Financial Advisor Forms

13 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.

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.

Customer Registration Forms
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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.

Business Registration Forms
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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.

Banking Forms
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Tax Preparer Agreement Form

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

Business Registration Forms
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W-8BEN

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.

Business Forms
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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!

Banking Forms
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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.

Legal Forms
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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.

Questionnaire Templates
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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.

Banking Forms
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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!

Registration Forms
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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!

Financial Advisor Forms
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Financial Snapshot Template

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

Banking Forms
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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.

Application Forms
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