1. Import into your account
View one of these banking forms and click on “Use template” after making sure it is what you are looking for.
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Free Online Banking Form Templates
forms.app offers free online banking form templates for all kinds of financial institutions. These templates enable banks to collect information, process applications, manage approvals, and handle customer requests efficiently and accurately.
17 templates are listed in this category
Debit Card Application Form
If you are looking for a debit card application form for your bank, forms.app is the most suitable form builder for you. You can create your form in a very short time without any coding knowledge. Start using the debit card application form template and proceed to the edit page.
Debt Review Cancellation Form
Get started with the debt review cancellation form template that you won't find anywhere else perfectly prepared like this! It is simple to customize according to your needs. And all of it is free of charge! Now, choose forms.app for a flawless form-creating experience!
Credit Card Application Form
To create a seamless experience for your customers applying for a credit card, you need to project a trustworthy image. Show your professionalism with forms.app's free credit card application form template. Create your form and start collecting applications easily!
Bank Customer Evaluation Form
Are you looking for a way to collect feedback and insights from your bank customers? Simply open this bank customer evaluation form template and change questions to make it customized. You can easily embed it on your website or use a QR code to share your form.
Credit Request Form
Are you looking for a way to create a credit request form for your bank? forms.app presents you with an easy-to-customize credit request form template. Start creating your credit request form by clicking the “Use Template” button below and start collecting the data you need online.
Internet Banking Registration Form
The easiest way to smoothly transition your customers to your bank’s digital banking platforms is an internet banking registration form. If you’re wondering how to build one, then start using forms.app’s internet banking registration form template by clicking the “Use Template” button now!
Bank Teller Job Application Form
Want to save time when collecting bank teller job applications? This bank teller job application form template comes with pinpoint questions so you can start collecting responses right away. Click the "Use Template" button and start receiving submissions for free.
Capital Expenditure Approval Form
With an online approval form, businesses can invest safely and orderly in assets or projects that will provide long-term benefits. This form can be a lifesaver for manufacturing facilities, technology investments, or government infrastructure projects. Use the free capital expenditure approval form template and prepare the form in minutes today!
Bankruptcy Intake Form
A bankruptcy intake form lists the payments and fees the client must pay to receive the consultation. You can learn general information about clients' bankruptcy with this intake form. Create your bankruptcy intake form with just a few clicks on forms.app.
Guarantor Agreement Request Form
Do you want to protect your income? Although it is mostly preferred by banks or real estate agents, you can also create your own form by using the guarantor agreement request form template. Get started to create forms without needing to code with forms.app.
Evaluation Form Template
An evaluation form helps you collect feedback or opinions about an issue, product, service, and so on. This free and fully customizable evaluation form template enables you to:
Contact Us Form Template
Communication plays a crucial role in every business, organization, or project. So, allowing people to easily contact you via the online contact us form will bring many advantages for everyone. What’s more, you can have all these opportunities in minutes thanks to forms.app’s free contact us form template. Get started now and enjoy receiving messages in a secure way!
Mortgage Application Form
If you provide consumer, residential, business and personal loans, add a unique mortgage application form to your website and save time. Quickly create this form using forms.app's free templates for everyone. Choose a template now to easily create a form without any coding knowledge.
Expense Report Form
Digital forms are an easy way to track and manage expenses for your business. With the free expense report form template, you can effortlessly collect, organize, and review expense details online. Get started today by clicking the “Use Template” button!
Early Retirement Application Form
You can create an early retirement application form and collect the applications and necessary information from the citizens in this direction. The ideal way to gather information about retirement online is easy with this free early retirement form template. Start customizing your early retirement application form now!
VAT Deregistration Form
A VAT deregistration form is used to provide taxpayers to terminate their VAT registration. You can easily edit this free and easy-to-use VAT deregistration form and share it via a link or embed it on your website. You can create your VAT deregistration form in seconds on forms.app.
VAT Registration Form
Whether you are a government employee or an accountant collecting information from your clients, this free VAT registration form is for you. You can quickly collect necessary information about VAT from businesses and individuals. Open this form and edit the theme or change the questions depending on your needs. You can create your VAT registration form with just a few clicks on forms.app.How to use banking form templates
Follow the three easy steps below to easily import the template to your account, customize questions, and quickly share the quiz on your website or social media.
2. Customize as you like
Add or remove questions through forms.app's drag-and-drop interface and match your brand style.
3. Share it on all channels
Embed it on your website in 6 different ways or share your form across all social media channels.
Need a custom banking form?
Just tell us how you would like a custom banking form tailored to your specific needs. forms.app’s free AI form builder will create a custom form template for you in seconds.
About the banking forms
Banking forms are standardized documents used by banks and financial institutions to efficiently handle applications, registrations, evaluations, and customer requests, such as for cards, loans, mortgages, online banking, and internal approvals.
Every template you choose on this page is easy to customize and already comes with certain fields. These common fields include the following:
- Multiple-choice fields: To select options or preferences.
- Open-ended fields: To provide detailed customer information.
- File upload fields: To submit documents securely online.
- Legal fields: To agree to terms or sign forms.
- Payment fields: To process fees or charges online.
- Date & time: To schedule appointments or deadlines.
- Contact fields: To collect email, phone, or address.
Are these banking templates safe?
Yes! forms.app is designed with industry-leading security and privacy protections, making it quite safe for collecting user data and processing payments. And what’s more, you retain control over your data, which means you can set form-access permissions.
- All forms and responses are encrypted and stored on Google Cloud storage service servers located in the EU.
- forms.app is GDPR-compliant, meaning it handles personal data in accordance with strict EU privacy rules; holds ISO/IEC 27001, ISO/IEC 27701, and PCI DSS security certifications; and meets OWASP security standards.
- Servers are hardened, access is restricted, and Cloudflare helps protect against attacks such as DDoS.
- There is real-time disaster recovery: your valuable data is backed up across multiple servers so it can be recovered in emergencies.
- Your account’s security is also strong: you can enable two-factor authentication, control who has access to your forms, and easily back up your data.
Also, forms.app does not store your customers’ credit card information when you receive a payment.
When someone makes a payment, the payment is handled securely through third-party processors like Stripe or PayPal, and sensitive card data is sent directly to them rather than being stored on our servers. The card information is processed by those trusted payment providers, so forms.app itself doesn’t retain customers’ credit card details.
Can I share my banking form templates in multiple languages?
是的! If your audience speaks different languages, you can add multiple languages and let people choose their preferred language when they open up your form. Please note that this feature is available only on Pro and Premium plans.
FAQs
Are the forms mobile-friendly?
Yes! All templates on forms.app are optimized for all devices, whether it’s desktop, tablet, or mobile.
Do I need technical skills to use these templates?
No, without needing to code a single line, you can simply use these event registration form templates and customize their fields, design, and general options with just a few clicks through forms.app’s intuitive form builder interface. After that, you can share using one or more of the many sharing options and start collecting responses immediately.
Can I reuse the templates for multiple clients or branches?
Yes, you can reuse the customized form templates for multiple clients or branches.app, you can reuse it for different clients, departments, or locations without recreating it from scratch.