Kentucky Loan Agreement

A Kentucky loan agreement sets the loan terms and caps a smaller private loan near 19 percent, with 8 percent applying if the rate is left blank.

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Introduction

In Kentucky, a loan agreement is a written contract to lend money and be repaid with interest, and on a loan of 15,000 dollars or less the rate is capped near 19 percent per year. In Kentucky the interest you can charge is limited, and the limit turns on the size of the loan. Under Kentucky Revised Statutes 360.010 the legal rate is 8 percent per year, but the parties may agree in writing to more. On a loan of 15,000 dollars or less the ceiling is the lesser of 19 percent per year or 4 percent over the Federal Reserve discount rate on 90-day commercial paper; on a loan over 15,000 dollars the parties may agree in writing to any rate. If a loan does not set a rate in writing, the 8 percent legal rate applies, and charging above the ceiling on a smaller loan is usurious. Making an occasional private loan does not by itself require a license: a Consumer Loan Company license is needed only by a person engaged in the business of making loans of 15,000 dollars or less at a rate above the legal ceiling (Section 286.4-420), so a one-off personal loan is not licensed. Once the rate is set, a sound Kentucky 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 written agreement is required to charge more than 8 percent, and a lawsuit on a written contract signed today must be filed within ten years (Section 413.160). DocDraft builds your Kentucky loan agreement from your facts, with attorney review available before you sign.

Key Things to Know

  1. 1

    A Kentucky loan agreement is the signed record of the amount, the rate, and the repayment dates, and its interest ceiling turns on loan size, reaching about 19 percent per year on a loan of 15,000 dollars or less.

  2. 2

    Kentucky limits interest, and the limit turns on loan size. The legal rate is 8 percent per year, but the parties may agree in writing to more: on a loan of 15,000 dollars or less the ceiling is the lesser of 19 percent per year or 4 percent over the Federal Reserve discount rate on 90-day commercial paper; on a loan over 15,000 dollars any agreed written rate is lawful (Kentucky Revised Statutes 360.010).

  3. 3

    If a loan does not state a rate in writing, Kentucky applies the 8 percent legal rate, and that rate also governs interest after default when no rate is stated (Kentucky Revised Statutes 360.010). To charge more than 8 percent you need a written agreement.

  4. 4

    You do not need a license to make an occasional private loan. A Consumer Loan Company license is required only of a person engaged in the business of making loans of 15,000 dollars or less at a rate above the legal ceiling (Kentucky Revised Statutes 286.4-420), overseen by the Department of Financial Institutions. Banks, credit unions, and licensed pawnbrokers are separately excluded.

  5. 5

    Kentucky sets no separate flat late-fee cap for a private loan. Interest after default runs at the rate stated in the contract, or at the 8 percent legal rate if none is stated (Kentucky Revised Statutes 360.010). Set any late charge as a reasonable estimate of the lender actual costs.

  6. 6

    Put the loan in writing and keep it. A written agreement is required to charge more than the 8 percent legal rate, and a lawsuit on a written contract executed today must be filed within ten years (Kentucky Revised Statutes 413.160). A signed agreement is far easier to enforce.

  7. 7

    Spell out default and acceleration. Define what counts as default, usually a missed payment past a stated grace period, and include an acceleration clause so the lender can demand the entire unpaid balance at once if the borrower defaults.

Key decisions before you file

Before you file a Loan Agreement in Kentucky, 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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KENTUCKY LOAN AGREEMENT (Written loan of money with interest and repayment terms; Kentucky 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. Under Kentucky Revised Statutes 360.010 the legal rate is 8 percent per year, but the parties may agree in writing to more: on a loan of 15,000 dollars or less the ceiling is the lesser of 19 percent per year or 4 percent over the Federal Reserve discount rate on 90-day commercial paper; on a loan over 15,000 dollars any agreed written rate is lawful. If this agreement is left blank as to rate, the 8 percent legal rate applies.

  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. Interest after default runs at the rate stated above, or at the 8 percent legal rate if none is stated.

  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 Commonwealth of Kentucky.

  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 Kentucky loan-agreement skeleton for a private written loan. An individual making an occasional loan is generally not required to hold a license; a person engaged in the business of making loans of 15,000 dollars or less above the legal ceiling needs a Consumer Loan Company license (Section 286.4-420). Keep a smaller loan at or below the lesser of 19 percent or 4 percent over the Federal Reserve discount rate (Section 360.010), and keep the signed agreement, because a lawsuit on a written contract signed today must be filed within ten years (Section 413.160). For the complete builder and other states, see the full Loan Agreement template hub.

Kentucky Requirements for Loan Agreement

Maximum Interest Rate (Usury Cap)

Kentucky limits interest, and the limit turns on loan size. The legal rate is 8 percent per year, but the parties may agree in writing to more: on a loan of 15,000 dollars or less the ceiling is the lesser of 19 percent per year or 4 percent over the Federal Reserve discount rate on 90-day commercial paper; on a loan over 15,000 dollars any agreed written rate is lawful (Kentucky Revised Statutes 360.010). State the rate as a number and keep a smaller loan within the ceiling.

Legal Rate When the Contract Is Silent

If a loan does not state a rate in writing, Kentucky applies the 8 percent legal rate (Kentucky Revised Statutes 360.010), and that rate also governs interest after default when no rate is stated. To charge more than 8 percent, up to the applicable ceiling, the parties must agree in writing. Always write the agreed rate into the agreement so the 8 percent default does not apply by accident.

Lender Licensing (Consumer Loan Company)

A Consumer Loan Company license, administered by the Kentucky Department of Financial Institutions, is required only of a person engaged in the business of making loans of 15,000 dollars or less at a rate above the legal ceiling (Kentucky Revised Statutes 286.4-420). An individual making an occasional private loan is not in that business and generally does not need a license. If you lend money repeatedly as a business, confirm whether you must be licensed before you lend.

Larger and Exempt Loans Are Not Capped

The 19 percent ceiling governs a smaller written loan, not every loan. On a loan whose original principal exceeds 15,000 dollars the parties may agree in writing to any rate (Kentucky Revised Statutes 360.010), and banks, savings banks, trust companies, credit unions, and licensed pawnbrokers are excluded from the consumer-loan subtitle (Section 286.4-410). This is why a larger or institutional loan can carry a rate above 19 percent while an ordinary smaller private loan cannot.

Late Fees and Interest After Default

Kentucky sets no separate flat statutory late-fee cap for a private loan. Interest after default runs at the rate stated in the contract, or at the 8 percent legal rate if none is stated (Kentucky Revised Statutes 360.010), and the statutory default-charge limits apply only to licensed consumer loan companies. Set any late fee as a reasonable estimate of the lender actual costs, not an arbitrary penalty.

Put the Loan in Writing

A loan need not be written to be enforceable in Kentucky, but writing it down is strongly advised. A written agreement is required to charge interest above the 8 percent legal rate (Kentucky Revised Statutes 360.010), and a written contract executed today carries a ten-year period to sue (Section 413.160). Have both parties sign and date the agreement and keep a copy.

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 executed today must generally be filed within ten years in Kentucky, running from the default (Kentucky Revised Statutes 413.160). Written contracts executed on or before July 15, 2014 carry the older fifteen-year period (Section 413.090). Keeping a signed written agreement and a record of payments gives you a clear, provable claim within that period.

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 Kentucky 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 Kentucky sets an 8 percent legal rate and caps a smaller written loan near 19 percent (Kentucky Revised Statutes 360.010), stating the rate in writing matters. A written contract signed today can also be enforced for ten years.

A loan does not have to be in writing to be enforceable in Kentucky, but writing it down is strongly advised. To charge interest above the 8 percent legal rate, Kentucky requires the parties to agree in writing (Kentucky Revised Statutes 360.010). A written contract also carries a ten-year period to sue for agreements executed after July 15, 2014 (Section 413.160), so a signed Kentucky agreement protects both sides if the loan is later disputed.

Not for a one-off private loan. A Consumer Loan Company license, issued by the Kentucky Department of Financial Institutions, is required only of a person engaged in the business of making loans of 15,000 dollars or less at a rate above the legal ceiling (Kentucky Revised Statutes 286.4-420). An individual who makes an occasional personal loan is not in that business and generally does not need a license. Banks, credit unions, and licensed pawnbrokers are separately excluded.

Charging more than the lawful maximum on a smaller loan makes the interest usurious. Under Kentucky Revised Statutes 360.020 a lender who charges more than the maximum permitted by Section 360.010 forfeits the excess interest and may face a civil penalty, and payments are applied first to interest. The safest course is to keep a written loan of 15,000 dollars or less at or below the lesser of 19 percent or 4 percent over the Federal Reserve discount rate.

If a loan does not state a rate in writing, Kentucky applies the 8 percent legal rate under Kentucky Revised Statutes 360.010. That 8 percent rate also governs interest after default when the contract states no rate. To charge a higher rate, up to the applicable ceiling, you must state the rate in a written agreement, so always write the agreed rate into the Kentucky agreement.

Yes, if it is reasonable. Kentucky sets no separate flat late-fee cap for a private loan. Interest after default runs at the rate stated in the contract, or at the 8 percent legal rate if none is stated (Kentucky Revised Statutes 360.010), and the statutory late-charge limits apply only to licensed consumer loan companies. Tie any late fee to your real costs from a late payment and state it clearly in the Kentucky agreement.

For a written loan agreement executed today you generally have ten years from the default to sue in Kentucky (Kentucky Revised Statutes 413.160). Written contracts executed on or before July 15, 2014 carry the older fifteen-year period (Section 413.090). Because the clock runs from the missed payment, keeping a signed written agreement and a record of payments gives you the stronger position if you have to collect in Kentucky.