Referral Agent Sign Up Form

Referral Agent Sign Up Form
Name*

First NameLast Name
Email*
example@example.com
Phone Number*
Headshot/Selfie*

Cancelof
What’s their target audience or area (friends, coworkers, social media followers, etc.)?*
Payout Method Requested*

PaypalDirect Deposit
Enter in the details for payout.*

Referral Agreement

This Referral Agreement (“Agreement”) is made between TOP TIER TAX and the individual submitting the referral application (“Referrer”). By signing up to participate in the Company’s Referral Program, the Referrer agrees to the following terms:

1. Purpose
The purpose of this Agreement is to outline the terms under which the Referrer may refer potential clients to the Company for tax preparation and related services.

2. Independent Status
The Referrer is an independent participant in this program and is not an employee, contractor, partner, or representative of the Company. Nothing in this Agreement creates an employment relationship or partnership between the parties.

3. Referral Process
The Referrer may share their unique referral link or code with potential clients. When a referred client completes tax preparation with the Company, the Referrer becomes eligible for a referral payout in accordance with this Agreement.

4. Compensation
Payouts are made only after the referred client has paid in full for services rendered. The standard referral payout amount is as agreed at the time of this agreement per qualified client, unless otherwise stated in writing.
Payments will be issued via the payment method selected by the Referrer and paid weekly.

5. Tax Obligations
If the Referrer earns $600 or more in referral payouts during the calendar year, a Form 1099-NEC will be issued, and the Referrer must provide a completed W-9 form to the Company. The Referrer is solely responsible for reporting and paying any applicable taxes on income received.

6. Marketing Guidelines
The Referrer agrees to represent the Company in a professional manner. Misleading statements, false claims, or unauthorized promotions using the Company’s name, logo, or materials are prohibited. Any violation may result in immediate removal from the program and forfeiture of unpaid commissions.

7. Confidentiality
The Referrer agrees to keep all non-public information, including client data and internal business processes, confidential. Client information obtained through referrals may not be shared, sold, or used for any other purpose.

8. Termination
The Company reserves the right to terminate this Agreement and the Referrer’s participation in the program at any time, with or without cause. Any unpaid commissions earned prior to termination will be paid according to this Agreement’s payout policy.

9. Modifications
The Company may update or modify the Referral Program, including payout structure and terms, at any time. Notice of significant changes will be provided via email or posted on the Company’s website.

10. Governing Law
This Agreement is governed by and interpreted under the laws of the State of [insert your state].

11. Acceptance
By submitting the referral sign-up form or continuing to refer clients after receiving notice of these terms, the Referrer acknowledges and agrees to be bound by this Agreement.
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Date Signed*

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