A customer finance questionnaire is answered by a customer who is looking for capital for a specific reason. Financial institutions like banks ask the customer to fill up this form so that they get an idea of the customer’s financial situation and based on it decide what amount of finance can be allotted to the customer.
Sample Customer Finance Questionnaire:
Date of Birth: ________________
Phone Number: ________________
Email id: _____________________________
Marital Status: ____________
1) What is your employment type?
2) What is your occupation? __________
3) Describe your basic job responsibilities. _________
4) What is the name of your employer? ____________
5) What is the address of your workplace? _______________
6) How many years have you worked at your current post? __________
7) What is your gross annual income?
a) Less than $100,000
b) $100,000 to 200,000
c) More than $200,000
8) Please give a list of your assets
9) Please mention the value of each of the assets owned by you. _________
10) Please give a list of your liabilities if any.
a) Rent Amount per month_______
b) Car Loan Amount per month_______
c) Home loan Amount per month_______
d) Personal loans Amount per month_______
e) Credit card bills ___________
f) Others _____________
11) What are your personal monthly expenses? __________
12) Why are you looking for finance with our firm?
a) Looking for property
b) Found property to buy
c) To release equity
d) To refinance property
Financial Risk Questionnaire
Financial Plan Questionnaire
Financial Literacy Questionnaire
Financial Advisor Questionnaire
Sample Financial Questionnaire
Financial Planning Client Questionnaire
Financial Needs Analysis Questionnaire
Financial Risk Profit Questionnaire
Risk Tolerance Questionnaire
Life Insurance Questionnaire