BMO Referral Form

To refer a BMO client to Paychex, please complete the form below.

* Indicates a mandatory field

Please select your Line of Business below to begin the referral process:

Retail Banking (Customer Experience Reps, Relationship Bankers, Bank Managers)

SBOs & BRMs Only

Customer Contact Center

Commercial Banking (TPS Sales Professional/Associate, Relationship Manager)

Other Channels (Premier Bankers, Private Bankers, etc.)

Bank & Referring Employee Information

Employee First Name

Employee Last Name

Employee ID

Employee Phone Number

Employee Email

Branch Name

Client Information

Client First Name

Client Last Name

Title

Company Legal Business Name (not DBA)

Clients Email Address

Clients Phone Number

Company Street Address

Company Zip

Optional Fields

Number of Employees

Paychex Rep First Name

Paychex Rep Last Name

Comments

I attest that we have the client’s permission to contact them by submitting this referral.