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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 "Walmart MoneyCard" if the taxpayer would like to receive their money without returning for a check.

If the taxpayer selects aWalmart MoneyCard, take one of the sealed card envelopes from the card stock provided by TPG. Enter the 9 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.

 

Optional tax-refund loan provided by MetaBank®, not the actual tax refund. You can e-file without applying. Fees for other optional products may apply. Loan amounts of $500, $1000, or $1500. Loan deducted from tax refunds and reduces amount paid directly to taxpayer. Availability and loan amounts subject to eligibility, underwriting conditions, and locations.

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