Customer Onboarding Form Template UK

The Customer Onboarding Form Template UK is provided in multiple formats, including PDF, Word, and Google Docs, featuring customizable and printable examples.

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Customer Onboarding Form Template UK

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PDF – 1 PDF – 2

Customer Onboarding Form Template UK

1. Customer Information




2. Account Details


3. Service Preferences

4. Payment Information


5. Identification Documents

Please upload a valid identification document (e.g., Passport, Driver’s License).

6. Knowledge of Product / Service

7. Customer Responsibilities

8. Provider Responsibilities

9. Confidentiality Agreement

10. Termination Terms

11. Acknowledgment and Agreement

12. Declaration and Signature



PDF

WORD

Examples

Customer Onboarding Form Template UK (1)
Customer Information:
[Full Name]
[Customer ID]
[Residential Address]
[Phone Number]
[Email Address]
Company Information:
[Company Name]
[Company Registration Number]
[Business Address]
[Business Phone Number]
[Business Email Address]
Introduction:
This onboarding form collects essential information from new customers to facilitate a smooth onboarding process and ensure compliance with company policies and regulations.
Section 1: Services Required
Please indicate the services you are interested in: [Service A, Service B, Service C, etc.].
Section 2: Payment Method
Preferred payment method: [Credit Card, Bank Transfer, PayPal, etc.].
Billing Address: [if different from Residential Address].
Section 3: Client Acknowledgment
I hereby acknowledge that I have read the terms and conditions of the service: [Yes/No].
Section 4: Data Protection Consent
I consent to the processing of my data as per the GDPR: [Yes/No].
Section 5: References
Please provide two references who can attest to your business integrity:
1. [Reference Name, Contact Information]
2. [Reference Name, Contact Information]
Signed in [City], [Date].
Sincerely,
[Signature of Customer]
[Name of Customer]
Customer Onboarding Form Template UK (2)
Customer Details:
[Full Name]
[Customer ID]
[Home Address]
[Contact Number]
[Email Address]
Business Information:
[Legal Business Name]
[Business Registration Number]
[Office Address]
[Business Phone Number]
[Business Email Address]
Introduction:
The purpose of this onboarding form is to gather vital information from new customers while ensuring clarity regarding services offered and compliance with our policies.
Section 1: Desired Services
Please select the services you would like to enroll in: [Choice A, Choice B, Choice C, etc.].
Section 2: Preferred Payment Options
Select preferred payment method: [Direct Debit, Credit Card, Online Payment, etc.].
Billing Address: [if different from Home Address].
Section 3: Agreement Confirmation
I confirm that I understand the terms of the services provided: [Yes/No].
Section 4: GDPR Compliance
I consent to the handling of my personal data in accordance with GDPR: [Yes/No].
Section 5: Business References
Please list two business references:
1. [Reference Name, Contact Details]
2. [Reference Name, Contact Details]
Signed in [City], [Date].
Sincerely,
[Signature of Customer]
[Name of Customer]

Printable

PDF – 1 PDF – 2

Customer Onboarding Form Template UK