Field name | Required | Type | Constraints | Mask | Comment |
Personal info | |||||
Yes | textfield | 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 | |||
Last Name | Yes | textfield | |||
Suffix | No | dropdown | Jr. | Sr. | I | II | III | IV | ||
Date of Birth | Yes | textfield <date> | Age >= 18 | 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 | dropdown | All 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 | dropdown | Employed | 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) | ххх-xxx-xxxx ext. xxxxx | |
Employee Verification Phone | Yes | textfield <string> | 10 digits required (main number) | 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) | ххх-xxx-xxxx ext. xxxxx | |
Company Beginning Date | Yes | textfield <date> | <= Current Date | 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 | 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) | 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 Account | Yes | dropdown | Checking | Savings | ||
Routing Number | Yes | textfield <string> | 10 digits | хххххххххх | |
Account Number | Yes | textfield <string> | 18 digits | хххххххххххххххххх | |
Bank Name | Yes | textfield <string> | |||
Bank Phone | No | textfield <string> | 10 digits required (main number) Max 5 digits in additional (extension) | ххх-xxx-xxxx ext. xxxxx | |
Time with Bank Account | Yes | dropdown | Month | 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 | No | set of Attached file blocks | |||
Choose file | - | button | The /wiki/spaces/TKL/pages/137691372 dialog window opens | ||
Attached file block | |||||
File thumbnail | Yes | image | 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 | The name of the attached file | ||
Delete | - | button | The attached file has been removed from the form |
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