Financial form

Good morning, I am contacting you in regards to opening an account that uses financial applications,  however a frnd of mines who uses your services that I may need to submit additional information to request social security numbers, bank account, and routing numbers to do so. Can you please send the information on this. Thanks, Mr Porter.

Hi Mr. Porter.

Unfortunately, you may not be able to collect bank information using the form fields .

You may however, use our payment integration if you wish to receive payment authorization.

https://www.jotform.com/help/292-How-to-Enable-Payment-Authorization

For the Social Security numbers, you would have to add these two widgets:

1. Add the Terms & Conditions Widget (or the Short Scrollable Terms Widget) for your users to read and agree.
https://www.jotform.com/widgets/terms-and-condition
2. Add a Signature Widget so your users can sign and agree to provide such sensitive information.

https://www.jotform.com/widgets/signature

Hope this information helps.

If you have further questions, let us know.

Thank you for the information. This helped!
...