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Referral Agreement Template
Confidential -- For Preview Purposes Only
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