Form preview

Get the free Fact Find Questionnaire template

Get Form
Fact Find QuestionnaireApplicant Details Client Partner TitleFull Name (as shown on your passport)Maiden Name & Date Name ChangedMarital statusMarriage Anniversary (security question)Date of Birthstone
We are not affiliated with any brand or entity on this form

Get, Create, Make and Sign fact find questionnaire template

Edit
Edit your fact find questionnaire template form online
Type text, complete fillable fields, insert images, highlight or blackout data for discretion, add comments, and more.
Add
Add your legally-binding signature
Draw or type your signature, upload a signature image, or capture it with your digital camera.
Share
Share your form instantly
Email, fax, or share your fact find questionnaire template form via URL. You can also download, print, or export forms to your preferred cloud storage service.

How to edit fact find questionnaire template online

9.5
Ease of Setup
pdfFiller User Ratings on G2
9.0
Ease of Use
pdfFiller User Ratings on G2
Follow the guidelines below to use a professional PDF editor:
1
Log into your account. In case you're new, it's time to start your free trial.
2
Simply add a document. Select Add New from your Dashboard and import a file into the system by uploading it from your device or importing it via the cloud, online, or internal mail. Then click Begin editing.
3
Edit fact find questionnaire template. Rearrange and rotate pages, insert new and alter existing texts, add new objects, and take advantage of other helpful tools. Click Done to apply changes and return to your Dashboard. Go to the Documents tab to access merging, splitting, locking, or unlocking functions.
4
Get your file. Select your file from the documents list and pick your export method. You may save it as a PDF, email it, or upload it to the cloud.
pdfFiller makes dealing with documents a breeze. Create an account to find out!

Uncompromising security for your PDF editing and eSignature needs

Your private information is safe with pdfFiller. We employ end-to-end encryption, secure cloud storage, and advanced access control to protect your documents and maintain regulatory compliance.
GDPR
AICPA SOC 2
PCI
HIPAA
CCPA
FDA

How to fill out fact find questionnaire template

Illustration

How to fill out fact find questionnaire

01
To fill out a fact find questionnaire, follow these steps:
02
Start by entering your personal details such as your name, address, and contact information.
03
Provide information about your financial goals and objectives.
04
Answer questions about your current financial situation, including your income, expenses, assets, and liabilities.
05
Provide details about your investment preferences and risk tolerance.
06
Answer questions about your insurance needs and coverage.
07
Include any additional information or documents that may be required.
08
Review the completed questionnaire for accuracy and make any necessary updates or corrections.
09
Submit the filled-out questionnaire to the appropriate party or financial advisor.

Who needs fact find questionnaire?

01
The fact find questionnaire is needed by individuals who are seeking financial advice or planning services. This questionnaire helps financial advisors or planners gather pertinent information about a client's financial situation, goals, and preferences in order to provide tailored recommendations and advice.

What is Fact Find Questionnaire Form?

The Fact Find Questionnaire is a fillable form in MS Word extension that should be submitted to the relevant address to provide specific info. It must be filled-out and signed, which is possible in hard copy, or using a certain solution like PDFfiller. It allows to fill out any PDF or Word document directly from your browser (no software requred), customize it according to your requirements and put a legally-binding electronic signature. Once after completion, you can send the Fact Find Questionnaire to the relevant recipient, or multiple ones via email or fax. The blank is printable as well because of PDFfiller feature and options proposed for printing out adjustment. In both digital and physical appearance, your form should have a neat and professional look. You may also turn it into a template for further use, there's no need to create a new blank form from scratch. All that needed is to edit the ready template.

Template Fact Find Questionnaire instructions

Before start to fill out Fact Find Questionnaire Word form, ensure that you prepared all the required information. It's a important part, because some typos may cause unpleasant consequences beginning from re-submission of the whole entire word form and filling out with deadlines missed and even penalties. You should be pretty observative when working with digits. At first glance, this task seems to be very simple. Yet, it is easy to make a mistake. Some use some sort of a lifehack saving all data in a separate file or a record book and then attach it's content into documents' samples. However, come up with all efforts and provide valid and genuine info in Fact Find Questionnaire .doc form, and doublecheck it during the filling out all the fields. If you find a mistake, you can easily make some more amends while using PDFfiller editor without missing deadlines.

Frequently asked questions about the form Fact Find Questionnaire

1. Is this legit to complete forms digitally?

As per ESIGN Act 2000, documents submitted and authorized by using an electronic signature are considered to be legally binding, just like their hard analogs. So you can rightfully fill and submit Fact Find Questionnaire word form to the individual or organization needed to use electronic solution that fits all the requirements of the stated law, like PDFfiller.

2. Is it safe to fill out sensitive information on the web?

Certainly, it is absolutely risk-free because of options offered by the program you use for your workflow. Like, PDFfiller provides the following benefits:

  • Your personal data is kept in the cloud storage that is facilitated with multi-layer file encryption, and is also prohibited from disclosure. It's user only who has got access to personal files.
  • Every single file signed has its own unique ID, so it can’t be falsified.
  • User can set additional security like validation of signers by picture or password. There is an way to secure the entire folder with encryption. Place your Fact Find Questionnaire .doc form and set a password.

3. Can I export available data to the word template?

To export data from one document to another, you need a specific feature. In PDFfiller, we name it Fill in Bulk. With this feature, you can take data from the Excel spread sheet and insert it into the generated document.

Fill form : Try Risk Free
Users Most Likely To Recommend - Summer 2025
Grid Leader in Small-Business - Summer 2025
High Performer - Summer 2025
Regional Leader - Summer 2025
Easiest To Do Business With - Summer 2025
Best Meets Requirements- Summer 2025
Rate the form
4.6
Satisfied
24 Votes

For pdfFiller’s FAQs

Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

You may use pdfFiller's Gmail add-on to change, fill out, and eSign your fact find questionnaire template as well as other documents directly in your inbox by using the pdfFiller add-on for Gmail. pdfFiller for Gmail may be found on the Google Workspace Marketplace. Use the time you would have spent dealing with your papers and eSignatures for more vital tasks instead.
To distribute your fact find questionnaire template, simply send it to others and receive the eSigned document back instantly. Post or email a PDF that you've notarized online. Doing so requires never leaving your account.
It’s easy with pdfFiller, a comprehensive online solution for professional document management. Access our extensive library of online forms (over 25M fillable forms are available) and locate the fact find questionnaire template in a matter of seconds. Open it right away and start customizing it using advanced editing features.
The fact find questionnaire is a document used to gather relevant information about a client's financial situation, goals, and risk tolerance.
Financial advisors or planners are typically required to have their clients fill out a fact find questionnaire.
To fill out a fact find questionnaire, clients need to provide accurate and detailed information about their financial assets, liabilities, income, expenses, goals, and risk tolerance.
The purpose of a fact find questionnaire is to help financial advisors understand their clients' financial situation and goals in order to provide suitable advice and recommendations.
Clients must report accurate information about their financial assets, liabilities, income, expenses, goals, and risk tolerance on the fact find questionnaire.
Fill out your fact find questionnaire template online with pdfFiller!

pdfFiller is an end-to-end solution for managing, creating, and editing documents and forms in the cloud. Save time and hassle by preparing your tax forms online.

Get started now
Form preview
If you believe that this page should be taken down, please follow our DMCA take down process here .
This form may include fields for payment information. Data entered in these fields is not covered by PCI DSS compliance.