Connecticut Loan Agreement

A Connecticut loan agreement sets the loan terms and caps most private-loan interest at 12 percent per year, with 8 percent applying if the rate is left blank.

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Introduction

Connecticut law treats a loan agreement as a written contract to lend money and be repaid with interest, and on an ordinary loan that interest cannot be charged at more than 12 percent per year. In Connecticut the interest you can charge on most private loans is capped. Under Connecticut General Statutes Section 37-4, no person shall loan money and charge interest at a rate greater than 12 percent per year. Statutory exceptions in Section 37-9 lift that cap for bank and credit union loans, real property mortgages over 5,000 dollars, and business or commercial loans over 10,000 dollars. If a written agreement does not state a rate, the law fills the gap at 8 percent per year (Connecticut General Statutes Section 37-1). Making an occasional private loan does not require a license: a small loan license is needed only by a person who makes small loans, meaning loans of 15,000 dollars or less at an annual percentage rate over 12 percent, as a business (Connecticut General Statutes Sections 36a-555 and 36a-556). Once the rate is set, a sound Connecticut loan agreement names the parties, the principal, the interest rate as a number, the repayment schedule, any late fee, and what counts as default. It should include an acceleration clause, which lets the lender demand the entire unpaid balance at once if the borrower misses payments. Put the terms in writing: a lawsuit on a written contract can be filed for six years (Connecticut General Statutes Section 52-576), and a clear signed agreement is what protects both sides if the loan is later disputed. DocDraft builds your Connecticut loan agreement from your facts, with attorney review available before you sign.

Key Things to Know

  1. 1

    A loan agreement in Connecticut records the lender's advance and the borrower's promise to repay, along with the amount, the rate, and the payment dates; where the parties agree to nothing on rate the legal rate is 8 percent, and the general lending ceiling is 12 percent per year.

  2. 2

    Connecticut caps most private-loan interest at 12 percent. Under Connecticut General Statutes Section 37-4, no person shall loan money and charge interest at a rate greater than 12 percent per year. This is a strict ceiling on a covered private loan, so keep the total interest at or below 12 percent.

  3. 3

    Some loans are excepted from the 12 percent cap. Section 37-9 lifts the limit for bank and credit union loans, real property mortgages over 5,000 dollars, and business or commercial loans over 10,000 dollars, so those loans may carry a higher agreed rate.

  4. 4

    If a written loan agreement does not state a rate, Connecticut sets the legal rate at 8 percent per year (Connecticut General Statutes Section 37-1). To charge up to the 12 percent cap on a covered loan, state the agreed rate in a written agreement.

  5. 5

    You do not need a license to make an occasional private loan. A small loan license is required only of a person who makes small loans, meaning loans of 15,000 dollars or less at an APR over 12 percent, as a business (Connecticut General Statutes Sections 36a-555 and 36a-556), regulated by the Department of Banking.

  6. 6

    Put the loan in writing and keep a late fee within the cap. A written, signed agreement is far easier to enforce, and any late charge should be a reasonable estimate of the lender's actual costs, with total interest on a covered loan staying at or below 12 percent per year.

  7. 7

    Spell out default and acceleration, and mind the deadline to sue. Define what counts as default, include an acceleration clause so the lender can demand the whole unpaid balance at once, and remember a lawsuit on a written contract must be filed within six years (Connecticut General Statutes Section 52-576).

Key decisions before you file

Before you file a Loan Agreement in Connecticut, a few decisions shape the document: which option to choose and what each one means. The Loan Agreement guide walks through them.

Open the Loan Agreement guide

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CONNECTICUT LOAN AGREEMENT (Written loan of money with interest and repayment terms; Connecticut law)

  1. PARTIES. This Loan Agreement is made on [DATE] between [LENDER NAME], of [ADDRESS] (Lender), and [BORROWER NAME], of [ADDRESS] (Borrower).

  2. LOAN AMOUNT (PRINCIPAL). Lender agrees to lend, and Borrower agrees to repay, the principal sum of [AMOUNT IN WORDS] dollars ([AMOUNT]).

  3. INTEREST. The unpaid principal bears interest at [NUMBER] percent per year. Connecticut generally caps a covered private loan at 12 percent per year (Connecticut General Statutes Section 37-4), unless a statutory exception applies, such as a business or commercial loan over 10,000 dollars (Section 37-9). If this agreement is left blank as to rate, the legal rate is 8 percent per year (Connecticut General Statutes Section 37-1).

  4. REPAYMENT. Borrower shall repay the loan by [ ] a single payment of [AMOUNT] due on [DATE]; or [ ] [NUMBER] equal installments of [AMOUNT] each, due on the [DAY] of each month starting [DATE] until paid in full. Payments apply first to accrued interest, then to principal.

  5. PREPAYMENT. Borrower may prepay all or part of the principal at any time without penalty, and interest stops accruing on any amount prepaid.

  6. LATE FEE. If a payment is more than [NUMBER] days late, Borrower shall pay a late charge of [AMOUNT], which the parties agree is a reasonable estimate of Lender costs from the late payment and not a penalty, provided total interest and charges on a covered loan stay at or below 12 percent per year.

  7. DEFAULT. Borrower is in default if a payment is more than [NUMBER] days late, if Borrower breaks any promise in this agreement, or if Borrower becomes insolvent or files for bankruptcy.

  8. ACCELERATION. On default, Lender may declare the entire unpaid balance of principal and accrued interest immediately due and payable, after any notice and cure period stated here: [NOTICE TERMS].

  9. COLLECTION COSTS. If the loan is placed for collection, Borrower shall pay Lender reasonable collection costs and attorney fees to the extent permitted by law.

  10. SECURITY. This loan is [ ] unsecured; or [ ] secured by the following collateral: [DESCRIBE]. Any collateral is governed by a separate security agreement.

  11. GOVERNING LAW. This agreement is governed by the laws of the State of Connecticut.

  12. ENTIRE AGREEMENT. This writing is the entire agreement between the parties and may be changed only in a writing signed by both.

Executed on [DATE].


[LENDER NAME], Lender


[BORROWER NAME], Borrower

Note: This is a plain Connecticut loan-agreement skeleton for a private written loan. An individual making an occasional loan is generally not required to hold a license; a person who makes small loans (15,000 dollars or less at an APR over 12 percent) as a business needs a small loan license (Connecticut General Statutes Section 36a-556). Keep the total interest at or below 12 percent per year on a covered loan unless an exception applies (Connecticut General Statutes Sections 37-4 and 37-9), and keep the signed agreement, because a lawsuit on a written contract must be filed within six years (Connecticut General Statutes Section 52-576). For the complete builder and other states, see the full Loan Agreement template hub.

Connecticut Requirements for Loan Agreement

Maximum Interest Rate (Usury Cap)

Connecticut caps most private-loan interest at 12 percent per year. Under Connecticut General Statutes Section 37-4, no person shall loan money and charge interest at a rate greater than 12 percent per year. Keep an ordinary private Connecticut loan at or below 12 percent, and state the rate as a number in the written agreement.

Exceptions That Lift the 12 Percent Cap

Statutory exceptions in Connecticut General Statutes Section 37-9 lift the 12 percent cap for bank and credit union loans, real property mortgages over 5,000 dollars, and business or commercial loans over 10,000 dollars. Those loans may carry a higher agreed rate. Confirm whether your loan falls within a listed exception before setting a rate above 12 percent.

Legal Rate When the Contract Is Silent

If a written loan agreement does not state an interest rate, Connecticut sets the legal rate at 8 percent per year (Connecticut General Statutes Section 37-1). To charge more than 8 percent, up to the 12 percent cap on a covered loan, state the agreed rate in the agreement so the 8 percent default does not apply by accident.

Lender Licensing (Small Loan License)

A small loan license from the Department of Banking is required only of a person who makes small loans, meaning loans of 15,000 dollars or less at an APR over 12 percent, as a business (Connecticut General Statutes Sections 36a-555 and 36a-556). An individual making an occasional private loan is not in the business of lending and generally does not need a license. If you lend money repeatedly as a business, confirm whether you must be licensed before you lend.

Put the Loan in Writing

A loan need not be written to be enforceable in Connecticut, but writing it down is strongly advised. State the agreed rate, up to the 12 percent cap on a covered loan, in the written agreement, and remember a written contract carries a six-year period to sue (Connecticut General Statutes Section 52-576). Have both parties sign and date the agreement and keep a copy.

Late Fees Must Stay Within the Cap

Connecticut does not set a flat statutory late-fee cap for a private written loan, but on a covered loan any late fee plus interest should keep the effective rate at or below 12 percent per year (Connecticut General Statutes Section 37-4). Set any late fee as a reasonable estimate of the lender's actual costs from a late payment, not as a penalty, and watch the total against the cap.

Default and Acceleration

Define default clearly, usually a payment missed past a stated grace period, a broken promise in the agreement, or the borrower insolvency. Include an acceleration clause so that on default the lender may declare the entire unpaid balance of principal and accrued interest immediately due. Stating any required notice and cure period avoids disputes about whether acceleration was proper.

Time Limit to Sue on the Debt

A lawsuit to collect on a written loan agreement must generally be filed within six years in Connecticut, running from the default (Connecticut General Statutes Section 52-576, covering actions on a written contract). Keeping a signed written agreement gives you a clear, provable claim. Confirm the current deadline before filing, since it can turn on when the last payment or written acknowledgment was made.

Frequently Asked Questions

A loan agreement is a written contract in which a lender lends money to a borrower who promises to repay it, usually with interest, on an agreed schedule. In Connecticut it should name the parties, the principal, the interest rate as a number, the repayment dates, any late fee, and what counts as default. Because Connecticut caps most private-loan interest at 12 percent per year (Connecticut General Statutes Section 37-4) and fills a blank rate at 8 percent, stating the rate in writing matters. A written contract can be enforced for six years.

A loan does not have to be in writing to be enforceable in Connecticut, but writing it down is strongly advised. To set an agreed rate up to the 12 percent cap on a covered loan, state it in a written agreement, and a written contract carries a six-year period to sue (Connecticut General Statutes Section 52-576). A signed agreement stating the amount, the rate, and the repayment terms protects both sides if the loan is later disputed.

Not for a one-off private loan. A small loan license, regulated by the Department of Banking, is required only of a person who makes small loans, meaning loans of 15,000 dollars or less at an APR over 12 percent, as a business (Connecticut General Statutes Sections 36a-555 and 36a-556). An individual who makes an occasional personal loan is not in the business of lending and generally does not need a license. If you lend repeatedly as a business, confirm whether you must be licensed.

Charging more than 12 percent on a covered loan violates Connecticut General Statutes Section 37-4, and the usury statute bars recovery of the prohibited interest, so a usurious lender can lose the right to collect that interest. The safest course on an ordinary private Connecticut loan is to keep the total interest at or below 12 percent per year, unless a Section 37-9 exception (such as a business loan over 10,000 dollars) applies to your loan.

If a written loan agreement does not state an interest rate, Connecticut sets the legal rate at 8 percent per year under Connecticut General Statutes Section 37-1. To charge more than 8 percent, up to the 12 percent cap on a covered loan, you must state the agreed rate in the agreement. Writing the rate down avoids having the 8 percent default apply and avoids a dispute about what interest was intended.

Yes, if the fee is reasonable and total charges stay within the cap. Connecticut does not set a flat statutory late-fee cap for a private written loan, so a late charge is enforceable as a reasonable estimate of the lender's actual costs rather than as a penalty. On a covered loan, any late fee plus interest should keep the effective rate at or below 12 percent per year (Connecticut General Statutes Section 37-4).

For a written loan agreement, you generally have six years from the default to sue in Connecticut (Connecticut General Statutes Section 52-576, which covers actions on a written contract). Because the written period is clear and easier to prove, keeping a signed loan agreement gives you the stronger position if you have to collect. Confirm the current deadline before you file, since dates can turn on when the last payment was made.