Bank Account Information Form
Collect bank details securely and accurately, so payments and payroll go through the first time, every time.
A wrong account number or a sticky-note bank detail delays payroll and erodes trust. Collecting sensitive financial information over email or paper invites errors and security risks. Typeform's bank account information template gives finance and HR teams a secure, accurate way to capture banking details.
The form captures account holder name, account and routing numbers, bank details, and verification. Questions appear one at a time, so each number gets entered carefully and correctly. Conditional logic adapts the form based on the account type—a business account shows different fields than a personal one, and international accounts surface IBAN and SWIFT questions.
Customize the fields to match your region's banking format and add a checkbox for authorization. Share it through a secure link or your HR portal. Every submission feeds your payroll or accounting system via Zapier, encrypted in transit. Pay people right the first time, without the back-and-forth corrections.
A bank account information form is a secure tool for collecting the banking details needed to send or receive payments. It captures account holder name, account and routing numbers, and bank details. Think of it as the verified record your payroll or payments run on.
Banking details sent by email or paper are easy to mistype and risky to store. A secure form collects them accurately and protects them in transit. You verify details before the first payment, avoiding failed transfers and corrections. That accuracy keeps payroll and vendor payments running smoothly.
Collect what you need and nothing more:
- Account holder's full name
- Bank name and branch
- Account number and routing or sort code
- Account type (personal or business)
- IBAN and SWIFT for international accounts
- Authorization to use the details
Typeform encrypts responses in transit and lets you control which team members can access submissions. Add a note in the form's intro explaining that details are used only to process payments. For added protection, restrict access to your finance team and store submissions in a system that meets your regional privacy requirements.
Yes—turn on duplicate response prevention so the same person can't submit conflicting banking details twice. This keeps your payment records clean and avoids confusion at payroll time. It's available on Growth, Flow, and Custom plans.
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