Financial Forms

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

Financial planning documents on a desk

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.

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.

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. 

Sort by
Display per page

China Share Pledge Agreement

Pledge shares in a Chinese company as security for a debt obligation with this template Share Pledge Agreement for China.

  • The shareholder of a company pledges to a lender certain shares of stock in the company, to be held by the lender as security to ensure that the company honors its payment obligation to the lender.
  • The shareholder pledges the shares and the rights attached to the shares, including the right to receive dividends.
  • The shareholder will not transfer, assign, encumber or dispose of the shares without the lender's written consent.
  • The shareholder will pay for all of the lender's out of pocket costs and expenses, including legal fees, taxes and stamp duty.

This Share Pledge Agreement for China is provided in MS Word format, and is fully editable to meet your needs. This is an English-language form. A Chinese language version of the document may be required.

$17.99

Collateral Substitution Agreement | USA

Replace the property which is collateral for a mortgage with a different one under this Collateral Substitution Agreement.


Purpose of Agreement

This Collateral Substitution Agreement would be used by a mortgage lender in circumstances where a borrower wants to sell their mortgaged property in order to buy another property of approximately equal value.

The original real estate property is released from the mortgage, and the borrower's new property replaces the original one as collateral for the mortgage.

Original Provisions to Remain in Effect

The provisions of the original promissory note and all other loan documentation respecting the mortgage will remain in full force and effect against the borrower and the new property.

Format and Scope of Use

The Collateral Substitution Agreement is available in MS Word format and is fully editable and reusable, making it flexible and cost-effective.

This legal document is intended for use within the the United States. It does not contain any state-specific references.

$12.49

Colorado Contract for Deed

If you have a buyer for your home who can't qualify for a mortgage, you can carry all or part of the purchase price under this Contract for Deed.

  • This legal template is governed by Colorado laws.
  • A Contract for Deed is also referred to as a purchase money mortgage, owner financed mortgage, land contract, and installment agreement.
  • The buyer has possession of the property as long as he/she is not in default.
  • The seller can still sell or mortgage the property, but if the seller fails to make the mortgage payments, the buyer has the right to make them and the seller will reimburse the buyer.
  • If the buyer defaults the seller can terminate the agreement and retake possession of the property. All payments made by the buyer are forfeited.
  • Available in MS Word format.
$17.99

Colorado Deed of Trust

Secure a home loan in Colorado with this easy-to-use Deed of Trust form.


What is a deed of trust?

Colorado is a "deed of trust state". A deed of trust is a legal document that is used in real estate transactions instead of a mortgage in certain states. This allows for faster, non-judicial foreclosure if the borrower defaults.

How does a deed of trust work?

The parties to the deed of trust are (i) the borrower (the trustor), (ii) the lender (the beneficiary), and (iii) a third party trustee, who will hold title to the property as collateral until the home loan, interest and any related charges are paid in full. Colorado law requires that the trustee must be a Public Trustee.

What are the consequences for the borrower if they default?

If the borrower fails to make the loan payments on time or otherwise breaches the provisions of the Deed of Trust, the home will be foreclosed.

Contents and format of the Deed of Trust form

This template contains all the necessary standard uniform and non-uniform covenants and provisions required by State and federal laws. It is available in MS Word format and is downloadable, editable and reusable.

Legal Jurisdiction

This Deed of Trust form is intended for use only in the State of Colorado.

 

$19.99

Colorado Mortgage Promissory Note

This Colorado Mortgage Promissory Note is part of the collateral security documentation for a home loan.

  • Payments. The mortgagor will make regular payments of principal and interest until the balance is paid in full.
  • Interest is a fixed rate.
  • Acceleration. The balance owing becomes due and payable immediately if the borrower defaults in making any payment.
  • Late payments result in late charges being assessed, which are calculated as a percentage of the late payment.
  • Prepayment. The borrower may prepay the loan either with or without penalty, at the lender's discretion when writing up the Note.
  • Available in MS Word format, easy to download, fill in and print.
  • Intended to be used only in the State of Colorado.
$6.49

Commercial Loan Commitment Letter | USA

USA lenders, prepare a Commercial Loan Commitment Letter with this fully customizable template which sets out the terms of the loan and how it is to be repaid.

  • The commitment letter template includes:
    • monthly payments to be made into escrow for property taxes and hazard insurance,
    • documents and other instruments to be given by the borrower as security,
    • form and amounts of title insurance and hazard insurance required by the lender,
    • payment of closing costs by the borrower,
    • protection, preservation and maintenance of the property used as security,
    • other standard provisions.
  • This is a customizable template that can be used throughout the United States.
$17.99

Commercial Loan Proposal Letter

Looking for a business loan? Prepare a Commercial Loan Proposal Letter for a lender with this easy-to-use template.

  • You could use this template to source out a loan for expansion, research and development, enhancements to your product lines, or additional operating capital.
  • The loan proposal letter outlines the company history and background, business operations for the past few years, the company's goals and objectives, equity and growth potential.
  • A copy of the company's Business Plan should be included with your loan proposal, along with copies of the latest financial statements.
This Commercial Loan Proposal Letter is provided in MS Word format, and is fully editable to fit your circumstances.
$12.49

Confidentiality Agreement for Investors

Potential investors want to know all about your business before they decide to put money into it. Before you divulge your sensitive information, get them to sign this Confidentiality Agreement.

  • You can use this form anytime you are in discussions regarding a potential acquisition or investment in the company.
  • The Agreement template includes a no solicitation clause, under which the investor agrees not to solicit either your customers or employees.
  • This is a generic legal form that can be used anywhere.
  • Don't risk the loss of trade secrets or proprietary information. Download the Investor Confidentiality Agreement for your business.
  • Available in MS Word format.
$12.49

Connecticut Contract for Deed

If you are selling a real estate property in Connecticut, you can assist the buyer by carrying part or all of the purchase price with this Contract for Deed (or purchase money mortgage).

  • Under the terms of this Contract, the seller effectively becomes the mortgage lender for the balance of the purchase money.
  • Title will transfer to the buyer once payment in full of all principal and interest has been received by the seller.
  • The seller has the right to take back the property if the buyer defaults in payment.
  • At the seller's option, the balance can be repaid by monthly payments with or without interest until paid, or monthly payments with interest for a fixed number of payments with a balloon payment at the end to pay out the balance.
  • Available in MS Word format, fully editable to fit your exact circumstances.
  • Intended to be used only in the State of Connecticut.
$17.99

Connecticut Open End Mortgage Deed

Grant a mortgage over a residential property with this Connecticut Open End Mortgage form.

  • The mortgage form contains both uniform (multistate) covenants and non-uniform covenants for acceleration, release / satisfaction, waiver of homestead exemption, and future advance, pursuant to Connecticut laws.
  • The mortgage is being granted to the lender as additional security for a mortgage loan, plus any additional prepayment or late payment charges, plus interest on all of the indebtedness.
  • This mortgage form is a downloadable and fully editable legal template in MS Word format.
  • Intended to be used only in the State of Connecticut.
$17.99