Banking Forms

41 Templates

Loan Application Form

A Loan Application Form is a digital form template designed for banks and financial institutions to efficiently document loan terms and collect detailed financial information from applicants

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KYC Form

Collect banking customer details and e-signatures with a free online KYC Form. Easy to customize, embed, and share. Store data securely. No coding required.

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Webinar Registration Form

Increase webinar registrations. Free webinar registration form for your website. Easy to customize and embed. Integrate with Zoom and 100+ apps. No coding.

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Call Back Form

A Call Back Form is a template designed to streamline your communication process. It is ideal for businesses striving to maintain a strong customer relationship by ensuring prompt response.

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Credit Card Authorization Form

A credit card authorization form is used by small business owners to sign up their customers for a credit card.

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Account Opening Form

An Account Opening Form is a form template designed to streamline the process of opening a bank account, credit union account, or any other financial institution account

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Home Loan Application

A home loan application is a form that is used to get information from a potential borrower to determine if a loan can be approved. Just customize the form to match your requirements. No coding.

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Identity Verification Form

An identity verification form is a questionnaire used by companies to conduct identity checks on new employees.

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W9 Form

Collect W9 Forms online with Jotform’s Smart PDF Forms. Easy to share or embed in your government website. More efficient than paper forms. Fill out on any device.

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Customer Credit Application Form

The Customer Credit Application Form template is a versatile tool that allows individuals, small business owners, entrepreneurs, corporate entities, and various other entities to apply for credit

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Personal Loan Application Form

Accept loan applications online with a free Personal Loan Application Form. Embed in your bank or credit union’s website. Customize in seconds!

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Customer Bill Pay

A customer bill pay form is a template used by businesses to collect information from customers who pay their bills through their website. No coding!

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ACH Authorization Form

The ACH Authorization Form template is a convenient tool for account holders, financial institutions, businesses, government agencies, payment processors, compliance officers, auditors, legal representatives, billing services, and service providers

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Bank Account Registration Form

A Bank Account Registration Form is a full-featured template from Jotform that makes the banking enrollment process seamless.

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Credit Application For Business Account Form

A Credit Application for Business Account Form is a form template designed to facilitate the establishment of credit accounts between businesses and their suppliers or vendors.

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Car Loan Application Form

A Car Loan Application Form is a form template designed to collect information from individuals seeking a car loan

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Wire Transfer Form

A Wire Transfer Form is a form template designed to facilitate the transfer of money between bank accounts

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Small Business Credit Application Form

A small business credit application form is used by small businesses to apply for a loan.

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Bookkeeping Client Intake Form

A bookkeeping client intake form is a questionnaire that your customers fill when they want your services for the first time.

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Debit Card Application Form

Process debit card applications online for your bank or credit union. Automatically store submissions in a secure account. Easy to customize and integrate.

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Mortgage Loan Application

Banks and moneylenders can use this free Mortgage Loan Application Form to accept loan applications online. Integrate with third-party apps and CRM systems.

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Payment Request Form

A payment request form is a legal document used to request payments for an outstanding debt. No coding!

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Financial Aid Application Form

A financial aid application form is a document that students fill out in order to apply for financial aid from their school.

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Recurring Credit Card Authorization Form

A recurring credit card authorization form is a consent that is given by the subscriber or credit card owner allowing the service provider such as utilities, subscriptions, etc., to make automatic deductions from an subscriber or customer's credit card account. Using this method of automated charging from the customer or subscriber's account it eliminates the hassle of a customer on falling in line or even by exerting effort in identifying his or her account number and knowing the amount to pay. This saves money and time from the person and utilizes it for other purpose. When a person would like to not get charged anymore, one just needs to contact the service provider to inform them to stop charging him or her under the card from which he or she provided to the service provider. This Recurring Credit Card Authorization form is a simple authorization process that uses Stripe as payment processor in making a credit card authorization. This helps allocate an amount for charging from the credit card holder's account periodically. Using this service, it helps both service provider as well as the customers be secure in the process of payments to the service provider. You can likewise change your preferred payment processor that is available in the payment widgets list found here in Jotform's form builder.

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Bank Account Registration Form

A Bank Account Registration Form is a full-featured template from Jotform that makes the banking enrollment process seamless.

Standing Order Mandate Form

Allow the bank to automatically deduct your account on a regular basis by using this Standing Order Mandate Form. This form contains all questions required when making this type of request.

Personal Financial Statement Form

Personal financial statement outlines an individual's financial status for a specific point of time and provides each of their assets and liabilities with their total value.

Enterprise Financing Questionnaire

Template for Enterprise financing requirements

COVID 19 Business Assistance Survey

Find out how businesses in your area have been affected by the coronavirus with an online COVID-19 Business Assistance Survey. Free to use and easy to customize.

Personal Financial Statement Form

Personal financial statement outlines an individual's financial status for a specific point of time and provides each of their assets and liabilities with their total value.

Mortgage Application Form

Mortgage Application Form that provides you with the applicants' personal and contact information, property details with income and asset information.

Webinar Registration Form

Increase webinar registrations. Free webinar registration form for your website. Easy to customize and embed. Integrate with Zoom and 100+ apps. No coding.

COVID 19 Business Assistance Survey

Find out how businesses in your area have been affected by the coronavirus with an online COVID-19 Business Assistance Survey. Free to use and easy to customize.

Commercial Loan Application Form

Start your financing business and let commercial establishments submit their commercial loan applications with this Commercial Loan Application Form Template. Don't waste time designing your own forms and use this template instead.

Consumer Loan Application

Approve loan applications in an organized manner by using this Consumer Loan Application form template where the applicants can fill-up the form and send the data directly to your database.

About Banking Forms

Whether it's a credit card application form, loan application form for students, homebuyers, or businesses, banks need an easy way to manage applications. Jotform's customizable online banking form templates help banks all over the world collect the information they need. Choose from our collection of banking form samples to get started with or create a new form. Help improve engagement on your banking template by adding a widget or application from Jotform's extensive collection. For those looking to get a head start in the form making process can pick from one of our banking form samples.

Try one of our free online banking form templates today!

Frequently Asked Questions

1. What is a banking form template?

A banking form template is a pre-designed digital form used by financial institutions to collect, process, and manage information related to banking services, such as account openings, loan applications, and compliance checks.

2. Why are digital banking forms important for financial institutions?

Digital banking forms reduce paperwork, minimize errors, speed up processing times, and enhance data security, making banking operations more efficient and customer-friendly.

3. What information is typically required in a banking form?

Common fields include personal identification, contact details, financial information, employment history, document uploads, and authorization signatures, depending on the form’s purpose.

4. Are there different types of banking forms?

Yes, there are various types, including account opening forms, loan applications, KYC/AML compliance forms, wire transfer requests, and customer feedback surveys.

5. Who can use banking form templates?

Banking form templates are used by bank staff, loan officers, compliance teams, financial advisors, and customers seeking to access or manage banking services.

6. How do banking forms help with regulatory compliance?

Banking forms can be customized to collect all necessary information and documentation required for KYC, AML, and other regulatory standards, helping compliance and audit readiness.

7. Is the information submitted through banking forms secure?

Yes, Jotform enables SSL encryption and helps compliance with data protection standards like GDPR and PCI DSS to ensure that sensitive financial data is kept secure.

8. Can banking forms be integrated with other financial software?

Absolutely. Jotform allows integration with CRM systems, payment gateways, and document management tools, enabling seamless data transfer and workflow automation.