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Referral Agreement Template

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Referral agreement template. Covers engagement scope, fee triggers, payment terms, and confidentiality.

NAME:_____________________________________________________________________________________

(Referral Fees will be made payable to the above)

MAILING ADDRESS_________________________________________________________________________

_________________________________________________________________________

ADDRESS FOR PAYMENT___________________________________________________________________

OF REFERRAL FEES

____________________________________________________________________

PHONE NUMBER_______________________________FAX NUMBER_______________________________

E-MAIL ADDRESS___________________________________________________________________________

SSN or TAX ID #_____________________________________________________________________________

(If not a corporation)

NAME OF ERRORS & OMISSIONS CARRIER ___________________________________________________

CLIENT BEING REFERRED___________________________________________________________________

LOCATION ADDRESS_______________________________________________________________________

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Referral Agreement Template

Service Agreements -- US - General