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
  • SunTrust - 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

NOTE: anything with an * is a required field

Submitter Information

*Submitter Name:

*Submitter Email:

*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:

 
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?