HELP WITH FINANCIAL MATTERS
Templates for complaints, early repayment settlement, private loans and schedule changes. Download a document and read the instructions.
DOCUMENTS TO COMPLETE
Word files · free to download
Each template includes instructions and a full preview to help you check whether the document suits your situation. The files are available in Polish and English, free of charge in Word format so you can complete and edit them. After downloading, enter the correct party details, agreement numbers, dates and amounts, then adapt the wording to your circumstances. Before signing or sending the document, read it in full, remove unused placeholders and check whether attachments are needed. If the matter is disputed or you are unsure about the wording and its consequences, consult a lawyer or a free advice service.
Use this template to prepare a complaint about charges, the settlement of a loan or the performance of an agreement. Enter the recipient’s details, describe what happened and state the outcome you are requesting. Download the completed letter, check its wording and send it to the appropriate company yourself.
Prepare a request for the settlement of consumer credit repaid in full before the agreed due date. The document includes space for agreement details, the repayment date and arrangements for a reply and any refund. Complete the template using your records and attach proof of repayment.
Use this template to propose revised instalments or a different repayment date. Describe your circumstances, suggest a schedule and ask for an explanation of the terms and costs of any change. Sending the request does not itself amend the agreement; the revised terms must be agreed with the other party.
This template records an interest-free loan between two private individuals. Enter the parties’ details, the loan amount, how the money will be transferred and the agreed repayment date. Before signing, both parties should check that the document reflects their arrangements.
Use this template to record changes to a repayment schedule agreed by the parties to an existing agreement. Enter the agreement details, current balance, instalment amounts and new payment dates, together with any agreed amendment costs. Before signing, both parties should check that the document accurately reflects their arrangements.
This template allows a creditor to acknowledge a payment and identify the agreement it relates to. Enter the amount, the date the money was received and how the payment has been allocated. Also state whether any balance remains after the payment, based on the actual account records.
FURTHER OPTIONS
After exhausting the complaint procedure, check whether the Financial Ombudsman can intervene. Free advice services can also help you prepare documents and understand your situation.
