Archive for the 'Financial Forms' Category

STOCK REDEMPTION AGREEMENT

STOCK REDEMPTION AGREEMENT
THIS AGREEMENT, made and entered into this _____(1)______ day of ______(2)
_____, _____(3)______, is by and between _______(4)_________, hereinafter referred to as the
“Seller”, and _______(5)_________, hereinafter referred to as the “Purchaser”.
W I T N E S S E T H:
WHEREAS, the Seller is the owner and holder of record of ____(6)____ (______) shares
of the […]

STOCK PURCHASE AGREEMENT

STOCK PURCHASE AGREEMENT
THIS AGREEMENT is made and entered into this _________(1)_________ day of
________(2)_______, ________(3)___________, by and between _________(4)_________,
(hereinafter referred to as “Seller”) and ________(5)___________, (hereinafter referred to as
“Purchaser”);
W I T N E S S E T H:
WHEREAS, the Seller is the record owner and holder of the issued and outstanding
shares of the capital stock of […]

CONTRACT WITH STOCK BROKER

This agreement dated __________(1)___________, is made By and Between
___________(2)____________, whose address is ____________(3)______________, referred
to as “Owner”, AND ____________(4)_________, whose address is ________(5)__________,
referred to as “Broker.”
1. Employment of Broker. Owner authorizes the broker to act on Owner’s behalf and as
attorney-in-fact to buy, sell and trade in stocks, bonds and other securities and/or commodities
and/or contracts relating to […]

RECEIPT FOR NON-REFUNDABLE DEPOSIT

RECEIPT FOR NON-REFUNDABLE DEPOSIT
Received of ________(1)___________, hereinafter referred to as “Buyer”, the sum of
___________(2)________ ($_____________) as NON-REFUNDABLE DEPOSIT toward the
purchase of ________(3)________ to be sold to Buyer by ________(4)_________, hereinafter
referred to as “Seller”, owner of said property, on or before the __________(5)_________ day of
______(6)________, ____(7)_______, for a total price of ($_____________(8)_____________),
this NON-REFUNDABLE DEPOSIT being a […]

ASSIGNMENT OF LIFE INSURANCE POLICY AS COLLATERAL

ASSIGNMENT OF LIFE INSURANCE POLICY AS COLLATERAL
1. Assignment. For value received, _______(1)_______, of _________(2)
___________, assignor, hereby assigns, transfers, and delivers to _________(3)___________,
of _________(4)_________, assignee, __(5)__ successors or assigns, policy No. __(6)___,
issued by ________(7)_________, insurer, and any supplementary
contract issued in connection therewith on the life of ______(8)_________, of ________(9)
__________, and all my right, title, and interest […]

INSTALLMENT NOTE

INSTALLMENT NOTE
$____________(1)_____________ Date: ______(2)_______
I promise to pay the sum of ____________(3)_____________
($___________________) to the order of ________(4)_________ at ________(5)
______________ in the following manner:
The sum of $_________________(6)____________ on the (7)_____ day of ____(8)
______, _____(9)_____; and the sum of $_____(10)_____ on the __(11)__ of each month
thereafter until the entire amount is repaid, said sum including interest at the […]

COLLECTION DEMAND LETTER

COLLECTION DEMAND LETTER
__________(1)__________
__________(2)__________
__________(3)__________
__________(4)__________
Attention: __________(5)__________
This is to advise you that you are in default under the terms of the promissory note dated
__________(6)__________, for failure to make the payments due thereunder on __________(7)
__________.
The total amount due for those payments is $____________(8)_____________. It is
imperative that full payment be received on or before ten (10) days form the date […]

CARDHOLDER’S REPORT OF STOLEN CREDIT CARD

CARDHOLDER’S REPORT OF STOLEN CREDIT CARD
TO: __________(1)_____________
__________(2)_____________
Since receiving the ___________(3)_____________ issued under the number
__________(4)___________, it has been stolen. The card was stolen on or about _____(5)
______, ____(6)_.
The card was stolen under the following circumstances:
(Describe Situation)
I notified ____________(7)_______________ by telephone of the theft of the card on
________(8)____________, ____(9)_.
You are hereby authorized to take all steps necessary […]

CARDHOLDER’S REPORT OF LOST CREDIT CARD

CARDHOLDER’S REPORT OF LOST CREDIT CARD
TO: __________(1)_____________
__________(2)_____________
Since receiving the ___________(3)_____________ issued under the number
__________(4)___________, it has been lost. I lost the card on or about _______(5)
__________, ____(6)_.
The card was lost under the following circumstances:
(Describe Situation)
I notified ___________(7)________________ by telephone of the loss of the card on
________(8)___________, _____(9)_.
You are hereby authorized to take all steps necessary […]

CARDHOLDER’S INQUIRY CONCERNING BILLING ERROR

CARDHOLDER’S INQUIRY CONCERNING BILLING ERROR
TO: ____________(1)____________
____________(2)____________
Name of cardholder: ______________(3)_________________
Cardholder’s address: ____________(4)_________________
Credit Card account Number: _________(5)______________
On the periodic billing statement dated _____(6)_______, ____(7)_, for the abovenumbered
credit card account, I determined there was a billing error; specifically:
(DESCRIBE ERROR)
It is my belief that the posting of such debit is incorrect because:
(DISCUSS REASON)
Please be advised that the billing error […]

ASSIGNMENT OF SAVINGS ACCOUNT

ASSIGNMENT OF SAVINGS ACCOUNT
For value received, I, __________(1)___________, of ________(2)___________,
transfer and assign to ______(3)________, of _______(4)_____________, as assignee, savings
account No. _____(5)_____, in my name with ___________(6)__________, and all moneys due
or to become due thereunder. I authorize _______(7)_____________ to pay over to assignee
this sum out of moneys deposited in my name in the above-mentioned account.
I warrant […]

AGREEMENT WITH ACCOUNTANT

AGREEMENT WITH ACCOUNTANT
This agreement dated __________(1)___________, is made By and Between
___________(2)______________, whose address is ____________(3)______________,
referred to as “Client”, AND ____________(4)_________, whose address is ________(5)
__________,
referred to as “Accountant.”
1. Parties to This Agreement. The Client, in order to properly conduct its business,
employs the Accountant. The Accountant is duly licensed by the laws of this state and engaged
in […]