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Our financial legal forms deal with all sorts of financial situations, from credit card situations to trusts to collections to loans. Peruse through our legal documents to find the right financial form for your situation. We have plenty of forms, including declarations of trust, revocations of trust, cardholder’s inquiries, promissory notes, collection demand letters, installment notes and more…

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Assignment Of Life Insurance Policy As Collateral (word)

What is the Assignment Of Life Insurance Policy As Collateral form?

This legal form, the Assignment of Life Insurance Policy as Collateral form, allows an individual to assign a life insurance policy as a guarantee for any loans he may have. In other words, if the assignor defaults on a loan, the assignee may accept the life insurance policy as payment for the aforementioned obligations.

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Key features of the Assignment of Life Insurance Policy as Collateral form:

• Ready-made legal document assigning a life insurance policy as collateral for a loan. All you need to do is fill in names and life insurance policy numbers.

Price: $5.99

Collection Demand Letter (word)

What is the Collection Demand Letter?

This Collection Demand Letter is useful for business or individuals who need to collect an overdue debt owed to them for products or services. This form makes a formal request for payment and is formatted in a letter-type outline, which gives it a stern appearance. The form is editable and easy to understand. Simply fill out the name and address of the debtor and the amount owed and you’re good to go!

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Key features of the Collection Demand Letter:

• Perfectly formatted collection letter – you just have to fill in the blanks.


• Saves you money and time from having to write it yourself.

Price: $5.99

Collection Demand Letter (pdf)

Don’t want to write your own debt collection letter? Download one from downloadform.com!

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Price: $2.99

Assignment Of Life Insurance Policy As Collateral (pdf)

Need to assign your life insurance policy as collateral? Download all the legal forms you need, including an Assignment of Life Insurance Policy as Collateral form, at downloadable form.com.

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Agreement with Accountant (word)

What is the Agreement with Accountant form?

This legal form is an agreement between a company or individual and a freelance accountant (an independent contractor). The contract outlines accounting services to be performed as well as compensation to be received by the accountant. See below to download this editable legal form.

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Key features of the Agreement with Accountant form:

• Easily understandable and editable contract between an accountant and a client.


• Use it as a template or simply fill in the blanks to have your own contract in minutes!

Price: $5.99

Agreement with Accountant (pdf)

Get an agreement with accountant. We have all the financial legal forms you need.

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Cardholder’s Inquiry Concerning Billing Error (word)

What is the Cardholder’s Inquiry Concerning Billing Error?

The Cardholder’s Inquiring Concerning Billing Error is exactly what it sounds like – it’s a legal document that allows a concerned cardholder to notify a credit card company that there seems to be a mistake on the bill or statement.

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Key features of this legal form:

• Pre-written document that allows you to inquire about a billing error. All you have to do is fill in your name, address and account number and then briefly describe the error.

Price: $5.99

Assignment of Savings Account (word)

What is the Assignment of Savings Account form?

This legal form allows an individual to transfer a savings account or to authorize someone to withdraw money from his savings account. The form asks you to fill out the exact amount to be transferred, as well as the remaining balance of the account. Once this information is filled out and validated, most financial institutions will accept the form.

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Key features of this legal form:

• Already written form that allows an individual to transfer a savings account to someone else and/or authorize someone else to withdraw from it.


• One page that is easy to understand, edit and fill out.

Price: $5.99

Assignment of Savings Account (pdf)

Need to transfer your savings account? Download an Assignment of Savings Account form at downloadform.com.

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Cardholder’s Inquiry Concerning Billing Error (pdf)

Noticed a billing error on your credit card statement? Download our Cardholder’s Inquiring form on downloadableform.com

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Declaration of Life Insurance Trust (word)

What is the Declaration of Life Insurance Trust?

This legal form is a declaration of a person’s life insurance trust and its transfer to the trustee upon the person’s death. The form is considered an irrevocable trust. It is four pages long and consists of

What is the Declaration of Life Insurance Trust?

A life insurance trust is a trust that is arranged for the purpose of owning a life insurance policy. Typically, if the insured person is the owner of the life insurance policy, the policy will be subject to estate tax when he dies. However, if he transfers ownership of his life insurance policy to a life insurance trust, the proceeds of the policy will be exempt from estate taxes. This legal form is a declaration of a person’s life insurance trust and its transfer to the trustee. The life insurance trust is always considered an irrevocable trust, which means that once the terms of the trust are established, they can never be changed or annulled.

This particular 4-page form is easy to fill out and contains the standard provisions for managing a life insurance trust.

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Key features of the Declaration of Life Insurance Trust:

• Allows you to declare your life insurance trust, which will potentially save your family hundreds of thousands of dollars in estate taxes


• All you have to do is fill in the blanks and file the form!

Price: $5.99

Cardholder’s Report of a Stolen Credit Card (word)

What is the Cardholder’s Report of a Stolen Credit Card?

This legal form is designed for use by anyone who has had his or her credit card stolen. The form simply requires you to fill in a few blanks and briefly describe the situation to the credit card company. The benefit of this form is that it saves you from having to pay a professional to write it for you. Additionally, the credit card company will be grateful for the form because they will have a written report that will allow them to understand the situation further.

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Key features of this legal document:

• Authorizes the credit card company to take any action necessary to avoid illegal use of the card.


• Provides you with a pre-written report that you can keep for your records and the credit company can keep for theirs.


• Saves you time and money from having to hire a professional firm to write it or having to write it yourself.

Price: $5.99

Cardholder's Report of a Stolen Credit Card (pdf)

Was your credit card stolen? You may want to send a report to your credit card company. Download a cardholders report from downloadable forms.com

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Declaration of Life Insurance Trust (pdf)

Need to set up a life insurance trust? Download our Declaration of Life Insurance Trust form!

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