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.