Finance & insurance form templates

Expense claims, payment plans, claims and financial intake forms. 10 ready-made templates — try each one on its page, then make it yours in FileIt Forms.

All templates 160 HR & employment 20Business & clients 13Events & community 10Education & family 20Health & care 13Property & rentals 9Finance & insurance 10Hospitality & travel 10IT & operations 10Trades & field work 10Sports & wellness 10Nonprofit & faith 10Feedback & surveys 8Legal & consent 7
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 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 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 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 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

How FileIt Forms works

  1. Pick a template or start blank. Drag and drop questions, add pages, and show questions only when they apply.
  2. Share it. A public link, or a personal link emailed to each person. Respondents don’t need an account.
  3. Get every response as a PDF, saved in the vault folder you choose, with uploads attached — plus a Responses table you can export to CSV.

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