, a sum certain in money, to or to the order of a specified person or to a bearer.

Promissory Notes with Equal Installments A Promissory Notes with Equal Installments are used to arrange the repayment of a loan in monthly installments. It sets out the amount borrowed, the note term, and the number of installments. It also states that the borrower has the right to repay the note in full without penalty.

Promissory Notes with On Demand Payments A Promissory Notes with On Demand Payments are used when a borrower agrees to repay a loan whenever the borrower demands repayment. It sets out the amount of the loan, interest rate, and the obligations of both borrower and lender.

Promissory Note with a Set Term of Repayment A Promissory Note with a Set Term of Repayment is used when a lender loans money based on a set repayment schedule. It sets out the amount of the payments, the term of the loan, and the interest rate. It also sets forth the remedies which may be taken in the event of default.

Promissory Note with Multiple Options A Promissory Note with Multiple Options is a document to accept payment through installments or full payment on a certain date. It sets out the names of both parties, the amount of the loan. It also states the payment due (one option) or an installment arrangement (second option).

Promisorry note on Demand A Promissory note on Demand is between a borrower and a lender who can demand that principal and interest shall pay immediately. It sets forth the names of the parties, the amount of the note, and the interest rate. It does not also contain a prepayment penalty.

Promissory Note Promissory Note is also referred as an note payable which is a form of a legal instrument of one party that promises to pay money to another party.

Mutual Release of Liability This is a template used to create and fill-out a Mutual Release of Liability Form.

Past-Due Account This is a template used to create and fill-out a Past-Due Account Form which is a document between a borrower and a lender containing details of the loan for record and tracking of payment.

Property Exemption The Property Exemption Form is used to set apart the items that are exempted as provided by the law. The person who signed the form may list all the items and the reason the item is not allowable. This form protects both the parties from any abuse of contract.

Notice of Assignment of Account A Notice of Assignment of Account notifies a debtor that a delinquent account is being assigned for collection. It sets out the name, address of the agency, and specific assigned account. It includes the amount due, interest, late charges, payments received, and the total balance due.

Request for Copy of Credit Report A Request for Copy of Credit Report is for use by an individual who has been denied credit as a result of information obtained from a credit report. It asks that a free copy of the credit report be sent and contains a copy of the credit denial.

Request for Payment A Request for Payment is sent by a creditor to a debtor. It requests that a payment be made immediately. It identifies the parties, the amount of payments, and what the payment is for. It also sets out what legal remedies will be taken if a payment is not received.

Weekly Bookkeeping Record This is a template used to create and fill-out a Weekly Bookkeeping Record Form which is a document between a borrower and a lender containing details of the loan for record and tracking of payment.

Weekly Payroll This is a template used to create and fill-out a Weekly Payroll Form which is a document between a borrower and a lender containing details of the loan for record and tracking of payment.

Price Analysis This is a template used to create and fill-out a Price Analysis Form which is a document between a borrower and a lender containing details of the loan for record and tracking of payment.

Price List Template This is a template used to create and fill-out a Price List Template Form which is a document between a borrower and a lender containing details of the loan for record and tracking of payment.)

Notice of Past Due Payment A Notice of Past Due Payment will notify a debtor that a payment is past due. It sets out the name of the creditor and the debtor, the past due amount, and the due date.

Paycheck Authorizaion Form This is a template used to create and fill-out a Paycheck Authorization Form which is a document between a borrower and a lender containing details of the loan for record and tracking of payment.

Payment Inquiry This is a template used to create and fill-out a Payment Inquiry Form which is a document between a borrower and a lender containing details of the loan for record and tracking of payment.

Payment on Specific Accounts This is a template used to create and fill-out a Payment on Specific Accounts Form which is a document between a borrower and a lender containing details of the loan for record and tracking of payment.

Payment Record This is a template used to create and fill-out a Payment Record Form which is a document between a borrower and a lender containing details of the loan for record and tracking of payment.)

Penal Bond Penal bond is a bond that requires the obligor to pay a specified sum as penalty if the underlying obligation is not performed. A penal bond is also termed as penal bill or conditional bond.

Petitioner Involuntary Proceedings Involuntary bankruptcy is a legal proceeding that creditors may bring against a person or business that may force a debtor into bankruptcy. The main reason an involuntary bankruptcy might be granted is for a case in which a debtor has the ability to pay their debts but refuses to do so.

Petty Cash Out This is a template used to create and fill-out a Petty Cash Out Form which is a document between a borrower and a lender containing details of the loan for record and tracking of payment.)

Pledge Agreement Pledge agreement is to be used in connection with loan agreement. It is intended to create a security interest over equity interests and promissory notes owned by the grantors.

Reaffirmation Agreement A reaffirmation agreement is a new contract between the debtor and the secured creditor in which the debtor agrees to continue paying a dischargeable debt such as an auto loan after the bankruptcy. This form is used to assure the debtors payment for the auto loan.

Reaffirmation Agreement Bankruptcy A reaffirmation agreement is a new contract between the debtor and the secured creditor in which the debtor agrees to continue paying a dischargeable debt such as an auto loan after the bankruptcy. This form is used to assure the debtors payment for the auto loan.

Reaffirmation Agreement Template A reaffirmation agreement is a new contract between the debtor and the secured creditor in which the debtor agrees to continue paying a dischargeable debt such as an auto loan after the bankruptcy. This contract protects the right of the both parties.

Receipt A document or record that shows cash payment in exchange for goods or services

Reimbursement of Expenses Expense Reimbursement is a method by paying employees back when they spend their own money on business-related expenses. These expenses include transportation expense and small business related purchases.

Salary Review This is a template used to create and fill-out a Salary Review Form which is a document between a borrower and a lender containing details of the loan for record and tracking of payment.

Savings Passbook This is a template used to create and fill-out a Savings Passbook Form which is a document between a borrower and a lender containing details of the loan for record and tracking of payment.

Secured Claims Secured claims are claims for debts that are secured by an interest in property. A secured creditor can take that property, the collateral, if your default on the debt.

Secured Demand Note A secured note is a type of loan or corporate bond that is backed by the borrower's assets as a form of collateral. If a borrower defaults on a secured note, the assets pledged as collateral can be sold to repay the note.

Secured Loans Agreement Template Terms and conditions are determined at the time the Secured Loans Agreement is drafted. Secured Loans Agreement are a necessary part of the business world, as lenders would never extend credit to certain companies without them.

Secured Party Secured party is the lender or seller that has rights to the collateral pledged against a loan in the event that the debtor defaults.

Secured Party in Possession The secured creditor is undersecured, and there are no other assets from which a professional fee may be paid. Nonetheless, counsel for an unsecured committee has been appointed and seeks interim compensation.

Secured Installment A secured installment loan is a way to borrow money, typically for a single large purchase such as a car, house or college education. After getting approved by a lender, the borrower receives a lump sum and repays the loan over a set term in monthly payments, or installments.

Secure Note Secured note is a type of loan or corporate bond that is backed by the borrower's assets as a form of collateral. If a borrower defaults on a secured note, the assets pledged as collateral can be sold to repay the note.

Security Interest Release A Security Interest Release effectively releases a lien created by a security interest. It sets out the identities of the releaser and releasee and sets forth that the Security Interest Release was voluntarily signed by the Releasor.

Income Sources This is a template used to create and fill-out an Income Sources Form which is a document between a borrower and a lender containing details of the loan for record and tracking of payment.)

Statement of Financial Affairs Most of that paperwork is a series of forms that list income, expenses, debts, and assets. An additional form, the Statement of Financial Affairs, or SOFA, asks questions about the state of your finances.

Stop Payment On Check This is a template used to create and fill-out a Stop Payment On Check.

Track Current Income and Expenses Your net income is generally your revenue, or all the money coming into your business, minus all of your expenses. If that number is positive, your business is making a profit. This form helps you to know if you are gaining or losing profit.

Finance forms play a vital role in decision-making involving finances. They allow individuals, businesses, and government entities to assess and understand their financial status and help them identify and resolve disputes.

Finance forms or financial forms are documents used to record and manage various types of finances, such as personal, corporate, and public. They are used to track business loans, sales, daily finances, and purchases.

Most finance forms used in loans are loan agreements, demand for payment letters, and other promissory notes.

Balance sheets, sales agreements, purchase agreements, and gift affidavits are finance forms designed to record sales and purchases. A Pay Stub, Pay Slip, and Bank Statement are forms used to report income, revenue, and other finances. Tax forms issued by the Internal Revenue Service are also considered finance forms.

Understand finance and its types

While finance is broadly associated with banking, credit, capital, debt, investment, and money, it also represents financial systems like money management and obtaining funds.

Finance is categorized into three types — personal, corporate, and public.

Personal Finance. Personal finance refers to the individual's financial situation and activity. It is also the process of planning and managing personal financial activities, such as making an income or profit, saving, spending, protection, and investing. Analyzing personal finance helps an individual generate strategies to achieve financial goals or manage expenses.

Corporate Finance. Corporate finance refers to a business or corporation's financial situation and activity. It includes investment decisions, funding sources, and capital structuring. Corporate finance needs to be determined for businesses to make competent decisions for short-term and long-term benefits. It involves financial planning and implementing ground rules or strategies to gain business goals.

Public Finance. Public finance covers the financial situation of a country. It refers to the undertaking of the government to manage a country's revenue, expenditures, including its debt. The progress of a country depends on how its government handles the basic needs of the public, including food, shelter, health, infrastructure, and education. Determining public finance plays a vital role in a country's growth and development.

Finance forms that might help you

IOU

An IOU is the abbreviation of the phrase "I Owe You." It is an informal document, considered non-binding, that simply records a transaction between two or more parties without complicated paperwork. These individuals may be close partners, family members, business partners, or friends. Although it is an informal document, it may serve as debt evidence in court in events of disputes.

Expense Reimbursement Request

When an employee incurs business-related expenses on behalf of a company, he or she may request expense reimbursement. He or she may file an Expense Reimbursement Request form, a document used to refund the money an employee paid during a business transaction for company benefits. It includes the mileage rate, transportation fees, telework expenses and equipment costs for remote working, and accommodation fees during a business meeting or travel. Employers are obligated to return all necessary and valid employee-incurred business expenses. If they refuse to do so, they may be charged with court claims, attorney fees, and court costs.

Family Loan Agreement

Families, close friends, or loved ones who lend money to each other may use a Family Loan Agreement to set forth their terms and agreements. It is a promissory note that contains the borrower's promise to pay the lender on demand or at a specified date. By filing a Family Loan agreement, the borrower assures the lender that the debt will be paid and their relationship as family members or friends will not be taken for granted. It helps the two parties to maintain a healthy borrower-lender relationship by showing respect and a sense of obligation.

Income Statement

An Income Statement form is a document used by businesses to report revenues and expenses for a particular accounting period. It helps them monitor their financial status and performance, giving them a chance to evaluate their losses and derive better solutions for further growth and development.

Balance Sheet

A Balance Sheet is an essential form to record a business's financial statement, including its assets, liabilities, and equities. It shows how a company is fairing in terms of its finances. A Balance Sheet helps companies determine if their finances are balanced. If the sum of the total amount of liability and equity is equal to the total amount of the company asset, there is a balance. If not, they may have to recheck the data on the Balance Sheet for mistakes. If there is none, it means there is a problem with how they manage their finances. A Balance Sheet is similar to a General Ledger. They are both used for tracking business finances. However, a General Ledger covers the entire financial transactions of a company.

Personal Financial Statement

An individual may use a Personal Financial Statement form to determine his or her net worth. It is a document that summarizes personal finances in a specific period, including an individual's assets, liabilities, and net worth. Assets refer to the things or properties an individual owns, while liabilities are the things or properties owed. It includes debt, credit, and other financial obligations. The total amount of liabilities must be subtracted from the total amount of assets to determine an individual's net worth or total wealth.

Form W-4, Employee's Withholding Allowance Certificate

Form W-4 by the Internal Revenue Service (IRS) is a tax form employees use to report their tax selections for federal tax withholding. By filing it, employers can withhold the correct federal income tax from their employees' pay. The IRS recommends that employees should furnish Form W-4 each year or when they undergo financial changes.

Form VA 22-1990, Application for VA Education Benefits

Form VA 22-1990 is a document by the Department of Veterans Affairs issued to applicants for educational assistance under specific benefit programs in the United States. Benefit programs include Post-9/11 GI Bill, Montgomery GI Bill (MGIB), Montgomery GI Bill Selected Reserve (MGIB-SR), and Veterans' Educational Assistance Program (VEAP). Form VA 22-1990 is a finance form under public finance, where the government sustains the educational needs of qualified U.S. citizens. The VA education benefits help sustain college and training program fees.

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Finance Forms

Understand finance and its types

Finance forms that might help you

Suggested Forms