Vetting Form Template
Streamline your vetting process with our easy-to-use template
Verifying personal information can be challenging and time-consuming. This vetting form template helps businesses and organizations ensure they gather accurate data efficiently. By using this tailored form, you can enhance compliance, reduce processing time, and improve applicant transparency, all while maintaining a user-friendly experience. Plus, it's designed with WCAG-aligned labels to ensure accessibility. Feel free to explore the live template.
When to use this form
Use this form when you need to screen people or companies before granting access, funds, or responsibility. HR can review job candidates and contractors; procurement can vet new vendors; property or program managers can assess tenants and volunteers. Capture identity, address, work history, references, and disclosures to spot risk early and document decisions. For higher assurance, pair it with an Identity verification form to confirm who the applicant is and an Address verification form to validate residency. Lenders and brokers can also attach an Employment verification form for mortgage when income must be confirmed before approval. The result: faster approvals, fewer surprises, and a clear audit trail.
Must Ask Vetting Questions
- What role or relationship are you applying for, and what responsibilities will you have?
Defining scope and duties helps you choose the right checks and approval path. It also sets clear expectations and reduces bias in review.
- What is your legal name, date of birth, and the government-issued ID type/number you will use for verification?
Accurate identifiers let you match records and avoid false positives. They also prevent duplicate profiles and support an audit-ready trail.
- What is your current address and your address history for the past 35 years?
Address history helps you verify residency and locate jurisdiction-specific records. Gaps or frequent moves can signal areas to investigate.
- Who are two to three professional references we may contact, and may we reach your current or most recent employer or client?
References validate performance and reliability from independent sources. You can compare details against the Application verification form to catch inconsistencies.
- Do you certify that the information is true and authorize background checks and document verification, including signing to confirm your consent?
Explicit consent keeps you compliant and reduces disputes later. If signatures matter, add a Signature verification form to confirm the signer matches your records.
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