KYC Form Template

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Want to get to know your client? Find what you need with a KYC form

Taking on new clients can be risky—especially in industries like banking. So it’s important you gather the right information and make sure they all pass the necessary checks.

KYC form FAQs:

1. What should a Know Your Client (KYC) form include?

First of all, get clear on what you’d like to know about your clients. Typeforms are completely flexible, so start with our template, and customize it to suit you.

Maybe you’re in the financial industry and need to meet compliance obligations. Or maybe you just want to build a proof of address collection into your new client process. We’ve got plenty of question types to choose from. We’ve even got a file upload question type that makes the process even easier, allowing you to collect all the information you need in a single step.

2. How can an online KYC form save time?

Automation is key to shaving time off your business processes, as well as removing the risk of manual error. Avoid silos and save time by building a KYC form into your workflow.

Integrate with business tools like Slack for instant notifications, or email tools like MailChimp or HubSpot to easily follow up with clients. You can even integrate Typeform with your CRM to keep your teams updated on the progress.

Make it uniquely yours

Make it uniquely yours

Customize to your heart's content: backgrounds, Google fonts, colors, buttons, and more.

Choose from thousands of beautiful images, videos and icons. Or use your own.

Create beautiful forms with zero coding required

Get started — it's free

Here's what people say about us

Form builders are as old as the web, but Typeform elevates the medium substantially.

Johnny Rodgers

Product Architect

Slack

We’ve received 3x the responses using Typeform than from a professionally commissioned market research study

Kate Donhoe

Head of Product Marketing

Pitch

Leads from the Typeform integration were twice as likely to convert.

Tobias Wasmer

Marketing Manager @ Volvo Cars

Volvo

You used to need developers to do all this. Not anymore.

Kyle Maltz

Chief Operating Officer

Dollar Flight Club

Typeform is a production-grade system for our entire growth funnel.

Gaurav Vohra

Head of Growth

Superhuman

Typeform helps me attract more responses and a higher response rate than other tools.

Rand Fishkin

CEO + Founder

SparkToro

Form builders are as old as the web, but Typeform elevates the medium substantially.

Johnny Rodgers

Product Architect

Slack

We’ve received 3x the responses using Typeform than from a professionally commissioned market research study

Kate Donhoe

Head of Product Marketing

Pitch

Leads from the Typeform integration were twice as likely to convert.

Tobias Wasmer

Marketing Manager @ Volvo Cars

Volvo

You used to need developers to do all this. Not anymore.

Kyle Maltz

Chief Operating Officer

Dollar Flight Club

Typeform is a production-grade system for our entire growth funnel.

Gaurav Vohra

Head of Growth

Superhuman

Typeform helps me attract more responses and a higher response rate than other tools.

Rand Fishkin

CEO + Founder

SparkToro

Form builders are as old as the web, but Typeform elevates the medium substantially.

Johnny Rodgers

Product Architect

Slack

We’ve received 3x the responses using Typeform than from a professionally commissioned market research study

Kate Donhoe

Head of Product Marketing

Pitch

Leads from the Typeform integration were twice as likely to convert.

Tobias Wasmer

Marketing Manager @ Volvo Cars

Volvo

You used to need developers to do all this. Not anymore.

Kyle Maltz

Chief Operating Officer

Dollar Flight Club

Typeform is a production-grade system for our entire growth funnel.

Gaurav Vohra

Head of Growth

Superhuman

Typeform helps me attract more responses and a higher response rate than other tools.

Rand Fishkin

CEO + Founder

SparkToro
Collect 18% more data with Typeform compared with our two main competitors in the market
How does it work

How does it work?

Make a stylish form in minutes with our drag-and-drop builder.

Choose from different question types: multiple choice, rating, opinion scale, free-form text, and more.

Take respondents down different paths based on their answers.

KYC form not right?

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