Banking Forms

175 Templates

Whether it's a credit card application form, loan application form for students, homebuyers, or businesses, banks need an easy way to manage applications. Jotform's customizable online banking form templates help banks all over the world collect the information they need. Choose from our collection of banking form samples to get started with or create a new form. Help improve engagement on your banking template by adding a widget or application from Jotform's extensive collection. For those looking to get a head start in the form making process can pick from one of our banking form samples.

Try one of our free online banking form templates today!

Loan Application Form

A loan application form is a document used by banks to collect the relevant information from a potential borrower when applying for a loan.

Loan Application Forms

Business Loan Application Form

A template which is helpful for small/medium business owners to easily apply for a loan through four categories to fill as personal information, project details, financial information and loan details.

Loan Application Forms

Home Loan Application

A home loan application is a form that is used to get information from a potential borrower to determine if a loan can be approved. Just customize the form to match your requirements. No coding.

Loan Application Forms

KYC Form

Collect banking customer details and e-signatures with a free online KYC Form. Easy to customize, embed, and share. Protected with CCPA and GDPR compliance.

Banking Forms

Credit Card Authorization Form

Credit Card Authorization Form authorizes your company to automatically get payments from your customers’ accounts in pre-defined amounts and frequency which grants the permission to be paid.

Consent Forms

Identity Verification Form

This identity verification form is used to verify the identification of an individual person while issuing some important documents. You can collect their contact information and all the other necessary information to verify the identity of the individuals by using this identity verification document form. Just use this identification form template, and start verifying the identities of your customers.

Consent Forms

Account Opening Form

Banks or credit unions can use this free Account Opening Form to quickly gather new clients’ contact details, salaries, and addresses. Customize in seconds!

Banking Application Forms

Personal Loan Application Form

Accept loan applications online with a free Personal Loan Application Form. Embed in your bank or credit union’s website. Customize in seconds!

Loan Application Forms

Customer Credit Application Form

Automate your credit application process by accepting applications online. Free and easy to customize for your bank, credit union, or fintech company.

Credit Application Forms

W9 Form

Collect W9 Forms online with Jotform’s Smart PDF Forms. Easy to share or embed in your government website. More efficient than paper forms. Fill out on any device.

Tax Forms

Customer Bill Pay

A customer bill pay form is a template used by businesses to collect information from customers who pay their bills through their website. No coding!

Payment Forms

Credit Application for Business Account Form

Is your company offering a credit application for a business account? Here's an account application form template to help you get started. This business credit application template works by collecting the following details from your applicants - Their contact details, business details, credit info, and business references. The form also sports some terms and agreements that you can modify, along with a signature field.

Credit Application Forms

Car Loan Application Form

Collect and approve car loans online with this free Car Loan Application Form template. Customize the form and embed it on your website in minutes!

Loan Application Forms

Bank Authorization (ACH)

Get authorization to process ACH payments from customers or donors with a free online ACH authorization form. Easy to customize and embed in your website.

Banking Forms

Bank Account Registration Form

Open new bank accounts for clients with our free online Bank Account Registration Form. Data is stored securely and protected by GDPR and CCPA compliance.

Banking Application Forms

Debit Card Application Form

Process debit card applications online for your bank or credit union. Automatically store submissions in a secure account. Easy to customize and integrate.

Banking Application Forms

Small Business Credit Application Form

When you provide a line of credit with your business, have them fill out this small business credit application form template. It's an easy to fill form and mobile responsive.

Credit Application Forms

Mortgage Loan Application

Banks and moneylenders can use this free Mortgage Loan Application Form to accept loan applications online. Integrate with third-party apps and CRM systems.

Loan Application Forms

Financial Aid Application Form

A Financial Aid application form that is composed of five sections that provide you with the applicants' personal information, financial details, other circumstances, agreement conditions and the applicants' consent to the terms.

Loan Application Forms

Wire Transfer Form

A wire transfer form is a document used by a bank to move money between two accounts. With a wire transfer form, you can easily send money online to anyone.

Banking Forms

Cash Advance Request Form

Do you want to receive the loan amount in your account? Use this cash advance request form template for the employees or workers to submit their cash advanced request for their vacation, personal or company travels and etc. Employee cash advance form template has personal and contact information, and bank and loan supervisor information.

Loan Application Forms

Bookkeeping Client Intake Form

A bookkeeping client intake form is a questionnaire that your customers fill when they want your services for the first time.

Banking Forms

Recurring Credit Card Authorization Form

A recurring credit card authorization form is a consent that is given by the subscriber or credit card owner allowing the service provider such as utilities, subscriptions, etc., to make automatic deductions from an subscriber or customer's credit card account. Using this method of automated charging from the customer or subscriber's account it eliminates the hassle of a customer on falling in line or even by exerting effort in identifying his or her account number and knowing the amount to pay. This saves money and time from the person and utilizes it for other purpose. When a person would like to not get charged anymore, one just needs to contact the service provider to inform them to stop charging him or her under the card from which he or she provided to the service provider. This Recurring Credit Card Authorization form is a simple authorization process that uses Stripe as payment processor in making a credit card authorization. This helps allocate an amount for charging from the credit card holder's account periodically. Using this service, it helps both service provider as well as the customers be secure in the process of payments to the service provider. You can likewise change your preferred payment processor that is available in the payment widgets list found here in Jotform's form builder.

Banking Forms

Finance Application

A finance application form is used by lenders to decide whether to offer a loan to a person requesting credit from a financial institution. No coding!

Application Forms

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