Real-life forms
33 min read

68 Personal Finance Form Templates to Keep Your Finances in Check

Posted on July 1, 2022

personal finance formsmask
68 Personal Finance Form Templates to Keep Your Finances in Check

In today’s world, money makes the world go ‘round. Staying on top of your personal finances has never been more important. From bonds and stocks to pension plans and savings; personal finances are at the top of everyone’s list. 

Great personal financial forms can set you up for a successful life and help you put your best financial foot forward.

Whether you are looking for banking forms, personal statement forms, or personal finance budget forms, we here at 123FormBuilder are determined to help you control your finances so they don’t end up controlling you. 

Stay organized with all that life throws at you with these useful, comprehensive forms to stay on top of your finances.

Let’s get right to it. 

1. Stop Payment Form Template

Stop Payment Form

Who needs this? 

A stop payment form offers clients or users the ability to request the termination of their check payments. 

What’s it for? 

This form gathers information on the account and the reasons for stopping payment.

Key benefits:

  • Customizable forms: use our easy form builder to create and personalize your custom template exactly how you want it. 
  • 100% secure: our forms are completely secure so you don’t have to worry about data leakage
  • Online signature box: obtain the proper authorizations and approval with a convenient signature box at the end of the form. 

2. Check Request Form Template

Check Request Form

Who needs this? 

Businesses and companies who work with any type of transaction need a proper check request form template. 

What’s it for? 

Using a check request form helps managers and employees create accounting transactions that require payments, settle refunds, or request revenue reductions. 

Key benefits:

  • Reduce human error: store all of your information online and reduce your chances of losing or misplacing important paperwork. 
  • Digitize processes: use this online form to go paperless and digitize the check request form process. 
  • Notify your staff: easily notify the proper departments and staff in charge of approving requests whenever a submission is received. 

3. Institution Verification Form Template

nstitution Verification Form

Who needs this? 

An institution verification form is useful for colleges to collect personal information from their students. 

What’s it for? 

This form analyzes financial applications with ease. It gathers data about students, their legal guardians, and their income.

Key benefits:

  • Effortless set-up: easily create, publish, and store form data to make sure your students’ records are up-to-date. 
  • Environmentally-friendly forms: limit your organization’s impact on the environment with these online forms
  • 100% secure: ensure private student information remains confidential with our secure online forms.

4. Household Budget Form Template

Household Budget Form

Who needs this? 

Individuals looking to keep track of their household spending, budget, and cash flow need a budget form to keep them organized. 

What’s it for? 

This household budget form keeps track of income sources and projected expenses for each month. This form breaks up spendings by category and helps you manage your household’s money.

Key benefits:

  • Stress-free set-up: use our form maker, adjust the questions to match your family’s specific needs, and you’re ready to go. 
  • Helpful visualizations: generate charts and graphs to understand your finances better. 
  • Environmentally-friendly forms: reduce unnecessary paper waste and keep your household’s carbon footprint to a minimum. 

5. Internet Banking Registration Form Template

Internet Banking Registration Form

Who needs this? 

Internet Banking is an electronic payment system that allows you to conduct many different types of transactions through the internet. It is necessary for anyone looking to do any aspect of their business online.

What’s it for? 

This internet banking registration collects customer details in order to register them properly for online transactions. 

Key benefits:

  • Digitize processes: use this form to go paperless and store your registration forms online, in one easy place. 
  • Ease of use: make it super easy to fill out your form by using 123FormBuilder and our intuitive templates.
  • Easy data management: obtain, store, and manage all your applications with convenient tool integrations and automated operations.

6. Student Loan Application Form Template

Student Loan Application Form

Who needs this? 

Educational institutions need an easy way to receive loan applications from their students.

What’s it for? 

A student loan application form gathers the borrower and loan information to help review student loan cases on an individual basis and ensure the borrower has sufficient funds to repay the loan over time.  

Key benefits:

  • Easily export your data: store your data in Excel, CSV, or as a PDF for optimized organization. 
  • Helpful automations: simplify your student loan applications with 123FormBuilder’s customizable, digital forms.
  • Generate visual reports: create helpful charts and graphs to measure student interest in loans over time and understand your data from a new angle. 

7. Financial Assistance Form Template

Financial Assistance Form

Who needs this? 

Medical patients who need to apply for financial assistance need a comprehensive form to help them apply for the help they require. 

What’s it for? 

A financial assistance form collects patient information–including finances, discharge date, services rendered, current assets, and more–in order to determine if they are eligible for assistance. 

Key benefits:

  • Online signature box: get the proper authorizations with a convenient online signature box at the end of the request form.  
  • Secure: manage the data and requests of patients safely and securely.
  • Integrate for efficiency: integrate these request forms with your existing management tools to manage assistance requests efficiently. 

8. Capital Expenditure Request Form Template

Capital Expenditure Request Form

Who needs this? 

A capital expenditure request form is used to document the expenditure of funds for an asset that is expected to provide utility to a business for more than one reporting period.

What’s it for? 

This form collects information about expenditures–the description and the reason for it. It also includes a section for the accounting department to ensure that everything is properly kept track of. 

Key benefits:

  • No coding needed: you can build and embed this form to fit your exact needs without having to ever write a line of code.
  • Increased productivity: take all the hassle out of the requesting process and make sure you have all the information you need with easy, online forms. 
  • Secure data: keep sensitive data online and secure with our electronic forms

9. Auto Insurance Quote Form Template

Auto Insurance Quote Form

Who needs this? 

An online auto insurance quote form helps your insurance company quickly register requests from vehicle owners and speed up the overall process.

What’s it for? 

This form gathers information to help provide you with an accurate auto insurance quote. It asks about driver, car, and insurance coverage. 

Key benefits:

  • Easy to use: get to gaining new customers faster with our easy-to-create and easy-to-fill-out forms.
  • Reduce errors: minimize data input errors with electronic forms and store your customer’s data securely. 
  • Automated notifications: send real-time alerts to your team analyzing the information once customers submit forms. 

10. Contract Review Form Template

Contract Review Form

Who needs this? 

Businesses looking to contract a service need a comprehensive contract review form to ensure a proper agreement is reached.

What’s it for? 

A contract review form is a thorough examination of a legal agreement before it is signed to ensure that everything stated in the document is clear and accurate. It ensures that your company is comfortable moving forward based on the agreed terms.

Key benefits:

  • Full customization: create custom forms with personalized brand logos, font styles, and colors.
  • Integrations: integrate review forms into your existing systems to make your life easier.
  • Real-time alerts: automatically email your team every time someone completes a form. 

11. Partnership Tax Return Form Template

Partnership Tax Return Form

Who needs this? 

Partnerships that need to file an annual information return can benefit from a concise tax return form template. 

What’s it for? 

A partnership tax return form template is used to gather information on partners for tax purposes, keeping everything organized to properly file taxes. This form collects a partner reference number, a description of the partnership, and any other relevant information. 

Key benefits:

  • Safe and secure: keep sensitive tax data online and secure with electronic forms.
  • Automatic notifications: keep your teams in the loop with real-time email notifications–especially useful during tax season. 
  • Boost productivity: speed up the tax-filing process and reduce data entry errors at the same time.

12. Student Finance Application Form Template

Student Finance Application Form

Who needs this? 

Students applying for a finance program need to fill out a student finance application form to provide relevant course details.  

What’s it for? 

This finance form collects both student and course information including student details, course length, cost of course, length of study, and tuition fee information. 

Key benefits: 

  • Easy to set up: drag and drop to create the form that matches your needs.
  • Automatic email notifications: notify the relevant parties every time someone applies.

13. Guarantor Information Form Template

Guarantor Information Form

Who needs this? 

People who are looking to back up a loan or agreement need a proper guarantor information form to ensure a loan is properly paid back in the event a borrower defaults on their obligations. 

What’s it for? 

This information form is used to gather details about the guarantor of a loan. It collects personal details and insurance information on the guarantor.

Key benefits:

  • Make it accessible: online and easy to use–a great way to make the guarantor process streamlined. 
  • Integrations: export the data to your preferred project management tool and make everything smooth sailing. 
  • Fully customizable: create the form that gathers the specific information you need. 

14. Asset Allocation Form Template

Asset Allocation Form

Who needs this? 

An asset allocation form is a questionnaire used to help investors figure out which investment portfolio is right for their assets.

What’s it for? 

This allocation form is used to help investors keep track of their assets with information on asset category, description, cost, condition, and more. 

Key benefits:

  • Digital organization: minimize administration errors with electronic forms and store data securely. 
  • Seamless integration: efficiently store and manage allocation forms in your existing management platform.
  • Ease of use and set up: 123FormBuilder makes it easy to set up and use these forms so that you maximize your asset assessment. 

15. Pricing Survey Form Template

Pricing Survey Form Template

Who needs this? 

Any entity looking to evaluate customer reactions and thoughts towards price changes in a product or service needs can use this pricing survey from. 

What’s it for? 

This pricing survey form is used to find out customer opinions to assess your product’s price-to-value ratio. It collects customer experience, preference, and feedback through a series of editable questions. 

Key benefits:

  • Customizable thank you page: personalize the form to your business tone, and take the time to let your customers know you appreciate them.  
  • Easily get the survey to your customers: embed or send the URL so your customers can easily send you valuable feedback. 
  • Conditional logic flow: have the form adapt and adjust to previous answers. 

16. Claim Notification Form Template

Claim Notification Form

Who needs this? 

Anyone filing a claim or working trying to report a loss needs a comprehensive claim notification form to keep track of specific event details. 

What’s it for? 

A claim notification form is used to notify an insurance company that a loss has occurred and the policyholder intends to obtain compensation. It gathers in-depth incident information and documents the event. 

Key benefits:

  • Keep information organized: online forms allow you to manage all the information you need easily, quickly, and efficiently. 
  • Go paperless: reduce unnecessary waste and help save the environment with our online forms.
  • Speed up processes: by making your forms straightforward and easy to fill out, you’ll speed up the process, and increase the efficiency of claim notification.

17. Business Financial Statement Form Template

Business Financial Statement

Who needs this? 

Businesses who are looking to collect financial statements in an organization need a proper business financial statement form.

What’s it for? 

This online business statement form is used to automate a company’s financial status reporting. It helps keep track of assets and liabilities. 

Key benefits:

  • Error-free data: minimize errors while keeping your business’s financial information easily accessible.
  • 100% Customizable: change form questions or format to make keeping your financial records in order stress-free. 
  • Go paper-free: reduce your business’s carbon footprint with our environmentally-friendly electronic forms.

18. Requisition Slip Form Template

Requisition Slip Form

Who needs this? 

Businesses that order items for their company need a straightforward requisition slip from a template to keep their organization running smoothly and efficiently. 

What’s it for? 

A requisition form is used to gather details about an item requested, the date of the request, the individual and department making the request, and the location where the goods should be delivered.

Key benefits:

  • Make it easy: provide an easy experience to help simplify form completion. 
  • Eco-friendly: send as many requisition forms as necessary without worrying about any negative environmental impact. 
  • Streamline your processes: having this form online allows you to streamline your item-ordering processes. 

19. Bankruptcy Intake Form Template

Bankruptcy Intake Form

Who needs this? 

Anyone filing for bankruptcy needs a form that helps them detail their financial information, credit history, current assets, and past income tax returns.

What’s it for? 

This intake form helps inventory possessions to determine their value. It takes a detailed account of what a person has, the current condition, bank information, and more. 

Key benefits:

  • Upload field: collect documents, images, and receipts and attach them directly to the form. 
  • Secure data: protect sensitive information and keep it secure with compliant intake forms.
  • Minimize human error: keep this complicated process as easy as possible with automated form management to reduce potential errors. 

20. Financial Assessment Form Template

Financial Assessment Form

Who needs this? 

A financial assessment form is used to measure an individual’s financial health. This type of assessment can be useful if a person wants to take out a loan and the bank needs information about their current financial status. 

What’s it for? 

This financial assessment form assesses your personal finances including personal details and tax information like number of dependents, tax deductible expenses, income supports, total income, and more. 

Key benefits:

  • Easy to use, and set up: drag and drop to easily create the form that you need. 
  • Go paperless: help save the environment with our online forms. 
  • Manage data: streamline data collection and management with these easy-to-use electronic forms.

21. Financial Declaration Form Template

Financial Declaration Form

Who needs this? 

A financial declaration gives an overview of the expenses needed for a certain period of time. 

What’s it for? 

This declaration form is used to gather details about the applicant, their expenses, travel and living, and bank information. 

Key benefits:

  • Easy to use: put together super simple, ready-to-publish forms using our pre-made templates and our handy drag-and-drop builder.
  • Paper-free: build a more sustainable workplace by using electronic forms to collect and store your data.
  • Manage data: generate helpful graphs and charts to better understand your applicant pool. 

22. Purchase Request Form Template

Purchase Request Form

Who needs this? 

Vendors and the people requesting their services need an online form to communicate and keep track of the record of sale. 

What’s it for? 

A purchase request form is a document sent from a purchaser to a vendor to confirm a specific purchase of goods or services. 

Key benefits:

  • Integration capabilities: transfer form data directly into third-party apps that you already use—like Google Drive or your CRM. 
  • Automated notifications: keep everyone on the same page and operate more efficiently with online forms that notify you when they have been completed. 
  • Paper-free: limit unnecessary paperwork storage and go green with online storage.

23. Pension Transfer Form Template

Pension Transfer Form

Who needs this? 

People who would like to change their pension provider need a proper pension transfer form to make sure they are following the correct procedures. 

What’s it for? 

This pension transfer form is used to collect the relevant details so that you can smoothly transfer your pension in the case of a job change and you want to change your old workplace pension set-up to the one of your new employers. 

Key benefits:

  • Collect the right data: create the form to suit your specific needs and make sure you’re not leaving out any essential details. 
  • Automation at its finest: automate your processes with integrations that make running your business easier than ever.  
  • Avoid human error: digital forms are better for keeping track of transfer requests.

24. Capital Expenditure Approval Form Template

Capital Expenditure Approval

Who needs this? 

Businesses that need to detail a capital expenditure need the proper paperwork to make sure procedures are being followed and no important information is left out. 

What’s it for? 

A capital expenditure approval form collects important financial information to secure approval for the expenditure. It includes sections about the request, who needs to approve it, and the estimated cost. 

Key benefits:

  • Streamline your processes: improve your approval management with this online form. 
  • Upload features: upload any necessary documents with the handy upload box.  
  • Avoid human error: digital forms are better for your business—no more losing time or documents when you keep everything organized online. 

25. Debit Card Application Form Template

Debit Card Application Form

Who needs this? 

People who want to get a debit card need to fill out a debit card application form. 

What’s it for? 

This application form requests a specific debit card and collects the applicant’s information. It also ensures the applicant agrees to the terms and conditions. 

Key benefits:

  • Online signature: have your applicants give their permission with an online signature box at the end of the form. 
  • Integrate with existing systems: easily integrate your forms with your existing workflow to ensure all data is organized properly. 
  • Safe and secure: safely store private client information in a secure online database. 

26. Business Card Order Form Template

Business Card Order Form

Who needs this? 

Companies and businesses looking to order more business cards need a handy order form. 

What’s it for? 

This business card order form gathers required information that helps you select the type of business cards you need and it specifies the desired amount. 

Key benefits:

  • Easy to use: make your forms easy to use with our intuitive pre-made templates. 
  • Integrate with other tools: easily integrate 123FormBuilder with your existing tools to streamline the ordering process. 
  • Go paperless: reduce your environmental impact by filling out your forms online. 

27. Transportation Reimbursement Form Template

Transportation Reimbursement Form

Who needs this? 

Educational institutions who want to take their class on a field trip need to fill out a transportation reimbursement form with details about the desired trip. 

What’s it for? 

This transportation reimbursement form helps people to apply for transportation fee refunds. It lays out the exact plans and needs of the class to help get the trip approved. 

Key benefits:

  • Fully customizable: alter this form to gather the specific information you need for your trip.
  • Integrations: export your data to Google Sheets to keep track of your class trips all year long. 
  • Eliminate human error: stay organized and don’t worry about misplacing forms when you’ve saved them digitally with us.

28. Bond Application Form Template

Bond Application Form

Who needs this? 

A bond application is a form that provides the basic information needed about the bond and the principal for the approval process. 

What’s it for? 

This comprehensive bond application form details out the site address, the local authority, the bond details, and more. 

Key benefits:

  • Safe and secure: rest easy knowing applications information is safe, private, and protected. 
  • Online is easy: less paper means less hassle and less time spent looking for paper documents.
  • Digital signature capabilities: save time and stress when you gather necessary signatures digitally. 

29. Home Insurance Claim Form Template

Home Insurance Claim Form

Who needs this? 

Insurance operations looking to streamline insurance operations and data collections need a home insurance claim form. 

What’s it for? 

A home insurance claim form collects information about the claim, the agent, the business, the loss incident details. This form includes question boxes for further elaboration and to collect essential details for the claim process. 

Key benefits:

  • Online signature box: obtain the proper authorizations and approval with a signature box at the end of the form. 
  • Streamline your processes: use our online form and streamline your data management.
  • Automated email notification: notify insurance companies and others involved when the claim has been completed and get the process moving along as fast as possible. 

30. Broker Registration Form Template

Broker Registration Form

Who needs this? 

Companies and businesses looking to make trades and invest need a broker to oversee the exchange. 

What’s it for? 

A broker registration form collects information on the attendees of the exchange and helps keep everything organized and clear for all parties involved. 

Key benefits:

  • Fully customizable: add different form functionalities to gather data easily.
  • Go paper-free: declutter office space and never miss a document again with these e-forms.
  • Manage data: export data to PDF or Excel to share across parties and keep everyone’s data safe.

31. VAT Registration Form Template

VAT Registration Form

Who needs this? 

Companies need to register for VAT in order to be able to reclaim any VAT paid on company purchases and need to have the proper forms in order to charge VAT on any goods or services sold. 

What’s it for? 

A VAT registration form helps you list your business with the government as active in production and sales. 

Key benefits:

  • Easy to create: Use 123FormBuilder’s drag-and-drop tool to create these easy-to-use forms.
  • Optimize processes: streamline the VAT registration process with these online forms.

32. Interim Report Form Template

Interim Report Form

Who needs this? 

Interim reports increase communication between companies and the public and help to provide investors with up-to-date information between annual reporting periods. 

What’s it for? 

This form collects information about the organization’s project–the funding, the budget, the progress, and projected results. 

Key benefits:

  • Increased productivity: keep track of interim reports by easily integrating 123FormBuilder with your existing tools.
  • Improve efficiency: save time with this customizable form and improve the reporting process.
  • 100% secure: our forms are secure so you’ll never have to worry about data leakage. 

33. Insurance Proposal Form Template

Insurance Proposal Form

Who needs this? 

An insurance proposal form template is used by insurance agents or companies to gather the insurance needs of clients. 

What’s it for? 

This proposal form helps you create an insurance proposal by collecting important data about the company. It includes a useful online signature feature. 

Key benefits:

  • Automated email notifications: notify those that need to know this important information in just a few seconds. 
  • Go paperless: help the environment by not wasting paper with this online form. 
  • No coding skills necessary: build and embed this form wherever you need without writing a single line of code. 

34. Tax Donation Form Template

Tax Donation Form

Who needs this? 

A tax donation form is helpful for NGOs and non-profit organizations that want to collect tax donations. 

What’s it for? 

This tax form makes the donation process easier for your organization and for donors with a form that calculates the math automatically. 

Key benefits:

  • Online is easy: less paper means less hassle and less time spent searching for documents.
  • Error-free data: minimize errors while keeping all of your tax information organized. 
  • Speed up processes: gather all tax information efficiently so you can save time and focus on what you do best: helping causes.

35. Pet Insurance Claim Form Template

Pet Insurance Claim Form

Who needs this? 

If you are looking to file an insurance claim for your pet’s medical procedure, you’ll need a comprehensive pet insurance claim form. 

What’s it for? 

This insurance claim form for pets allows you to submit a claim to the insurance agency for reimbursement for procedures. It collects information on the policyholder and the procedure to make sure that you have everything in order.

Key benefits:

  • Keep confidential data secure: rest easy knowing that all personal information is stored securely online. 
  • Highly customizable: use our handy drag and drop feature to create forms specific to your needs with a user-friendly interface. 
  • Paper-free: reduce unnecessary paper waste and reduce human error by using our online forms.

36. Insurance Certificate Request Form Template

Insurance Certificate Request Form

Who needs this? 

Businesses looking to do construction work need to make sure they have all of the proper insurance documentation in order so they can move forward in the building process. 

What’s it for? 

A certificate of insurance request form is a standard document that serves as proof of insurance. This form collects information on the type of insurance, limit, name of the insured, insurance company, and more. 

Key benefits:

  • Upload field: customize upload fields to gather useful details and make the construction process smoother. 
  • Simplify record-keeping: automate the data collection process with our online forms and keep your office organized.
  • Easy to use: 123FormBuilder enables non-technical users to quickly and easily create useful insurance forms with our no-code, drag-and-drop form builder.

37. Insurance Referral Form Template

Insurance Referral Form

Who needs this? 

An insurance referral form template is used to collect insurance referrals and give program information that can be used to verify private health information to find out health insurance coverage for recipients. 

What’s it for? 

This insurance form gathers information on the patient, the reasons for referral, insurance company details, type of injury, and more. 

Key benefits:

  • 100% customizable: build a comprehensive insurance referral form by adding or removing relevant sections to ensure you are working with current patient information.
  • Safe and secure: store private patient information in a secure online database. 
  • Powerful integrations: simplify processes by integrating forms with your existing workflow so you can automate send out and store data securely. 

38. Home Insurance Form Template

Home Insurance Form

Who needs this? 

Future homeowners and people looking to purchase a home need a way to keep track of their home insurance. 

What’s it for? 

This home insurance form documents information like company name, expected closing date, policy information, insurance agent, current home information, and purchased property information. 

Key benefits:

  • Automated notifications: take advantage of collaborative features including notifications for relevant parties. 
  • Reduce human error: store all of your insurance forms online and reduce your chances of losing or misplacing paperwork. 
  • Paper-free: limit unnecessary paper waste and help lessen your carbon footprint. 

39. Car Insurance Form Template

Car Insurance Form

 

Who needs this? 

A car insurance form template is widely used by insurance companies looking to improve their data collection process and approach customers with the right insurance package.

What’s it for? 

This car insurance form gathers details about the client’s car and driving behavior, and helps insurance companies create appealing offers to vehicle owners.

Key benefits:

  • Integrate with existing systems: easily integrate your forms with your existing workflow to ensure all data is organized.
  • Easy to use: use the intuitive form builder to create forms that suit your exact needs—no programming skills needed. 
  • Automated PDF generation: stay organized by creating PDF files when needed. 

40. Debt Review Cancellation Form Template

Debt Review Cancellation Form

Who needs this? 

A debt review cancellation form is used to remove or cancel a debt review process and notice from a credit report. 

What’s it for? 

Applicants can use this form to fill out their personal, financial, and other relevant information. 

Key benefits:

  • Upload document box: upload any necessary documents with an upload box at the end of the form.  
  • Key Integrations: export the data to your project management tool of choice and keep things running like clockwork. 
  • Streamline processes: you can streamline your review processes with automated notifications. 

41. Loan Repayment Form Template

Loan Repayment Form

Who needs this? 

Students looking to repay loans need a proper loan repayment form template to optimize your student loan repayment program.

What’s it for? 

This repayment form helps organize and create a repayment plan for students. It gathers information about the loan and includes sections for the counselor and proposed dates. 

Key benefits:

  • Export data: easily export your data into an excel file for optimized data management 123Formbuilder’s integration options. 
  • Get all the information in one place: online forms allow you to access all the information you need with convenience. 
  • Keep everyone in the loop: send out automated email notifications to relevant teams.

42. Uniform Borrower Assistance Form Template

Uniform Borrower Assistance Form

Who needs this? 

A uniform borrower assistance form is a document used to apply for assistance from a servicer by an individual having challenges paying their mortgage.

What’s it for? 

This form collects the personal details of the applicant, what their home is currently being used for, and what they plan to do with it in the future. 

Key benefits:

  • Help the environment: reduce your environmental impact by reducing paper waste.
  • Go digital: streamline the application process by taking your forms online.
  • Easy to use: simplify the application process with intuitive forms that make the process easy.

43. General Insurance Quote Form Template

General Insurance Quote Form

Who needs this? 

A general insurance quote form is used to get a specific insurance quote.

What’s it for? 

This insurance quote form collects information like the applicant’s details, contact info, existing insurance, payroll details and the services they’re looking for.

Key benefits:

  • Integrate with other tools: easily integrate 123FormBuilder with your existing tools to streamline the insurance quote process.
  • Collect the right data: create the form to suit your specific needs.
  • Manage data online: keep private insurance data secure without using paper forms ever again.

44. Insurance Complaint Form Template

Insurance Complaint Form

Who needs this? 

Consumers who think they’ve been wrongfully denied a claim by their insurance company or have any other issues with an insurance agent or company need a complaint form.  

What’s it for? 

This insurance form allows individuals to file a complaint to their insurance company. It collects details on the filer, the reason for complaint, and whether they have legal representation. 

Key benefits:

  • Key integrations: make sure your forms are properly managed and stored in your systems.
  • Online signature capabilities: make sure all your documents are in order and approved with an easy online signature box at the end of the form. 
  • Go paperless: file as many times as you need without having to worry about any negative environmental impacts. 

45. Life Insurance Application Form Template

Life Insurance Application Form

Who needs this? 

Individuals who are looking for a life insurance policy need to fill out a life insurance application form. 

What’s it for? 

A life insurance application form provides the insurer with certain information necessary to underwrite a given risk. It’s a necessary step to receive insurance.

Key benefits:

  • Secure systems: store sensitive client data with a secure system that keeps all your form submissions in one safe place. 
  • Easy exports: download your data in Excel, CSV, or printer-friendly PDFs for easy organization.
  • Streamline processes: Skip the paper form hassle and make the shift to online forms that automate your data collection and management.

46. Student Finance Declaration Form Template

Student Finance Declaration Form

Who needs this? 

Students looking to complete an academic course need to fill out a student finance form in order to prove they have the means to pay for the duration of their courses. 

What’s it for? 

This form proves that a student has the ability to meet the expenses of their entire program. 

Key benefits:

  • Fully customizable: create the form that gathers the exact information you need from your students. 
  • Automated email notifications: send an email notification to everyone involved when declaration form has been turned in. 
  • Eco-friendly: collect as many declarations as you need without worrying about any negative environmental impact. 

47. Certificate Insurance Request Form Template

Certificate Insurance Request Form

Who needs this? 

A certificate insurance request form is necessary for people looking to insure additional members of their team or staff.

What’s it for? 

This form obtains the information needed to evaluate and process a certificate insurance request. A certificate of insurance provides proof of insurance coverage to a certificate holder.

Key benefits:

  • Upload features: upload contracts and additional documents directly into the request form. 
  • Effortless set-up: create, publish, and store form data to make sure you have all of your information up-to-date. 
  • Automated email notification: alert relevant parties with an email notification when the insurance request has been completed. 

48. Grant Application Form Template

Grant Application Form

 

Who needs this? 

A grant application form is used by those Organizations that need to apply for a grant from the government or a foundation need the proper application forms.  

What’s it for? 

This grant application form is used by organizations and foundations that award grants. It helps evaluate the applicants and collects relevant details about their organizations, causes, budgets, and other type of information.

Key benefits:

  • Automation at its finest: automate your processes with integrations that make applying and distributing grants easier. 
  • Quick set-up: easily create, publish, and store application form data to streamline your processes. 
  • Minimize human error: with all of the paperwork necessary when applying for a grant, keep the potential for errors down with automated form management.

49. Lost Receipt Form Template

Lost Receipt Form

Who needs this? 

Departments that need to keep an accurate expense record and to balance their financial reports need a lost receipt from template in case employees misplace or lose receipts. 

What’s it for? 

This lost receipt form can be used by financial departments that need to collect official lost receipt statements from employees in order to legally comply with their financial reports.

Key benefits:

  • Automated email notification: notify everyone involved—supervisors and department heads—when the form has been filled out and submitted.
  • Keep everything organized: store your forms online to ensure that no additional paperwork is lost or misplaced.  
  • Go paper-free: digitize your forms to help your organization be more sustainable. 

50. Commercial Lease Agreement Form Template

Commercial Lease Agreement Form

Who needs this? 

Landlords looking to rent out their properties need a commercial lease agreement form to make sure they are following proper procedure. 

What’s it for? 

A commercial lease agreement outlines the rights of the landlord and the tenant and the obligations of the landlord to their tenant. It lays out the agreement between the two parties and makes sure everyone is on the same page.

Key benefits:

  • Powerful integrations: connect your commercial lease agreement form to your other systems and web apps such as Dropbox, Google Drive, Evernote and more, so you can easily keep all your data in sync.
  • Real-time notifications: Find out right away when new forms are submitted using email and text alerts so you’re always up to date. 
  • Generate reports: keep your commercial lease data secure with an online dashboard that makes it easy to create visual reports.

51. Certificate Request Form Template

Certificate Request Form

Who needs this? 

Courses that offer certificates of completion need a form for their students to fill out to ensure that all information is accurate. 

What’s it for? 

A certificate request form allows participants to request how they would like to pick up their certificate. It also ensures that all details are correct and up to date. 

Key benefits:

  • Eco-friendly: collect as many requests as necessary without worrying about any negative environmental impact
  • Streamline your processes: use our easy online forms and streamline your data management.
  • Customizable thank you page: thank your students for their time and participation in your organization with a personalized note upon form completion. 

52. Surplus Funds Application Form Template

Surplus Funds Application Form

Who needs this? 

Individuals or businesses that need to balance or resolve an excess of cash funds need a surplus funds application form.

What’s it for? 

This form gives people a way to request surplus funds and resolve any outstanding balance incongruencies. 

Key benefits:

  • Online signature capabilities: conveniently gather signatures in your digital forms. 
  • Easy set-up: easily create, publish, and store applications in one convenient place. 
  • Go paper-free: take your application process digital and help your organization be more sustainable. 

53. Annual Credit Report Form Template

Annual Credit Report Form

Who needs this? 

Individuals need this form to request their credit report from any, or all, of the nationwide consumer credit reporting companies.

What’s it for? 

This form collects information so that an individual can request their updated annual credit report. It includes a place to specify which credit report company is preferred. 

Key benefits:

  • Automated notification: send real-time alerts to relevant parties when a new report is requested. 
  • Streamline process: make requesting a credit report effortless while keeping all data secure.
  • Reduce human error: minimize data entry errors and handle report requests stress-free. 

54. Travel Expense Reimbursement Form Template

Travel Expense Reimbursement Form

Who needs this? 

A travel expense reimbursement form template collects information about the reimbursements your company should pay to its employees. 

What’s it for? 

This form requests compensation for travel expenses related to a business event.  

Key benefits:

  • Integration capabilities: export all your data to a spreadsheet for convenient searching later on.
  • Fully adaptable: you can easily customize this form to make sure you’re covering all expense categories.
  • Increased productivity: have your employees fill this form out online and save time and paper. 

55. Personal Financial Statement Form Template

Personal Financial Statement Form

Who needs this? 

A personal financial statement form template gives banks or educational institutions a practical way to assess an individual’s financial situation. 

What’s it for? 

This form collects information about an individual’s personal financial situation and can be used as a prerequisite for approving credit or a scholarship. 

Key benefits:

  • Dashboard reports: use our easy-to-understand graphs, reports, and tables to assess and visualize your data trends.
  • Automated email notifications: set up email alerts every time someone fills out this form.
  • Fully customizable: if you need to add more questions, you can easily do it with our easy-to-use drag & drop form builder.

56. Business Account Opening Form Template

Business Account Opening Form

Who needs this? 

Business bank accounts help manage business finances in a professional manner and keep those funds separate from your personal finances.

What’s it for? 

A business account opening form keeps track of the cash balance, money owed to the business, money owed to creditors, and payroll paid to employees. It ensures you have the proper documentation and organization for your business.

Key benefits:

  • Reduce human error: paper forms can easily be lost in office clutter. These digital forms make it easy for you to securely store your data.
  • Email notifications: set up real-time email notifications for relevant parties following form completion and submission.
  • Security: use our GDPR compliant forms so you never have to worry about leaks of personal information.

57. Budget Amendment Request Form Template

Budget Amendment Request Form

Who needs this? 

Companies or businesses who need to adjust or update their expected expenditures need a budget amendment request form. 

What’s it for? 

This form is the appropriate process for revising, updating, or changing a budget. It includes the revision amount and the reason for the proposed changes. 

Key benefits:

  • Automated email notifications: stay alert and up-to-date with real-time notifications every time a request form is submitted.
  • Fully customizable: 123FormBuilder’s no-code form builder enables you to adapt and personalize your forms to gain useful insights.
  • Online signature box: conveniently gather signatures right in the same online form. 

58. Petty Cash Form Template

Petty Cash Form

Who needs this? 

A petty cash form helps employees record physical cash for small payments. 

What’s it for? 

This petty cash form gathers the branch details where the expenditure was made, the amount of petty cash used, the remaining unused petty cash, the date of the transaction, and necessary signatures. 

Key benefits:

  • Keep confidential data secure: rest easy knowing that all form submissions are stored in a secure online database. 
  • Go paper-free: minimize your environmental impact and give a boost to your office organization when you implement digital forms in your practice. 
  • Automated notifications: use collaborative features including real-time alerts for relevant staff members. 

59. Insurance Authorization Form Template

Insurance Authorization Form

Who needs this? 

Anyone who needs to authorize proper insurance payments needs an organized online insurance authorization form.

What’s it for? 

An insurance authorization form is a document that allows the insurance company to access your healthcare records. It obtains the proper permissions and insurance information. 

Key benefits:

  • Full compliance: make sure you are staying HIPAA compliant and storing patient information safely. 
  • Convenient Online signature capabilities: obtain the necessary authorization with an easy online signature box at the end of the form. 
  • Integrate with existing systems: integrate your forms with your existing workflow to conveniently keep your data right where you need it to be.

60. Tax Assessment Form Template

Tax Assessment Form

Who needs this? 

A tax assessment helps to calculate income tax. Tax is usually deducted automatically from wages, pensions and savings. People and businesses with other income must report it in a tax return.

What’s it for? 

This tax assessment form helps ensure a smooth tax assessment process by collecting a detailed description of the labor and work situation. 

Key benefits:

  • Online signature capabilities: keep all your documents properly authorized with an easy online signature box at the end of the form. 
  • Streamline your processes: by having this online form, you can easily streamline your data collection process. 
  • Easy to use: simplify your processes with intuitive forms that make the process easy from start to finish. 

61. Refund Claim Form Template

Refund Claim Form

Who needs this? 

Companies who need to refund their customers need a proper refund claim form to make sure they have all necessary details. 

What’s it for? 

This form helps you gather all the booking information you need before processing a refund to your customer. It includes specific questions about what happened and the date the event took place. 

Key benefits:

  • Speedy set-up: create custom and intuitive refund request forms easily. 
  • Easy integrations: connect forms with Google Sheets or other project management tools to have all claims in one place. 
  • Minimize error: use online forms to reduce human error and keep your office free from unnecessary clutter.

62. Declaration Of Interest Form Template

Declaration Of Interest Form

Who needs this? 

A declaration of interest form is designed to identify and address any current or potential conflicts of interest and any other ethics-related issues. 

What’s it for? 

This form is used to collect information about employees’ other jobs (current or previous). It’s used to keep an organized track record of all the interest declarations.  

Key benefits:

  • Reports dashboard: easily view form responses in one place, and create useful charts and graphs to visualize your data.
  • Key integration capabilities: smoothly store form data in your existing management platform by integrating 123FormBuilder into your existing workflow.
  • Automated notifications: take advantage of many collaborative features including real-time notifications for relevant parties.

63. Credit Check Form Template

Credit Check Form

Who needs this? 

A solid credit check form template is beneficial to have on hand for those who need to perform a credit report on an individual or an organization. 

What’s it for? 

A credit check form gathers personal and employment information in order to obtain a credit check. 

Key benefits:

  • 100% customizable: build a comprehensive credit check form by adding or removing relevant sections to ensure you are working with updated data. 
  • Safe and secure: safely store private information in a secure online database.
  • Paper-free: reduce unnecessary paper waste and minimize human error by taking your forms online. 

64. Account Cancellation Form Template

Account Cancellation Form

Who needs this? 

Businesses need a proper way to offer account cancellation. Use an account cancellation form to collect and review cancellation requests. 

What’s it for? 

This account cancellation form collects the account details and provides the settlement instructions.  

Key benefits:

  • Key integrations: integrate this customizable with your existing systems and efficiently maintain your data. 
  • Improve efficiency: save time and make canceling accounts as stress-free as possible with digital forms
  • Easy to create: use our handy drag-and-drop tool to create these easy-to-use forms. 

65. Signature Verification Form Template

Signature Verification Form

Who needs this? 

A signature verification form is necessary when you need to check the authenticity of a signature and verify the person’s identity who is providing it.

What’s it for? 

This verification form gathers specimen signatures, bank or notary information, and the official’s details. 

Key benefits:

  • Online signature box: obtain all necessary signatures in one place with the online signature box at the end of the application. 
  • Secure: ensure that the form is stored in a secure online database. 
  • Ease of use: make it easy for everyone to fill out this form by using our online forms. 

66. Surety Bond Form Template

Surety Bond Form

Who needs this? 

A surety bond form is a legal agreement between a principal and a surety carrier. 

What’s it for? 

This form allows individuals to fill out relevant information including the description of the bond, contact details of the parties, bond amount, effective date, upload signatures, and more. 

Key benefits:

  • Rapid set-up: easily create, publish, and store form data for a stress-free process.  
  • Export data: export your data to an excel file for organized data management with 123Formbuilder’s powerful integration options.
  • Eliminating human error: you can be sure that important information won’t be lost in a pile of paperwork when you use our digital forms. 

67. Consulting Agreement Form Template

Consulting Agreement Form

Who needs this? 

Whether you’re a consultant or you run a business, you need a consulting agreement form in order to outline the terms of a consulting engagement and its payment.

What’s it for? 

A consulting agreement form collects information on the consulting party and their services, the company information, the retainer, contract details and more. 

Key benefits:

  • Automatic email notification: keep everyone in the loop and speed up the process by notifying all parties with instant notifications.
  • Avoid human error: digital forms are better for contract management—no more unnecessary delays from misplaced forms.
  • Confidential: keep everyone’s important information safe with our fully secure online forms.

68. Warehouse Receipt Form Template

Warehouse Receipt Form

Who needs this? 

A warehouse receipt is a document that provides proof of ownership of commodities that are stored in a warehouse, vault, or depository for safekeeping. 

What’s it for? 

This form documents any transfer of goods from one warehouse to another. It details out where the items are being stored, where they are being moved to, and the details of the company moving them. 

Key benefits:

  • Speed up processes: with this form you’ll be able to send it with just one click and you’ll speed up your warehouse transfer process. 
  • Avoid human error: online forms help manage and store important information without worrying about input error. 
  • Automated email notifications: notify relevant parties when a warehouse form  has been completed. 

Maximize your personal statement forms with 123FormBuilder

We understand–life can be busy enough without taking the time to find tons of forms to keep you organized and your finances in check. 

Getting–and staying–organized is a lot of work. Especially when you are trying to run a business and live your best life. 

That’s where we come in. Here at 123FormBuilder, our goal is to help you stay organized and maximize your potential with your organization by supporting you with the tools you need to be successful. 

Use these 70 personal finance forms to level up your personal life and keep your finances in tip-top shape. 

Personal Finance Forms: Frequently Asked Questions

What is a personal financial statement template?
A personal financial statement is a form that details a person’s financial position at a specific point in time. It lists your assets-what you own, your liabilities-what you owe, and your overall net worth.

How do I create a personal financial statement?
In order to create a personal financial statement, you need to make a spreadsheet that has a section for assets and one for liabilities. Next list your assets and liabilities and their respective worth. Then determine the total of both assets and liabilities and with that you can determine your net worth.

What are some examples of personal financial documents?
An income statement, a balance sheet, and a statement of cash flows are examples of personal financial statements.

 

What is the main purpose of personal financial statements?
The main purpose of a personal financial statement is to analyze your current financial status. It helps you track your net worth and to set financial goals. Personal financial statements are often required by lenders when you want to apply for credit or a loan, including a mortgage.

What are the four basic financial statements?
The four main financial statements are: 

  1. Balance sheets
  2. Income statements 
  3. Cash flow statements 
  4. Statements of shareholders’ equity

What are six home insurance policy forms and their coverages?

  1. HO-1 basic form homeowners insurance- the most basic form of homeowners insurance out there. It covers: 
  • Fire or lightning
  • Windstorm or hail
  • Explosion
  • Riot or civil commotion
  • Aircraft
  • Vehicles
  • Smoke
  • Vandalism and mischief
  • Theft
  • Volcanic eruptions
  1. HO-2 broad form homeowners insurance- provides coverage for a broader variety of problems compared to an HO-1 policy. It covers things such as: 
  • The weight of ice or snow on a structure
  • The accidental overflow or discharge of water or steam
  • Freezing
  • Cracking or bulging caused by a sudden and accidental event
  • Falling objects
  1. HO-3 special form coverage- the most common type of real estate insurance. Your home will usually be covered at its replacement cost and your personal property will be covered up to its actual cash value.  An HO-3 policy provides coverage for your house against damages caused by any damage apart from those specifically stated in the policy.
  2. HO-4 renter’s insurance- specifically designed for those who are renting or leasing their apartment, home, or condo.  Renter’s insurance essentially covers a renter’s personal property–at its replacement cost.
  3. HO-5 comprehensive form– usually considered to offer the highest level of coverage for single-family homes. Comprehensive form insurance covers your house and personal belongings at their replacement cost–which is generally higher than its cash value.
  4. HO-6: unit-owners insurance– a special type of policy for people who live in a co-op or in a condo.
Originally published on July 1, 2022

Don't miss a thing

Subscribe to our Newsletter to receive monthly news