Referral Partner Registration

Referral Partner Registration – JotForm Template (Paid Weekly)
Are you looking to make extra income but not ready to be a tax pro? No worries.

Join the Batten Financial Services Referral Program. Fill out the information below to get started and earn weekly payouts for qualified referrals.
This document outlines the exact field-by-field structure for the Batten Financial Services Referral Partner Registration JotForm.

Referral partners must complete this form to be eligible for weekly referral payouts.
Section 1 – Referral Partner Information
First Name*
Last Name*
Email Address*
example@example.com
Mobile Phone Number*
Preferred Name for Payment Records (Required – must match tax/bank records)*
Section 2 - Payment & Tax Information (Encrypted)
Payment Method: Direct Deposit or Check by Mail*
Bank Name*
Routing Number*
Account Number*
Mailing Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
SSN or EIN*
Section 4 – Weekly Payment Terms Acknowledgment
Applicants must acknowledge all of the following:
- Payments are issued weekly, not immediately
- Referrals must complete and fund before payment
- Payments are issued via Direct Deposit or Check only
- Referral partners receive a 1099
- Incomplete onboarding disqualifies payment

Referral Partner Registration – JotForm Template (Paid Weekly)