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Credit Reference Form

A credit reference form is a document that affirms the creditworthiness of a prospective borrower or rental applicant. Most commonly used in business-to-business transactions, the credit reference form (or sometimes called a trade reference) is used in the place of a typical credit report as a business’s credit history is less available. The reference form includes information from previous vendors the potential buyer has used in the past. The creditor is able to contact these vendors to verify the credit worthiness of the potential buyer. Sample Credit Reference Request Credit Reference Request (Your Address Here) (Your Logo Here) TO: RE: Your company has been provided to us as a credit reference by ______________________ (potential borrower). In order for us to provide credit, we would appreciate if you would complete the information below and return the form to us at via email or fax. All information you give us will be held in strict confidence and used for credit purposes only. Sincerely: DATE OF FIRST SALE ______________ DATE OF LAST SALE _______________ RECENT HIGH CREDIT ______________ AMOUNT CURRENTLY OWED _____________ AMOUNT PAST DUE ________________ HOW MANY DAYS PAST DUE? _______________________ TERMS OF SALE __________________ IS ACCOUNT SECURED? (YES/NO): _________IF YES, HOW IS IT SECURED? ___________________________



Price Increase Letter

There comes a moment for most businesses that causes much heartache and anguish – raising prices. You’ve done all you can to keep prices low, but as the business grows, costs keep increasing and now you need to write a price increase letter to your customers. Considering raising prices to a long-term client, especially one that composes a significant percentage of revenue is scary because what happens if they leave? Will you still be in business? While you aren’t the first business to have to suffer through this, writing a letter telling this customer that prices will increase will take some tact. Read some of our tips and look at our price increase letter template. How do you write a price increase letter? Some things to remember when writing your letter: Apologize for the situation – Try not to sound forceful or aggressive in your letter. Companies know prices do increase, so explain the situation. Personalize the letter – While it may be easy to address the letter to “Dear Valued Customer”, not many people will be receptive to a generically written letter like this. Instead, use your mail merge fields and put the customer’s first name instead. Reinforce the value you bring to the table – Nobody wants to see their costs increase, but your customer needs what you are offering so they can serve their customers or reach their goals. There is a cost to researching and switching to another vendor. If you have been a valuable partner, a price increase should pose no problems in continuing the relationship. Be sure to have a few other people read the letter. What may sound good in your head may not translate well on paper. Having other perspectives will help you in writing a letter that successfully strengthens the relationship…

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Illinois Boat Bill of Sale

When purchasing a boat, it is critical for the buyer to get a boat bill of sale. In Illinois, the bill of sale is used to transfer the ownership from the seller to the buyer. The buyer has 30 days from the date of sale, or will face penalties. Steps to Fill out an Illinois Boat Bill of Sale Download the free sample template (below) Enter the sales price of the boat Enter the purchaser’s name and address Enter the seller’s name and address Enter the description of the boat. Typical information includes make, year, hull ID number, motor model, horsepower and serial number. If a trailer is included in the sale, enter information about it including the make, model, year and serial number. The buyer and seller must both sign the bill of sale either in front of a non-related witness or a notary public. Not doing so will invalidate the document. Common Questions Q – Do I have to send in a bill of sale in Illinois when buying a boat and trailer from an individual? Answer – There are a few steps to complete the registration for a boat and trailer. Complete the Watercraft Application from the Department of Natural Resources Mail the completed watercraft application and signed title along with the boat transfer fee paid by check or money order to DNR. Fill out the RUT-75 tax form, which is the Use Tax Transaction Return from the Illinois Department of Revenue. Send the completed RUT-75 and boat bill of sale along with a check or money order payable to the Department of Revenue.



Alabama Boat Bill of Sale

When purchasing a boat, it is critical for the buyer to get a boat bill of sale. In Alabama, the bill of sale is used to transfer the ownership from the seller to the buyer. The buyer has 20 days from the date of sale, or will face penalties. Learn how to word a bill of sale for a boat in Alabama below! Steps to Fill out an Alabama Boat Bill of Sale Download the free template Enter the sales price of the boat Enter the purchaser’s name and address Enter the seller’s name and address Enter the description of the boat. Typical information includes make, year, hull ID number, motor model, horsepower and serial number. It’s important to note that boats in Alabama built after 1972 are required to be registered with a 12 digit hull number. Also, any motor must be registered with a serial number and horsepower. If a trailer is included in the sale, enter information about it including the make, model, year and serial number. The buyer and seller must both sign the bill of sale either in front of a non-related witness or a notary public. Not doing so will invalidate the document.



How to Write a Bill of Sale for a Boat

A bill of sale for a boat documents the sale of a boat from a seller to the buyer. This document serves as the buyer’s proof the boat belongs to them and is used to register the ownership of the boat with the DMV. Get a Template Instead of making your own bill of sale from scratch, use our template. At the bottom of the page, we have templates that are customized for the requirements of each state. The steps below may vary slightly by state, but are generally how a bill of sale for a boat is filled out. Step 1 – List the Purchase Price Enter the purchase price of the boat in the bill of sale. If the purchase price includes a trailer or other equipment that is being sold as well, those individual components need to be itemized separately. Not doing so may increase the taxes for licensing the boat and/or trailer. Step 2 – Identify the Purchaser and Seller Enter the name and address of the buyer and seller. This is important to correctly identify the parties involved and get the title moved to the buyer. Step 3 – Include Information of the Boat Identify the make, year, serial number and other required information your state requires. If a trailer is included in the sale, enter the make, model, year and VIN. Alternatively, you may want to consider a separate trailer bill of sale. Step 4 – Sign and Date The purchaser and seller need to sign and date the boat bill of sale. It’s a good idea to have a witness observe the signing of the document and even better if a notary public signs as well. Alabama



Free Trailer Bill of Sale | PDF & Word

What is a trailer bill of sale? A trailer bill of sale is a written agreement transferring ownership of a trailer between buyer and seller. This signed document will be used to officially transfer the title when the sale is registered with their state’s DMV (Department of Motor Vehicles). As is often the case when purchasing a trailer, another piece of personal property is being sold as well such as a boat, motorcycle, vehicle, etc.  Each separate item will need its own bill of sale such as a boat bill of sale, motorcycle bill of sale or vehicle bill of sale. Why do you need a bill of sale? There are two main reasons a bill of sale is needed when selling a trailer. A bill of sale provides proof the property was sold. The state will require one before transferring title to a new owner. How do you write a bill of sale for a trailer? A bill of sale for a trailer includes key pieces of information about the buyer and seller along details on the trailer.  This information includes: Name and address of both the seller and the buyer Information about the trailer including the make, model, year and vehicle identification number (VIN) which is a 17 digit number often found somewhere along the frame. Date of the sale Purchase price of the trailer Signatures of the buyer and seller Warranties (typically only for new trailer sales) Notary (in some states) It is important to note that some states require homemade trailers to have a VIN for it to be titled.  Many buyers will require the ability to title before purchasing. In order to complete the transaction, the seller needs to provide a title signed over to the buyer in addition to the trailer bill of sale…

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HH OT Daily Visit Record

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HH OT Evaluation/Re-Evaluation/Discharge

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HH OT Evaluation-Physician Certification

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Inpatient OT Evaluation

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