SurePayroll
SurePayroll

Client Transfer

SurePayroll Business Partners & Brands

Business Online Payroll (GBOP)
Huntington
No sales credit will be approved on Partnership clients - Must be handled as an internal transfer
RunPayroll
This requires partner approval
Truist
No Sales or Banker credit will be approved - must be handled as an internal transfer
Union Bank (UBOC)
No Sales or Banker credit will be approved - must be handled as an internal transfer

SurePayroll Product Offerings (Informational)

Payroll
General, Household/Nanny, Clergy/Religious organizations, Restaurant, 1099 Contractors & Officer Only
Ancillary Services
401k through ePlan Services, Worker’s Comp via Paychex Insurance Agency (PIA), Health Insurance via Paychex Insurance Agency (PIA) & Employment Screening via H2 Workforce
Payroll Features
Accounting integration, Time Clock integration, Labor Law Compliance posters (SureAdvisor and HR Advisor) & Mobile App on iPhone and Android for EEs and ERs

SurePayroll to Paychex Client Transfer Request Form

This form is required in order for a transfer request to be considered for Sales Credit when selling to an existing SurePayroll client.

Please note that submitting this form does not guarantee your request will be granted. Approval to transfer and/or sales credit will be communicated after your request has been reviewed.

Submitter information

Submitter Name*
Submitter E-mail*
Submitter Manager*
Submitter Department*
Sales District*

Client information

Is this an active SurePayroll client?*
Have you engaged with the client?*
Have you provided pricing to the client?*
Client Name*
Client DBA
Client FEIN*
Client Contact Name*
Client Contact Phone Number*
 SurePayroll can only talk to Authorized users

Qualifying questions

Why is the client looking to transfer to Paychex?*
What platform will the client be using?*
What date is the client looking to process payroll?*
Thank you! Your submission has been received!
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