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.
Sort by
Display per page
USA Partial Assignment of Balloon Mortgage and Note
Transfer a portion of your interest in a balloon mortgage to another party with this easy-to-use Partial Assignment of Balloon Mortgage Note.
- The assignment can be used throughout the United States.
- The assignor gives representations to the assignee regarding the principal amount owing, the interest rate, and the amount of the monthly payments.
- The partial interest is being transferred to the assignee until a certain amount has been paid by the borrower, after which the assignee will transfer full interest back to the assignor.
To download the Partial Assignment form, just add it to your shopping cart and click on the Checkout button.
$6.29
USA Partial Assignment of Deed of Trust
USA lenders can assign part of an interest in a Deed of Trust and the accompanying promissory note to another party with this easy-to-use Partial Assignment.
- The assignor's representations include the principal amount owing, the interest rate, and the amount of the monthly payments.
- The partial interest is being transferred to the assignee until a certain amount has been paid by the borrower, after which the assignee will transfer full interest back to the assignor.
- This form is only for use in the United States.
You can download the Partial Assignment form just as soon as your purchase goes through. Use it as often as you require.
$6.29
USA Pledge of Security Collateral to Promissory Note
USA lenders who require additional collateral security can have their customers sign this Pledge of Security form as part of the loan documentation package.
- The borrower agrees to pledge personal property for the lender to hold as collateral security to ensure repayment of a loan under a promissory note.
- If the borrower defaults in payment, the lender has all the rights and remedies of a secured party under the Uniform Commercial Code, and has the right to sell, lease or dispose of the property as it sees fit.
- Once you have purchased the form, you can customize it for your business and use it over and over. There are no additional licensing or restocking fees.
If you lend money, you should have this Pledge of Security form on hand for your loans officers. Purchase, download, fill in, print and get a signature - it's easy.
$12.49
USA Pledge of Shares of Stock
Obtain a pledge of shares of stock as security for a loan - have the borrower sign this downloadable form which can be used anywhere in the United States.
- The shares will be held by the lender as security for repayment of a promissory note.
- The lender has the authority to direct the company who issued the shares to transfer ownership on the books of the company into the lender's name.
- The lender agrees not to sell or encumber the shares, or collect dividends on them.
- The borrower will continue to vote the shares as long as he/she is not in default under the Note.
- Once the debt is repaid, the shares will be transferred back to the borrower.
$12.49
USA Purchase Agreement for Contract for Deed
Sell your interest in a Contract for Deed (installment land contract) with this Partial Purchase Agreement for U.S. real estate properties.
- The buyer agrees to purchase the interest without recourse as to the borrower's future financial performance.
- The buyer will be entitled to a specified number of installment payments, following which the interest will revert back to the seller.
- The seller's liability is limited to the seller's residual interest in the Contract.
- The agreement is conditional upon the buyer obtaining adequate funds to finance the purchase.
- If the seller cancels the agreement prior to closing, the seller must pay a cancellation fee, plus any costs incurred by the buyer.
- The seller indemnifies the buyer against any liability or expense arising from any inaccuracy or breach of any of the seller's representations or warranties.
Transferring your interest in the Contract for Deed could be a good tax planning move. Download the Purchase Agreement template in MS Word.
$29.99
USA Purchase Agreement for Deed of Trust
Mortgage lenders, sell your interest in a Deed of Trust and underlying promissory note with this template Purchase Agreement.
- The buyer is purchasing the interest without recourse.
- The seller is entitled to keep any payments received under the Deed of Trust until the agreement becomes effective. These payments will be deducted from the purchase price.
- The agreement is conditioned upon the buyer obtaining adequate financing to complete the purchase.
- If the seller does not go through with the deal, the seller must pay a cancellation fee as well as the buyer's costs.
- The seller indemnifies the buyer against any liability or expense arising from any inaccuracy or breach of any warranty or representation.
- The parties acknowledge that the buyer has no fiduciary obligation to the seller and is acting as an independent investor.
- The Agreement can be used throughout the United States.
To obtain the Purchase Agreement template, add it to your cart, check out and download the form.
$29.99
USA Satisfaction of Mortgage
USA property owners, record a Satisfaction of Mortgage with the county office when your mortgage has been paid in full.
- The document states that the mortgage is satisfied and cancelled.
- Filing a Satisfaction of Mortgage will discharge the mortgage from the title deed to your property.
- Check with your mortgage lender - they may have a form that they require you to use.
$0.00
USA Subordination Agreement
Allow a second mortgage priority over an existing mortgage under this Subordination Agreement template.
- This legal form is governed by United States laws.
- The first mortgagee agrees to subordinate its security interest on the owner's property to a second loan and allow the second loan to take priority until it is paid off.
- The first mortgage will remain as a lien and charge on the property.
- The second lender will notify the mortgagee of any default by the owner in payment on the second loan.
You can download this USA Subordination Agreement immediately after you purchase it.
$12.49
USA Warranty Bill of Sale for Boat or Motor
When you're buying a boat or boat motor, you can't transfer ownership to your name unless you get a Bill of Sale from the seller.
This USA Warranty Bill of Sale contains several warranties and representations from the seller:- that the seller owns the boat and has the right to sell it,
- that the boat is free of encumbrances or security registrations except those that the seller has already disclosed and the buyer has agreed to assume,
- the boat/engine has been inspected and is in good condition,
- that the sale price for the boat is reasonable as of the date of the sale,
- that the seller believes the buyer to be of legal age.
Download the USA Warranty Bill of Sale for Boat or Motor, have the seller sign it and get it notarized so you can take ownership and get out there and enjoy your new boat!
$6.29
Utah Contract for Deed
If you are selling property in Utah to a buyer who can't qualify for a mortgage, you can carry all or part 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 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.
- Intended to be used only in the State of Utah.
.
$17.99