Financial Advisor Forms

19 Templates

Give your clients peace of mind with Jotform’s secure online Financial Advisor Forms. From any device you can gather client intake information, W4 and W9 data, and finance declaration forms and applications. Choose from one of our free form templates below, and customize it to make it your own without any coding with just a few clicks. Drag and drop to edit premade text fields and checklist items, add your own personal branding, install widgets, choose fonts and colors, and more. You can also charge clients directly from your form with our 30+ payment processor integrations — which charge no additional transaction fees. Sensitive client information is instantly synced and stored in your secure online account. Create a seamless intake process for your clients with our free Financial Advisor Forms.

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

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

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

Tax Preparation Client Intake Form

Use this Tax Preparation Client Intake Form as a guideline when you file your annual tax return. This intake form has all questions that will help you file your tax accurately.

Tax 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

W4 Form

Collect tax information from employees. W-4 form and employee's withholding certificate template. Auto-save submissions as PDFs. Works on any device. No coding.

Tax Forms

Tax Preparer Agreement Form

A tax preparer agreement form is an agreement between a taxpayer and a tax return preparer.

Tax Forms


W-8BEN form, or Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting. Fill out and save as PDF. Easy to use.

Tax 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

Form 1040 - Individual Income Tax Return Form

Fill out your 1040 tax form with ease and save your information as a PDF automatically. Easy to download and send to the IRS. No coding required.

Tax Forms

Client Tax Questionnaire

A client tax questionnaire is used by tax professionals to find out if clients are making purchases that can be deducted from their taxes. Customize this template without coding features of Jotform.

Tax Forms

Business Financing Request Form

Business Financing Request Forms are used by entrepreneurs to get the financial assistance they need to get their business up and running. Customize and either embed to your website or use standalone.

Loan Application Forms

Credit Card Update Form

A credit card update form is used by companies to update the details of any credit card data. Collect the data you need with Jotform!

Customer Service Forms

Income Certificate Application Form

An income certificate application form (or income certificate) is a document that is issued by employees and self-employed individuals to prove that they are earning certain income levels.

Banking Application Forms

Financial Snapshot Template

A financial snapshot template is a spreadsheet used to analyze personal finances. Fully customizable without coding.

Financial Advisor Forms

Financial Declaration Form

A financial declaration form is a form that is intended to provide information about a person's financial situation and assets. Use this template with its no coding features!

Information Request Forms

Business Valuation Form

A business valuation form is used by businesses to determine the valuation of a business. Make the most of Jotform’s Business Valuation Form.

Banking Forms

PPP Loan Forgiveness Application Form

A Paycheck Protection Program (PPP) loan forgiveness application form is used by the Paycheck Protection Program to approve and disburse loans to low-income workers. Assist your customers with Jotform!

Financial Advisor Forms

Fair Market Valuation Form

A fair market valuation form is used to estimate the value of a property in an estate sale. Use Jotform!

Banking Forms