Display fields and requirements
Pre-Fill
Pre-Fill
| Required Display Field | Display Requirements | Editable Field |
|---|---|---|
| First Name | Yes - unmasked | Yes |
| Last Name | Yes - unmasked | Yes |
| Address | Yes - unmasked | Yes |
| Extended Address | Yes - unmasked | Yes |
| City | Yes - unmasked | Yes |
| State | Yes - unmasked | Yes |
| Postal Code | Yes - unmasked | Yes |
| Phone Number | Yes - unmasked | No |
| Social Security Number (SSN) | Mask first five, display last four | Yes* |
| Date of Birth | Yes - MM/DD/YYYY | Yes** |
| * Upon edit, clear data and require customer to enter full SSN. | ||
| **Upon edit, clear the data and require customer to enter the full date of birth. |
Pre-Fill with KYC
Pre-Fill with KYC
| Required Display Field | Display Requirements | Editable Field |
|---|---|---|
| First Name | Yes - unmasked | Yes |
| Last Name | Yes - unmasked | Yes |
| Address | Yes - unmasked | Yes |
| Extended Address | Yes - unmasked | Yes |
| City | Yes - unmasked | Yes |
| State | Yes - unmasked | Yes |
| Postal Code | Yes - unmasked | Yes |
| Phone Number | Yes - unmasked | No |
| Social Security Number | Mask first five, display last four | No, full SSN entered at beginning of process. |
| Date of Birth | Yes - MM/DD/YYYY | Yes* |
| * Upon edit, clear the data and require customer to enter the full date of birth. |
Know Your Customer (KYC) Required Customer ConfirmationInclude this statement before the submit button. You can include an optional check box.“I have reviewed the information provided and confirm it’s accurate.”