Car finance claim eligibility checker form template
This five-step car finance claim form asks when the finance began, the finance type, whether commission was disclosed and whether payments continue, then the contact details. You can clone this template into your Growform account and change the dates.
What the form asks, step by step
Each question has a “Not sure” option, because few people remember the details of an old agreement. The form gathers the answers and your team decides whether there is a claim to investigate.
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Step 1: “When did you take out the car finance?”
The date band places the agreement inside or outside the period you handle.
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Step 2: “What type of finance was it?”
PCP, hire purchase and personal loans are recorded separately for your case handlers.
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Step 3: “Were you told the dealer earned commission on the finance?”
The customer’s recollection is recorded here, and your team checks the paperwork later.
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Step 4: “Are you still paying the finance?”
An agreement that is still running may need different handling from a settled one.
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Step 5: “How shall we contact you about your claim?”
Name, email and phone come last.
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After submitting
The customer is told that the answers will be reviewed, and no outcome is suggested at any point.
Who it’s for
Claims management companies, law firms and lead generation agencies working on UK car finance commission claims can use this template on a campaign page. Each submission records when the finance was taken out, the type of agreement, whether the customer recalls being told about commission and whether payments continue. The form does not decide eligibility and it promises no compensation. Your team reviews the answers and tells the customer what happens next. It can be presented as a car finance claim form or, for agreements of that type, as a PCP claim form.
The personal injury claim form follows the same pattern for accident inquiries.
Why this structure converts
- All four questions can be answered from memory, with “Not sure” available when memory fails.
- No agreement number or document is requested, so the customer can finish without searching for paperwork.
- The questions move from the start of the agreement to the present, which is how people recall it.
- By the time the form asks for a phone number, the customer has already described the agreement.
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Make it yours
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Add a lender question
Add a text step for the name of the lender or dealer so your team can find the agreement sooner.
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Add consent and terms
Place a consent checkbox and a link to your terms on the contact step so authorization is recorded with each submission.
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Match your date range
Edit the date bands on step one to reflect the period your firm is accepting inquiries for.
Send every lead where your team works
Frequently asked questions
Does this car finance claim eligibility checker decide whether someone has a claim?
No. It collects four answers and the contact details. Your team reviews each submission and decides whether the case is worth investigating.
Can I use it as a PCP claim form?
Yes. Remove the other finance types from step two and rename the form. The remaining questions work unchanged.
Does the form mention compensation amounts?
No. The template shows no figures and makes no promise about the result of a claim.
Where do submissions go?
Submissions are sent to your inbox by default. Growform can also deliver them to FLG, HubSpot, Salesforce or a Google Sheet.
What happens next?
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Step 1: Clone this form template
Clone this template into your Growform account (create one first if you don’t already have one). -
Step 2: Edit your form
Get creative and adjust your form's theme options, questions or layout in the Growform form builder. -
Step 3: Share or embed your form
Share a link to your form, or embed it in your existing website. Receive new submissions by email or send them to 7,000+ apps via Zapier.
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