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Official form guide
Form 14310A: Potential Partner Referral from a Home Territory
IRS Form 14310-A is the Potential Partner Referral from a Home Territory used to capture referral details such as the date, partner organization, contact information, and analysis before emailing the growth team.
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IRS Form 14310A - Potential Partner Referral from a Home Territory
IRS Form 14310-A is the Potential Partner Referral from a Home Territory used to capture referral details such as the date, partner organization, contact information, and analysis before emailing the growth team.
Risk Radar
Scan points- 1Failing to click the email button prevents the referral from reaching the growth team.
- 2Leaving the Date of referral field blank.
- 3Omitting the Potential partner's organizational name.
- 4Missing the primary contact telephone number.
- 5Not indicating whether pre‑contact analysis was conducted.
Plain English
This form lets a staff member send information about a new partner they have found. It records the referral date, the partner’s name, contact details, and a brief description. After completing it, the user clicks a button to email the growth team and copy the territory manager. The growth team then logs receipt of the referral.
Submission Date
- Filing date: 2025-09-26 22:10:07
- Preparation window: collect IDs, supporting records, and signatures in advance.
- Final review: verify names, dates, and required fields before submission.
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What this form is for
- Use this form when referring a potential partner from a home territory to the growth group.
- Do not use it when the referral does not originate from a home territory.
Form selector
Use this form or another form?
Referral of a new partner from home territory
Captures essential contact and analysis data for growth team
✓ Verify all required fields are completed
Referral when pre‑contact analysis has been performed
Indicates readiness for growth team review
✓ Confirm 'Pre‑contact analysis conducted' is marked Yes
Referral involving a relationship manager
Links referral to internal manager for accountability
✓ Ensure relationship manager name and phone are entered
Deadline or filing window
Not stated in the official source.
Checklist
What you need before filling it out
Date of referral
Referral date (MM/DD/YYYY) · Referral email or internal record
Potential partner's organizational name
Legal name of organization · Referral documentation
Primary contact name
Name of primary contact person · Contact list
Pre-contact analysis conducted
Yes/No response with analysis summary · Analysis report
Email address of primary contact · Email field in form
Before you submit
- 1Enter the Date of referral
- 2Provide the Potential partner's organizational name
- 3Enter the Name of primary contact
- 4Enter the Telephone number for primary contact
- 5Enter the Email address
- 6Fill in the Mailing address (Street, City, State, Zip Code)
- 7Click the button to email the completed form to the growth team
How to file this form
- 1Enter the Date of referral — proof of filing recorded in the form
- 2Fill in the Potential partner's organizational name — proof of filing recorded in the form
- 3Provide the primary contact’s telephone number and email — proof of filing recorded in the form
- 4Click the email button to send the completed form — serves as proof of filing
Known limitations
- 1You must confirm the revision date reads 10-2025 on Form 14310‑A, because later editions may alter fields or instructions.
- 2You should verify that no fee is required, as the official source explicitly states the fee is not stated.
- 3You need to check whether a mailing address is required, because the official source indicates the mailing address is not stated.
- 4You must determine if a signature line exists, since the official source notes the signature is not stated and may be added later.
- 5You should re‑check the form’s required fields before emailing, because any undocumented changes could affect the referral information captured.
Field map
Compact field-by-field guide
General Info
2 items
Full legal name and taxpayer identification number (SSN or EIN).
Current mailing address.
Details
2 items
Complete all applicable sections of this form according to the official IRS instructions.
Enter the relevant dollar amount if this form involves tax calculation.
Certification
1 items
Read and acknowledge any certifications required by this form.
Signatures
1 items
Sign and date. Unsigned forms cannot be processed.
Almost done reviewing the fields?
Fillable formOpen in Editor->The form is the Rev. 10‑2025 edition. The source does not indicate a latest‑information page or specify any changes.
What changed or needs a fresh check
- Edition date — confirm the revision reads 10-2025 as shown on Form 14310-A (Rev. 10-2025).
- Fee — Not stated in the official source.
- Mailing address — Not stated in the official source.
- Signature — Not stated in the official source.
Quick Facts
Downloads
After you file
- 1Retain a copy of the completed Form 14310-A for at least three years.
- 2Store the copy in the territory's records system as proof of referral.
- 3Expect an email confirmation from the growth team within five business days.
- 4If an error is discovered, submit a corrected Form 14310-A using the same email process.
Sources
- SRCNot stated in the official source — verify on the agency site
- SRCNot stated in the official source — verify on the agency site
- SRCNot stated in the official source — verify on the agency site
- SRCNot stated in the official source — verify on the agency site
- SRCNot stated in the official source — verify on the agency site
- SRCNot stated in the official source — verify on the agency site
Common confusion points
What if I don’t have the territory manager’s phone number?
The field is optional but often left blank.
→ Verify whether the field is marked required on the form.
Can I leave the ‘Team number’ empty?
The form does not specify if it’s mandatory.
→ Check if the growth team requires a team number before sending.
Should I enter ‘Yes’ or ‘No’ for pre‑contact analysis?
The form provides a binary choice without guidance.
→ Confirm whether an analysis was actually performed.
Is the ‘Name of relationship manager providing the referral’ the same as the ‘Territory manager’s name’?
Labels are similar and can be confusing.
→ Match each name to its corresponding title in internal records.
Do I need to include a mailing address if I only have an email?
The form lists mailing address fields but does not state requirement.
→ Include at least city and state if full address is unavailable.
What format should the telephone numbers use?
No format example is given.
→ Use a standard 10‑digit format with area code (e.g., 555‑123‑4567).
Workflow map
Related forms and next steps
Before
Current
After
Often used with
⚠ If something goes wrong
- Form 14310-A – contact the territory manager for clarification
Questions about IRS Form 14310A
What is IRS Form 14310A used for?
This form lets a staff member send information about a new partner they have found. It records the referral date, the partner’s name, contact details, and a brief description. After completing it, the user clicks a button to email the growth team and copy the territory manager. The growth team then logs receipt of the referral.
What information does IRS Form 14310A require?
The form collects the Date of referral, Potential partner's organizational name, Primary contact name and telephone, Email, Mailing address (street, city, state, zip), Relationship manager name, Team number, Territory manager name and telephone, Referring partner name (if any), Pre‑contact analysis (Yes/No), and a brief description of how the partner was identified.
How do I complete IRS Form 14310A?
Enter the referral date and fill in the potential partner's organization and primary contact details. Provide the relationship manager and territory manager information, indicate whether a pre‑contact analysis was done, and write a brief description of how the partner was found. Click the button to email the completed form to the appropriate growth team and cc the territory manager. Growth Group staff then record the SEID and receipt date.
What if I don’t have the territory manager’s phone number?
The field is optional but often left blank. Verify whether the field is marked required on the form.
Can I leave the ‘Team number’ empty?
The form does not specify if it’s mandatory. Check if the growth team requires a team number before sending.
Should I enter ‘Yes’ or ‘No’ for pre‑contact analysis?
The form provides a binary choice without guidance. Confirm whether an analysis was actually performed.
Is the ‘Name of relationship manager providing the referral’ the same as the ‘Territory manager’s name’?
Labels are similar and can be confusing. Match each name to its corresponding title in internal records.
Do I need to include a mailing address if I only have an email?
The form lists mailing address fields but does not state requirement. Include at least city and state if full address is unavailable.
Source transparency
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