This document provides information about a Paychex referral program where existing clients can earn free months of payroll processing for their own business by referring new business clients to Paychex. Clients can refer up to 3 businesses and if those referrals sign up for and use Paychex payroll services for 3 months, the referring client will receive a $500 or $1,000 credit depending on their service level. The document outlines the referral submission process and terms of the program including eligibility requirements for referrals.
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Client Rewards Program
1. for
Connect us with 3 friends and associates who sign up for
Paychex payroll services and collect up to 3 free months of
payroll processing for your own business.*
Our Commitment
Referrals will be provided the highest level
of consultation and treated in a way that honors
the trust you have placed in Paychex.
The Ideal Paychex Referral
Any business with a payroll need, including:
New Businesses Restaurants
Medical Construction/Contractors
Not-For-Profits Architects
Legal Seasonal Employers
Household Employers
Easy Ways to Submit 3 for Free
1. Give referrals to your Paychex sales representative.
2. Phone them in to 1-877-749-4765.
3. Submit them online at http://services.paychex.com/refer.
4. Fax them to 1-877-850-3035.
One of the highest honors I can receive is when
one of my clients recommends me to others.
Katie DeFilipps
602-266-3660 x23524
Kdefilipps@paychex.com
* Referrals must be submitted from November 15, 2010 through May 31, 2011. See the reverse for terms and conditions.
2. PAYCHEX CLIENT REFERRAL FORM
Your Name and Company Information:
Company Name
Contact Name Client Number
Phone E-mail
Paychex Sales Representative
Businesses You are Referring to Paychex:
1. Company Name Contact Name
Company Address Zip Code
Phone E-mail
2. Company Name Contact Name
Company Address Zip Code
Phone E-mail
3. Company Name Contact Name
Company Address Zip Code
Phone E-mail
Terms and Conditions:
1. For each 3 referrals that become Paychex clients and complete 3 months of Paychex payroll processing, you will earn a credit of
$500 toward your eligible service fees if you are a Paychex Core client, or $1,000 if you are a Paychex Major Market Services client.
The maximum credit that may be earned in this program is $500 for a Core client or $1,000 for a Major Market Services client.
2. Credits earned in this program will be applied only to your Paychex service fees for payroll processing, tax payment services,
employee pay services, and any bundled service package. Credits must be used within 3 months of receipt, and will not be paid
or refunded. Credits may not be shared or transferred and may be used only by the referring client.
3. To qualify for this program, referrals must not be affiliates of, or under common ownership or control of any existing clients.
Referrals must be new Paychex clients not previously referred by another client. You must provide all information required to
process the referral.
4. This program is subject to termination at any time at the sole discretion of Paychex. Credits earned during the program shall
continue to be applied following termination of the program.
158632I 11/10 CT