Financial
Create paperwork for your financial transactions and do your tax planning with these downloadable legal forms for buyers and sellers, lenders and borrowers.
- Buy contracts, agreements and security documents for lending, borrowing and collecting money.
- Find templates by country, or generic forms that can be used in many areas.
- Download documents and information to help you manage debt and accounts receivable.
- Protect your assets and lower your taxes with effective tax planning strategies.
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Multistate Adjustable Rate Mortgage Rider | USA
This free Adjustable Rate Rider (1 Year Treasury Index - Rate Caps) is used to adjust the interest rate and monthly payments under the mortgage note.
- Once it's been signed, the Rider will form part of the mortgage, deed of trust or security deed.
- The borrower agrees that the interest rate may change once in each 12-month period.
- The new rate will be based on a weekly average yield on US Treasury securities adjusted over a 1-year maturity.
- The interest rate will not increase or decrease more than the percentage amount stated in the Rider.
- This Rider is for mortgages on single-family homes.
- Fannie Mae/Freddie Mac Form 3108 USA Multistate Adjustable Rate Mortgage Rider is a free MS Word document from freddiemac.com.
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Multistate Biweekly Payment Rider | USA
Attach the Multistate Biweekly Payment Rider (Fixed Rate) to the mortgage document when a borrower wants to make the mortgage payments every two weeks instead of monthly.
- The Rider will become part of the mortgage or deed of trust and supplements the provisions of the loan document.
- The form sets out the amount of the biweekly payment, and the late charge that will be paid if a payment is not made in full when it is due.
- This Rider is for fixed rate mortgages on single-family homes in the United States.
- Download a free copy of the Fannie Mae/Freddie Mac Form 3177 Multistate Biweekly Payment Rider (Fixed Rate).
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Multistate Condominium Mortgage Rider | USA
The USA Multistate Condominium Mortgage Rider should be attached to mortgage documents for single family condominiums.
- The Rider will become part of the mortgage or deed of trust and supplements the provisions of the loan document.
- The borrower agrees to perform all of the obligations under the Declaration, bylaws, and other documents governing the condominium property.
- The owners' association must maintain blanket property insurance and public liability insurance on the condominium project.
- Free downloadable Form 3140 from FreddieMac.com.
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Multistate Fixed Rate Note (Biweekly) | USA
Prepare a Promissory Note for a mortgage loan to be paid in biweekly payments with this USA Multistate Fixed Rate Note template.
- This form can be used in most U.S. states.
- The borrower promises to pay the principal amount of the loan, plus interest and any late charges or loan fees that the lender is allowed to charge.
- Loan payments will be made every two weeks and will be applied first to late charges (if any), then to accrued interest, and the remainder to pay down the principal.
- If the borrower fails to make the payments on time, the lender has the right to terminate the bi-weekly payments and demand that the payments be made on a monthly basis instead.
- The Note can be used as security for a loan in connection with a mortgage, a deed of trust or a security deed.
- Available in MS Word format.
$6.49
Multistate Fixed Rate Note (Monthly) | USA
This Monthly Multistate Fixed Rate Note can be used to secure repayment of a mortgage almost anywhere in the United States.
- This is a promissory note. The borrower promises to repay the principal amount of the loan, plus interest at the specified rate.
- Payments will be made monthly and will be applied first to late charges (if any), then to accrued interest, and then to principal.
- The loan will accelerate if the borrower defaults, and the entire amount owing on the loan will become immediately payable, at the option of the lender.
- The Note can be used in conjunction with a mortgage, a deed of trust or a security deed.
- Available in MS Word format.
- Intended to be used onlyl within the United States.
$5.99
Multistate PUD Mortgage Rider | USA
Attach this PUD Mortgage Rider to mortgages for single family residences that are part of a planned unit development (PUD).
- The Rider will become part of the mortgage or deed of trust and supplements the provisions of the loan document.
- The borrower agrees to perform all of its obligations under the Declaration, bylaws, and other documents governing the PUD property, and to pay all dues and assessments when they become due.
- The PUD owners' association must maintain blanket property insurance and public liability insurance on the condominium project.
- If the borrower fails to pay dues and assessments when they become due, the lender may pay them, and they will form part of the debt owed by the borrower.
- Form 3150 USA Multistate Planned Unit Development (PUD) Mortgage Rider is a free download from FreddieMac.com.
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Multistate Second Home Mortgage Rider | USA
This Second Home Mortgage Rider should accompany every mortgage on a single family residence which the borrower will use only as a second home (including vacation properties).
- Once it has been signed, the Rider becomes part of the mortgage or deed of trust and amends or supplements the provision of the main document.
- The property can only be used by the borrower as a second home, for the exclusive use of the borrower.
- The property must not be used for timesharing or any other form of shared ownership arrangement, and cannot be rented out.
- Free Fannie Mae / Freddie Mac Form 3890 available in PDF format.
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Mutual Funds in Canada - What You Need to Know
How much do you know about mutual funds?
This free brochure outlines what every Canadian investor needs to know about mutual funds, such as:- the various types of funds available,
- advantages and disadvantages of each,
- how to decide which mutual funds are best for you,
- where to go for more information.
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Nebraska Contract for Deed
A Contract for Deed (also called a land contract) is a form of seller financing that gives Nebraskans who can't qualify for regular mortgage financing a chance to purchase a home.
- The buyer will pay an initial downpayment, and then pay off the balance in regular payments.
- This template contains several alternate provisions for payment options, one with a balloon payment at the end.
- There are also alternate provisions for interest or no interest (for instance, if you were carrying the balance for a family member you might choose not to charge interest).
- You can choose the appropriate clauses for payment of taxes, insurance and assessments, based on whether the purchaser or the seller will be paying those expenses.
- A contract for deed (land contract) allows many more first-time home buyers to get into the property market.
- Available in MS Word format.
- Intended to be used only in the State of Nebraska.
$17.99
Nebraska Deed of Trust
A Deed of Trust is often used instead of a mortgage when securing a loan to purchase real estate (except for agricultural land) in the State of Nebraska.
- Under the Deed of Trust, title is conveyed from the seller to a trustee (such as title company) who then holds the property as security during the term of the mortgage loan.
- If the purchaser defaults under the Deed of Trust or the note, the trustee has the power to sell the property.
- The Deed of Trust contains uniform covenants regarding loan payments, hazard insurance, realty taxes, care and maintenance of the property, protection of the lender's security, and other standard clauses.
- Available in MS Word format.
- Intended to be used only in the State of Nebraska.
$17.99
