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Open your PDF
Choose it from Mail or Files.
Is this really your bank?
Fake bank forms are a common way to steal account details. Check before you fill anything in.
- ✓Were you expecting it? A form you asked for (address change, account opening) is normal. A surprise form is a reason to check.
- ✓Look at the sender's address, not just the name shown.
- ✓Never use a phone number or link from the email to check. Call the number on your card or the bank's website.
- ✓A real bank won't ask for your online banking password or a one-time code on a form.
Match the date format the bank's form uses.
Open your PDF. Add your signature. Send it back.Get the details exactly right
- ✓Your name exactly as it appears on the account, including a middle initial if the account has one.
- ✓Account and routing numbers copied digit by digit. Read them back once.
- ✓The date in the format the form uses.
- ✓Initials on every page that has an initials box, not just the signature page.
- ✓Zoom in with two fingers on small boxes and shrink the text to fit.
Sending it back: safest first
| Option | When to use it |
|---|---|
| The bank's app or website (secure upload or message center) | Whenever the bank offers it. It's the safest way. |
| Reply to the bank's email | When they asked for it by email and you've confirmed it's really them |
| Take it to a branch | When they ask for ink or an in-person signature |
Filling it in on your iPhone
Open the PDF in a signing app. Tap each blank to type (or add text boxes if the form is flat), and tick the boxes. Then sign. If you're not sure which kind of form you have, the one-tap test is in how to fill in a PDF form on your iPhone. Crooked or blurry scan? See sign a scanned PDF on iPhone.
Bank staff often open files on Windows. If they say your signature is missing, see can't sign a PDF on iPhone.
Your account details stay on your phone
Fill in the bank form
Type, sign and export on your iPhone. The app uploads nothing to us.
Fill in the bank formFirst export free, then $59.99 once (US). No account.
FAQ
Should I use the PDF or the bank's website?+
If the bank has the same form in its app or website, use that. Use the PDF when that's what they asked for.
Is it safe to fill in a bank form on my phone?+
eSign PDF works on your iPhone and doesn't upload your file. Send the finished form only to the bank, through its secure channel if it has one.
How do I know the email is really from my bank?+
Don't use links or numbers from the email. Call the number on your card or the bank's official website and ask.