The W-9 form must be filled out by self-employed workers such as independent contractors. This form allows businesses to keep track of their external workforce. A W9 form may be requested by another broker in the event of an external referral.


A copy of our E&O insurance coverage.


This referral form should be completed and signed by BOTH parties prior to sending a referral to another agent or broker. Any referral relationship should be vetted prior to setting up this agreement.