How to fill and sign a bank’s form without printing it

Banks, insurers and partners still send PDFs: an account opening form, a mandate, a supplier onboarding pack. They want it back complete, with signatures in the boxes they drew. The usual route is print, fill in by hand, sign, scan and email, then do it all again when a box is missed. Here is how to do it without a printer, and what to check before you send it back.

Before you start: ask how they accept signatures

Many banks accept forms signed electronically, but some still ask for ink on particular documents, such as mandates, guarantees or board resolutions, or want certain forms signed in a branch. A one-line email to your relationship manager saves a second round. If they ask how the form was signed, the certificate of completion is what you send them.

1. Upload the form as you received it

Upload the PDF, Word file or scan exactly as it was sent. Don’t retype it into a template: the bank expects its own form back, page for page. Qasha keeps the form’s own pages and writes only where people fill in and sign.

2. Check the fields Qasha found

Qasha reads the form and marks where it expects writing:

• lines and boxes to write on, including rows of character boxes for account numbers and dates;
• tick boxes, which take a tick or an X, as the form asks;
• spaces for signatures and initials, and boxes for a passport photo;
• the fields a fillable PDF already defines, with their labels.

A scanned page is straightened and read with text recognition first, and its fields are flagged for a closer look, because a scan is never as clean as the original. Add any field that was missed and remove any you don’t need.

3. Fill in your part

Choose Fill in myself and type straight onto the form; Tab moves to the next box. Character boxes take one character each, and dates are written into the day, month and year boxes the form prints.

4. Assign the rest

Give each signer their fields (directors, guarantors, the bank’s own officer) and set the order they sign in. Each receives their own link by email and confirms it with a one-time code. Nobody needs an account.

5. Sign in the boxes the bank drew

Signers type or draw their signature, or use one they saved, and it lands in the form’s own boxes, not on a page added at the end. When the last person signs, Qasha seals the copy with a trusted RFC 3161 timestamp, so any later change shows in any PDF reader.

6. Send it back

Download the sealed copy and send it the way the bank asks. Each signer receives a certificate of completion; the full audit trail, with IP addresses and devices, stays with your team.

More on how it works: Fill & sign any PDF, and what makes an electronic signature hold up.