Union Bank Banker Referral Form

To refer a Union Bank customer to Paychex, please complete the form below.

All fields are required unless specified otherwise. By submitting this referral you are confirming that your prospect/customer has expressed interest in Payroll and/or 401K and you have set the expectation that they will receive a call from Paychex. Your customer will be contacted by Paychex within 48 hours of submitting this referral form.

*Do Not Use Client's DBA Name as Legal Entity Name.

Bank and Referring Employee Information
Paychex Sales Rep
Have you already spoken with a Paychex representative about this sales lead?
Optional
Optional
Have you already scheduled an appointment time for your client to meet or speak with a Paychex representative? Yes / No If yes, indicate date and time as optional field.
Prospect Information
Optional
Did the client express a business need OR interest in learning more about Paychex Payroll and/or 401k services?
What product areas interest the prospect?
(Select all that apply.)
Does the prospect currently have Payroll service?
Optional
Does the prospect currently have a 401(k) plan?
Optional
Did you obtain verbal or written consent from the Union Bank client to pass their contact information and be contacted by a Paychex representative?
Optional
Additional Information
Optional