Free Banking and Finance Templates

Banking and finance: 227 free templates to browse without an account, then edit with an AI agent and e-sign in GitLaw.

These documents cover debt management, startup financing, and international tax compliance. They include specialized instruments like the Post-money SAFE for Cayman Islands exempted companies and individual tax self-certification forms for CRS and FATCA. While these templates manage credit accounts and loan repayments, commercial lease agreements and property deeds are located in the Property category.

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Community library

Everything else in this category, uploaded by the GitLaw community. Read any of it free - check it fits your situation before you rely on it.

US
Model PIPE Registration Rights Agreement (US Issuer) (NVCA)
This Registration Rights Agreement ensures investors in a Private Investment in Public Equity (PIPE) financing can resell their purchased securities to the public. It obligates the company to file and maintain an effective registration statement with the SEC, outlining specific timelines, procedures, and indemnification provisions for both parties.
Updated 17 Oct 2025
Request to write off a debt - letter by Citizens Advice
This document is a template for a letter from an individual to a bank, requesting that a debt be written off. The sender explains their inability to make monthly payments due to long-term sickness and lack of assets, providing a financial statement to support their request. It asks the bank to consider writing off the debt, as the sender sees no way of ever repaying it.
Updated 17 Oct 2025
General Power of Attorney - Free Legal Template
This document is a General Power of Attorney, granting an Agent broad authority to act on behalf of the Principal in various matters, including real estate, personal property, banking, legal, and tax transactions. It outlines the scope of the Agent's powers, conditions for durability, and termination clauses. The Agent is empowered to make decisions and manage the Principal's affairs without limitation, with the option to delegate specific tasks.
Updated 17 Oct 2025
User-Friendly Credit Account Application Form: Get Approved Faster
This document is an application form for individuals seeking to open a credit account with a financial institution. It collects essential personal, employment, and credit history details, along with preferences for the credit account. The form includes a certification and authorization section for the applicant to consent to credit checks and information sharing.
Updated 17 Oct 2025
Company Credit Card Policy - Free Legal Template
This document outlines the Company Credit Card Policy, detailing the guidelines for employees who are issued company credit cards. It covers eligibility, usage restrictions, spending limits, reconciliation of expenditures, and procedures for managing credit card statements and disputed transactions. The policy aims to ensure responsible and authorized use of company credit cards by employees.
Updated 17 Oct 2025
Company Credit Card Policy - Free Legal Template
This document outlines a company's credit card policy for its employees, detailing guidelines for issuance, use, and management. It covers eligibility, spending limits, restrictions on personal use, reconciliation procedures, and responsibilities for cardholders. The policy aims to ensure proper use of company credit cards for official purposes and outlines consequences for non-compliance.
Updated 17 Oct 2025
Past Due Invoice Notice Letter Template - Free Legal Template
This document is a formal notice sent to a recipient regarding an overdue invoice. It politely reminds them of an outstanding balance, specifies the amount due, and requests an update on the payment status. The notice also offers assistance if the recipient has any concerns or difficulties.
Updated 17 Oct 2025

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Templates in our curated library are professionally drafted for US or UK law. The wider library comes from the GitLaw community and public sources - a solid starting point, but check any template fits your situation before you rely on it.

Mostly US and UK law. Some templates use general commercial terms that work across jurisdictions, and many note which law they're written for.

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