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Bank Verification Form Template

The bank verification form can be used by financial institutions to document and verify account transactions. With this form, banks can verify an account name, account type, transactions carried out on the account, account balance, and so on. The data gotten from this form can be stored in the secure Formplus cloud storage and can be accessed remotely from anywhere. Verify customers' account transactions with ease using this free form template

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Tips for Using the Bank Verification Form

Document and verify account transactions with this simple bank verification form. Start by modifying this template to suit your specific KYC needs. You can modify it to suit housing requests or any other banking need. Use the drag and drop editor to achieve this. For example, you could request for signature verification from a guarantor. On the customization section, you can add your brand logo to give it a more professional look. Choose to switch up your form design by using a preset theme or custom CSS.  Once you’ve completed all the edits, share it with your client via an email invite. You can share a form link or a QR code if you’d prefer. Simply visit the share page to generate one. Nudge your customers into completing this form via an email reminder. Save the account documents with the secure Formplus storage or export them to your bank management system.

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