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Field name | Required | FO Display (D)/ Modify (M) | Type | Constraints | Mask | Comment |
Personal info | ||||||
Yes | ||||||
| D |
textfield <string> | Standard "e-mail" verification | ||
First Name | Yes |
| D |
| textfield <string> | Max length: |
200 characters | ||
Middle Name | No |
| D |
textfield <string> | ||
Last Name | Yes |
textfield
<string>
Suffix
No
Jr. | Sr. | I | II | III | IV
| D | textfield <string> | ||
Date of Birth | Yes |
| D |
When calculating age not only year but also date is considered.
The date may be specified either manually or using the calendarmm/dd/yyyy
| dropdown | The date must be specified manually from several dropdowns (date, month, year) | date format corresponds to selected Region | ||||
Gender | Yes | D | dropdown | Male | Female | ||
Marital Status | Yes | dropdown | Married | Single | Divorced | Widow(er) | Civil Marriage | |||
Number of dependents | Yes |
| textfield <string> |
0 <= N <= |
10 | |||
Citizenship | Yes | dropdown |
Options: Citizen | Resident Alien | Non-Resident Alien |
Country of Citizenship
Yes
Appears only in case Resident Alien or Non-Resident Alien option is chosen in Citizenship dropdown
Education | Yes | dropdown | Options: High |
school | College | Graduate | ||||||
Additional Information | ||||||
National ID | Yes |
| D |
9 digits
xxx-xx-xxxx
| textfield <string> | Constraints depend on settings in the National ID constructor | |||
Car owner | No | dropdown | Yes | No |
Driver’s License | No |
| D |
| textfield <string> | Max length: 30 symbols |
State of Issue
No
Main Phone | Yes |
| M |
10 digits
| textfield <string> | (Predefined country code) + 5-11 digits | The country code depends on the Country chosen in the Region | |
Alternative Phone | No |
| M |
10 digits
| textfield <string> | (Predefined country code) + 5-11 digits | The country code depends on the Country chosen in the Region | |
Monthly Income | Yes |
| M |
Digits only are allowed
$
| textfield <numeric> | >= 0 | ||
Monthly Expenses | Yes |
| M |
Digits only are allowed
| textfield <numeric> | >= 0 | |||||
Employment Information | ||||||
Income Type | Yes | M | dropdown | Employed | Self Employed | Social Security / Disability | Retirement / Pension | Other | ||
How Often | ||||||
Do You Get Paid? | Yes | M | dropdown | Weekly | Every 2 weeks | Twice a Month | Monthly | Appears only if NOT Self Employed the option is chosen in the Income Type dropdown | |
Employer | Yes | M |
<string>
| textfield <string> | Max length: 200 characters | Appears only in case Employed the option is chosen in the Income Type dropdown | |||
Job title | Yes | M | dropdown | CEO/CFO | Upper manager | Middle manager | Employee| Civil Servant | |
Size of the Company | Yes |
| M |
Digits only are allowed
Hire date
Yes
<date>
| dropdown | Less than 50 employees | 50-100 employees | 101-200 employees | More than 200 employees | ||||
| Employment duration. Years | Yes | dropdown | numbers from 0 to 10 | ||
| Employment duration. Months | Yes | dropdown | numbers from 0 to 11 | ||
Work Phone | Yes |
| M |
| textfield <string> |
10 digits required (main number)
Max 5 digits in additional (extension)
(Predefined country code) + 5-11 digits | The country code depends on the Country chosen in the /wiki/spaces/TKL/pages/827588619 |
Employee Verification Phone | Yes |
| M |
| textfield <string> |
10 digits required (main number)
Max 5 digits in additional (extension)
ххх-xxx-xxxx ext. xxxxx
| (Predefined country code) + 5-11 digits | The country code depends on the Country chosen in the /wiki/spaces/TKL/pages/827588619 | |
Company Name | Yes | M |
<string>
| textfield <string> | Max length: 500 characters | Appears only in case Self Employed option is chosen in the Income Type dropdown | |
Company Phone | Yes |
| M |
| textfield <string> |
10 digits required (main number)
Max 5 digits in additional (extension)
ххх-xxx-xxxx ext. xxxxx
Company Beginning Date
Yes
<date>
<= Current Date
The date may be specified either manually or using the calendar
mm/dd/yyyy
Benefit Start Date
Yes
<date>
The date may be specified either manually or using the calendar
mm/dd/yyyy
(Predefined country code) + 5-11 digits | The country code depends on the Country chosen in the /wiki/spaces/TKL/pages/827588619 | |||||
| Company Life Existing. Years | Yes | dropdown | numbers from 0 to 10 | |||
| Company Life Existing. Months | Yes | dropdown | numbers from 0 to 11 | |||
Appears only in case Social Security / |
Disability option is chosen in Income Type dropdown | ||||||
| Benefit duration. Years | Yes | M | dropdown | numbers from 0 to 10 | ||
| Benefit duration. Months | Yes | M | dropdown | numbers from 0 to 11 | ||
Next Pay Date | Yes |
| M |
<string>
| textfield <date> | >= Current Date |
mm/dd/yyyy
Income Received From
Yes
date format corresponds to selected /wiki/spaces/TKL/pages/827588619 | ||||||
| Income duration. Years | Yes | M | dropdown | numbers from 0 to 10 | Appears only in case Retirement / Pension option is chosen in the Income Type |
| dropdown | |||||
| Income duration. Months | Yes | M | dropdown | numbers from 0 to 11 | |
Income duration. Years | Yes |
<date>
The date may be specified either manually or using the calendar
| M | dropdown | numbers from 0 to 10 | date format corresponds to selected /wiki/spaces/TKL/pages/827588619 | Appears only in case |
| Other option is chosen in the Income Type dropdown |
Income Verification Phone
Yes
<string>
10 digits required (main number)
Max 5 digits in additional (extension)
ххх-xxx-xxxx ext. xxxxx
Address
Resided at Address. Years
Yes
List of options from "0" to "10"
Resided at Address. Months
Yes
List of options from "0" to "11"
Street
Yes
<string>
Apartment
No
<string>
Max length: 5 symbols
City
Yes
<string>
State
Yes
All options from the US States, that may be edited in DB only.
Zip Code
Yes
<string>
5 digits
xxxxx
Residential status
Yes
Rent | Own | Live with parents
2nd Address
Appears only in case Address.Resided at address. Years < 2
Resided at address. Years
Yes
List of options from "0" to "10"
Resided at address. Months
Yes
List of options from "0" to "11"
Street
Yes
<string>
Apartment
No
<string>
Max length: 5 symbols
City
Yes
<string>
State
Yes
All options from the US States, that may be edited in DB only.
Zip Code
Yes
<string>
5 digits
xxxxx
Residential status
Yes
Rent | Own | Live with parents
Bank Account
<string>
<string>
<string>
<string>
Max 5 digits in additional (extension)
Documents
Income duration. Months | Yes | M | dropdown | numbers from 0 to 11 | date format corresponds to selected /wiki/spaces/TKL/pages/827588619 | Appears only in case Other option is chosen in the Income Type dropdown |
Income Verification Phone | No | M | textfield <string> | (Predefined country code) + 5-11 digits | The country code depends on the Country chosen in the /wiki/spaces/TKL/pages/827588619 | |
Address | ||||||
Resides at Address | Yes | M | dropdown | Dropdown options: Less than a year | 1-3 years | 4-10 years | More than 10 years | ||
Full Address | Yes | M | textfield <string> | Max length: 200 characters | ||
Residential status | Yes | M | dropdown | Rent | Own | Live With Parents | ||
Documents | ||||||
| Choose file | - | button | ||||
Attached file block | ||||||
| File thumbnail | Yes | image | 1) If the attached file type is the image, then File thumbnail = the minimized image 2) If the attached file type is not image, then File thumbnail = placeholder image | |||
| File name | Yes | text | The name of the attached file | |||
| Delete | - | button | The attached file has been removed from the form | |||