Agency Agreement
Customized Agreements
Agency Agreement
Appoint an agent for a defined commercial or administrative purpose through act-by-act authority, express exclusions, approval thresholds, third-party capacity disclosures, controlled funds and property, auditable records, conflict treatment, and a coordinated revocation and closeout process.
Also called: commercial agency agreement, limited agency agreement, purchasing agent agreement.
What you walk away with
A clean multi-page PDF and DOCX after you finish — not a web-form dump. Preview the document before you pay.
- PDF export
- DOCX export
- E-sign included
- No subscription
Agency, authority, fiduciary-duty, worker-classification, licensing, money-handling, property, filing, consumer, privacy, tax, indemnity, restrictive-covenant, revocation, and third-party reliance rules vary by governing state, transaction type, locations, industries, specific acts, and actual conduct.
Jurisdiction details
See how this document starts in your state
Choose the state where the document will be used. The state page shows the maintained coverage level, local-rule limits, and a builder link with the canonical state code already selected.
When this fits
Use this document when…
- A company appointing a purchasing agent with supplier, item, budget, and approval limits
- A principal authorizing an independent administrative agent to make identified filings and communications
- A project owner appointing an agent for a defined transaction class without granting general authority
- A business formalizing who may negotiate, sign, pay, receive, report, hold property, or notify third parties
Before you start
Information you will need
- Principal, agent, commercial or administrative purpose, context, territory, jurisdictions, contacts, relationship model, and term
- Each permitted and withheld act, subject, third party, place, channel, value threshold, approval, evidence, effective period, and revocation status
- Negotiation, contracting, purchasing, pricing, funds, property, filing, communication, instruction, and delegation selections
- Compensation, expenses, advances, accounts, users, segregation, receipts, disbursements, property custody, records, reports, reconciliations, and final accounting
- Conflicts, related parties, third-party benefits, confidentiality, data, brand, IP, insurance, indemnity, liability, default, revocation, notice, return, and transition
What you receive
- One customized Agency Agreement
- Schedule A express authority and limitations
- Schedule B thresholds, approvals, and evidence
- Schedule C compensation, expenses, advances, funds, and accounting
- Schedule D principal and agent responsibilities
- Schedule E revocation, open matters, third-party notice, return, and transition
- PDF and DOCX export with electronic signature capability
Document questions
Questions about this document
What is a Agency Agreement?
Appoint an agent for a defined commercial or administrative purpose through act-by-act authority, express exclusions, approval thresholds, third-party capacity disclosures, controlled funds and property, auditable records, conflict treatment, and a coordinated revocation and closeout process.
How do I create a Agency Agreement?
A company appointing a purchasing agent with supplier, item, budget, and approval limits; A principal authorizing an independent administrative agent to make identified filings and communications; A project owner appointing an agent for a defined transaction class without granting general authority
What should a Agency Agreement include?
Principal, agent, commercial or administrative purpose, context, territory, jurisdictions, contacts, relationship model, and term; Each permitted and withheld act, subject, third party, place, channel, value threshold, approval, evidence, effective period, and revocation status; Negotiation, contracting, purchasing, pricing, funds, property, filing, communication, instruction, and delegation selections; Compensation, expenses, advances, accounts, users, segregation, receipts, disbursements, property custody, records, reports, reconciliations, and final accounting; Conflicts, related parties, third-party benefits, confidentiality, data, brand, IP, insurance, indemnity, liability, default, revocation, notice, return, and transition
Special situations
- Negotiation does not confer signature authority; possession does not confer disposition authority; and system access does not confer unrestricted use.
- Contracting, purchasing, pricing, funds, property, filings, communications, and delegation are separate conditional grants rather than one general authorization.
- Authority to receive or control money is coordinated with named accounts, users, limits, segregation, receipts, disbursements, reconciliations, discrepancies, and return.
- Revocation and termination identify affected third parties and give every open matter, amount, property item, credential, record, data set, and transition task one outcome.
Frequently asked questions
Is this a power of attorney?
No. It is a defined commercial or administrative agency contract and excludes general, durable, healthcare, estate, and unlimited authority.
Can the agent sign contracts?
Only if selected and Schedule A states the exact document, counterparty, value and term limits, approvals, signature form, and records.
Can the agent receive or pay money?
Only through the selected funds grant, coordinated with named accounts, users, limits, segregation, transaction evidence, reconciliation, discrepancy, and return terms.
Can the agent appoint someone else?
Only if delegation is selected and the delegate remains within approved acts, qualifications, supervision, access, flow-down duties, responsibility, and revocation rules.
How is authority ended?
The principal uses the selected revocation or termination process, disables operational access, notifies identified third parties, reconciles funds and property, and closes every open matter through Schedule E.
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Not legal advice
Locke Direct helps structure documents and workflows. It does not replace a qualified lawyer for complex, unusual, or high-risk situations.
Last reviewed August 2, 2026.