Reference Check Form

Get Form Now
Reference check form preview
Get Form Now
Edit
Fill out
Sign
Export or Print
Download your fillable Reference Check Form in PDF

A reference check form is a short questionnaire that a hiring manager sends to a candidate’s former employer, manager, or coworker. It confirms work history and asks how the candidate performed on the job. This fillable template keeps the answers in one document, so you can skip long phone calls. Fill it in online or print it.

Last Updated: October 2026. This guide is reviewed and updated regularly to reflect current law. If you notice an error or outdated information, please contact us.

What Is a Reference Check?

A reference check is a step in the hiring process where the employer asks for details about the applicant’s past work. The answers come from people who worked with the applicant, such as a former director, supervisor, or coworker. A formal document lets the employer collect those answers in writing, without a phone call or a meeting.

Reference checks used to happen by phone or in person. Those conversations still help. A written form makes reference checks easier when the people involved are in different places, and it leaves both sides with a record.

The main purpose of the reference check is to reveal the professional characteristics of the new employee. A reference check form usually covers:

  • Personal traits such as responsibility, a drive for new knowledge, and personal growth
  • Work skills such as diligence, teamwork, regular attendance, and quality of work
  • Job titles, dates of work, and the reason for leaving
  • Salary or pay rate
  • Additional open questions from the new employer

Ask the reference to back up each rating with a short example.

In short, a reference check form lets hiring teams and recruiters learn about a candidate’s achievements and character by reading one filled-in document.

The form also helps candidates. They do not need to travel to the company’s office, and they do not need to worry about making a nervous first impression.

Some employers call this document a reference request, a reference questionnaire, or a pre-employment verification form. The names differ, but the purpose is the same.

How Does the Reference Check Work?

A reference check works in one of two ways. Either the candidate asks a former supervisor to fill in the form, or the new employer sends the form to the former employer directly. Both routes end the same way, with a completed form in the hiring team’s hands.

In the past, a reference check meant a long phone call. The interviewer had to keep the conversation going and check the answers on the spot, which was inconvenient for both people. With a form, both sides can take their time. The applicant can send the form online, and the HR team can review it from anywhere.

The initial template of the form already has some common questions about the applicant’s characteristics. For example, “Were there any performance issues? Please explain” and “What are the candidate’s weak points?” You can change the questions to fit the role. The new employer can also ask the previous one about other qualities of the applicant.

If the candidate sends the request, the process looks like this:

  1. The applicant asks the former director, supervisor, or coworker, by email or in person, to fill in the form.
  2. The reference describes the personal and professional features of the applicant.
  3. The applicant sends the completed form to the new company and waits for the answer.
  4. If the described features suit the role, the company invites the candidate for a personal meeting.

In another situation, the potential employer should get consent from the candidate to contact their former employer to get the reference check. After that, the potential employer creates a list of questions to send to the former one and waits for a reply.

Reference Check vs. Employment Verification

Employment verification is the process during which the future employer verifies the candidate’s working experience and achievements with a previous employer. A reference check goes one step further and asks the former employer for an opinion of the worker. Many employers know the first method better, so the two are easy to mix up.

The main distinction between the two approaches is that the reference check takes less time and effort to complete.

  • Similar to the reference check, the main purpose of this method is to gain information about the candidate’s characteristics, achievements, and the head’s opinion about the worker.
  • This method is handled by telephone call or a long testimonial. It takes a lot of time from senior staff or even directors.
  • A reference check form is more convenient for the employers.
Reference checkEmployment verification
What it confirmsSkills, character, and the former employer’s opinionJob title, dates of work, and achievements
How it is doneA written form that the reference fills inA phone call or a long testimonial
Effort for the former employerLowHigh
Best forJudging how the candidate works with othersChecking the facts on a resume

If you only need to confirm dates and job titles, the employment verification form is the better fit.

Benefits of the Reference Check

Reference checks are a modern way to evaluate candidates, and they have clear advantages for both sides of the hiring process. They save time, make the first meeting easier, and give the employer a fuller picture of the applicant.

  • It takes little time and effort for the former employer to fill in and for the potential employer to read. Unlike a phone interview, it may not need a follow-up check by the new employer.
  • It helps the applicant feel less shy during the first conversation, since the new employer already knows some information about them. It also leaves little room to make up something about previous experience.
  • It brings out details that the applicant may not want to mention or did not know about themselves. This gives the potential employer a more open view of the applicant.
  • It keeps the applicant and the new employer from getting emotionally attached before the first meeting. A rejection is then less disappointing for the applicant.

Sample Reference Check Questions

Good questions make reference checks more useful. Skip any question that does not apply to the role. Ask about facts first, then about skills and teamwork, and finish with an open question. Here are sample questions you can add to the template or swap in for the ones it has.

Questions About the Job

  • How do you know the candidate, and how long did you work together?
  • What was the person’s job title, and what were the main duties?
  • Why did this person leave the company?

Questions About Skills and Teamwork

  • How would you rate the candidate’s quality of work and attendance?
  • How does the candidate work with coworkers and supervisors?
  • Were there any performance issues? Please explain.
  • What are the candidate’s weak points?

Questions About Fit

  • Which tasks would you trust the candidate with again?
  • Would you hire the candidate again? Why or why not?
  • What is your overall impression of the candidate’s work?
  • Is there anything else we should know?

Reference Check Checklist

A short checklist keeps your reference checks organized and helps you hire with confidence:

  • Get the list of references and their contact details from the applicant.
  • Choose the form and adjust the questions to the role.
  • Send the form and note the date.
  • Compare the answers with the resume and your interview notes.
  • Keep the completed form with the rest of the hiring records.

How to Fill Reference Check Form

To fill the Reference Check document correctly, follow the steps below. The reference, usually a former supervisor or coworker, completes the form. Open the template in the FormsPal PDF editor to fill it in on your screen, or print it and fill it in by hand.

  1. Enter the main information. In the first section, enter the name of the candidate, the name of the reference, their relation to the applicant, the name of the former company, and the date of the reference check.
    Step 1 to filling out a reference check form main info
  2. Add the employment details. Next, provide information about the candidate’s time at the company, including the salary, dates, positions held, and reasons for leaving.
    Step 2 to filling out a reference check template employment info
  3. Rate the candidate’s qualities. These fields are followed by a table in which the reference ticks the qualities of the employee. You can change any characteristics or factors if needed.
    Step 3 to filling out a reference check sample qualities
  4. Answer the open questions. The form ends with space for open questions from the potential employer. The employer can ask for any other details here. Nevertheless, the reference has the right to leave some fields empty.
    Step 4 to filling out a reference check form open questions
Tip: Save the finished form with the candidate’s name and the date in the file name. It will be easy to find later.

Frequently Asked Questions

Who fills out a reference check form?

A former supervisor, director, or coworker of the applicant fills it out. The applicant can ask this person directly, or the new employer can send the form. The reference rates the applicant’s qualities and answers the open questions.

Can I change the questions on the template?

Yes. The template has common questions, such as performance issues and weak points, and you can edit them. You can also change the characteristics in the ratings table so they match the job you are hiring for.

What is the difference between a reference check and employment verification?

A verification check confirms facts such as the job title and the dates of work. A reference check also asks for the former employer’s opinion of the candidate’s skills and character. It takes less time to complete than a long call or testimonial.

What should I do after I receive the completed form?

Go through the completed form in a few simple steps:

  • Read the answers and compare them with the candidate’s resume and your interview notes.
  • Follow up with the reference if something is unclear.
  • Keep the completed form with the rest of the hiring records.

Can I fill in the form on my computer?

Yes. Open the fillable template, type your answers into the fields, and save the file. You can also print the form and fill it in by hand.

General information, not legal or tax advice.

Jennifer M. Settles
Jennifer M. Settles
Author & Attorney
With over 25 years of experience as a business and transactional attorney, Jennifer has mastered the craft of closing highly successful deals for her clients. Through her wide-ranging expertise in commercial contracts, real estate transactions, M&A and corporate law, Jennifer secures results that are second-to-none.