This section MUST be filled out if you are getting a Refund Anticipation Loan OR if tax preparation fees will be taken from your refund.
I want all fees taken from my Refund (mark the applicable box(es) below)
I want a Refund Anticipation Loan
I want a Refund Transfer Check
I want a Refund Transfer Direct Deposit
Name of Bank
Type of Account
Checking
Savings
Routing Number
Account Number
* NOTE: Refund transfer checks and direct deposits for the state go through SBBT.
Personal Information
Current Employer
Work Telephone Number
Spouse Current Employer
Work Telephone Number
Closest Relative NOT Living With You
Relationship
Telephone Number
Social Security Verification
You must include a copy of one of the four following documents in order to receive either a Refund Anticipation Loan or have the Tax Preparation Fees deducted from your refund.
1. 2007 IRS Mail Label Code Number
(2 digits)
2. Current Social Security Card of Taxpayer
3. Current Military ID Card
4. 2006 Tax Return
Other Identification
You must include a copy of two of the following documents in order to receive a Refund Anticipation Loan - one MUST be a picture ID.
Social Security Card
Current Military ID
US Passport
Employer Picture ID
Food Stamp ID
Current Drivers License
Current State Issued Picture ID
Resident Alien ID
Current School Picture ID
State Welfare / Public Assistance Card