---
title: "Extract initial fees, other fees and the estimated initial investment"
url: "https://ailawframework.com/practice/franchising-and-distribution/extract-fee-rebate-and-supplier-restriction-terms-into-a-money-table/united-states"
type: "task_jurisdiction_version"
site: "AI Law Framework"
id: "A34-A20260923-4-US"
practice_area: "Franchising & Distribution"
tier: "yellow"
lawyer_review: "required"
jurisdictions: ["US"]
last_reviewed: "2026-10-22"
---

# Extract initial fees, other fees and the estimated initial investment

> Copy Item 5 initial fees, the Item 6 other-fees rows and the Item 7 estimated initial investment into a table. Put the disclosure-document page beside every figure. Write no fee the document does not state.

Canonical page: https://ailawframework.com/practice/franchising-and-distribution/extract-fee-rebate-and-supplier-restriction-terms-into-a-money-table/united-states  
Last reviewed: 2026-10-22

Site index for agents: https://ailawframework.com/llms.txt

## Key facts

| Fact | Value |
| --- | --- |
| Practice area | [Franchising & Distribution](https://ailawframework.com/practice/franchising-and-distribution.md) |
| Human involvement | Yellow: Lawyer and AI draft together |
| How AI is used | Copy Item 5 initial fees, the Item 6 other-fees rows and the Item 7 estimated initial investment into a table. Put the disclosure-document page beside every figure. Write no fee the document does not state. |
| What the lawyer must review | Open the cited page for every figure, including whether the fee is refundable and whether it is uniform. 16 C.F.R. § 436.5(e) covers initial fees, § 436.5(f) other fees paid to the franchisor or its affiliates or collected for a third party, and § 436.5(g) the estimated initial investment. This table is not a financial performance representation. Item 19 is a separate rule. Do not add a sales or profit figure. |
| Written for | United States |
| Applies to | [Extract fee, rebate and supplier-restriction terms into a money table](https://ailawframework.com/practice/franchising-and-distribution/extract-fee-rebate-and-supplier-restriction-terms-into-a-money-table.md) |

## Checking plan

- What the AI does: Copy Item 5 initial fees, the Item 6 other-fees rows and the Item 7 estimated initial investment into a table. Put the disclosure-document page beside every figure. Write no fee the document does not state.
- Basis: Checked against the linked sources on 22 October 2026. Confirm the current instrument before reliance.

## Notes

- Each figure is checked against the page. The check is not finished when the template is set up.
- A formula fee has to show the formula, not only a sample dollar amount.

## Sources

- [16 C.F.R. § 436.5(e), (f) and (g), Items 5, 6 and 7](https://www.ecfr.gov/current/title-16/chapter-I/subchapter-D/part-436) (checked 2026-10-22)
- [FTC: Franchise Rule](https://www.ftc.gov/legal-library/browse/rules/franchise-rule) (checked 2026-10-22)

*Practice guidance for planning and review. Confirm current primary sources and the requirements of the actual matter. This is general information, not legal advice.*