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Information Rights Agreement
Contract granting investors access to company financial data.
Suspicious Activity Report (SAR)
Report filed with authorities regarding potential financial crimes.
Federal Student Aid Application
Official application for government-sponsored financial aid (e.g., FAFSA).
Form 10-K (Annual Report)
Comprehensive annual report filed by public companies.
Audit Report
Report by an auditor on a company's financial statements.
Annual Report
Comprehensive report on a company's activities throughout the preceding year.
Credit Default Swap
Financial derivative that functions like insurance against default.
Gift Letter
Document confirming that a sum of money is a gift and not a loan.
Customs Bond
Financial guarantee for payment of duties and taxes.
Forgery Bond
Coverage for losses due to forged financial instruments.
Form 10-Q (Quarterly Report)
Quarterly financial report filed by public companies.
Closing Statement
Itemized statement of all financial transactions in a property sale.
Work-Study Agreement
Contract for part-time employment for students with financial need.
Trust Accounting Statement
Financial report detailing trust income, expenses, and distributions.
Conservatorship Petition
Legal request to manage the financial or personal affairs of an incapacitated adult.
Business Valuation Report
Professional assessment of a company's economic value.
Power of Attorney (General)
Legal document authorizing someone to act on another's behalf in financial matters.
Balance Sheet
Financial statement showing assets, liabilities, and equity.
Scholarship Agreement
Terms and conditions for receiving financial aid or grants.
Athletic Scholarship Contract
Agreement for student-athletes receiving financial aid.
Child Support Agreement
Contract specifying financial support payments for a child's care.
Beneficiary Designation Form
Form naming who inherits specific financial accounts.
Escrow Agreement (Financial)
Agreement for a third party to hold funds during a transaction.
Anti-Money Laundering (AML) Policy
Internal procedures to prevent financial crimes.
Political Risk Insurance
Protection against financial loss due to political instability.
Structured Settlement Agreement
Settlement paid out in installments over time.
Wedding Insurance
Policy covering financial losses related to a wedding.
Limited Guaranty
Guaranty capped at a specific amount or time.
Student Loan Agreement
Contract for borrowing money to pay for education.
Cash Flow Statement
Financial report showing cash inflows and outflows.