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Field name

Required

Type
Format

Constraints 

Mask

Comment







Personal info

Email

Yes

textfield
<string>

Standard "e-mail" verification



First Name

Yes

textfield
<string>

Max length: 200 symbols.

Only 'a-z', 'A-Z' chars and spaces are allowed.



Middle Name 

No

textfield
<string>



Last Name

Yes

textfield
<string>



Suffix

No

dropdown

Jr. | Sr. | I | II | III | IV



Date of Birth

Yes

textfield
<date>

Age >= 18
When calculating age not only year but also date is considered.

The date may be specified either manually or using the calendar

mm/dd/yyyy


Gender

Yes

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

US citizen | Resident Alien | Non-Resident Alien



Country of Citizenship

Yes

dropdown

All options from the Countries dictionary


Appears only in case Resident Alien or Non-Resident Alien option is chosen in Citizenship dropdown

Education

Yes

dropdown

High School | College | Graduate



Additional Information 

Social Security Number

Yes

textfield
<string>

9 digits

xxx-xx-xxxx

 

Car owner

No

dropdown

Yes | No


 

Driver’s License

No

textfield
<string>
Max length: 30 symbols


 

State of Issue

No

dropdownAll options from the US States, that may be edited in DB only.



Main Phone

Yes

textfield
<string>

10 digits

xxx-xxx-xxxx


Alternative Phone

No

textfield
<string>

10 digits

xxx-xxx-xxxx


Monthly Income

Yes

textfield
<string>

Digits only are allowed

 $

 

Monthly Expenses

Yes

textfield
<string>

Digits only are allowed

 

Employment Information

Income Type

Yes

dropdownEmployed | Self Employed | Social Security / Disability | Retirement / Pension | Other

How Often Are You Paid?

Yes

dropdown

Weekly | Every 2 weeks | Twice a Month | Monthly


Appears only if NOT Self Employed option is chosen in Income Type dropdown

Employer

Yes

textfield
<string>



Appears only in case Employed option is chosen in Income Type dropdown


Job title

Yes

dropdown

CEO/CFO | Upper manager | Middle manager | Employee| Civil Servant


Size of the Company

Yes

textfield
<string>

Digits only are allowed


Hire date

Yes

textfield
<date>


 mm/dd/yyyy


Work Phone

Yes

textfield
<string>

10 digits required (main number) 
Max 5 digits in additional (extension)

ххх-xxx-xxxx   ext. xxxxx

Employee Verification Phone

Yes

textfield
<string>

10 digits required (main number) 
Max 5 digits in additional (extension)

ххх-xxx-xxxx   ext. xxxxx

Company Name

Yes

textfield
<string>



Appears only in case Self Employed option is chosen in Income Type dropdown



Company Phone

Yes

textfield
<string>

10 digits required (main number) 
Max 5 digits in additional (extension)

ххх-xxx-xxxx   ext. xxxxx

Company Beginning Date

Yes

textfield
<date>

<= Current Date
The date may be specified either manually or using the calendar

mm/dd/yyyy

Benefit Start Date

Yes

textfield
<date>

The date may be specified either manually or using the calendar

mm/dd/yyyy

Appears only in case Social Security / Disability option is chosen in Income Type dropdown


Next Pay Date

Yes

textfield
<date>

>= Current Date
The date may be specified either manually or using the calendar

mm/dd/yyyy

Income Received From

Yes

textfield
<string>



Appears only in case Retirement / Pension option is chosen in Income Type dropdown

Income Start Date

Yes

textfield
<date>

The date may be specified either manually or using the calendar

mm/dd/yyyy

Appears only in case Other option is chosen in Income Type dropdown

Income Verification Phone

Yes

textfield
<string>

10 digits required (main number) 
Max 5 digits in additional (extension)

ххх-xxx-xxxx   ext. xxxxx

Address

Resided at Address. Years

Yes

dropdown

List of options from "0" to "10"



Resided at Address. Months

Yes

dropdown

List of options from "0" to "11"



Street

Yes

textfield
<string>


 

Apartment

No

textfield
<string>

Max length: 5 symbols


 

City

Yes

textfield
<string>



 

State

Yes

dropdown

All options from the US States, that may be edited in DB only.


 

Zip Code

Yes

textfield
<string>

5 digits

xxxxx

 

Residential status

Yes

dropdown

Rent | Own | Live with parents


 

2nd Address

Appears only in case Address.Resided at address. Years < 2

Resided at address. Years

Yes

dropdown

List of options from "0" to "10"



Resided at address. Months

Yes

dropdown

List of options from "0" to "11"



Street

Yes

textfield
<string>


 

Apartment

No

textfield
<string>

Max length: 5 symbols


 

City

Yes

textfield
<string>



 

State

Yes

dropdown

All options from the US States, that may be edited in DB only.


 

Zip Code

Yes

textfield
<string>

5 digits

xxxxx

 

Residential status

Yes

dropdown

Rent | Own | Live with parents


 

Bank Account

Type of AccountYesdropdownChecking | Savings
 
Routing NumberYestextfield
<string>
10 digitsхххххххххх 
Account NumberYestextfield
<string>
18 digitsхххххххххххххххххх 
Bank NameYestextfield
<string>


 
Bank PhoneNotextfield
<string>
10 digits required (main number) 
Max 5 digits in additional (extension)
ххх-xxx-xxxx   ext. xxxxx 
Time with Bank AccountYesdropdownMonth | 3 Months | 6 Months | 12 Months | More than 1 Year | More than 2 Years | More than 3 Years | More than 5 Years
 

Documents

Attached documents Noset of Attached file blocks
  
Choose file-buttonThe /wiki/spaces/TKL/pages/137691372 dialog window opens

Attached file block

File thumbnailYesimage

1) If the attached file type is 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
<string>

The name of the attached file

Delete-buttonThe attached file has been removed from the form

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