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.

  • 227 templates
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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.

England & Wales
Ending a hire purchase or a conditional sale agreement - letter by Citizens Advice
This template is a letter for a consumer to formally terminate a hire purchase or conditional sale agreement. It cites sections 99(1) and 100 of the Consumer Credit Act, outlining the consumer's right to terminate and the calculation of liability. The letter requests arrangements for returning goods and confirmation of any outstanding payments.
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 details the outstanding balance and specific invoice numbers, requesting prompt payment or communication to resolve any issues. The notice aims to remind the recipient of their financial obligation while maintaining a professional relationship.
Updated 17 Oct 2025
Credit Account Application Form - Free Legal Template
This document is an application form designed for individuals to apply for a credit account with a financial institution. It systematically gathers essential personal, employment, and financial history details from the applicant, including information about their credit history and preferences for the new account. The form also features a section for internal office use to manage the application process, verification, and decision-making.
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 outstanding balance on their account. It details the total overdue amount and lists specific past due invoices, requesting an update on the payment status. The notice also offers assistance for any issues encountered and expresses appreciation for prompt attention.
Updated 17 Oct 2025
General Power of Attorney - Free Legal Template
This document is a General Power of Attorney, a legal instrument that 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 and personal property, banking, legal, tax, governmental benefits, estate, insurance, healthcare billing, and business operating transactions. The power is durable, meaning it remains effective even if the Principal becomes legally incapacitated.
Updated 17 Oct 2025
Investors’ Rights Agreement (Updated October 2024) (NVCA)
This Investors' Rights Agreement template defines the key rights of investors in a company, including access to financial information, the ability to register their shares for public sale, and the right to participate in future equity financings. It also sets out various company covenants, such as maintaining D&O insurance and anti-harassment policies, to protect investor interests.
Updated 17 Oct 2025
General Power of Attorney - Free legal template
This General Power of Attorney template allows an individual, referred to as the Principal, to formally appoint an Agent to manage their affairs. It grants the Agent broad authority across various domains, including real and personal property transactions, banking, legal matters, tax affairs, and business operations. The document also outlines provisions for its durability, termination conditions, and revocation.
Updated 17 Oct 2025
General Power of Attorney - Free Legal Template
This General Power of Attorney allows a Principal to appoint an Agent to act on their behalf in a wide range of personal and financial matters. It grants broad authority, including real estate, banking, legal, and business operating transactions, and specifies the conditions for its durability and termination.
Updated 17 Oct 2025
Navigate Payment Delays with Confidence: Download Our Free Past Due Invoice Notice Letter Template
This document is a formal notice sent to a recipient regarding an overdue invoice. It politely reminds them of an outstanding balance, details the specific invoice(s) that are past due, and requests an update on the payment status. It also offers assistance for any issues encountered.
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 outlines the outstanding balance and specific past-due invoices, requesting an update or payment. The notice also offers assistance for any payment-related issues and expresses appreciation for the business relationship.
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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