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.


Name of Bank Type of Account
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.