Process a cooling-off termination and the refund

Key facts

Human involvement
GreenLawyer review
How AI is used
From the franchisee’s written notice, the agreement and the payment records, confirm the notice falls within the cooling-off period, calculate the refund due and the 14-day repayment date, and draft the acknowledgement and refund letter from the validated template.
What the lawyer must review
The lawyer confirms the cooling-off period applies (new agreement, no valid opt-out), checks any deduction the franchisor proposes against the Code and the agreement, and confirms the refund is paid on time.
Written for / version
US

Open a jurisdiction version of this task to see which instruments apply: US

Who does what

Who does what
RoleWhat they do
AssistanceFrom the franchisee’s written notice, the agreement and the payment records, confirm the notice falls within the cooling-off period, calculate the refund due and the 14-day repayment date, and draft the acknowledgement and refund letter from the validated template.
LawyerThe lawyer confirms the cooling-off period applies (new agreement, no valid opt-out), checks any deduction the franchisor proposes against the Code and the agreement, and confirms the refund is paid on time.

Checklist

  1. Confirm whether the 2025 Code applies to this agreement (entered, transferred, renewed or extended on or after 1 April 2025) and whether a November 2025 provision is engaged, before any template is used.
  2. Check the notice date against the agreement date, the first payment and any leasing information.
  3. Confirm there is no valid written opt-out.
  4. Check any deduction against the Code and the agreement before the refund is calculated.

Forms and precedents for this task

Forms and precedents for this task
Form or precedentKindAI useSummary
Franchise cooling-off termination and refundChecklistAI use YellowChecklist of the cooling-off periods and the 14-day refund on the ACCC page about ending a franchise agreement, including the opt-out from 1 November 2025.

Signed-in accounts can read the full text of each one. All precedents.

Sources

These are suggested working checks. Confirm the required checking with the responsible lawyer before work starts; the checking approach does not establish permission to use AI.

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