If you're a bank or financial institution looking to streamline your debit card application process, this comprehensive list of questions is tailored for you.
By implementing this debit card application form, you'll efficiently collect crucial applicant information, ensuring that you meet their needs and preferences while maintaining security standards. Save time, reduce paperwork, and improve your customer experience with this easy-to-use form.
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Questions to include on your debit card application form
1. Personal Information
It is essential to gather basic personal information from the applicant to identify them and keep their records.
- Full name
- Date of birth (DD/MM/YYYY)
- Address
- City
- State
- ZIP Code
- Email address
- Phone number
2. Employment Information
Collecting employment information can help the bank evaluate the applicant's financial stability and ability to pay off any debts.
- Employment status (Full-time, Part-time, Self-employed, Unemployed, Retired)
- Employer name
- Job title
- Annual income
3. Debit Card Preferences
Understanding the applicant's preferences for their debit card will help tailor the card features to their specific needs.
- Card design (Design 1, Design 2, Design 3)
- Would you like to link this debit card to a joint account? (Yes, No)
4. Security Information
Gathering security information is crucial for protecting the applicant's account and ensuring the safety of their financial information.
- Social Security Number
- Mother's maiden name
- Preferred security question (What was your first car? What is your favorite city? What was your first pet's name?)
- Answer to security question
The question about the joint account is essential because it allows applicants to share access to their account with another person, such as a spouse or business partner, and it helps the bank tailor the account to the applicants' needs.
Things to consider
- Accessibility - Ensure your form is accessible to people with disabilities by using appropriate labels, descriptive text, and following accessibility guidelines like the Web Content Accessibility Guidelines (WCAG).
- Clarity and simplicity - Keep questions clear and concise, avoiding jargon or technical terms. Use plain language to make the form easy to understand for all applicants.
- Mobile-friendliness - Many users access forms via smartphones or tablets. Ensure your form is responsive and easy to navigate on various screen sizes and devices.
- Progress indicators - If the form is long, consider using progress indicators or dividing it into sections. This helps users understand how much time they need to invest and reduces the likelihood of abandonment.
- Validation and feedback - Use real-time validation to identify any errors or incomplete fields as the user fills out the form. Provide helpful feedback so they can correct any issues quickly and efficiently.
- Privacy and security - Clearly state how you will handle and protect the applicant's personal and financial information. This builds trust and ensures compliance with relevant data protection regulations.
- User testing - Before launching the form, conduct user testing to identify any issues or areas for improvement. This ensures a smooth experience for applicants and increases the likelihood of successful form submissions.
How to create your debit card application form
Now that you know what questions you should include, it's time to build your form!
The only problem is that traditional forms tools are inefficient.
People will forget to fill out your form. They'll get stuck halfway and not be able to finish it. Or they'll send you the wrong stuff. You end up wasting hours chasing people down over email.
That's why you should give Content Snare a try.
Content Snare is packed with advanced features that will have you hours:
- Automatic reminders - Remind people to complete their form with fully customizable reminders.
- Reject incorrect information - If a single question is filled out incorrectly, ask your client to re-do just that one item.
- Autosaving - No progress gets lost. People can fill out forms in multiple sittings.
- Comments and questions - If the person filling the form gets stuck, they can ask a question without having to email you.
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