The personal details are the primary information about the account holder. It includes following details:
Field Name |
Description |
---|---|
Salutation |
Salutation of applicant. The options are:
|
First Name |
First name of the applicant. |
Last Name |
Last name of the applicant. |
|
Email address of the applicant. |
I consent to receive marketing communication from the bank |
Whether the applicant consents to receive marketing information from the bank. |
Date of Birth |
Date of birth of the applicant. |
Gender |
Applicants gender. |
Marital Status |
Marital status of the applicant. The options are:
|
Dependents |
Number of people dependent on the applicant. |
To add identification details:
Field Name |
Description |
---|---|
Identity |
|
Social Security Number |
Social security number (SSNSocial Security Number) of the applicant. |
Type of Identification |
Identification number corresponding to the identification type. The identification type could be:
|
ID Number |
Identification number corresponding to the identification type. |
Expiration Date |
Last day of the identity. |
Field Name |
Description |
---|---|
Residential Address |
|
Accommodation Type |
Accommodation type of the applicant. |
Address 1-2 |
Address details of the applicant. |
City |
City name of the applicant. |
State |
State name of the applicant. |
Zip Code |
Zip code of the applicant. |
Staying Since |
Date since applicant is staying at the current location. |
|
Email address of the applicant. |
Confirm Email |
Re-enter the phone number to confirm. |
Phone Type |
Phone type of the applicant. The phone type could be:
|
Primary Phone Number |
Primary phone number of the applicant. |
To add employment information:
Field Name |
Description |
---|---|
Employment Type |
Employment type of the applicant. The types are:
|
Employment Status |
Occupation status of the applicant. The options are:
|
Company Name or Employer |
Name of the company or firm in which the applicant is employed. |
Start Date |
Employment start date of the applicant. |
To add features and specifications:
Field Name |
Description |
---|---|
Quarterly number of Cash Deposits |
Number of times the cash is deposited in a calendar quarter. |
Will ATM be used in Multiple States |
Whether ATMAutomated Teller Machine terminal allows customers having an ATM or debit card to perform several banking transactions such as cash withdrawal, balance inquiry, funds transfer, and so on. in more than one sates is going to be used for cash withdrawals. |
Field Name |
Description |
---|---|
Initial Deposit Amount |
Amount to be deposited once the account is opened. |
Your Funding Source |
Occupation status of the applicant. The options are:
|
Card Type |
Account funding card type. The card type could be:
|
Card Number |
Card number for funding the account. |
Expiration Date |
Card expiry date in terms of month and years.
|
Name on Card |
Account holders name printed on card. |
Security Code |
Three digit security code printed on the back side of the card. |
Field Name |
Description |
---|---|
Deposit Amount |
Amount to be deposited once the account is opened. |
Your Funding Source |
Occupation status of the applicant. The options are:
|
Tenure |
Deposit tenure in terms on years, months, and days. |
Interest Payout Frequency |
Interest payable at regular intervals. The payout frequency could be:
|
Your Funding Source |
|
Credit / Debit Card |
|
Card Type |
Account funding card type. The card type could be:
|
Card Number |
Card number for funding the account. |
Expiration Date |
Card expiry date in terms of month and years.
|
Name on Card |
Account holders name printed on card. |
Security Code |
Three digit security code printed on the back side of the card. |