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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Nova Scotia Section 85 Asset Rollover Agreement
Exchange assets for common shares with this Nova Scotia Section 85 Asset Rollover Agreement template.
- The transaction is a rollover made pursuant to the Nova Scotia Companies Act and s. 85(1) of the Income Tax Act (Canada).
- The parties to the transaction are a company and a shareholder. The shareholder transfers the assets to the company in return for common shares.
- Section 109(2) of the Companies Act requires the parties to execute a contract in this form prior to the issuance of the common shares.
- This Section 85 Asset Rollover Agreement is a downloadable template in MS Word format.
- Intended for use only in the Province of Nova Scotia, Canada.
$6.29
Occupancy Declaration | Canada
Canadian mortgage lenders require mortgagors to provide a Declaration of Occupancy as part of the documentation for a residential mortgage loan.
- The purchasers declare that they do or will occupy the property as their principal residence and will not turn it into a rental property.
- The mortgage lender will require this Declaration as evidence that the purchasers plan to live on the property, as a condition of granting the mortgage.
- This form can be used in any Canadian province or territory.
- This is a free digital download.
$0.00
Offer to Purchase Undivided Interest in Syndicated Mortgage | Canada
Prepare an Offer to Purchase Undivided Interest in Property under a syndicated mortgage with this template form for Canada.
- The offer is made by an investor who wants to purchase an undivided interest in a syndicated mortgage investment.
- The offer contains representations and warranties given by each party.
- The purchaser, as a co-owner of the lands, directors that title be held in trust by the trustee appointed under the Co-ownership Agreement made among all the co-owners.
- The purchaser grants the vendor an unconditional irrevocable option to repurchase the interest for the purchase price.
- This legal form template is downloadable and editable.
- Intended for use only in Canada.
$17.99
Offering Memorandum for Limited Partnership Units | Canada
You can do a private placement of limited partnership units as a tax shelter under the provisions of this Offering Memorandum for Sale of Limited Partnership Units.
- The investment will qualify as a tax shelter, in accordance with the Income Tax Act (Canada).
- Any investment in the units should be considered as very risky, and should only be undertaken by investors who are financially able to risk losing their entire investment.
- The offering is made pursuant to certain exemptions under the applicable securities legislation in the jurisdictions in which the shares are being offered for sale.
- There are certain restrictions on the resale or transfer of the securities.
- The template contains a section on income tax consequences of investing in a tax shelter investment under the shelter provisions of the Income Tax Act.
- Available in MS Word format.
$29.99
Ohio Installment Land Contract
An Installment Land Contract is used when you want to sell a property in Ohio and you plan to finance the purchase by allowing the buyer to pay the purchase price over time.
- An installment contract is also called a Contract for Deed, because at the end of the contract when the buyer has paid all of the amounts due under the contract, the seller transfers the title deed to the buyer.
- This type of contract is often used when selling property to a family member.
- You can only use the land contract for selling a property that has a home built on it, or a mobile home which is attached to the property. You can't use this contract to sell bare land.
- If the buyer fails to keep up the payments or does not perform any of its other obligations, the seller can repossess the property and keep all payments made as liquidated damages.
- The template includes a Lead Paint Disclosure, as required by federal laws.
- Intended to be used only in the State of Ohio.
$17.99
Ohio Residential Mortgage Form
Write up a Residential Mortgage to secure repayment of a home purchase loan with this fully editable template for Ohio mortgage lenders.
- Mortgage payments will be made in regular periodic instalments of blended principal and interest.
- Unpaid interest becomes part of the principal and bears interest at the mortgage rate.
- The mortgagor must pay all taxes and levies assessed against the property.
- The mortgagor must keep the property insured in an amount and to an extent approved by the mortgagee.
- Contains an acceleration upon default provision, which states that if the mortgagor defaults in any of its obligations, the entire amount of the indebtedness will become immediately due and payable, and the lender may foreclose and sell the property.
- Available as a downloadable MS Word template.
- Intended to be used only in the State of Ohio.
$19.99
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.
$17.99
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.
$17.99
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.
$8.99
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.
$6.29
