KYC Form

Completing a KYC process can be time-consuming and difficult without using an online form. Collecting and keeping data online can make the procedure super-easy. Using a KYC form template will get you:
  • Faster verification
  • Improved accuracy
  • Better compliance
Use template
Preview
Created by forms.app Team
Copied 3 times
Preview

About this payment agreement form template

A KYC form (Know Your Customer form) is a document businesses use to verify the identity of their clients. This form is super helpful for ensuring compliance with regulations, preventing financial crimes, and building customer trust.

This KYC form template comes with definite fields to collect data, such as:

  • Contact information (Full name, date of birth, address, etc.)
  • Country of incorporation
  • File uploads for identity & address proofs
  • Terms & conditions

What can I ask in a payment agreement form?

[30-40 word intro paragraph + questions]

Who uses KYC forms?

KYC forms can be used by any usiness, financial institution, or organization that needs to verify customer identities to comply with regulations, prevent fraud, and ensure secure, trustworthy transactions. Here are some example scenarios: 

Business owners

Businesses use payment agreements to outline payment terms for goods or services. Ideal to ensure clarity on due dates, amounts, and accepted payment methods, reducing disputes and keeping transactions smooth.

Freelancers

Freelancers rely on payment agreements to confirm project rates, timelines, and payment schedules. Ideal to protect their work, avoid payment delays, and maintain a professional, transparent relationship with clients.

Landlords

Landlords use payment agreements to set clear rent amounts, due dates, and late fee rules. Ideal to prevent misunderstandings, ensure timely payments, and establish a legally sound rental arrangement.

Frequently asked questions (FAQs)

What makes a payment agreement form good?

A good payment agreement form is clear, legally sound, and well-structured, detailing amounts, due dates, and methods. It should be mutually agreed upon and customizable, ensuring trust, preventing disputes, and protecting both parties involved.

Is this KYC form free?

Yes, it is free. All the available templates on forms.app are free to use. All you need to do is to click “Use  template” button and customize it based on your own preferences or needs. 

Can I use this form in multiple languages?

Yes, forms.app allows its Pro & Premium users to use the multilingual form feature. It is ideal for eaching a global audience, collecting responses in multiple languages, and improving accessibility and engagement for diverse users.

Use this KYC form template

Using a know your customer form​ is effortless with forms.app. Follow the basic steps given below to share it right away:

1. Import into your account

1. Import into your account

Preview this know your customer template and click “Use template” button to start the process.

2. Customize however you like

2. Customize however you like

Change the design or questions. Edit your know your client form template​ based on your needs.

3. Share it on all channels

3. Share it on all channels

Edit the URL, customize the access levels, get the embed code, or create a QR code.

Have a look at the know your customer form template examples given below if you found this useful:

Need a custom KYC form?

Tell us what you’d like to create in a few words. forms.app AI will understand your needs and create a template for your customers for free.

Create with AI

Smooth intake process for everyone

To ease the KYC verification or identity verification process, use the advanced features of forms.app even in the free plan.

  • Conditional logic

    Ask specific questions based on whether the customer is an individual or a company.

  • Contact details

    Collect information to easily reach your customers, verify their identity, and ensure smooth communication.

  • Legal fields

    Get customers to agree to your terms and conditions before submitting their forms, or add a signature field.

  • Logo & cover

    Display your brand logo on your forms and upload a cover image for more branding options.

  • Email notifications

    Receive email notifications when a customer fills out a form, or send emails to them to prompt a response.

  • Custom CSS

    Use custom CSS to change any part of your KYC form in the way you want and personalize it further.

See all features