People use account opening forms to open certain types of accounts with a bank branch, credit union, or other financial institutions. These forms come usually on paper but the account opening process takes longer to finish. That’s why this account opening form template comes in handy because you can publish it on your institution’s website and customers will be able to fill it in minutes. You will be able to collect all the necessary details for opening the account such as the contact information, monthly salary, home address, and the supporting documents through file uploads. Moreover, there’s enough room to edit the template as you see fit and use multiple integrations that ease up the account opening process. Just sign up to 123FormBuilder and this form template is yours!

Customize form

Import this account opening form template in 123FormBuilder and start customizing it as you see fit without coding anything. Add form fields such as name, email, phone, and address to collect contact details and file upload to receive the supporting documents from your customers. Integrate your form with your own database through webhooks or use any of our built-in integrations that will make your job easier.

Publish form

Embed your account opening form on a web page, have it pop up in a lightbox, or use its direct link to share it in an email. All 123FormBuilder forms are mobile-friendly and can be filled from any type of device.

Manage your contacts database

The account opening form by 123FormBuilder creates a record of each submission in a secure data table, where you have full access to print and export your account opening requests. There’s also a file storage space where you will find all uploaded supporting documents – an option that is available on paid plans only.

Optimize your process

Account opening forms, when used online, simplify the client intake process for any financial institution. If you’re the manager of a bank branch, an online account opening form is the way to go to streamline your workflow and save resources. Moreover, you can try this account opening form template for free – just sign up to 123FormBuilder to get started!

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