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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
1 Ref
un
d T
ran
sfer
s ar
e d
epo
sit
pro
du
cts
usi
ng
Civ
ista
Ban
k, M
emb
er F
DIC
, th
at e
nab
le
cert
ain
ded
uct
ion
s fr
om
th
e ac
cou
nt
to b
e p
roce
ssed
. R
efu
nd
Tra
nsf
ers
are
no
t lo
ans.
Ta
x re
fun
d a
nd
e-fi
ling
are
req
uir
ed in
ord
er t
o r
ecei
ve R
efu
nd
Tra
nsf
er.
Fees
ap
ply
.
Term
s an
d c
on
dit
ion
s ar
e su
bje
ct t
o c
han
ge
wit
ho
ut
no
tice
. Ask
yo
ur
pre
par
er a
bo
ut
o
ther
IRS
e-fi
le o
pti
on
s, s
om
e o
f wh
ich
are
pro
vid
ed a
t n
o a
dd
itio
nal
co
st.
2 M
on
thly
an
d o
ther
fee
s ap
ply
. To
qu
alif
y fo
r th
is o
ffer
, we
mu
st b
e ab
le t
o v
alid
ate
you
r p
erso
nal
id
enti
fica
tio
n a
nd
su
cces
sfu
lly r
egis
ter
you
r n
ew c
ard
. Off
er o
pen
to
car
ds
succ
essf
ully
reg
iste
red
b
etw
een
12/
26/
17-4
/17
/18
. Tax
ref
un
d d
epo
sit
of $
500
or
mo
re m
ust
be
rece
ived
by
5/31
/18
. O
nly
on
e $1
0 c
red
it o
ffer
ed p
er a
cco
un
t an
d p
er c
ust
om
er. N
ot
avai
lab
le in
all
stat
es o
r st
ore
s.Th
e W
alm
art
Mo
ney
Car
d V
isa
Car
d is
issu
ed b
y G
reen
Do
t B
ank,
Mem
ber
FD
IC, p
urs
uan
t to
a
licen
se f
rom
Vis
a U
.S.A
. In
c.©
20
17-2
018
San
ta B
arb
ara
Tax
Pro
du
cts
Gro
up
. A
ll ri
gh
ts r
eser
ved
. R
epro
du
ctio
n in
wh
ole
or
in p
art
wit
ho
ut
wri
tten
per
mis
sio
n is
pro
hib
ited
. TP
G a
nd
th
e TP
G lo
go
are
tra
dem
arks
of S
anta
Bar
bar
a Ta
x P
rod
uct
s G
rou
p.
All
oth
er t
rad
emar
ks a
re t
rad
emar
ks o
f th
eir
resp
ecti
ve o
wn
ers.
FOR
PR
OFE
SSIO
NA
L
TA
X P
RE
PAR
AT
ION
NO
CO
ST
UP
FRO
NT
Ask
fo
r a Refund
TRA
NSF
ER1
Ask
me
ho
w!
Save
$10
2 o
n a
Ref
un
d
Tran
sfer
load
ed
to a
Wal
mar
t M
on
eyca
rd