Questions about Social Security numbers and Bank accounts

  • Profile Image
    Bodie 
    Asked on January 29, 2018 at 11:07 AM

    Hello, I have a client with a legitimate business in our city that needs to collect Bank account numbers and Social Security Numbers online.  Is there a way to make this happen with Jotform without violating any terms of service with you guys?  Does he need to provide proof of business or anything like that to make this work for his business?


    Thanks for your guidance :)  We just want to make sure we're doing everything the right way without being flagged or anything for doing any unintentional wrong doing.


    -Bodie

  • Profile Image
    BJoanna
    Answered on January 29, 2018 at 12:47 PM

    You can use our eCheck.Net payment integration to collect banking info.

    How to integrate eCheck.Net with your form?

    If you want to collect SSN you have to add a sort agreement and/or an e-signature field to the form, so your customers will agree to provide their SSN along with personal info.

    Here are some widgets you can add to the form (signature fields):

    http://widgets.jotform.com/search/signature 

    You can also add this Terms of use widget (for the agreement):

    http://widgets.jotform.com/widget/scrollable_text 

    You can also encrypt your form:

    Encrypted Forms and How to Use Them