Green Dot¹ is a great way for clients to receive their tax refund. It helps you too, by eliminating time spent printing and issuing checks. 

How to offer the Green Dot® Prepaid Visa® Card to your clients

After you have logged-in to our website and opted-in to offer the Green Dot card, you will receive card stock in the mail. Once you have Green Dot card envelopes, here's how you can offer Green Dot card in your tax practice. 

1. Select the prepaid card disbursement option within your software’s bank application when prompted.
2. Enter the 13 digit external ID displayed in the envelope window in the appropriate field in your software’s bank application. Make sure to verify and enter your client's home address and client’s email address. A VALID EMAIL ADDRESS IS NEEDED TO ACTIVATE THE CARD. Hand the sealed envelope to your client.
3. Instruct your client to download the Green Dot app and activate their card after they receive an email from Green Dot. The card will be loaded upon funding of their tax refund or Fast Cash Advance (if applicable), and they can set notification preferences at GreenDot.com or from the Green Dot app.
4. Transmit the return in order to create the account and we'll email your client once it's time to complete their registration.

Important Reminders

• You must opt-in - you must opt-in to the Green Dot card program from our website in order to offer the Green Dot card.
• Card stock shipped to you - after opting-in to the Green Dot card program from our website, cards will be auto-shipped to you. An email confirmation will be sent before cards are shipped.
• Receive an incentive - earn $39.95 for every Fast Cash Advance deposited to a Green Dot® Prepaid Visa® Card or get $10.00 for every Refund Transfer deposited to a Green Dot® Prepaid Visa® Card.²
• Accurate info - make sure clients enter the same name used on their tax return, their correct mailing address and contact information so they can access their account and receive their personalized card in the mail.

¹ Green Dot® card is issued by Green Dot Bank, Member FDIC, pursuant to a license from Visa U.S.A., Inc. Visa is a registered trademark of Visa International Service Association. Green Dot Bank also operates under the following registered trade names: GO2bank, GoBank and Bonneville Bank. All of these registered trade names are used by, and refer to, a single FDIC-insured bank, Green Dot Bank. Deposits under any of these trade names are deposits with Green Dot Bank and are aggregated for deposit insurance coverage up to the allowable limits.

² $10 incentive or $39.95 incentive paid as long as IRS tax refund is deposited to the Green Dot Prepaid Visa® Card. IRS tax refund deposit must be received by 5/31/24. $10 incentive paid by 6/30/24 for taxpayers with IRS-funded Refund Transfer deposited to a Green Dot Prepaid Visa® Card. $39.95 incentive paid by 6/30/24 for taxpayers with Fast Cash Advance and IRS-funded Refund Transfer deposited to a Green Dot Prepaid Visa® Card. Tax professionals using discount programs do not qualify. If enrolled through a service bureau, please check with bureau associate for details on incentive payment. Must be enrolled in the standard Refund Transfer program to qualify for standard pricing; all discount programs offered through SBTPG are subject to other pricing. A 1099 may be issued for incentive payments exceeding $600. Green Dot cards available while supplies last.