Reference Request Form Template

Collecting professional references shouldn't involve chasing down emails. This reference request form template gives applicants a clear, organized way to provide contact details for up to three references — including relationship type, tenure, and preferred contact method. Streamline your hiring or application process and spend more time evaluating candidates, less time tracking down phone numbers.

Free for non-commercial projects, with unlimited forms and responses.

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The starting point

About this template

Professional references are a standard and important part of hiring, academic admissions, licensing, and many other evaluation processes. But collecting them is often an afterthought — done via a hastily formatted email or a verbal request that leads to incomplete information. A structured reference request form solves this by giving applicants a clear, organized way to provide exactly what you need the first time.

More about this template

The best reference request forms capture more than just a name and phone number. Knowing the candidate's relationship to the reference, how long they've worked together, and how the reference prefers to be contacted saves significant back-and-forth during the verification process. It also signals professionalism to applicants — showing them that your organization takes the reference process seriously.

formformform makes it easy to build and share a reference request form without any technical setup. Embed it in your application confirmation email, link to it from a candidate portal, or share it directly with finalists. Each submission is organized in your dashboard, making it easy to review reference details for each candidate without digging through email threads.

21 fields to make your own15 required in this starting form

Make it fit your workflow.

Use your own copy to change labels, remove questions and add the details you need. Try the preview alongside this guide to see what respondents will be asked.

The questions, explained

Fields in this template

Review the starting questions and choices. You can change them in your own copy.

  • Short answerRequired

    Your Full Name

    Jane Doe

  • Email addressRequired

    Your Email Address

    you@example.com

  • Short answerRequired

    Position / Opportunity You Are Applying For

    e.g. Senior Software Engineer at Acme Corp

  • Short answerRequired

    Reference #1 — Full Name

    John Smith

  • Short answerRequired

    Reference #1 — Job Title & Company

    Director of Engineering, Tech Solutions Inc.

  • Email addressRequired

    Reference #1 — Email Address

    reference@company.com

  • Phone numberOptional

    Reference #1 — Phone Number

    (555) 123-4567

  • DropdownRequired

    Reference #1 — Your Relationship

    8 choices
    • Direct manager / supervisor
    • Senior colleague
    • Peer / colleague
    • Direct report
    • Client or customer
    • Mentor or advisor
    • Academic advisor or professor
    • Other professional contact
  • Short answerRequired

    Reference #1 — How Long Have You Known Them?

    e.g. 3 years

  • Single choiceRequired

    Reference #1 — Preferred Contact Method

    3 choices
    • Email
    • Phone
    • Either is fine
  • Short answerRequired

    Reference #2 — Full Name

    Maria Garcia

  • Short answerRequired

    Reference #2 — Job Title & Company

    VP of Marketing, Global Media Group

  • Email addressRequired

    Reference #2 — Email Address

    reference2@company.com

  • Phone numberOptional

    Reference #2 — Phone Number

    (555) 987-6543

  • DropdownRequired

    Reference #2 — Your Relationship

    8 choices
    • Direct manager / supervisor
    • Senior colleague
    • Peer / colleague
    • Direct report
    • Client or customer
    • Mentor or advisor
    • Academic advisor or professor
    • Other professional contact
  • Short answerRequired

    Reference #2 — How Long Have You Known Them?

    e.g. 5 years

  • Single choiceRequired

    Reference #2 — Preferred Contact Method

    3 choices
    • Email
    • Phone
    • Either is fine
  • Short answerOptional

    Reference #3 — Full Name

    Optional

  • Short answerOptional

    Reference #3 — Job Title & Company

    Optional

  • Email addressOptional

    Reference #3 — Email Address

    Optional

  • Long answerOptional

    Is there anything you'd like us to know about your references or how to reach them?

    e.g. Best time to call, upcoming travel schedules, name pronunciations, etc.

Where it fits

Who uses this template

Suggested uses, and why this starting point can help. Adapt the questions to your own process.

HR departments

Use this as a starting point when you need the same essential information from each person. Review the questions against your process before sharing your copy. Review “Position / Opportunity You Are Applying For” in particular and adapt it to the detail you need.

Hiring managers

Collect a consistent starting point for review, so the next conversation can focus on suitability and missing details rather than repeating basic questions. Review “Reference #1 — Job Title & Company” in particular and adapt it to the detail you need.

Recruiters

Collect a consistent starting point for review, so the next conversation can focus on suitability and missing details rather than repeating basic questions. Review “Reference #1 — Your Relationship” in particular and adapt it to the detail you need.

Academic admissions offices

Give participants a clear set of questions and keep the information together, making it easier to prepare, respond and follow up. Review “Reference #1 — How Long Have You Known Them?” in particular and adapt it to the detail you need.

Volunteer coordinators

Gathers organization contact info, volunteer role, commitment level, skills demonstrated, and impact assessment from volunteer coordinators

Licensing boards

Use this as a starting point when you need the same essential information from each person. Review the questions against your process before sharing your copy. Review “Reference #2 — Job Title & Company” in particular and adapt it to the detail you need.

Nonprofit organizations

Gather the details needed before making arrangements. Consistent answers help you spot special requirements and prepare the next step. Review “Reference #2 — Your Relationship” in particular and adapt it to the detail you need.

Property managers

Replace scattered requests with a consistent starting point. The answers help you understand the work, identify gaps and prepare a follow-up. Review “Reference #2 — How Long Have You Known Them?” in particular and adapt it to the detail you need.

What's included

Supports up to three references in a single submission
Relationship type dropdown for each reference
Preferred contact method selection
Duration of relationship field
Applicant name and position fields for context
Optional third reference section
Notes field for scheduling or pronunciation hints
Clean section structure with dividers

How to create a reference request form

  1. 1

    Click "Use this template" to load the reference request form in your formformform account with all reference sections pre-built.

  2. 2

    Customize the number of references required — remove the third reference section if you only need two, or duplicate the structure if you need more.

  3. 3

    Update the relationship dropdown options to match the types of references relevant to your process (e.g., add "Clinical Supervisor" for healthcare roles).

  4. 4

    Set your notification email so you're alerted whenever a candidate submits their references.

  5. 5

    Add the form link to your application confirmation email, candidate portal, or hiring workflow so candidates receive it at the right stage.

  6. 6

    Review reference submissions in your dashboard and contact references using the preferred method listed in each submission.

Best practices for your reference request form

Tell candidates to notify references first

make this explicit in your form instructions. A reference who receives a surprise call gives a weaker, less prepared response.

Capture preferred contact method

some references are phone-only, others prefer email. Respecting this improves response rates and reflects well on your organization.

Include relationship context fields

knowing whether the reference was a manager, peer, or client helps you interpret their feedback more accurately.

Request tenure upfront

how long someone has known a candidate significantly affects how much weight to give their assessment.

Ask for a backup contact method

primary email addresses bounce. Having a phone number or alternate email as backup prevents delays.

Set a deadline

if references are needed before a certain decision date, communicate this clearly in the form instructions.

Keep the third reference optional

requiring three references from every candidate creates friction and can eliminate candidates who have legitimately fewer professional contacts.

12 form ideas you can build with this template

Employment Reference Check Form

Collects reference contact details, employment dates, performance evaluation, and strengths/weaknesses from professional references

Academic Reference Request

Gathers faculty or advisor contact info, courses taught, academic performance, and research abilities from professors

Character Reference Form

Collects personal reference details, length of acquaintance, character assessment, and trustworthiness evaluation for background checks

Vendor Reference Form

Gathers client contact info, project details, service quality, reliability, and recommendation likelihood from vendor's past clients

Tenant Reference Check

Collects landlord contact details, rental history, payment reliability, property condition, and lease violations from previous landlords

Volunteer Reference Form

Gathers organization contact info, volunteer role, commitment level, skills demonstrated, and impact assessment from volunteer coordinators

Contractor License Reference

Collects past client details, project scope, quality of work, adherence to timeline/budget, and safety record from contractor references

Childcare Provider Reference

Gathers previous family contact info, care duration, child development support, reliability, and safety practices from past families

Graduate School Reference Request

Collects academic and professional references covering research potential, critical thinking, and readiness for advanced study

Board Member Reference Form

Gathers references on governance experience, strategic thinking, fundraising ability, and collaborative skills for board candidates

Foster Parent Reference Check

Collects references on parenting experience, home stability, patience, and ability to support children with trauma

Professional License Reference

Gathers peer or supervisor references on competence, ethics, continuing education, and fitness for professional licensure

Frequently asked questions

How many references should I request on this form?

Two to three professional references is the standard for most hiring and application processes. This template supports up to three, with the third being optional. Adjust based on the seniority and complexity of the role or program.

Can applicants submit the form without all three references?

Yes. The third reference section is marked optional in this template so candidates can submit with just two references if needed. You can make all three required by toggling the required setting on those fields.

How does the submitted reference information reach me?

Every form submission is delivered to your notification email immediately and stored in your formformform dashboard. You can view all reference submissions organized by candidate.

Can I embed this form in an application portal?

Yes. The form generates an iframe embed code you can paste into any web-based application portal, ATS, or website. Alternatively, share the direct link in a candidate email at the appropriate stage.

Is this form GDPR compliant?

formformform does not use tracking cookies or sell data. You are responsible for communicating to applicants how their reference data will be used, stored, and retained. Consider adding a data usage notice to the form's introductory paragraph.

Can I use this for non-employment references, like tenant or volunteer references?

Absolutely. The relationship dropdown can be customized to include landlord, volunteer coordinator, or any other reference type relevant to your process.

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