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.

Advanced Subscription Agreement (public)
This Advance Subscription Agreement (ASA) is designed for companies seeking investment before a fixed valuation can be established. An investor provides funds in exchange for equity (shares) to be issued at a future date, typically upon the company's next priced funding round or a specified longstop date. It clarifies that an ASA is not a loan and does not accrue interest.
Updated 17 Oct 2025
General
Individual Form - Tax Information by BVCA
This document is a self-certification form for individuals to declare their tax residency status. It is used by financial institutions to comply with the OECD Common Reporting Standard (CRS) for the automatic exchange of financial account information. The form requires the Account Holder to provide personal details and Taxpayer Identification Numbers (TINs) for all countries where they are resident for tax purposes.
Updated 17 Oct 2025
Delaware (US)
Model PIPE Form of Pre-Funded Warrant (US Issuer) (NVCA)
Updated 17 Oct 2025
General Power of Attorney - Free Legal Template
This General Power of Attorney grants broad authority to an appointed agent to act on behalf of the principal in various matters, including real estate, personal property, banking, legal, and tax transactions. It is a durable power of attorney, meaning it remains effective even if the principal becomes incapacitated, and outlines conditions for its termination.
Updated 17 Oct 2025
California (US)
Payment Plan Agreement Made Easy: Free Template for Structured Payments
This Payment Plan Agreement outlines the terms for a Debtor to repay an outstanding debt to a Creditor. It specifies an initial payment, a schedule for monthly installments, and the accepted 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
This document is an application form designed for individuals to apply for a credit account. It collects personal, employment, and credit history details from the applicant, along with preferences for the credit account. The form also includes a certification and authorization section for the applicant to agree to credit checks, and a dedicated section for the financial institution's internal processing and decision-making.
Updated 17 Oct 2025
Offer to non-priority creditor - letter by Citizens Advice
This document is a letter from an individual to a non-priority creditor, such as a bank, explaining their inability to maintain current monthly payments due to illness and unemployment. It proposes a revised payment plan based on a financial statement and requests the creditor to freeze interest and charges.
Updated 17 Oct 2025
Conditional Sale Agreement
This Conditional Sale Agreement outlines the terms for a buyer to purchase an item from a seller, where the transfer of title is contingent upon the buyer making all required payments. It details the sales price, applicable taxes, finance charges, and payment schedule, including a down payment and installments. The agreement also specifies that the full balance becomes due if payments default for a certain period, making the buyer responsible for the seller's legal fees.
Updated 17 Oct 2025
Essential Company Credit Card Policy Template - Free Download for Financial Integrity
This document outlines a company's credit card policy for its employees. It details eligibility, usage limits, restrictions, statement reconciliation, and procedures for lost cards and termination. The policy ensures proper use of company credit cards for official purposes and specifies consequences for non-compliance.
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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