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.

India
Assignment of a Debt Due for a Consideration (India).docx
This document formalizes the transfer of a debt from an existing creditor to a new party in exchange for a specified payment. It establishes the assignee's right to collect the principal sum and interest directly from the debtor.
Updated 13 Aug 2026
India
Acknowledgment by Endorsement on the Promissory Note (India).docx
This template provides a formal structure for a debtor or guarantor to acknowledge their debt and interest obligations by endorsing a Promissory Note. It records the specific amount repaid and the remaining balance under Indian law.
Updated 13 Aug 2026
India
LOAN AGREEMENT WITH BANK
This loan agreement establishes the terms for a bank to provide a cash credit account and overdraft facility to a business owner. It outlines interest rates, mortgage security over a specific property, and a one-year renewable term.
Updated 13 Aug 2026
India
Loan Agreement with Security (India).docx
This document is a loan agreement with security for use in India between a Lender and a Borrower. It outlines the terms for principal repayment, interest calculation, and the creation of a security interest to protect the Lender's capital.
Updated 13 Aug 2026
India
Loan Agreement
This loan agreement establishes the terms for an interest-free personal loan between two individuals who have a pre-existing relationship. It outlines the specific loan amount in Rupees, the repayment period in years, and the borrower's personal guarantee to return the funds in installments.
Updated 13 Aug 2026
India
Mortgage Stay (India).docx
This legal template is an application to the court for a stay of proceedings in a mortgage suit within the Indian judicial system. It allows a defendant to request a temporary halt to a mortgage case, typically pending the resolution of related disputes or procedural requirements.
Updated 13 Aug 2026
Investor Rights Agreement (US)
Investor Rights Agreement for US seed and early-stage venture financing
Updated 8 May 2026
US
Promissory Note (US)
This promissory note is a business-to-business agreement for the repayment of a loan with options for secured or unsecured terms. It includes provisions for interest rates, repayment schedules (single payment, installments, or balloon), and default remedies like acceleration.
Updated 13 Aug 2026
US
LPA Insert Language Regarding CFIUS (Updated July 2020) (NVCA)
These model clauses for a Limited Partnership Agreement (LPA) manage risks related to the Committee on Foreign Investment in the United States (CFIUS). They allow a General Partner to restrict the rights of foreign investors to ensure the fund does not qualify as a foreign person under the Defense Production Act.
Updated 13 Aug 2026
US
Model PIPE Form of Common Warrant (US Issuer) (NVCA)
This template provides a standard instrument for a US corporation to grant an investor the right to purchase common stock at a set price. It includes sophisticated provisions for cashless exercise, anti-dilution adjustments, and a 4.99% or 9.99% beneficial ownership cap.
Updated 13 Aug 2026

Browse other categories

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

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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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