Frequently Asked Questions

What is an Account Opening Form?

An account opening form is a document that you fill in at a bank branch, credit union, or other financial institution when you open an account for your funds. These types of documents are usually presented on paper but the process takes longer to complete. That’s why an online form comes in handy because it automates the process by sending all the necessary information online, instantly. If you’re looking for an account opening form template that you can share with your clients, use our online template. It’s free! And with 123 Form Builder, you can customize our form template, share it where needed, and manage the responses with ease. Not to mention that there are many more features in our form builder that your financial team can benefit from. 

How can I edit this Account Opening Form template? 

You’ll need a 123 Form Builder account. In case you don’t have one, you can create one for free. After importing this template to your account, you’ll be able to adjust the fields, change the content, attach the full contract in PDF, add a signature field, as well as use specific tool integrations such as Salesforce or Google Sheets to get the data where you need it.

Is 123 Form Builder safe for my bank?

You can rest assured that 123 Form Builder is using all the needed security measures for your forms, so your data is kept in a protected environment. If you want to learn more about our form builder, don’t hesitate to contact us.