Do you run a business in insurance, finance, accounting, or similar? Chances are, you’re required by law to have some Know Your Customer (KYC) processes. The WPForms’ KYC Form Template is an excellent step-by-step template your clients will find easy to use.
What Makes a Good KYC Form Template?
The WPForms’ KYC Form Template is designed to capture the essential details you need to carry out thorough checks on your customers. The best thing is that they can easily fill this form online, saving them a trip to your office, and you, a ton of paper!
To begin with, as with most form templates, there are basic name, email, phone, and address fields.
Next, there’s an Occupation dropdown field. The next few fields on the template are set up to be hidden or shown depending on what answers users pick from the Occupation dropdown.
The options are Full-time/Part-Time Employee, Business, and Unemployed. Choosing Full-Time/Part-Time Employee will show the Employer Name single-line text field.
Choosing Business will show two further single-line text fields, which are Business Name and Company Number, along with a paragraph text field for listing out the names of the directors of the company.
The other fields on this form template are a paragraph text field for adding any further information, a supporting documents file upload field for uploading any relevant supporting documents, and a signature field.
Get started with WPForms today to create and customize your own KYC form. Signing up with WPForms gives you access to this and hundreds of other pre-made templates.
