Financial Forms

Set up a Qualified Settlement Funds Trust under U.S. bankruptcy laws with this downloadable template.

• This is an irrevocable trust that cannot be revoked once it is established.
• A QSF trust is created under Section 468B of the Internal Revenue Code, following the filing of a Chapter 11 bankruptcy petition by a debtor.
• A trustee is appointed to hold the assets and proceeds of the debtor until such time as the trustee settles with the creditors.
• This form of trust allows the debtor to liquidate appreciated assets, pay the proceeds into trust for the benefit of the creditors and take a current income tax deduction for the payment.
• Available in MS Word format.
• Governed by the laws of the United States.

Sell furniture, equipment and other chattels with this Quitclaim Bill of Sale form.

• The chattels are being sold to the buyer subject to any existing liens or encumbrances.
• The seller does not give any warranties with respect to the items being sold.
• The goods are being sold AS IS, WHERE IS.
• A Quitclaim Bill of Sale is used to transfer a number of items, often as part of a larger transaction, such as the sale of a business.

You can download the Quitclaim Bill of Sale form, print it, fill it in and sign it in just a few minutes.

Prepare a Real Estate Investment Management Agreement with this easy-to-use template for the USA.

• The two parties to the Agreement are a real estate investment trust which holds a variety of mortgages, properties and investments, and a management firm which will manage the assets and investment portfolio.
• The management firm will be responsible for purchasing loans, investing funds, loan servicing, underwriting, appraisals, and other administrative duties.
• The Agreement is not State-specific and can be used throughout the United States.
• Available as a downloadable MS Word document, fully editable to meet your specific needs.

Did you know that if you have an auto accident and your insurance company negotiates a settlement with the other party, they may still have the right to take legal action against you? Protect yourself with this Release and Reservation of Rights form.

• You should get this release signed at the same time that the insurer pays out the settlement to the other party.
• The releasing party acknowledges that they are accepting the settlement payment as a full settlement of all claims.
• The releasing party releases and indemnifies you and your insurance company from any further claims, damages, and actions arising out of the automobile accident.
• The releasing party reserves their right to make a claim against any other person.
• The Release and Reservation of Rights form is available as a MS Word download. Other formats available on request.

Renounce your interest in a fixture which was used as collateral for a loan or credit facility with this easy-to-use form for Canadian lenders.

• This form of notice is given by a secured party to give up its security interest in a defaulting debtor's fixture after the outstanding debt has been paid by another party who also has an interest in the fixture (such as a landlord).
• This form can be used in any Canadian province or territory.
• The form is a downloadable Microsoft Word document.

Renounce your rights in assets you used as collateral for a loan with this Renunciation of Rights in Collateral form, for use in Canada.

• The Notice is given by a defaulting debtor to the lender who has a security interest in the assets..
• The debtor renounces all rights it has in the collateral, and turns the collateral over to the lender, as secured party.
• This form can be used in any Canadian province or territory.
• The Canada Renunciation of Rights in Collateral template is a downloadable Microsoft Word document.

Request a credit reference for a new corporate customer with this easy-to-use template form.

• The form consists of a cover letter to a supplier that already provides credit facilities to the customer and an information sheet to be filled in by the supplier and returned to you.
• Ask for credit references from several suppliers which already deal with your customer.
• The responses you receive will help you determine what the creditworthiness of the customer is, and decide whether or not to extend credit facilities.
• You can re-use the Request for Credit Reference form, edit it as you like, and tailor it for your business.
• This generic MS Word template can be used anywhere.

Sign up a client for your accounting services with this easy-to-use Retainer Agreement template.

• The Retainer Agreement contains standard terms such as:
  • The services to be provided by the accountant.
  • The accountant's billing rate and terms of payment.
  • Independent contractor provision which clarifies that the accountant is not an employee of the client.
  • Prevailing party clause to cover recovery of legal fees in the event of legal action by either party.
• The accountant is responsible for paying his/her own taxes.
• This is a generic contract template which can be used practically anywhere.
• Available in MS Word format and fully customizable.

Worried about saving enough for your retirement? Learn how to identify and take advantage of the best ways to save for your retirement with this guide for Canadians.

Topics include:

• dynamics of financial planning,
• determining personal goals,
• sources of retirement income,
• tax consequences,
• preparation and implementation of a specific plan of action,
• alternative strategies in the event of a shortfall.

Retirement Planning Strategies for Canadians is provided by Chimo Financial Services. This guide is intended for Canadian citizens, whether they live in or outside of Canada.

Provide revolving credit facilities to a corporate borrower under the terms of this Revolving Loan Agreement.

• This is a digital template for lenders in the United States.
• The Loan Agreement allows the borrower to borrow and reborrow funds up to a specified maximum amount.
• The borrower grants the lender a security interest in all of the borrower's assets and proceeds.
• Interest is computed daily and is payable monthly on the last day of the month.
• The loan may be paid out in whole or in part at any time without penalty.
• Available as a downloadable and fully editable MS Word document.