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.

Security Agreement
This Security Agreement template outlines the terms under which a Debtor grants a Secured Party a security interest in specific property, referred to as "The Property," to secure a monetary payment. It details the Debtor's responsibilities for maintaining and not misusing the collateral, and specifies conditions under which the Secured Party can claim the property.
Updated 17 Oct 2025
Model PIPE Securities Purchase Agreement (FPI) (NVCA)
This is a model Securities Purchase Agreement for a Private Investment in Public Equity (PIPE) transaction. It details the terms under which a company, often a foreign private issuer, sells various securities (such as ordinary shares, ADSs, preferred shares, and warrants) to investors in a private placement, relying on exemptions from securities registration. The agreement includes extensive representations, warranties, and covenants from both parties, along with provisions for closing and compliance with U.S. securities regulations.
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. It collects essential personal, employment, and credit history information from the applicant. The form also includes sections for credit account preferences, a certification and authorization statement, and a dedicated section for internal office use by the financial institution.
Updated 17 Oct 2025
Essential Company Credit Card Policy Template - Free Download for Financial Integrity
This document outlines a company credit card policy for employees, detailing guidelines for issuance, usage, payment, security, and termination of company credit cards. It specifies eligibility, spending limits, restrictions on personal use, and procedures for reconciling expenditures and reporting lost cards. The policy aims to ensure responsible and compliant use of company credit cards for official business.
Updated 17 Oct 2025
Holding letter for joint account - ask creditors to hold off by Citizens Advice
This document is a holding letter for individuals with a joint account who are experiencing financial difficulties. It is addressed to a creditor, requesting a temporary hold on account action and a freeze on interest and charges due to an inability to make monthly payments. The letter explains the reason for the hardship and seeks cooperation while the individuals gather information from all creditors.
Updated 17 Oct 2025
Credit Account Application Form by EasyLegalDocs
This document is an application form designed for individuals to apply for a credit account. It collects personal, employment, and credit history information from the applicant, and includes sections for credit account preferences and a certification of accuracy. The template also features a dedicated section for internal office use to process the application, verify details, and record the decision.
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 a specified debt to a Creditor. It details the initial payment, subsequent installment amounts, payment schedule, and acceptable payment methods. The agreement also includes provisions for acceleration upon breach and specifies the governing law.
Updated 17 Oct 2025

Browse other categories

Commercial law
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Employment
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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.

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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.

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.

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