Account Opening Form

Whether your clients are looking to open an account, close an account, or apply for a debit or credit card, remove unnecessary paperwork from your workflow by taking your bank applications online with a free Banking Application Form. Simply choose a template below to get started, customize it for a personalized look, and embed it in your bank or financial institution’s website to more efficiently process banking applications online. It’s a simple way to streamline your application process, save time and paperwork, and encourage more applications — all at once.

Believe it or not, you can create a custom form for your financial institution without breaking the bank — our Form Builder is not only easy to use, it’s free to use too! Our banking application forms already look great, but you’re welcome to change the background image, add your logo, and integrate with third-party applications for a better look and function. Why not link your form to Google Sheets to keep a detailed record of all applications? Or integrate with a CRM system like HubSpot or Salesforce to automatically create a new contact for each application? By taking your bank applications online with a free Banking Application Form template, your financial institution can save time and money while instantly boosting its efficiency.