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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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.

Delaware (US)
Model PIPE Form of Common Warrant (US Issuer) (NVCA)
This is a model form of a common stock warrant, typically used in Private Investment in Public Equity (PIPE) financings. It grants the holder the right to purchase a specified number of common shares from the issuing company at a predetermined exercise price. The document includes detailed provisions for issuance, transfer, exercise, adjustments for corporate events, and limitations on exercise.
Updated 17 Oct 2025
Singapore
Pro Rata Side Letter (Singapore) by Y Combinator
This Pro Rata Agreement grants an investor the right to purchase a pro rata share of Standard Preference Shares in a future equity financing round. This right is connected to an initial investment made through a Simple Agreement for Future Equity (SAFE) and allows the investor to maintain their ownership percentage.
Updated 17 Oct 2025
Payment Plan Agreement - Free Legal Template
This Payment Plan Agreement outlines the terms for a Debtor to repay an outstanding debt to a Creditor. It specifies the initial payment, subsequent monthly installment amounts, and acceptable payment methods. The agreement also details the consequences of a breach, including the acceleration of the entire outstanding debt.
Updated 17 Oct 2025
Credit Account Application Form - Free Legal Template
This document is an application form for opening a credit account. It collects personal, employment, and credit history information from an applicant, along with their preferences for the credit account. The form also includes a certification and authorization section for the applicant, and a dedicated section for the financial institution's internal use to process and track the application.
Updated 17 Oct 2025
California (US)
Payment Plan Agreement - Free Legal Template
This Payment Plan Agreement outlines the terms for a Debtor to repay an outstanding debt to a Creditor. It specifies the total debt amount, initial payment, and a schedule for monthly installments without interest. The agreement also details payment methods, warranties, and provisions for acceleration of the debt if the Debtor breaches the payment schedule.
Updated 17 Oct 2025
Entity Form - Tax Information by BVCA
This document is a tax residency self-certification form designed to collect essential information from an Account Holder. It enables financial institutions to comply with international tax reporting requirements under the OECD Common Reporting Standard (CRS) and the Foreign Account Tax Compliance Act (FATCA). The form requests details about the Account Holder's tax residency, Taxpayer Identification Numbers (TINs), and their status as a Financial Institution or Non-Financial Entity.
Updated 17 Oct 2025
Anti-Money Laundering Policy - Free Template for your Businesses
This document outlines an Anti-Money Laundering (AML) Policy for a company, emphasizing its commitment to legal, ethical, and transparent operations. It details the company's responsibility to prevent its assets and resources from being used for corruption, irregularities, or money laundering. The policy establishes procedures for detecting, identifying, and reporting suspicious financial activities and transactions to ensure compliance with anti-money laundering laws.
Updated 17 Oct 2025
General Power of Attorney - Free Legal Template
This document is a General Power of Attorney, which grants an Agent broad authority to act on behalf of the Principal in various personal and financial matters. It outlines specific powers related to real estate, banking, legal, tax, and business transactions. The template also details conditions for the Power of Attorney's durability, termination, and revocation.
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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