Fillable Form Referral Agreement

What is a Referral Agreement?

A Referral Agreement is a legally binding document used by companies and service providers to set out the exact services to be provided, the standards of the performance, the terms and conditions of the agreement, and the independent contractor status of the referring party.

A complete Referral Agreement must have the following information:

• Date
• Name of referring party
• Name of company
• Recitals
• Services
• Standard of performance
• Terms
  • Independent contractor conditions
  • Payments
  • Expenses
  • Confidentiality
  • Ownership
  • Returning of materials
  • Termination
  • Assignment
  • Notices
  • Governing law
  • Dispute resolution
  • Severability
  • Limitation of liability
  • Indemnification
  • Amendment
  • Waiver
  • Captions

How to fill out a Referral Agreement?

Companies or corporations can write their own Referral Agreement Template or download a PDF copy from a website that offers document templates. For convenience, they can also fill out the Referral Agreement Template electronically on PDFRun.

To fill out a Referral Agreement Template, you must provide the following information:

Date

Enter the date when this Referral Agreement has been made and entered into by both parties.

Day

Enter the day when this Referral Agreement has been made and entered into by both parties.

Month

Enter the month when this Referral Agreement has been made and entered into by both parties.

Year

Enter the year when this Referral Agreement has been made and entered into by both parties.

Name of Referring Party

Enter your full legal name.

Service Company of Referring Party

Enter the full name of your service company.

Name of Company Representative

Enter the full legal name of the company representative or authorized company officer.

Name of Company

Enter the full name of the company.

Recitals

The company will be obtaining certain referral services from you that will be described in this Referral Agreement. The company must agree to engage with you as an independent contractor to perform certain services and you must agree to provide said services to the other party.

In consideration of the mutual terms and agreements that are contained in this Referral Agreement along with the acknowledged receipt and sufficiency, both you and the company must agree to the following conditions stated below:

Services

Enter the referral services you have decided to provide to the company.

The company has the right to appoint you to act as its sole and exclusive referring party to provide the services stated above. Furthermore, you must conduct the said services in accordance with specifications set by the company. Along with this, you must also observe and comply with all of the federal and state laws or regulations applicable to this Referral Agreement at all times.

Standard of Performance

You must agree to perform all of your referral services by following the highest professional standards that will be provided in this Referral Agreement.

Term

Enter the term period for this Referral Agreement that has been agreed upon by both parties.

Date of Expiration

Enter the date when this Referral Agreement will expire.

Days of Extension

Enter the number of days you and the company are allowed to extend this Referral Agreement. Then, enter the year period.

Prior Notice

Enter the number of days a prior written notice must be sent to either of the parties regarding the Referral Agreement extension.

Independent Contractor

You must provide your referral services as an independent contractor. Moreover, you must also not act as an employee, agent, or broker of the company. As an independent contractor, you will be solely responsible for paying all of the necessary taxes levied by the applicable laws on its compensation. You must understand that the company has the right to not withhold any amounts for payment of all taxes from your compensation.

Payment

The company is required to pay you for your referral services under this Referral Agreement with the sum agreed upon by both parties. The payment must be made according to the deadline and the receipt of your invoice for the services must follow.

Expenses

The company must agree to reimburse any pre-approved, out-of-pocket expenses you have incurred in connection with the services. These out of pocket expenses may include, but are not limited to the following:

• Travel expenses
• Audit fees
• Tax fees
• Payroll service fees

Confidentiality

You have the right to gain access to certain confidential or proprietary information of the company when you are performing referral services. This confidential information may include important details about the business, affairs, products, marketing, systems, technology, customers, end-users, financial affairs, accounting, statistical data belonging to the company, important data, documents, or discussions. This may also include any other proprietary and trade secret information from the company, may it be oral, graphic, written, electronic, or machine-readable in form.

Furthermore, you must agree to hold all of the confidential information of the company in strict confidence and must do the following conditions:

• You must not disclose confidential information to other third parties
• You must not use the company’s confidential information for any purposes other than your performance of the referral services and your obligations

The obligations under this section of the Referral Agreement will survive the agreed termination or extermination.

Ownership

Any inventions, technologies, reports, memoranda, studies, writings, articles, plans, designs, specifications, exhibits, or other materials you have prepared during the performance of the referral services under this agreement will be subject to copyright protection. These materials will be specially commissioned by the company and these will be deemed “work for hire” according to the U.S. copyright law. Just in case some materials do not qualify under the applicable U.S. law, and to the extent they include material subject to copyright, patent, trade secret, or other proprietary rights protection, you must assign these exclusively to the company and its successors.

Return of Materials

You must agree that upon the termination of this Referral Agreement, you will return all of the drawings, blueprints, notes, memoranda, specifications, designs, and other materials to the company. You are not allowed to retain any of the abovementioned materials.

Termination

Both of the parties can terminate this agreement by providing a written notice within 30 days to the other party. In cases wherein one party violates his or her obligations, the other party can terminate the agreement earlier than its expiration date.

Assignment

You are not allowed to assign any of your rights under this agreement.

Notices

Any notices, bills, invoices, or reports required under this agreement will be deemed received on the day of delivery.

Company

Enter the name of the company.

Referring Party

Enter your full legal name.

Governing Law

Enter the state wherein this agreement is to be construed.

Dispute Resolution

All disputes under this Referral Agreement shall be settled by arbitration.

Location

Enter the location for arbitration.

Severability

A provision will be fully severable if it is held to be illegal, invalid, or unenforceable.

Limitation of Liability

Both parties will not be liable to each other for any indirect, incidental, consequential, special, or exemplary damages.

Term Period

Enter the number of months for the Referral Agreement Period.

Indemnification

Both parties must indemnify and hold harmless the other party and its affiliates, subsidiaries, successors, and assigns against all claims, losses, and damages.

Amendment

No modifications done on this agreement will be effective unless it has been done in writing and was signed by both parties.

Waiver

The waiver by either party of a default under any provision of this agreement will not be effective unless it was done in writing.

Captions

The headings used in this agreement are for convenience only.

In Witness Whereof

Company

Signature

Have the company representative affix his or her signature.

Name

Enter the full legal name of the company representative.

Title

Enter the title of the representative.

Date

Enter the current date of signing.

Referring Party

Signature

Affix your signature.

Name

Enter your full legal name.

Title

Enter your title.

Date

Enter the current date of signing.