How to collect bank information for recurring donations?

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    Asked on February 17, 2017 at 01:29 AM

    We are a non-profit ministry that uses jotforms to collect donations. We use 1 form for collecting through Paypal, but we also offer people to set up recurring donations via an ACH debits to their bank account. I assumed that using your encrypted forms it would be secure to send this information via email.

    Today, the person who gets these emails was unable to open the form (it required a security key, although I could open it fine). As I was reading through the forum, it appears that I am not supposed to be requesting bank account information via a form unless it uses one of your payment integrations. I don't have any clue which one would do what we need.

    Is there anyone who can help me with this? We've actually been using jotform for this purpose for some time, but I certainly want to be using the safest, most secure option and one that doesn't violate jotform's terms of use.

    Thank you,

    Kate Megill

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    Answered on February 17, 2017 at 03:46 AM

    Collecting credit card information through plain text fields is not allowed and considered as phishing forms. However, it may be allowed to collect the bank information on the form for legit purposes followed by some exceptions. 

    I see that your account is already on a paid subscription status and your JotForm is already encrypted. It is having an agreement and a signature field on the form which is good. Since the form is encrypted, it is required to supply the private key in order to view the submissions. If any other is using the form to view the submissions, he is also required to provide the key to view the submissions.

    We request you to go through the thread below that can help you with more information on collecting bank related information through JotForm.

    Hope this information helps! If you have any other questions, please let us know. We will be happy to help.