2
Refund TRANSFER 1 Pay for tax preparation using your refund Benefits OF TAX PREPARATION PAYMENT + No up-front fees for professional tax preparation + Easy and hassle-free + You don’t even need a bank account OF RECEIVING YOUR REFUND MONEY + Four secure ways to receive your money: Walmart MoneyCard, Walmart Direct2Cash, cashier’s check, or direct deposit + No more waiting for a check in the mail How it works If a refund is expected, you have the option to pay using your refund. The tax prep fee is automatically taken from your refund, and the rest is paid to you. Refund Available Within 21 days 2 (even if you don’t have a bank account) Fee 3 Costs get taken out of the refund amount for you Easiest way to receive your money Benefits + Save $10 on a Refund Transfer 4 when loaded to a Walmart MoneyCard + Earn up to $75 cash back on Walmart purchases 6 + Get cash off card for free at Walmart MoneyCenters and Customer Service Desks + No overdraft fees—ever 7 + Free first ATM withdrawal (then $2.50 for any withdrawal plus bank or ATM fees) + Track money, pay bills, and send money with the app How it works Request the Walmart MoneyCard and leave today with your card in-hand. You’ll be notified when your money is accessible. Available During tax season Fees $5 monthly charge. Other fees apply. See envelope for details. YOUR MONEY NEEDS OUR TAX TIME SOLUTIONS 1 Refund Transfers are deposit products using Civista Bank, Member FDIC, that enable certain deductions from the account to be processed. Refund Transfers are not loans. Tax refund and e-filing are required in order to receive Refund Transfer. Fees apply. Terms and conditions are subject to change without notice. Ask your preparer about other IRS e-file options, some of which are provided at no additional cost. 2 According to the IRS website most refunds are disbursed in less than 21 days. It may be delayed even longer for other reasons. If this happens, you should contact them directly by calling the IRS Taxpayer Assistance Line (800-829-1040). 3 Regular Refund Transfer fee up to $39.95. 4 Monthly and other fees apply. To qualify for this offer, we must be able to validate your personal ID. To qualify for the $10 Refund Transfer discount, the Walmart MoneyCard card must be requested upon application for Refund Transfer, we must be able to validate your personal identification and successfully register your new card. Offer open to cards successfully registered between 12/26/17- 4/17/18. Tax refund deposit must be received by 5/31/18. Only one $10 credit offered per account and per customer. $10 discount on Refund Transfer price applied upon receipt of tax refund. Not available in all states or stores. 5 The Walmart MoneyCard is subject to successful activation. Fees apply. See Cardholder Agreement or visit WalmartMoneyCard.com for complete details. The Walmart MoneyCard Visa Card is issued by GreenDot Bank, member FDIC, pursuant to a license from Visa U.S.A. Inc. 6 Cash Back is credited to card balance at end of Reward Year, and is subject to successful activation and other eligibility requirements. Visit Walmart MoneyCard.com for complete details. 7 Monthly and other fees apply. © 2017-2018 Santa Barbara Tax Products Group. All rights reserved. Reproduction in whole or in part without written permission is prohibited. TPG and the TPG logo are trademarks of Santa Barbara Tax Products Group. All other trademarks are trademarks of their respective owners. 2017-2018 Santa Barbara Tax Products Group. All rights reserved. Reproduction in whole or in part without written permission is prohibited. TPG and the TPG logo are trademarks of Santa Barbara Tax Products Group. All other trademarks are trademarks of their respective owners. 5 What’s new this tax season SAVE $ 10 2 on a Refund TRANSFER 1 WHEN THEY RECEIVE THEIR REFUND ON A TAXPAYERS

TPG makes tax time easy - pay for tax preparation …...Easiest way to receive your money Benefits + Save $10 on a Refund Transfer4 when loaded to a Walmart MoneyCard + Earn up to

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Page 1: TPG makes tax time easy - pay for tax preparation …...Easiest way to receive your money Benefits + Save $10 on a Refund Transfer4 when loaded to a Walmart MoneyCard + Earn up to

RefundTRANSFER1

Pay for tax preparation using your refund

Benefits OF TAX PREPARATION PAYMENT

+ No up-front fees for professional tax preparation

+ Easy and hassle-free

+ You don’t even need a bank account

OF RECEIVING YOUR REFUND MONEY

+ Four secure ways to receive your money: Walmart MoneyCard, Walmart Direct2Cash, cashier’s check, or direct deposit

+ No more waiting for a check in the mail

How it worksIf a refund is expected, you have the option to pay using your refund. The tax prep fee is automatically taken from your refund, and the rest is paid to you.

Refund Available Within 21 days2 (even if you don’t have a bank account)

Fee3 Costs get taken out of the refund amount for you

Easiest way to receive your money

Benefits + Save $10 on a Refund Transfer4 when

loaded to a Walmart MoneyCard

+ Earn up to $75 cash back on Walmart purchases6

+ Get cash off card for free at Walmart MoneyCenters and Customer Service Desks

+ No overdraft fees—ever7

+ Free first ATM withdrawal (then $2.50 for any withdrawal plus bank or ATM fees)

+ Track money, pay bills, and send money with the app

How it worksRequest the Walmart MoneyCard and leave today with your card in-hand. You’ll be notified when your money is accessible.

Available During tax season

Fees $5 monthly charge. Other fees apply. See envelope for details.

YOUR MONEY NEEDS

OUR TAX TIME SOLUTIONS

1 Refund Transfers are deposit products using Civista Bank, Member FDIC, that enable certain deductions from the account to be processed. Refund Transfers are not loans. Tax refund and e-filing are required in order to receive Refund Transfer. Fees apply. Terms and conditions are subject to change without notice. Ask your preparer about other IRS e-file options, some of which are provided at no additional cost.2 According to the IRS website most refunds are disbursed in less than 21 days. It may be delayed even longer for other reasons. If this happens, you should contact them directly by calling the IRS Taxpayer Assistance Line (800-829-1040).3 Regular Refund Transfer fee up to $39.95.4 Monthly and other fees apply. To qualify for this offer, we must be able to validate your personal ID. To qualify for the $10 Refund Transfer discount, the Walmart MoneyCard card must be requested upon application for Refund Transfer, we must be able to validate your personal identification and successfully register your new card. Offer open to cards successfully registered between 12/26/17-4/17/18. Tax refund deposit must be received by 5/31/18. Only one $10 credit offered per account and per customer. $10 discount on Refund Transfer price applied upon receipt of tax refund. Not available in all states or stores.

5 The Walmart MoneyCard is subject to successful activation. Fees apply. See Cardholder Agreement or visit WalmartMoneyCard.com for complete details. The Walmart MoneyCard Visa Card is issued by GreenDot Bank, member FDIC, pursuant to a license from Visa U.S.A. Inc.6 Cash Back is credited to card balance at end of Reward Year, and is subject to successful activation and other eligibility requirements. Visit Walmart MoneyCard.com for complete details.7 Monthly and other fees apply. © 2017-2018 Santa Barbara Tax Products Group. All rights reserved. Reproduction in whole or in part

without written permission is prohibited. TPG and the TPG logo are trademarks of Santa Barbara Tax Products Group. All other trademarks are trademarks of their respective owners.

2017-2018 Santa Barbara Tax Products Group. All rights reserved. Reproduction in whole or in part without written permission is prohibited. TPG and the TPG logo are trademarks of Santa Barbara Tax Products Group. All other trademarks are trademarks of their respective owners.

5

What’s new this tax season

SAVE $102

on a RefundTRANSFER1

WHEN THEY RECEIVE THEIR REFUND ON A

TAXPAYERS

Page 2: TPG makes tax time easy - pay for tax preparation …...Easiest way to receive your money Benefits + Save $10 on a Refund Transfer4 when loaded to a Walmart MoneyCard + Earn up to

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