Form preview

Get the free Referral Fee Agreement

Get Form
This Agreement outlines the terms under which the Referrer introduces potential clients for filing and reporting services to FileForms LLC, specifying fees, termination conditions, and responsibilities of both parties.
We are not affiliated with any brand or entity on this form

Get, Create, Make and Sign referral fee agreement

Edit
Edit your referral fee agreement form online
Type text, complete fillable fields, insert images, highlight or blackout data for discretion, add comments, and more.
Add
Add your legally-binding signature
Draw or type your signature, upload a signature image, or capture it with your digital camera.
Share
Share your form instantly
Email, fax, or share your referral fee agreement form via URL. You can also download, print, or export forms to your preferred cloud storage service.

How to edit referral fee agreement online

9.5
Ease of Setup
pdfFiller User Ratings on G2
9.0
Ease of Use
pdfFiller User Ratings on G2
Follow the guidelines below to benefit from a competent PDF editor:
1
Log into your account. If you don't have a profile yet, click Start Free Trial and sign up for one.
2
Prepare a file. Use the Add New button. Then upload your file to the system from your device, importing it from internal mail, the cloud, or by adding its URL.
3
Edit referral fee agreement. Replace text, adding objects, rearranging pages, and more. Then select the Documents tab to combine, divide, lock or unlock the file.
4
Save your file. Select it from your list of records. Then, move your cursor to the right toolbar and choose one of the exporting options. You can save it in multiple formats, download it as a PDF, send it by email, or store it in the cloud, among other things.
With pdfFiller, it's always easy to work with documents. Try it!

Uncompromising security for your PDF editing and eSignature needs

Your private information is safe with pdfFiller. We employ end-to-end encryption, secure cloud storage, and advanced access control to protect your documents and maintain regulatory compliance.
GDPR
AICPA SOC 2
PCI
HIPAA
CCPA
FDA

How to fill out referral fee agreement

Illustration

How to fill out referral fee agreement

01
Begin with a title: 'Referral Fee Agreement'.
02
Include the date of the agreement.
03
Identify the parties involved with their respective addresses.
04
Clearly state the terms and conditions of the referral fee, including the percentage or flat rate.
05
Define the scope of referrals covered by the agreement.
06
State the payment schedule and method for the referral fee.
07
Include any confidentiality clauses if necessary.
08
Provide spaces for signatures and dates for both parties.

Who needs referral fee agreement?

01
Businesses looking to establish referral partnerships.
02
Freelancers and independent contractors who refer clients to others.
03
Real estate agents who refer clients to other agents or brokers.
04
Service providers who want to incentivize others to send clients their way.
Fill form : Try Risk Free
Users Most Likely To Recommend - Summer 2025
Grid Leader in Small-Business - Summer 2025
High Performer - Summer 2025
Regional Leader - Summer 2025
Easiest To Do Business With - Summer 2025
Best Meets Requirements- Summer 2025
Rate the form
4.3
Satisfied
47 Votes

For pdfFiller’s FAQs

Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

The pdfFiller Gmail add-on lets you create, modify, fill out, and sign referral fee agreement and other documents directly in your email. Click here to get pdfFiller for Gmail. Eliminate tedious procedures and handle papers and eSignatures easily.
You can easily create your eSignature with pdfFiller and then eSign your referral fee agreement directly from your inbox with the help of pdfFiller’s add-on for Gmail. Please note that you must register for an account in order to save your signatures and signed documents.
Install the pdfFiller app on your iOS device to fill out papers. If you have a subscription to the service, create an account or log in to an existing one. After completing the registration process, upload your referral fee agreement. You may now use pdfFiller's advanced features, such as adding fillable fields and eSigning documents, and accessing them from any device, wherever you are.
A referral fee agreement is a contract between two parties where one party agrees to pay a fee to the other for referring clients or customers.
Typically, referral fee agreements are required to be filed by businesses or individuals who are involved in referring clients, especially in regulated industries like real estate, finance, or legal services.
To fill out a referral fee agreement, include the names and contact information of both parties, the terms of the referral, the fee structure, and any conditions that must be met for the payment of the fee.
The purpose of a referral fee agreement is to formally outline the terms and conditions under which referral fees are paid, ensuring clarity and legality in the referral process.
The information that must be reported on a referral fee agreement includes the names of the parties involved, the amount of the referral fee, the nature of the services provided, and any conditions related to the referral.
Fill out your referral fee agreement online with pdfFiller!

pdfFiller is an end-to-end solution for managing, creating, and editing documents and forms in the cloud. Save time and hassle by preparing your tax forms online.

Get started now
Form preview
If you believe that this page should be taken down, please follow our DMCA take down process here .
This form may include fields for payment information. Data entered in these fields is not covered by PCI DSS compliance.