FREEFinancial Forms and Loan Documents

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Loans and IOUs

Forms for lending money and requesting payment.
  • Financial Statement (Personal)
    Financial Statement (Personal)
    A Personal Financial Statement is used to present one's financial situation in an organized and useful manner.
  • Loan Agreement
    Loan Agreement
    A Loan Agreement outlines the terms of a loan between a borrower and lender, and sets out a payment plan for the borrower to repay the lender.
  • Promissory Note
    Promissory Note
    A Promissory Note is used when a lender agrees to lend money to a borrower. It sets out the payment terms for a borrower to pay back the debt to a lender.
  • Release/Waiver Agreement
    Release/Waiver Agreement
    A Release/Waiver Agreement is a form used to ensure that a party will not proceed with a legal claim in exchange for compensation.
  • Demand Letter
    Demand Letter
    A Demand Letter is sent out to request payment or action, which is in default, from another party. It describes the payment or action that is being claimed and how it should be resolved.

Buy and Sell

  • Car Sale Receipt
    Car Sale Receipt
    A Bill of Sale/Sales Receipt transfers ownership of an item from one party to another.
  • Bill of Sale
    Bill of Sale
    A Bill of Sale/Sales Receipt transfers ownership of an item from one party to another.
  • Sales Receipt
    Sales Receipt
    A Bill of Sale/Sales Receipt transfers ownership of an item from one party to another.

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