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Non-Disclosure Agreement (NDA) Template | PDF & Word Download

Download a US-ready non-disclosure agreement template covering CA, NY, TX and Delaware. DTSA whistleblower notice, SEC Rule 21F-17 carve-out and Speak Out Act compliance included.
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A Non-Disclosure Agreement is the contractual backbone every US company relies on the moment confidential information leaves the perimeter of its own systems. Recruiters share salary bands with finalists, founders pitch product roadmaps to investors, supply-chain teams hand specifications to manufacturers : each exchange is a controlled disclosure that needs paper before the conversation starts. This template generates a state-correct NDA in Word and PDF, with the Defend Trade Secrets Act whistleblower notice embedded, the SEC Rule 21F-17 carve-out drafted in, and the Speak Out Act compliance language included for any agreement reaching natural-person signatories. The output is built to survive the two scenarios that matter, an injunction hearing in Delaware Chancery and a motion to dismiss in the Southern District of New York.

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What is a non-disclosure agreement?

A non-disclosure agreement, also called a confidentiality agreement or NDA, is a contract under which one or more parties commit to receive defined information solely for a stated purpose, hold it in confidence for a stated term, and accept specified remedies for unauthorized disclosure. The agreement comes in three structures : unilateral (typical in investor and recruiting contexts), mutual (both parties exchange confidential information, standard in M&A diligence), and multilateral (three or more parties, common in joint ventures).

The NDA does not stand alone. It sits at the front of the commercial documents a company signs with the same counterparty, term sheets, master services agreements, offer letters. Where a downstream contract follows, the NDA is superseded or cross-referenced. Where no further contract follows, the NDA is the only enforceable instrument protecting what was disclosed. Standalone NDAs go to litigation more often than any other commercial contract, precisely because they govern failed deals.

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When do you need this document?

The trigger is the moment a party is about to share information that has commercial value precisely because it is not generally known. Five fact patterns dominate. The investor pitch comes first : founders disclose financial models, customer lists, and product roadmaps, and the NDA must be on file before the data room opens. The M&A and due-diligence track follows, where a mutual NDA precedes the letter of intent and survives a failed transaction by 2 to 5 years. Vendor engagement is the third. The fourth is the employment and consulting context, where the DTSA whistleblower notice is non-negotiable. The fifth is the strategic partnership or joint venture, where parties exchange roadmap information before signing a definitive agreement. The single worst time to negotiate an NDA is after the disclosure has happened, because the receiving party has no incentive to give back the leverage of free information.

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Key clauses included in our template

The template tracks the structure used in venture, technology, and corporate practice at major US firms, with smart fields that adapt scope, term, and remedies to the transaction type and the governing law selected.

  • The definition of Confidential Information uses the broad-with-carve-outs model preferred by sophisticated counterparties, with carve-outs for material already public, independently developed, lawfully received from a third party without a duty of confidence, or required by court order. The residuals clause is offered as an opt-in for technology transactions.
  • The Permitted Purpose and Use Restrictions clause limits the receiving party to the business reason on the cover page, prohibits reverse engineering except where state law preserves the right (notably Cal. Civ. Code §3426.1(a)), and requires the same degree of care the receiver applies to its own confidential information of similar importance.
  • The Term and Survival provisions split the obligation : confidentiality runs 3 to 5 years from disclosure for general information, while obligations applicable to trade secrets survive for as long as the information qualifies as one. Trade-secret obligations cannot lawfully be cut off by a fixed term in most jurisdictions.
  • The DTSA Whistleblower Notice, the SEC Rule 21F-17 Carve-Out, and the Speak Out Act compliance carve-out appear in dedicated paragraphs drafted to the statutory wording. Without them the disclosing party loses exemplary damages and attorney fees, the agreement risks SEC enforcement, and pre-dispute terms are unenforceable against any sexual harassment claim.
  • The Equitable Relief, Governing Law, and Dispute Resolution clauses close the agreement. The receiving party acknowledges that monetary damages are inadequate and consents to injunctive relief without bond. Governing law and forum default to Delaware for entity-to-entity NDAs and to the disclosing party's home state for individuals, with the personal legal forms for individual signatories library covering matching consent documents.
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State-specific considerations

California is the most idiosyncratic NDA jurisdiction in the country. Bus. & Prof. Code §16600 voids any contract restraining a person from engaging in a lawful profession, and California courts read this prohibition into NDAs operating as de facto non-competes : a 2022 ruling against Google held that an internal NDA forbidding employees from speaking to potential employers crossed that line. The Silenced No More Act (SB 331, codified at Cal. Code Civ. Proc. §§1001-1002) prohibits NDA provisions that prevent disclosure of factual information about workplace harassment, discrimination, or retaliation under FEHA. NDAs limited to trade secrets remain enforceable. The matching US employment law document collection includes the offer-letter templates that pair with a California-compliant NDA.

New York has not adopted the UTSA and applies the older Restatement (First) of Torts §757 trade-secret standard, which gives plaintiffs more flexibility on what qualifies. Gen. Oblig. Law §5-336 restricts confidentiality terms in settlements of discrimination, harassment, and retaliation claims, requiring a 21-day consideration period and a 7-day revocation window. S4516, signed in 2023, voids liquidated-damages provisions in those settlement NDAs. Pre-dispute commercial NDAs remain fully enforceable.

Texas anchors its trade-secret law in the Texas Uniform Trade Secrets Act (Tex. Civ. Prac. & Rem. Code Ch. 134A), with strong injunctive relief and attorney fees for willful misappropriation. The Texas Citizens Participation Act anti-SLAPP statute adds a wrinkle : the agreement should expressly state that confidentiality enforcement is not directed at protected speech on matters of public concern.

Delaware is the chosen forum for most entity-to-entity NDAs even when neither party is incorporated there, because of Court of Chancery expertise on equitable remedies. Delaware will enforce a reasonable choice-of-law clause selecting Delaware law and a forum-selection clause designating the Court of Chancery in Wilmington. HR-driven matters where confidentiality enforcement intersects with disciplinary process pair this template with the employee warning letter template and related documents.

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How to fill out this non-disclosure agreement

You start by selecting the agreement type, unilateral, mutual, or multilateral, which sets the disclosure-direction language and whether term and remedy clauses are reciprocal. The next step identifies the parties by exact legal name, jurisdiction of formation, and signatory authority, with separate flows for natural persons, LLCs, corporations, and partnerships. Entity NDAs require the signatory's title and a representation of authority ; individual NDAs trigger the DTSA whistleblower notice automatically.

You then define the Permitted Purpose in plain language, narrowly enough that the receiving party's permissible activities are unambiguous on day one. The form sets the confidentiality term (3 to 5 years for general information), preserves an indefinite obligation for trade secrets, and adds the return-or-destruction language at termination. Final steps select governing law and forum, with Delaware as the entity default and the disclosing party's home state for individuals, both overridable. The agreement exports as an editable Word file and a PDF with every federal compliance clause already embedded. Sign before disclosure, never after : a post-disclosure NDA reads to most courts as evidence of bad-faith bargaining rather than as protection.

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Common mistakes to avoid

The first and most common drafting failure is omitting the DTSA whistleblower-immunity notice required by 18 U.S.C. §1833(b)(3). The penalty is silent but severe : the disclosing party retains all contract remedies but loses the exemplary damages and attorney fees that make a misappropriation suit economically viable. The SEC Rule 21F-17 carve-out is the close cousin, and its absence triggered the 2022 Brink's consent order with a $400,000 civil penalty.

The second failure is overbroad confidentiality language that crosses into restraint-of-trade territory. California will void the offending provision and frequently the entire NDA where the clause cannot be severed cleanly. Other jurisdictions tolerate broader scope but apply a reasonableness review, with Delaware and New York courts increasingly willing to blue-pencil. The third failure is a confidentiality term shorter than the trade secret's commercial life ; capping all obligations at 3 years means trade-secret protection lapses by contract long before it would lapse by law. The fourth is the missing Speak Out Act carve-out, which renders the NDA partially unenforceable against any sexual harassment claim.

Frequently Asked Questions

Yes. An NDA that identifies the parties, defines confidential information, states a permitted purpose and term, and is signed by authorized representatives is enforceable as a contract in every US state. The template incorporates the DTSA whistleblower notice required by 18 U.S.C. §1833(b)(3), the SEC Rule 21F-17 carve-out, and the Speak Out Act compliance language, the three federal compliance items most often missing from generic templates. Consideration runs through the mutual exchange of disclosure and the receiving party's use restrictions, which US courts treat as adequate.

You receive both an editable Microsoft Word file and a PDF, with all federal compliance clauses embedded and the state-specific provisions adapted to the governing law you select. The Word version supports redlining for negotiated transactions ; the PDF is the version the parties sign. Both files include the cover page, the substantive provisions, the DTSA whistleblower notice as a separately captioned section, and signature blocks with title, date, and entity-authority representation.

The default is 3 years for general confidential information from the date of disclosure, with an indefinite obligation for any information that qualifies as a trade secret under the Uniform Trade Secrets Act or 18 U.S.C. §1839(3). Investor and M&A NDAs typically run 2 years, vendor and partnership NDAs 3 to 5. Setting a term shorter than the trade secret's commercial life limits recovery in litigation.

No, and the rule is no longer in force. The FTC's 2024 Non-Compete Clause Rule was vacated in Ryan, LLC v. FTC (N.D. Tex., Aug. 20, 2024), and the FTC withdrew its appeal on September 5, 2025. NDAs are confidentiality instruments, not non-competes, and were never within the rule's scope. The relevant question is whether your NDA contains language operating as a de facto non-compete, which California and Minnesota police independently.

The disclosing party has two principal remedies. Equitable relief, in the form of a temporary restraining order and a preliminary injunction, is the front-line response, since monetary damages rarely fully compensate for confidential-information loss. The template's equitable-relief clause includes the receiving party's acknowledgment that breach causes irreparable harm, which speeds the injunction analysis. Monetary damages, plus exemplary damages and attorney fees under DTSA §1836(b)(3) where the whistleblower notice was provided, follow at the merits stage.

Captain.Legal maintains a full library of US legal document templates covering offer letters, independent contractor agreements, services agreements, and the closing documents that follow an NDA exchange. The related business agreements available in the same section include LLC operating agreements, articles of incorporation, and the master services agreement framework companies sign right after the NDA opens the conversation.

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Non-Disclosure Agreement (NDA) Template | PDF & Word Download
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Updated on May 6, 2026

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