Family loan keeping checklist Supplementary worksheet: check your regulator's own form. Not a loan agreement or promissory note. Use an appropriate local template or lawyer for the agreement; this only tracks the terms and copies. A worksheet, not an official form; use your regulator's / carrier's / insurer's own form where one is required. [ ] Amount recorded in the agreement ________________________________________ [ ] Repayment schedule recorded ________________________________________ [ ] Interest, if any, recorded ________________________________________ [ ] Signed-copy references ________________________________________ [ ] Who holds each copy ________________________________________