Templates · Finance & Legal
Finance & Legal forms.
50 ready-made finance & legal forms. Open one to see every question, use it, and change anything before you publish.
- 50 templates
- Free to use on every plan
- Opens in the builder, ready to change
- 01One page · 35
- 02One question at a time · 14
- 03Chat · 1
From Finance & Legal
Donation Form — filled in.
One of the forms here, answered the way your respondents will, and landing as a row in your board.
01Opened from the link
02Answered, question by question
03Sent
04A new row in your board
50 templates
Every finance & legal form.
Your name*
Your nameEmail address*
Email addressDonation type*
Option oneOption twoDonation Form
Collect one-time or recurring donations with dedications, anonymity, and built-in payment.
7 questionsOne pageTakes payment
Employee name*
Employee nameWork email*
Work emailDate of expense*
Pick a dateExpense Reimbursement Request
Let employees submit expenses with receipts, category, and approver details for a clean finance workflow.
9 questionsOne page
Requested by*
Requested byDepartment*
Choose oneFiscal period*
Choose oneBudget Request
A structured internal form for requesting budget — amount, justification, and expected outcomes in one place.
9 questionsOne page
Legal entity name*
Legal entity nameTrade name (if different)
Trade name (if different)Entity type*
Choose oneVendor Tax Information
Collect the tax and entity details you need from vendors before payments can be released.
7 questionsOne page
Your name*
Your nameYour email*
Your emailCounterparty*
CounterpartyContract Intake
Route new contract requests to legal with the counterparty, type, value, and timeline they need to prioritize.
10 questionsOne page
Full name*
Full nameEmail address*
Email addressPhone number*
Phone numberInsurance Claim
A guided three-step claim form — claimant details, what happened, and the documentation to support it.
14 questionsOne question at a time
Requested by*
Requested byDepartment*
Choose oneItem or service*
Item or servicePurchase Approval Request
An internal form for requesting spend approval — what, from whom, for how much, and why.
9 questionsOne page
Your name*
Your nameEmail address*
Email addressCompany / organization (if any)
Company / organization (if any)Legal Consultation Request
Let clients request a consultation with the matter type, a brief description, and conflict-check details.
8 questionsOne page
Full legal name*
Full legal nameDate of birth*
Pick a dateMobile number*
Mobile numberPersonal Loan Application
Let borrowers apply for a personal loan with income details, document uploads, and a signed credit-check consent.
18 questionsOne question at a time
Legal business name*
Legal business nameEntity type*
Choose oneTax / business registration number*
Tax / business registration numberTrade Credit Application
Screen B2B customers for net-30 terms with trade references, financials, and a signed personal guarantee.
16 questionsOne question at a time
Your name*
Your nameEmail address*
Email addressPhone number*
Phone numberMortgage Pre-Qualification
Give home buyers an instant pre-qual pipeline: budget, down payment, and a soft credit-pull consent.
17 questionsOne question at a time
Full legal name*
Full legal nameDate of birth*
Pick a dateEmail address*
Email addressTax Preparation Client Intake
Collect everything your tax preparer needs before the first meeting — filing status, income sources, and documents.
18 questionsOne question at a time
Your name*
Your nameEmail address*
Email addressWhich quarter is this for?*
Pick a quarterQuarterly Estimated Tax Organizer
A freelancer-friendly organizer for quarterly estimates: pick the quarter, log income and deductions, attach receipts.
8 questionsOne page
Business name*
Business nameEntity type*
Choose oneIndustry*
Choose oneBookkeeping Client Onboarding
Onboard new bookkeeping clients with their entity details, software stack, account list, and volume estimates.
15 questionsOne question at a time
Your name*
Your nameEmail address*
Email addressPhone number*
Phone numberFinancial Advisor Consultation Booking
Let prospects book a slot with an advisor and pre-qualify themselves before the call.
10 questionsOne page
First — which age range are you in?*
Choose oneWhen will you need most of this money?*
Choose oneYour portfolio falls 20% in a month. What do you do?*
Investment Risk Profile Quiz
A conversational risk-tolerance assessment that scores clients from conservative to aggressive.
12 questionsChat
Full legal name*
Full legal nameDate of birth*
Pick a dateNationality*
Choose oneKYC Identity Verification
Verify customer identity remotely with ID upload, a live selfie, and source-of-funds declarations.
14 questionsOne page
Account holder name*
Account holder nameEmail address*
Email addressBilling address*
Street addressCityPostcodeDirect Debit / Autopay Mandate
Collect signed authorization to debit a customer's bank account on a recurring schedule — bank details, frequency, and the mandate terms that make it stick.
11 questionsOne page
Requester name*
Requester nameDepartment / cost center*
Department / cost centerBeneficiary name*
Beneficiary nameWire Transfer Request
An internal request form for outgoing wires — beneficiary bank details, amount and currency, value date, and the supporting invoice attached.
14 questionsOne page
Company name*
Company nameContact name*
Contact nameEmail address*
Email addressInvoice Dispute Form
Let customers formally contest an invoice line-by-line — disputed items, evidence, and the resolution they want — so AR can settle disputes fast.
12 questionsOne page
Your name*
Your nameEmail address*
Email addressAccount or invoice number*
Account or invoice numberPayment Plan / Hardship Request
Let customers in arrears propose an installment plan they can actually afford — amount, schedule, context, and a signed agreement to the terms.
12 questionsOne page
Account holder name*
Account holder nameDate of birth*
Pick a dateAccount / policy number*
Account / policy numberBeneficiary Designation
Update account or policy beneficiaries — primary and contingent, with percentage allocations that must total 100%.
8 questionsOne page
Employee name*
Employee nameEmployee ID*
Employee IDEmail address*
Email addressStock Option Exercise Notice
Notify the company you're exercising vested options — grant details, quantity, exercise method, tax acknowledgment, and signature.
12 questionsOne page
Investor name*
Investor nameEmail address*
Email addressCountry of residence*
Choose oneAccredited Investor Self-Certification
Gate your fund or deal room with a signed accreditation declaration — qualification basis, regulatory disclosure, and optional verification documents.
12 questionsOne page
Shareholder name*
Shareholder nameFolio / shareholder ID*
Folio / shareholder IDEmail address*
Email addressShareholder Proxy Voting Form
Collect shareholder votes on meeting resolutions — For, Against, or Abstain — with proxy appointment and attendance RSVP, ahead of the general meeting.
8 questionsOne page
Your name*
Your nameEmail address*
Email addressPhone number*
Phone numberInsurance Quote Request
A lead-gen quote form that routes personal and business coverage inquiries — coverage type, amount, renewal timing, and campaign attribution built in.
10 questionsOne page
Legal entity name*
Legal entity nameCountry of registration*
Choose oneCompany registration number*
Company registration numberVendor Onboarding Form
Collect everything procurement needs to set up a new supplier — company details, tax and banking information, insurance certificates, and signed vendor terms.
18 questionsOne question at a time
Your name*
Your nameWork email*
Work emailEmployee ID*
Employee IDExpense Policy Attestation
Have employees confirm they have read and understood the expense policy — version, key rules, and a signed attestation before they submit their first claim.
13 questionsOne page
Organization name*
Organization nameGrant reference number*
Grant reference numberProject title*
Project titleGrant Expenditure Report
Periodic reporting back to funders — grant reference, reporting period, line-item spend against budget categories, narrative, and supporting receipts.
13 questionsOne page
Requester name*
Requester nameWork email*
Work emailDepartment / business unit*
Department / business unitInternal Audit Request
Let business units request internal audit coverage — scope, systems or processes in scope, urgency, and the concern or trigger driving the request.
13 questionsOne page
Legal name*
Legal nameEntity type*
Choose oneTax year*
Pick a yearTax Document Collection
Collect tax forms and identification from contractors, vendors, or investors — entity type, tax year, required documents, and secure upload.
13 questionsOne page
Account holder name*
Account holder nameAccount email*
Account emailAccount or subscription ID*
Account or subscription IDSubscription Billing Change
Let customers request a plan change, seat adjustment, or cancellation — account reference, desired change, effective date, and reason for retention teams.
12 questionsOne page
Your company name*
Your company nameContact name*
Contact nameEmail address*
Email addressAccounts Payable Inquiry
A vendor-facing form to ask about invoice status, payment timing, or remittance details — structured so AP can resolve inquiries without email back-and-forth.
15 questionsOne page
Your name*
Your nameEmail address*
Email addressPhone number*
Phone numberFinancial Hardship Application
Let customers or members apply for temporary financial relief — hardship type, income and obligations, requested assistance, and supporting documentation.
18 questionsOne question at a time
Claimant name*
Claimant nameEmail address*
Email addressPhone number*
Phone numberInsurance Claim Follow-Up
Check in on an open claim — policy and claim numbers, what you need from the adjuster, and any new documents to upload.
12 questionsOne page
Requester name*
Requester nameEmail address*
Email addressPhone number
Phone numberCredit Memo Request
Request a credit against an issued invoice — original billing details, the amount to credit, reason, and supporting documentation.
11 questionsOne page
Prepared by*
Prepared byDepartment / entity*
Department / entityReport as-of date*
Pick a dateTreasury Cash Position Report
A structured daily or weekly cash snapshot — bank balances by account, restricted cash, variance notes, and treasury sign-off.
14 questionsOne question at a time
Certifier name*
Certifier nameEmail address*
Email addressPhone number*
Phone numberCompliance Certification Form
An officer or authorized signatory certifies compliance with a named framework — scope, effective period, attestation, and optional evidence.
16 questionsOne question at a time
Paying company / entity*
Paying company / entityVendor name*
Vendor nameVendor ID (if known)
Vendor ID (if known)Vendor Payment Remittance Advice
Tell a vendor which invoices a payment covers — amount, date, reference, and a contact for reconciliation questions.
12 questionsOne page
Employee name*
Employee nameWork email address*
Work email addressEmployee ID*
Employee IDExpense Receipt Submission
Employees submit out-of-pocket expenses for reimbursement — date, category, amount, business purpose, and the receipt attached.
11 questionsOne page
Your name*
Your nameEmail address*
Email addressPhone number*
Phone numberFinancial Statement Request
Request official account statements for a defined period — identity verification, delivery preference, and authorization to release records.
16 questionsOne question at a time
Borrower name*
Borrower nameEmail address*
Email addressPhone number*
Phone numberLoan Forbearance Request
Borrowers request temporary payment relief — hardship context, the forbearance window they need, supporting documents, and a signed acknowledgment.
16 questionsOne question at a time
Instruction reference*
Instruction referenceAuthorized submitter*
Authorized submitterContact email*
Contact emailEscrow Instruction Form
Issue formal escrow instructions to your agent — parties, amount, release conditions, and the signed authorization that binds the arrangement.
12 questionsOne page
Shareholder name*
Shareholder nameFolio / account number*
Folio / account numberEmail address*
Email addressDividend Reinvestment Election
Let shareholders choose how future dividends are paid — full reinvestment, cash, or a partial split — with a signed election that sticks until changed.
10 questionsOne page
Requester name*
Requester nameEmail address*
Email addressCompany / entity name*
Company / entity nameBoard Resolution Intake
Route proposed board resolutions through legal — resolution type, draft text, supporting documents, and the meeting context needed to get it on the agenda.
10 questionsOne page
Filing coordinator*
Filing coordinatorCoordinator email*
Coordinator emailReporting entity*
Reporting entityRegulatory Filing Preparation
Kick off a regulatory filing with the regulator, deadline, filing period, responsible owners, and the draft documents that need final review.
14 questionsOne question at a time
Requester name*
Requester nameDepartment / cost center*
Department / cost centerAsset description*
Asset descriptionAsset Disposal Request
Request approval to retire, sell, or write off a fixed asset — book value, disposal method, buyer details, and the business case finance needs to sign off.
12 questionsOne page
Requester name*
Requester nameEmail address*
Email addressFrom entity*
From entityIntercompany Transfer Request
Move funds between group entities with the from/to parties, amount, purpose, GL coding, and supporting documentation treasury needs to post it.
11 questionsOne page
Assessor name*
Assessor nameEmail address*
Email addressEntity / business unit*
Entity / business unitFinancial Controls Self-Assessment
Periodic attestation of key financial controls — rate each control area, flag gaps, propose remediation, and sign off for the reporting period.
11 questionsOne question at a time
- Submit anonymously
Your name
Your nameContact email (optional)
Contact email (optional)Whistleblower Finance Report
Confidential channel for reporting financial misconduct — concern type, what happened, evidence, and optional contact details if you want follow-up.
13 questionsOne page
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