Finance Documents

Finance
Sales and Use Tax Certificate of Exemption Form
This file is a Sales & Use Tax Certificate of Exemption form from Amway. It is used for claiming tax exemptions on purchasing tangible personal property. Ensure all information fields are completed or the form may be considered invalid.

Finance
New Fidelity Account Trust-Brokerage Application
This file is an application form to open a Fidelity Account for a trust. It includes sections for trust information, primary trustee information, and more. The form must be filled out accurately to ensure proper account setup.

Finance
FDIC and DFI Consent Order for Choice Financial Group
The file provides details on the Consent Order issued by the FDIC and DFI to Choice Financial Group. It outlines the Bank's violations, the required improvements to its AML/CFT program, and compliance measures. The document includes specific instructions for the Board and Compliance Committee.

Finance
Checkbook Register Date Payee Purpose Balance
This file is a checkbook register designed to help you track your financial transactions. It includes fields for date, check number, payee/purpose, amount, deposit, balance, and status. Ideal for personal and business use.

Finance
Fannie Mae Self-Employed Income Calculator Fact Sheet
This file contains instructions and best practices for using the Fannie Mae Self-Employed Income Calculator. It guides lenders on accurately calculating income for self-employed borrowers. Additionally, it provides key points and steps to remember for ensuring the accuracy and eligibility of loans.

Finance
Capital One Auto Finance Credit Report Dispute Form
Submit a credit report dispute for your Capital One auto loan using this form. Ensure detailed information for correct identification of your account. Mail or fax the completed form with supporting documents.

Finance
Tax Client Information Sheet for 2024-2025 Tax Filing
This file is used to collect essential tax information from clients. It includes sections to input client details, income streams, and payment information. Properly filling out this form ensures accurate tax filing.

Finance
KiwiSaver Opt-Out Request Form - Inland Revenue
This file contains the KiwiSaver Opt-Out Request form for individuals who have been automatically enrolled and do not wish to be members. It is intended for minors who were enrolled incorrectly and wish to opt-out. The form includes sections for personal details, employer details, and the reason for opting out.

Finance
Technology Upgradation Fund Scheme for Textile and Jute Industries
This file provides information on the Technology Upgradation Fund Scheme for Textile & Jute Industries from 2012 to 2017. It includes guidelines, eligible machinery, and various subsidy details. Useful for stakeholders in the textile and jute sectors looking for financial assistance.

Finance
Commercial Loan Billing Statement Example
This file is a sample commercial loan billing statement. It provides details about loan amounts, payment due dates, and transaction history. Useful for loan officers and borrowers.

Finance
BMW Financial Services Business Application Form
This form is used to apply for various financing options through BMW Financial Services, including lease, retail, pre-pay lease, and OwnersChoice. It collects detailed information about finance, vehicle, business, banking, and personal guarantor information. Instructions and certifications required for business entities and personal guarantors are included.

Finance
AICPA ASU 2016-14 Financial Statement Example Implementation
This document provides an illustrative example of financial statements implementation for a nongovernmental not-for-profit organization as per ASU 2016-14. It includes Statements of Financial Position, Activities, Functional Expenses, Cash Flows, and Notes to Financial Statements for Big National Charity, Inc. It is intended for use under current GAAP.