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REFERRAL FEE AGREEMENT This REFERRAL FEE AGREEMENT (Agreement) made as of this day of, 20, by and among American Star Funding, LLC, a Utah limited liability company, (ASF), and (Referral Agent), located
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How to fill out referral fee agreement

How to Fill Out a Referral Fee Agreement:
01
Start by obtaining a referral fee agreement template or form. These can often be found online or provided by professional organizations.
02
Read through the agreement carefully to understand its contents and terms. Pay attention to any specific requirements or restrictions.
03
Begin by filling in the basic information at the top of the agreement, such as the names of the parties involved, contact information, and the date.
04
Specify the referral fee percentage or amount that will be paid, and clearly state when and how the payment will be made. Include any conditions or contingencies that may apply.
05
Describe the referral process in detail, including how the referral should be made, what services or products are being referred, and any additional obligations or expectations.
06
Outline any exclusions or limitations that may apply, such as referrals made by employees of the referring party or those that fall outside of the agreed referral scope.
07
If necessary, include any provisions for terminating the agreement, such as a notice period or specific circumstances under which the agreement can be ended.
08
Both parties should carefully review the agreement to ensure they are comfortable with its terms. If needed, consult with a legal professional to ensure compliance with local laws and regulations.
09
Once both parties agree to the terms, sign and date the agreement. It may also be a good idea to have the signatures witnessed or notarized for added legal security.
10
Keep a copy of the fully executed referral fee agreement for future reference and record-keeping purposes.
Who Needs a Referral Fee Agreement:
01
Professionals or businesses that frequently refer clients or customers to others in exchange for a fee might need a referral fee agreement. This can include real estate agents, attorneys, financial advisors, and other service providers.
02
Individuals or businesses that receive referrals and wish to establish clear terms and expectations for the referral process may also benefit from a referral fee agreement.
03
It is important for both parties, the referrer, and the recipient, to have a written agreement in place to protect their interests and ensure a fair and transparent referral arrangement.
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What is referral fee agreement?
Referral fee agreement is a contractual arrangement where one party agrees to refer potential clients or customers to another party in exchange for a fee.
Who is required to file referral fee agreement?
The parties involved in the referral fee agreement are required to file the agreement.
How to fill out referral fee agreement?
Referral fee agreement can be filled out by detailing the terms of the agreement, such as the referral fee amount, payment terms, and obligations of both parties.
What is the purpose of referral fee agreement?
The purpose of referral fee agreement is to establish a clear understanding and agreement between parties regarding referral fees.
What information must be reported on referral fee agreement?
The referral fee agreement must include details of the parties involved, the referral fee amount, payment terms, and any other relevant terms and conditions.
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