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
  • Free to edit with AI
  • No account needed to browse

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.

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 initial payment, subsequent installment amounts, and the schedule for repayment. The agreement also details the consequences if the Debtor fails to meet the agreed-upon payment schedule.
Updated 17 Oct 2025
Earnest Money Agreement
This Earnest Money Agreement outlines the terms for a buyer to provide a deposit to an earnest money holder, reserving the right to purchase a specified property from a seller. It details the payment schedule, the responsibilities of each party for fees, and the conditions under which the earnest money may be forfeited as liquidated damages.
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, detailing its commitment to preventing the use of its assets for corruption, irregularities, or money laundering. It defines money laundering, establishes compliance procedures, and outlines reporting responsibilities for employees and stakeholders. The policy aims to ensure financial processes comply with AML laws.
Updated 17 Oct 2025
User-Friendly Credit Account Application Form: Get Approved Faster
This document is an application form designed for individuals to apply for a credit account with a financial institution. It collects personal, employment, and credit history information from the applicant, as well as preferences for the credit account. The form also includes a certification and authorization section, and a dedicated section for the financial institution's internal use to process and track the application.
Updated 17 Oct 2025
Oklahoma (US)
Invoice Template - Free template for businesses
This document is a template for creating a detailed invoice. It includes sections for an invoice number, recipient and payer details, and an itemized list of goods with quantities, prices, and totals. The template also provides fields for subtotal, sales tax, and overall invoice total, along with contact information for inquiries.
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 details the outstanding balance and lists the past due invoice(s), requesting an update on the payment status. The notice also offers assistance if the recipient has any concerns or issues regarding the payment.
Updated 17 Oct 2025
Credit Account Application Form - Free Legal Template
This document is an application form for individuals seeking to open a credit account. It gathers essential personal, employment, and financial history details, including previous addresses and income sources. The template also includes sections for credit account preferences, a certification and authorization statement, and a dedicated 'For Office Use Only' section for internal processing by the financial institution.
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 if the recipient has any concerns or has already processed the payment.
Updated 17 Oct 2025
General
General Power of Attorney - Free Legal Template
This General Power of Attorney template allows an individual (the Principal) to grant broad authority to another person (the Agent) to manage their affairs. The Agent is empowered to act on the Principal's behalf in various matters, including real property, personal property, banking, legal, tax, governmental benefits, estate, insurance, healthcare billing, and business operating transactions. The document specifies the durability of the power and conditions for its termination.
Updated 17 Oct 2025
User-Friendly Credit Account Application Form: Get Approved Faster
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. It 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

Browse other categories

Commercial law
4k documents
Contract law
3k documents
Dispute resolution
2k documents
Employment
2k documents
Corporate
1k documents
IP
1k documents
Data Protection & Privacy
1k documents
Technology
1k documents
Property
1k documents

Frequently asked questions

A template isn't binding on its own - like any contract, it becomes binding once it's properly completed and signed. Templates in our curated library are professionally drafted for US or UK law; review any template before you sign it.

Yes. Chat with GitLaw to edit any section, or make changes directly in the editor.

Yes, read about team plans here.

Describe what you need in the chat and GitLaw will draft it for you.

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.

It depends on the situation. Templates work well for routine business agreements. For anything involving significant money, complex IP, employment, or areas you're unsure about, it's worth getting professional advice before you sign. GitLaw provides templates and tools, not legal advice.

Open any template in GitLaw and describe the change you want in the chat — 'make clause 4 mutual' or 'add a 30-day notice period', for example. GitLaw drafts the revised language and shows it as a suggested edit. You accept, reject, or keep editing from there.

Yes. Upload a Word, PDF, or Markdown file and GitLaw will open it in the editor. You can review, edit, or chat with GitLaw about it the same way you would with any template from the library.

Trusted by 5,000+ businesses

Nexus logoMlabs logoTechstars logo

From template to signed, in one place

Every template opens in an editor with an AI agent alongside it.

1

Open

Pick a template and open it. Nothing to download, and no credit card to start.

Free to open

2

Edit with AI

Describe your situation in chat and the agent adapts the wording, clause by clause.

Tracked changes you can review

3

Send and sign

Share it for negotiation, then collect signatures without leaving GitLaw.

eSign included

Built for your legal work,
with practicing lawyers

Trained on 5,500+ clauses and specialist areas of law. Built with a standards committee of independent lawyers.

5.0 out of 5 on Google

Read reviews

As seen in

Law360
Artificial Lawyer
Insider
Axios Pro
San Francisco Business Times
Built In
Startups Magazine
Business Reporter
Tech.eu

Ready to get started?

No sales calls, no credit card. Just chat with GitLaw.

GitLaw provides templates and tools, not legal advice. Templates are a starting point, not a substitute for advice on your situation - for anything significant, speak to a qualified lawyer.