Financial
Create paperwork for your financial transactions and do your tax planning with these downloadable legal documents from MegaDox.com.
- Download customizable and reusable templates for lending, borrowing, and collecting 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.
Browse through our catalog of professionally prepared documents.
Access a comprehensive library of professional, well-written documents that are affordable, reusable, and fully editable.
These forms are not AI-generated. They were prepared and vetted by financial professionals.
MegaDox.com offers instant access and flexible purchasing options.
- Instantly download forms that can be easily customized to fit your specific requirements.
- There is no subscription required—pay as you go, purchase only the documents you need when you need them.
- All forms are reusable. Buy once, use as often as required.
- Monthly, half-yearly, and annual subscription options are available on request.
Sort by
Display per page
USA Assignment of Deed of Trust and Note
Assign your interest in a Deed of Trust to another party with this downloadable Assignment of Deed of Trust and Note.
- The assignor gives representations to the assignee regarding the principal amount owing, the interest rate, and the amount of the monthly payments.
- The assignment pertains to the entire unpaid balance under the promissory note.
- This digital template can be used in any U.S. state.
Download the Assignment of Deed of Trust form immediately after purchasing it. Use it as often as you like - no additional licensing fees required.
$6.29
USA Assignment of Mortgage
U.S. lenders can assign an interest in a mortgage to another party with this easy-to-use Assignment of Mortgage form.
- The assignor transfers all of its right, title and interest in and to the mortgage (including the debt and promissory note secured by the mortgage) to the assignee.
- The assignor warrants that no other party holds an interest in the mortgage.
- The assignment form can be used anywhere in the United States.
Add the Assignment of Mortgage form to your cart and pay for it via our secure checkout. You can then download the digital file.
$6.29
USA Assignment of Rents and Repurchase Agreement
Prepare an Assignment of Rents and Repurchase Agreement as security for a loan with this easy-to-use template form for the United States.
- The borrower (assignor) assigns to the lender the rents due under a lease on a property owned by the borrower, to secure repayment of a loan advanced from the lender.
- The borrower guarantees payment under the terms of the lease, and on default by the tenant, agrees to repurchase the rights assigned to the lender by paying the total unpaid balance of rental payments.
- Buy the form once, use as often as required.
$12.49
USA Bill of Sale for Contribution to Capital
Prepare a Bill of Sale for a capital contribution from a shareholder with this template form under United States tax laws.
- The Bill of Sale documents the transfer of an asset from a shareholder to a corporation in exchange for shares.
- The transfer is intended to be deemed a contribution of capital to the corporation, under Section 351 of the Internal Revenue Code.
- The USA Bill of Sale for Contribution to Capital can be downloaded to your DEVICE and opened with Microsoft Word. Save it and use it as often as you like.
$2.29
USA Convertible Note
Induce an investor to inject capital into a US company by offering a Convertible Note as security for repayment of the investment.
- All amounts due will become immediately due and payable upon any default by the borrower (Obligor).
- The indebtedness under the Note will be subordinated to all other indebtedness of the Obligor.
- The holder of the Note may at any time prior to maturity of the Note, convert all or any part of the outstanding indebtedness into shares in the capital of the Obligor.
- Prior to an initial public offering by the Obligor, the entire outstanding balance will be automatically converted into shares.
- The conversion price will be adjusted to protect the rights of the holder on the occurrence of a stock split, dividend, recapitalization, merger, consolidation or similar transaction.
$29.99
USA Convertible Note Purchase Agreement
Do you hold a Convertible Note as security for a US investment? Sell all or part of the Note with this Convertible Note Purchase Agreement.
- The seller agrees to waive any claim for accrued but unpaid interest.
- The seller agrees not to convert any portion of the Note prior to closing the sale.
- As of the date of the agreement, the seller has no claims against the issuer of the Note, and vice versa.
- The issuing company represents that no event of default has occurred or is likely to occur.
$17.99
USA Debt Collection Agreement
Work out a debt repayment arrangement with a debtor under the terms of this USA Debt Collection Agreement.
- The creditor agrees to accept payment of an outstanding debt from a debtor (customer) through regular monthly payments.
- The debtor must also sign a promissory note to secure the outstanding balance.
- As long as the debtor continues to make the payments on time, the creditor agrees not to take any legal action against the debtor.
Getting paid over time is always preferable to starting a lawsuit. Give your overdue customers another option with the USA Debt Collection Agreement.
$12.49
USA Demand Promissory Note
Before you lend someone money, even if it's someone you know really well, you should have them sign a promissory note - like this downloadable Demand Promissory Note form.
- This is a simple form of Note that can be used throughout the United States.
- The note is payable on demand.
- The debt can be prepaid at any time without any prepayment penalty being charged.
- Simple interest is charged on the outstanding balance.
A Promissory Note is exactly what it sounds like - a promise to pay - and it's enforceable in court. Download the form right after you purchase it.
$2.29
USA Environmental Indemnity Agreement
Any commercial loan transaction which uses business property as security should require an Environmental Indemnity from the borrower, like this template for lenders in the USA.
- The indemnity specifically covers the real property which the borrower is mortgaging as security for repayment of the loan.
- The borrower indemnifies the lender against any claims for environmental contamination of or damage to the property or from any violation of federal, state or local environmental regulations.
- The liability of the borrower as indemnitor will survive the repayment of the loan in perpetuity.
- The form can be used anywhere in the United States.
Protect against expensive and onerous legal claims. Download the Environmental Indemnity Agreement for your loans officers.
$29.99
USA Finder's Fee Agreement for Identifying Potential Financings
Hire an agent to find potential investors or purchasers with this Finder's Fee Agreement for US based businesses.
- The parties to the Agreement are (i) a company looking for a source of financial backing and (ii) an agent who will introduce the company to potential investors or acquirers to complete a financing with the company.
- The definition of a financing includes acquisition or disposition of an interest in the company, equity investment, loans or other credit transactions, or acquisition by a publicly traded company.
- The agent will receive a finder's fee for each financing consummated by the company. The finder's fee will be paid in cash from the proceeds of the financing.
- If the financing is completed in several stages, the agent will be paid in portions corresponding to the stages of payments.
- The client will indemnify the agent against any claims arising as a result of material misrepresentation by the client of any of its corporate information.
Download the Finder's Fee Agreement and hire a professional to identify financing opportunities for your company.
$17.99