Subject: Action Required: W-9 & Payment Setup for Referral Commission

Hello,

Thank you for partnering with us on referral business — we're glad to have you in the program.

Your agent BA Team has enrolled in our referral program and listed your brokerage as the commission payee. Before we can issue the first referral payout, we need two things on file:

  1. A signed W-9 from the broker
  2. Your preferred payment setup details

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AGENT DETAILS
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  Name:   BA Team
  Email:  [email protected]

BROKERAGE (from TREC / agent submission)
  Broker name:    Jordan Broker
  TX license:     123456-B

Payment method selected: EFT

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WHAT TO SEND BACK
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1) Signed W-9
   - Must be signed by the broker.
   - Official IRS W-9 form: https://www.irs.gov/pub/irs-pdf/fw9.pdf
   - If a W-9 was attached to this email, you may use that version instead.

2) Payment details (choose one):

   EFT (ACH direct deposit)
   - Bank name:
   - Account type (Checking / Savings):
   - Routing number:
   - Account number:
   - Name on account:

   Check
   - Check payable to (company name):
   - Mailing address:

If you already have a current W-9 and payment setup on file with us,
simply reply "On file" and we will confirm internally.

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Questions? Reply directly to this email.

Thanks,
BA Referral Program Team
Blue Atlas · Dallas–Fort Worth, TX