Financial Forms
Create paperwork for your financial transactions and do your tax planning with these downloadable document templates.

Download customizable and reusable templates for lending, borrowing, collecting and investing money.
- We offer easy-to-use documents and information to help you manage your debt, accounts payable and receivables.
- Protect your assets and lower your taxes with effective tax planning strategies.
- Download template mortgages, bills of sale, loan agreements, promissory notes, and supporting documentation.
- Find information and forms to help you with retirement and succession planning.
Jurisdictions Covered
MegaDox.com carries financial contracts, forms and documents for buyers and sellers, lenders and borrowers in various countries, including Canada, the United States, Australia, United Kingdom, New Zealand, Mexico, China and India.
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Browse through our catalog of professionally prepared document templates.
Access a comprehensive library of well-written, financial documents that were written and reviewed by human reviewers who are legal and financial professionals.
Oklahoma Contract for Deed
If you are selling a real estate property in Oklahoma, you can assist the buyer by carrying part or all of the purchase price with this Contract for Deed.
- A contract for deed (or purchase money mortgage) allows a buyer to pay over time, with the seller carrying the balance until the last payment is made.
- The buyer can take possession and live in the home but doesn't own it. Once the price is paid in full, including any agreed interest, the seller conveys title to the buyer.
- You can only use the land contract for selling a property that has a home on it. You can't use this contract to sell bare land.
- If the buyer defaults under the contract, the seller has the right to repossess the property and keep all payments made as liquidated damages.
- The template includes a Lead Paint Disclosure, as required by federal laws.
- Intended for use only in the State of Oklahoma.
Oklahoma Mortgage
Place a mortgage on a residential property with this Oklahoma fixed rate mortgage form.
- The mortgage form contains both uniform (multistate) covenants and non-uniform covenants for foreclosure, discharge of the mortgage when paid in full, and a waiver of homestead exemption pursuant to Oklahoma law.
- The mortgage secures the lender's position in connection with a loan and a promissory note signed by the borrower.
- This is a downloadable and fully editable legal template for single family dwellings.
- This is a standard legal form template in MS Word format.
- Intended for use in the State of Oklahoma.
Ontario Assignment of Debt and Security
Assign your interest in a debt and its underlying security with this Assignment of Debt and Security form for the Province of Ontario.
- The assignor (creditor) holds a security interest over the property and assets of a debtor as security for a loan.
- The assignor assigns and transfers the security interest to another party who is purchasing all of the assignor's interest in the debt and the security.
- This type of assignment is often part of a sale of a business that extends credit to its customers.
- The form is available as a downloadable and fully editable MS Word document.
- Intended to be used only in the Province of Ontario, Canada.
Ontario Bill of Sale for Boat
If you're buying a boat or boat motor in Ontario, be sure you get this Bill of Sale signed by the seller.
- You will need the bill of sale to transfer ownership from the seller to you.
- With this form, the seller represents that there are no security registrations registered against the vessel except any that have already been disclosed to you and that you agree to assume.
- The seller doesn't give any warranties with respect to the boat and/or motor.
- Buy the Bill of Sale form, print it and take it with you when you go to pay the seller.
- Intended for use only for transactions in the Province of Ontario, Canada.
Ontario Equitable Mortgage
Prepare an Equitable Mortgage between the owners of a property and a lender with this template form for Ontario.
- The mortgage is security for a loan from the lender to the borrowers.
- The borrowers agree that if they default in repayment of the debt, they will either register a conventional mortgage against the property or sell the property and use the proceeds to pay off the debt.
- The lender has the option to accelerate the loan upon default by the borrowers.
- This legal form template is available in MS Word format.
- Intended only for use in the Province of Ontario, Canada.
Ontario Form 2 Charge / Mortgage of Land
Register a mortgage or other charge against land in the Province of Ontario by filing this Form 2 Charge / Mortgage of Land.
- This is a free fill-in PDF form. Download it, fill it in and file it with the Land Title Office.
- Governed by the Ontario Land Registration Reform Act.
- Available directly from the Province of Ontario website.
Ontario General Assignment of Rents
This General Assignment of Rents template gives lenders in Ontario a means of additional security for the repayment of a corporate borrower's debt.
Assignment of Rents, Income, and Revenue
Under the terms of this Assignment, the borrower (debtor) assigns to the lender all rents, income, and revenue generated from a mortgaged property. This assignment acts as security for a loan or line of credit that the lender is advancing to the borrower.
Borrower’s Restrictions and Continuing Rights
The borrower agrees not to accept prepayment of the rents. Furthermore, the borrower cannot further assign or encumber the rents or the leases in any way. However, unless the borrower is in default under the Assignment, they may continue to collect the rents as usual.
Default and Lender’s Remedies
If the borrower defaults under the terms of the Assignment, any rents must be paid directly to the lender. At this point, the lender has the right to enter the mortgaged property, collect the rent, enforce the terms of the lease, or maintain the property as necessary.
Additional Information
This template is available in Microsoft Word format and is intended solely for use within the Province of Ontario, Canada.
Ontario General Security Agreement
Ontario lenders, prepare a General Security Agreement with this comprehensive template form.
- The borrower grants the lender a security interest in all of the borrower's present and future personal property including inventory, equipment, accounts and book debts, and all proceeds therefrom.
- The interest is being granted to the lender as security for loan financing, operating lines, or other credit facilities advanced by the lender to the borrower.
- The Security Agreement is governed by the Ontario Personal Property Security Act.
- This document is available as a fully editable MS Word template form.
Ontario Investor Share Subscription
This Share Subscription form is for investors wishing to purchase securities offered by an Ontario issuing corporation in a private placement of shares.
- The investor must be purchasing the shares for their own behalf and not for someone else.
- The form is only for Ontario residents.
- This form of Subscription should be used only by close friends or business associates of a principal or promoter of the issuing corporation.
- The Ontario Investor Share Subscription is part of the required documentation for any private securities offering.
- Available in MS Word format.
Ontario Loan Agreement for Non-Revolving Bridge Financing
Prepare a Loan Agreement for a non-revolving loan for bridge financing with this downloadable template for Ontario.
- This type of loan agreement is typically used for construction projects.
- Advances will be made as and when needed, up to a maximum amount.
- Interest will be calculated daily based on the principal balance outstanding, not compounded.
- Principal may be repaid at any time with no prepayment penalty.
- All outstanding principal and interest becomes due upon completion of the project.
- This legal contract template is available as a downloadable and fully editable MS Word template.
- Intended for use only in the Province of Ontario, Canada.
