KYC form template

*KYC account verification**What's your full name?*

First name

Last name

*Thanks, **{{field:db8ff0a8-b5ea-41b7-bbd5-e969a6cc867f}}**. What’s your email?*We use this to finalize your account set-up.*When is your birthday?**Upload a scan of your photo ID (like a driver’s license or passport).*We use this to verify your identity. Don’t worry, we’ll keep it secure.*What’s your phone number?*We may need to call you for authentication purposes.

Phone number

*Thanks, **{{field:db8ff0a8-b5ea-41b7-bbd5-e969a6cc867f}}**. That’s all we need!*

Collect up to 3.5x more data with Typeform

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.

With Typeform, you can customize everything

Change text, colors, and even logos to match the look and feel of your brand. Then embed forms smoothly onto web and email.

Make forms feel effortless to fill out. Pace questions, call people by their name, and adapt the flow based on the data they share.

Stay efficient by connecting forms to your workflow. Typeform integrates with 300+ tools including Slack, Zapier, and HubSpot.

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.