Display Fields and Editability Requirements

Pre-Fill

Required Display FieldDisplay RequirementsDoes the Field Need to Be Editable By Consumer?
First NameYes - unmaskedYes
Last NameYes - unmaskedYes
AddressYes - unmaskedYes
Extended AddressYes - unmaskedYes
CityYes - unmaskedYes
StateYes - unmaskedYes
Postal CodeYes - unmaskedYes
Phone NumberYes - unmaskedNo
SSNMask first 5, display last 4Yes. Upon edit clear data and require consumer to enter full SSN
DOBYes - MM/DD/YYYYYes. Upon edit clear the data and require consumer to enter full DOB

Pre-Fill with KYC

Required Display FieldDisplay RequirementsDoes the Field Need to Be Editable By Consumer?
First NameYes - unmaskedYes
Last NameYes - unmaskedYes
AddressYes - unmaskedYes
Extended AddressYes - unmaskedYes
CityYes - unmaskedYes
StateYes - unmaskedYes
Postal CodeYes - unmaskedYes
Phone NumberYes - unmaskedNo
SSNMask first 5, display last 4No, full SSN entered at beginning of process
DOBYes - MM/DD/YYYYYes. Upon edit clear the data and require consumer to enter full DOB

KYC Required Consumer Confirmation

You are required to include the below statement just above the “submit” button.

I have reviewed the information provided and confirm it is accurate.

You can include an optional check box by this statement but it is not required.

Available for Check Out via Self-Serve!

Please reference our Quick Start Guide to get started.