KYC Form

Completing a KYC process manually can be time-consuming and difficult, especially if you are trying to do it on your own. An online KYC form template will help you quickly and easily gather the necessary information from your customers so that you can verify their identities and start using your service.

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KYC Form

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What is a KYC form, and why should you use one?

In today’s digital world, it has become increasingly common for online services to require some form of verification in order to create an account or continue using the service. This is often done through a process called KYC, or "Know Your Customer." 

KYC requires companies to verify the identity of their customers, usually by asking for some form of identification such as a driver's license or passport. A KYC form is a document or online form used by companies to verify the identity of their customers. This way, organizations or companies will be able to gather information and verify that their customers are indeed real and over a certain age.

How to create your own KYC form online

If you're looking to create your own KYC form online, forms.app, an online form builder tool, can help you incredibly. forms.app provides a free template for customer KYC and makes it easy to gather the necessary information from your customers.

Some of the information you can gather with a KYC form

The KYC form allows you to gather important information about your customers, such as their name, date of birth, and driver's license number. This information helps you verify the identity of your customers and ensure that they are who they say they are. By using forms.app’s file upload field, you can also gather additional documentation. This will be beneficial for financial institutions, like online banks or other organizations that require a KYC process. Here are some of the details you can gather automatically:

  • Name
  • Date of birth
  • Driver's license number or photograph
  • Proof of address
  • Portrait photograph

Informed consent is the process of obtaining consent from a second party after explaining to them the risks and possibilities involved with the action they are consenting to. Health-care providers and researchers often use an informed consent form to get consent before they start a medical operation or research.

Getting online consent is not substantially different than getting consent with papers. In both cases, you have to present all the necessary information to your respondents, and they need to sign, check, or state that they give you their consent to start the procedure. Here are 3 ways you can obtain consent with online forms:

  • Collect e-signatures
  • Add a terms & conditions field
  • Ask for a written statement

While consent and waiver are often used interchangeably, they have different meanings. A waiver is a consent document used for relinquishing one’s rights or claims, whereas consent is a document used for giving permission to an action or activity that the person will be subjected to.

For example, you have to obtain consent when collecting, processing, and storing personal data. However, you have to request a waiver during IRB applications and research. Human subjects sign a waiver document and state that they have been told of potential adverse effects of the research and will not hold responsible the researchers for any injury. Waivers can also be used for medical treatments or extreme activities. 

You need a way to inform people and obtain their consent, and online forms are the ideal tool for this job because you can collect data and obtain consent at the same time. As a powerful form builder, forms.app has all the features you need and provide consent form templates to get you started easily. Here are steps you can follow to create your own consent form:

  1. Select a template or create a new form
  2. Add questions for information you want to collect
  3. Use the explanation or terms & conditions fields to inform your respondents
  4. Optionally add a signature field to obtain e-signatures
  5. Share your form or embed it on your website