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How to offer FastCashADVANCE to clients

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1. Once the return is prepared, and the taxpayer is expecting a refund, and the taxpayer would like FastCashADVANCE, select the product in the tax preparation software when prompted.

2. Select the taxpayer’s preferred method for receiving the advance. Select "cashier's check" if the taxpayer would like to return later to pick up a cashier’s check or "Green Dot card" if the taxpayer would like to receive their money without returning for a check.

If the taxpayer selects a Green Dot card, take one of the sealed card envelopes from the card stock provided by TPG. Enter the 13 digit external ID displayed in the envelope window in to the appropriate field in the software’s bank application. Hand the sealed envelope to the taxpayer and have the taxpayer open it to agree to the terms and conditions. Tip: Avoid "Where's my refund?" calls by providing the taxpayer's contact information, so they will receive notifications when their money is ready.

3. Have the taxpayer sign the disclosure and agreement.

4. Transmit the return as soon as possible to submit the advance application.

 

Fast Cash Advance is provided by First Century Bank, N.A., Member FDIC, not affiliated with TPG. Separate fees apply if the taxpayer selects a Refund Transfer. A Refund Transfer is not required for the Fast Cash Advance. Not all consumers will qualify for a loan or for the maximum loan amount.

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