Custom Document Generator for Banking Templates - USA

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Key Requirements PROMPT example:

Financing Agreement

I need a financing agreement for a $2M loan with 8% interest rate, monthly repayments over 5 years, and standard security provisions including personal guarantees.

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Promissory Note

Use this template to create a Promissory Note that complies with United States federal law

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Credit Agreement

Use this template to create a Credit Agreement that complies with United States federal law

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Credit Policy

Use this template to create a Credit Policy that complies with United States federal law

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Bank Guarantee

Use this template to create a Bank Guarantee that complies with United States federal law

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Deposit Agreement

Use this template to create a Deposit Agreement that complies with United States federal law

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Authorization Letter

Use this template to create a Authorization Letter that complies with United States federal law

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Account Agreement

Use this template to create a Account Agreement that complies with United States federal law

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Deferral Agreement

Use this template to create a Deferral Agreement that complies with United States federal law

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Hypothecation Agreement

Use this template to create a Hypothecation Agreement that complies with United States federal law

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Guarantor Agreement

Use this template to create a Guarantor Agreement that complies with United States federal law

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Deposit Form

Use this template to create a Deposit Form that complies with United States federal law

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Forbearance Agreement

Use this template to create a Forbearance Agreement that complies with United States federal law

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Installment Agreement

Use this template to create a Installment Agreement that complies with United States federal law

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Intercreditor Agreement

Use this template to create a Intercreditor Agreement that complies with United States federal law

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Loan Agreement

Use this template to create a Loan Agreement that complies with United States federal law

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Letter of Authority

Use this template to create a Letter of Authority that complies with United States federal law

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Payment Plan Agreement

Use this template to create a Payment Plan Agreement that complies with United States federal law

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Guarantee Agreement

Use this template to create a Guarantee Agreement that complies with United States federal law

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Payment Agreement

Use this template to create a Payment Agreement that complies with United States federal law

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Find the exact document you need

Global Collateral Account Control Agreement

A US-governed agreement establishing control rights over global collateral accounts between account holders, secured parties, and securities intermediaries.

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Funds Availability Disclosure

A federally mandated disclosure document (U.S.) explaining when deposited funds become available for withdrawal at a financial institution.

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Funds Availability Policy Disclosure

A U.S. regulatory document outlining when deposited funds become available for withdrawal, as required by Regulation CC.

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Fine Print Checking Account Agreement

A U.S.-governed agreement establishing terms and conditions between a financial institution and account holder for checking account services.

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Fbo Account Agreement

A U.S.-compliant agreement establishing the terms and conditions for managing funds held by a financial institution on behalf of third-party beneficiaries.

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Collateral Account Agreement

A U.S. law-governed agreement establishing control and security interest over a deposit or securities account pledged as collateral.

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Collateral Account Control Agreement

A U.S.-law governed agreement establishing control rights over an account as collateral for a secured obligation.

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Client Account Agreement

A U.S.-governed agreement establishing the terms and conditions between a financial institution and its client for account services and operations.

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Checking Agreement

A U.S.-governed contract between a financial institution and account holder establishing terms and conditions for operating a checking account.

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Checking Account Disclosures

A U.S. regulatory-compliant document outlining the terms, conditions, and features of a checking account as required by federal banking laws.

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Checking Account Agreement

A U.S.-governed agreement establishing the terms and conditions between a financial institution and customer for maintaining a checking account.

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Certificate Of Deposit Agreement

A U.S.-governed agreement between a financial institution and depositor establishing terms for a certificate of deposit account.

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Cash Account Management Agreement

A U.S.-governed agreement establishing terms and conditions for managing cash accounts between financial institutions and account holders.

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Bookkeeping Agreement

A U.S. contract establishing terms for professional bookkeeping services between a service provider and client.

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Bookkeeping Agreement Letter

A U.S.-compliant formal agreement establishing the terms and conditions between a bookkeeper and client for professional bookkeeping services.

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Bookkeeping Contracts

A U.S.-compliant legal agreement establishing terms and conditions for professional bookkeeping services.

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Bookkeeper Contractor Agreement

A U.S.-governed contract defining the terms between a business and independent bookkeeper contractor.

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Blocked Account Control Agreement

A U.S. three-party agreement establishing control over a deposit account as collateral, governed by the UCC.

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Blocked Account Agreement

A U.S. legal agreement establishing control over a deposit account, typically used in secured financing transactions under UCC Article 9.

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Bank Trust Account Agreement

A US-governed agreement establishing terms for managing trust funds held by a financial institution, defining relationships between bank, trustee(s), and beneficiaries.

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Bank Account Control Agreement

A US-governed three-party agreement establishing control over deposit accounts for security interest perfection under the UCC.

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Bank Deposit Agreement

A U.S.-governed agreement establishing terms and conditions between a financial institution and account holder for deposit account services.

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Bank Account Pledge Agreement

A U.S. legal agreement creating a security interest over bank accounts as collateral, governed by UCC Article 9 and federal/state banking regulations.

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Bank Account Pledge

A U.S. law-governed security agreement granting a creditor rights over a pledged bank account, regulated by UCC Article 9 and federal banking laws.

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Bank Account Disclosure

A U.S.-compliant document detailing the terms, conditions, and fees associated with a bank account, meeting federal and state regulatory requirements.

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Bank Account Contract

A U.S.-governed agreement establishing the terms and conditions between a financial institution and account holder(s) for banking services.

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Bank Account Agreement

A U.S.-governed legal agreement establishing the terms and conditions between a financial institution and account holders, subject to federal and state banking regulations.

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Authorization Agreement For Direct Payments

A U.S.-compliant legal agreement authorizing automated recurring payments between parties through the ACH network.

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Authorization Agreement For Direct Deposit Ach Credits

A U.S. legal document authorizing recurring electronic fund transfers through the ACH network between specified bank accounts.

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Authorization Agreement For Direct Deposits

A US-compliant agreement authorizing automated electronic funds transfers into a designated bank account.

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Zero Balance Account Agreement

A U.S.-governed agreement establishing the terms and conditions for automated cash concentration between master and sub-accounts in a zero balance account structure.

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Trust Agreement Bank Account

A U.S.-governed legal agreement establishing terms for managing funds held in trust at a financial institution, defining relationships between trustor, trustee, and beneficiaries.

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Trust Account Agreement

A U.S.-governed agreement establishing terms for managing trust accounts and defining trustee responsibilities under federal and state trust laws.

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Time Deposit Agreement

A U.S.-governed agreement between a financial institution and depositor establishing terms for a fixed-term deposit account.

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Sweep Account Agreement

A U.S.-governed agreement establishing terms for automatic transfers between accounts to optimize interest earnings or maintain target balances.

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Security Account Control Agreement

A US-governed tri-party agreement establishing control over financial accounts to perfect security interests under the UCC.

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Securities Account Control Agreement

A U.S.-law governed agreement establishing control over a securities account as collateral under the UCC.

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Savings Account Agreement

A U.S.-governed legal agreement between a financial institution and customer establishing the terms and conditions of a savings account.

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Rental Agreement For Bank Account Opening

A U.S.-compliant agreement verifying rental status for bank account opening purposes.

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Ppp Escrow Agreement

A U.S.-governed agreement establishing escrow arrangements between public and private partners in infrastructure projects, managing project funds and ensuring regulatory compliance.

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Pre Authorized Payment Agreement

A U.S.-compliant agreement establishing automatic recurring payment arrangements between parties under federal banking regulations.

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Pledged Collateral Account Control Agreement

A U.S.-governed tri-party agreement establishing control over a pledged account as collateral for a secured obligation under UCC requirements.

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Personal Deposit Account Agreement

A U.S.-governed agreement establishing terms and conditions between a financial institution and customer for maintaining a deposit account.

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Operating Agreement For Bank Account

A U.S.-compliant legal agreement establishing the terms and conditions for operating a bank account between a financial institution and account holder(s).

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Notice Of Assignment Of Accounts Receivable

A U.S. legal document notifying debtors that receivables have been transferred to a new party, governed by UCC Article 9.

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Mobile Deposit Two Party Check

A U.S.-governed agreement establishing terms for mobile deposit of dual-payee checks through digital banking platforms.

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Master Account Agreement

A U.S.-governed agreement establishing the core relationship between a financial institution and its account holder, covering all banking services and accounts.

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Margin Agreement

A U.S.-governed agreement establishing terms for margin lending between a broker-dealer and customer, subject to SEC and FINRA regulations.

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Loan Account Agreement

A U.S.-governed agreement establishing the terms and conditions of a loan between a lender and borrower, compliant with federal and state lending regulations.

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Llc Operating Agreement Bank Account

A U.S.-based agreement governing the establishment and management of bank accounts for an LLC, including signatory rights and banking procedures.

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Letter Of Authorization To Debit Account

A U.S. legal document authorizing automatic withdrawals from a bank account, governed by federal and state banking regulations.

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Joint Holder Agreement

A U.S.-governed agreement establishing rights and responsibilities between multiple parties who jointly own assets or property.

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Joint Account Contract

A U.S.-governed agreement establishing terms and conditions for a shared bank account between multiple account holders.

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Joint Account Agreement

A U.S.-governed agreement establishing terms and conditions for a bank account shared between multiple individuals.

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Intercompany Cost Plus Agreement

A U.S.-governed agreement between related entities establishing terms for services provided at cost plus an agreed mark-up.

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Deposit Control Agreement

A U.S. tri-party agreement establishing control over deposit accounts as collateral under the UCC.

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Deposit Account Control Agreement Fees

A U.S. legal document establishing the fee structure for deposit account control services under UCC and federal banking regulations.

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Deposit Account Control Agreement Daca

A U.S. three-party agreement establishing control over a deposit account as collateral for a secured transaction under UCC Article 9.

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Deposit Account Control Agreement

A U.S.-governed three-party agreement establishing control over a deposit account to perfect a security interest under UCC Article 9.

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Deposit Account Agreement

A U.S.-governed agreement between a financial institution and account holder establishing terms for deposit account services.

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Debit Authorization Agreement

A U.S.-governed agreement authorizing automatic withdrawals from a bank account, subject to federal banking regulations.

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Credit Union Member Agreement

A U.S.-governed agreement establishing the relationship between a credit union and its members, outlining membership terms and account operations.

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Credit Card Responsibility Agreement

A U.S.-governed agreement establishing the terms and responsibilities between a credit card issuer and cardholder.

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Cpa Lease Agreement

A U.S.-based legal agreement between commercial property owners and tenants governing the lease of commercial real estate.

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Cpa And Rental Agreements

A U.S.-governed agreement combining CPA services and property rental terms, compliant with federal and state regulations.

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Cpa And Lease Agreements

A U.S.-governed agreement combining CPA services and property lease terms, ensuring compliance with relevant accounting and property regulations.

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Control Agreement For Securities Account

A U.S.-governed agreement establishing control over a securities account as collateral under UCC regulations.

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Control Agreement For Collateral Accounts

A U.S.-governed agreement establishing control over collateral accounts between a secured party, debtor, and account bank under UCC Article 9.

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Business Account Agreement

A U.S.-governed agreement between a financial institution and a business entity establishing terms for business banking services.

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Agreement Account

A U.S.-governed legal agreement establishing terms and conditions between a financial institution and account holder for managing deposit accounts.

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Ach Vendor Payment Authorization Agreement

A US-compliant agreement authorizing electronic payments to vendors through the ACH network.

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Ach Payment Authorization Agreement

A U.S.-compliant agreement authorizing automated clearing house (ACH) payments between bank accounts.

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Ach Debit Authorization Agreement

A U.S. legal document authorizing automatic bank account withdrawals through the ACH network.

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Ach Debit Agreement

A U.S. legal agreement authorizing automated clearing house (ACH) debit entries from one party's bank account to another.

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Ach Authorization Agreement

A U.S.-compliant legal agreement authorizing electronic fund transfers through the ACH network between specified bank accounts.

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Accounts Receivable Assignment Agreement

A U.S. legal document governing the transfer of accounts receivable between parties, subject to UCC Article 9 and state laws.

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Accounts Receivable Agreement

A U.S. legal agreement governing the transfer of accounts receivable between parties, subject to UCC and federal/state commercial laws.

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Account Receivable Purchase Agreement

A U.S.-governed agreement facilitating the sale of accounts receivable from a business to a financial institution or factoring company.

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Account Purchase Agreement

A U.S.-governed agreement for the sale and transfer of accounts receivable or other financial assets between parties, subject to federal and state regulations.

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Account Pledge Agreement

A US-governed agreement establishing a security interest over bank or securities accounts as collateral under UCC Article 9.

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Account Opening Agreement

A U.S.-governed agreement establishing the terms and conditions between a financial institution and account holder for maintaining a banking relationship.

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Account Management Agreement

A U.S.-governed agreement establishing the terms for professional account management services between a service provider and client.

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Account Control Agreement Collateral

A U.S.-governed three-party agreement establishing control over deposit or securities accounts as collateral under the UCC.

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Account Control Agreement

A U.S.-governed tri-party agreement establishing control rights over a deposit or securities account as collateral under the UCC.

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Account Bank Agreement

A U.S.-law governed agreement establishing the relationship between a bank and account holder, setting out terms for account operation and banking services.

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