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KYC Form Template

KYC Form Template

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✓ No time limit on Free plan

Know Your Client (KYC) form What's your full name? What's your date of birth? Please upload a scan of a photo ID, such as a driver's license or passport What's your address? Please upload any proof of address, such as a bank statement or utility bill What's your email address, in case we need to contact you for more information? Thank you. Your details are being processed. Thanks for completing this typeform Now *create your own* — it's free, easy, & beautiful

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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:

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.

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.