Account opening applications collected on paper create an administrative burden before any account is processed. Forms need to be physically received, manually reviewed for completeness, scanned, and entered into internal systems. Missing information requires follow-up with the applicant. Identity documents arrive separately. And throughout the process, there is no structured record of application status or completeness visible to the team handling it.
The Account Opening template for SharePoint, built with Infowise Ultimate Forms, provides a comprehensive digital account opening form — covering personal information, residential address, identification details, ID card upload, and account preferences — with every submission stored as a structured, complete record in SharePoint from the moment it is submitted.
How it works
Personal information
The form captures the applicant's full personal details — first and last name, gender, date of birth, nationality, mother's maiden name, telephone number, and email address. These fields establish the applicant's identity and provide the contact information needed for follow-up communication throughout the account opening process.
Residential address
A dedicated address section captures the applicant's full residential address — street address, city, state or province, postal or zip code, and country — in a structured format. Consistent address capture across all applications ensures that address data is reliable and usable without manual reformatting or clarification.
Education and identification details
The form captures the applicant's education level alongside their identification information — identification type, identification number, issuing country, and expiry date. An ID card upload field allows the applicant to attach a scanned or photographed copy of their identification document directly within the form. The uploaded ID is stored linked to the application record in SharePoint, eliminating the need to receive and match documents separately.
Account preferences
A dedicated account information section captures the account type and account category the applicant is applying for, alongside their monthly salary — providing the financial context relevant to account eligibility assessment. An additional services selection captures whether the applicant requires online banking, a debit or credit card, or a checkbook, enabling the processing team to prepare all required services alongside the account opening.
Accuracy confirmation
The form closes with a confirmation checkbox requiring the applicant to confirm that all information provided is accurate and complete. This structured acknowledgement creates a documented record of the applicant's confirmation at the point of submission, supporting the institution's compliance and audit requirements.
What you get
- A comprehensive account opening form covering personal details, residential address, education level, identification, ID card upload, and account preferences
- Structured identification capture including type, number, issuing country, and expiry date alongside an ID document upload
- Account type, account category, monthly salary, and additional services selection in a dedicated account information section
- Applicant accuracy confirmation checkbox creating a documented record of submission completeness
- Every application stored as a structured, searchable record in a standard SharePoint list
- Configurable account types, identification categories, and additional services to match your institution's specific offerings
- Free for all Ultimate Forms customers, installed automatically with a single click
Built on standard SharePoint lists
The Account Opening system is built entirely on standard SharePoint lists. There is no external data storage and no custom interface. All application records and uploaded identity documents stay inside your SharePoint environment, governed by your existing permissions and data policies. The system can be extended or adapted at any time in the browser by the administrator who manages the site.
Read detailed installation instruction.
