Finance & insurance form templates

Audit document request (PBC) Collect audit documents from the client in one organised place, with a status for every item and dates for the rest. 22 questions · 5 pages Beneficiary designation An online nomination form for life policies, pensions and benefit plans: primary and contingent beneficiaries, their shares, and a signed declaration. 48 questions · 4 pages Bookkeeping client intake An online intake form for bookkeepers and accounting firms to scope a new client's business and quote accurately. 31 questions · 4 pages Budget variance explanation Get consistent budget versus actual commentary from every budget holder, line by line, with causes, forecast impact and actions. 30 questions · 4 pages Business insurance claim A first notice of loss for commercial policies: what happened, what was affected, how trading was hit, estimated costs, and the evidence to back it up. 33 questions · 4 pages Business loan application Take complete business finance applications with accounts, bank statements and the security offered, in one form. 37 questions · 5 pages Business verification (KYB) Onboard a business customer with its registration, ownership, beneficial owners and documents collected in one go. 50 questions · 5 pages Capital expenditure request Get significant purchases approved on a proper business case, with quotes, costs and the budget line in one signed document. 36 questions · 4 pages Cash drawer reconciliation A consistent end-of-shift cash-up for every till, with the Z report attached and any over or short explained. 32 questions · 4 pages Credit note request Give sales and support a proper route to request customer credits, with the reason and approval on record. 23 questions · 3 pages Customer due diligence (individual) Collect what you need to identify and verify an individual client, in one form with their documents attached. 37 questions · 5 pages Departmental budget request Collect every department's budget submission in the same format, with the reasoning behind each number. 30 questions · 4 pages Direct deposit authorization Collect a payee's bank details for salary or other payments — including an optional split across two accounts — with a signed authorization. 25 questions · 4 pages Financial hardship request Give customers a respectful, structured way to explain a difficult situation and ask for a payment arrangement. 27 questions · 5 pages Financial planning fact-find A client discovery form for financial advisers and planners: family, income, assets and debts, retirement, protection and what the client wants to achieve. 37 questions · 6 pages Fixed asset disposal request Get disposals of equipment, vehicles and IT approved before they leave, and keep the asset register right. 28 questions · 3 pages Health insurance expense claim An online reimbursement claim for health insurance and health plans: who was treated, where, for what, what it cost — with receipts attached. 31 questions · 4 pages Home insurance claim An online claim form for damage or theft at a property, covering the cause, affected areas, a list of items, and photos or quotes. 29 questions · 4 pages Insurance policy cancellation Take cancellation requests in writing, with the policy details, the end date, refund information and the policyholder's signature. 28 questions · 4 pages Insurance quote request An enquiry form for brokers and agents: who's asking, what they want covered, rough values, when cover should start and their claims history. 28 questions · 3 pages Insurance renewal questionnaire Ask business clients what has changed before their insurance renews, and get the answers, documents and signature in one place. 33 questions · 5 pages International payment request Collect everything needed to make a cross-border payment correctly, and check the beneficiary before the money leaves. 30 questions · 4 pages Investment risk profile A neutral online questionnaire on goals, time horizon, experience and attitude to risk, to open a conversation with an adviser. 22 questions · 5 pages Invoice dispute An online form for customers to query an invoice: which lines are wrong, why, how much is disputed, and what would resolve it. 22 questions · 4 pages Life insurance needs analysis A pre-meeting questionnaire for protection advisers: dependants, income to replace, debts and future costs, existing cover and health. 33 questions · 5 pages Month-end close checklist Run the same close every month, record what's done and what isn't, and keep a signed record of each period. 22 questions · 4 pages Mortgage pre-qualification An online fact-find for mortgage brokers and lenders: applicants, income, commitments, credit history, deposit and the property they have in mind. 40 questions · 5 pages Payment request Send invoices to finance with everything needed to pay them: the PO, the coding, confirmation of delivery and the approver. 26 questions · 3 pages Personal loan application Take personal loan applications online: the loan, the applicant, income and outgoings, credit history, ID and consent to checks. 38 questions · 5 pages Pet insurance claim Collect complete pet insurance claims online, with the vet's details, the invoices and the policyholder's signed declaration. 40 questions · 5 pages Petty cash voucher Record every payment out of petty cash with a receipt and a signature, so the tin always balances. 19 questions · 2 pages Recurring payment authorization Get a customer's signed authority to take regular payments from their bank account, with the schedule spelled out. 26 questions · 4 pages Salary advance request A discreet, structured way for employees to ask for an advance on their pay and agree how it will be repaid. 22 questions · 4 pages Sales commission claim Let reps claim commission, or flag a missing deal, with the deal details, split credit, evidence and a signed confirmation. 43 questions · 4 pages Supplier bank details change A formal route for suppliers to change the bank account you pay, with a phone callback recorded before anything changes. 29 questions · 4 pages Tax document checklist Let clients tell you what income they had this year and upload the matching documents, all in one online checklist. 29 questions · 5 pages Trade credit application Let business customers apply for a credit account online, with company details, references and an optional personal guarantee. 41 questions · 4 pages Travel insurance claim File a travel insurance claim online — cancellation, medical treatment abroad, baggage or delay — with receipts and reports attached. 31 questions · 4 pages Vehicle insurance claim An online first-notice-of-loss form for a car or motorbike accident, theft or damage, with room for the other driver, police report and photos. 37 questions · 5 pages