Financial Records

Statements of account, comfort letters and other financial-record templates for businesses.

• Bank Statement / Statement of Account Template (US)Free US statement of account with correct opening/closing balance math and a fraud warning citing 18 U.S.C. § 1014. Not a substitute for a real bank statement.
• Certificate of Insurance Request Template (US)Free certificate of insurance request letter and checklist for asking an insurer, broker or vendor for real proof of coverage without making a fake COI.
• Daycare Receipt Template (US)Free US daycare receipt template for childcare payments with provider details, child names, dates, payment method, year-end totals and tax-record fields.