Intuit^® Refund Card

What is the Intuit Refund Card?

The Intuit Refund Card is a Prepaid Visa^® Card issued by The Bancorp Bank. It is a fast easy alternative to a printed refund check. In addition, it is reloadable so clients can use it just like a bank account.

Who should consider the Intuit Refund Card?

It's perfect for clients without a bank account and those who want their refund in as fast as 8 days instead of waiting up to 4 weeks for a refund check by mail.

What are the criteria for getting an Intuit Refund Card?

Intuit must abide by regulatory requirements to verify your client's identity before issuing a card. Intuit uses an external source to verify the validity of a client's personal information that you provide on the signup form. We will ask for your client's name, address, date of birth, SSN, and other information in a simple, easy-to-use online form.

How do I sign my client up for an Intuit Refund Card?

You can apply for an Intuit Refund Card for your client directly within ProSeries. The process is fast and simple and you don't need to sign up with a bank or pre-order cards. You can apply for Refund Cards for your clients in Part VIII (direct deposit section) of the Federal Information Worksheet. Simply click on the QuickZoom button to open the signup form.

How long will it take for my client to receive the Intuit Refund Card?

Once approved, your client will typically receive their Intuit Refund Card in approximately 7-10 business days, but times may vary by location.

Can the Refund Card be used for both Federal and State refunds?

Yes, the Intuit Refund Card can be used for both federal and state refunds. There is one exception, the Intuit Refund Card is not available to people who reside in Vermont.

Can I split my client's refund (i.e. put some of my client's refund on a Refund Card and some into a bank account or check)?

Yes, the Intuit Refund Card is a great option for clients who want to split their refund. You can apply for a refund card for your client on the Federal Information Worksheet, then add additional accounts or refund methods on the Federal Form 8888.

What do I do if my client wants to adjust the amount of his/her refund deposited to the Intuit Refund Card?

You have the option to select the amount of the tax refund to be deposited onto your client's Intuit Refund Card and/or direct deposited into your client's bank account prior to electronically filing the taxes. Once the return has been filed, you will not be able to change the amount deposited onto the Intuit Refund Card.

What happens if I applied for an Intuit Refund Card for my client, then my client changes their mind about the card?

Your client will be issued a Refund Card once you have successfully applied for the card on behalf of your client in ProSeries. If approved, the card will arrive to your client's mailing address within approximately 7-10 business days of creating the account. Even though a Refund Card was generated, your client can still choose another refund method prior to filing the return. However, your client should be aware that they will receive a Refund Card with no deposits on it. They can choose to use the card if they'd like to add money in other ways, even if they decided not to use the card for their tax refund. The client also has the option to shred/discard their unused card.

Is 7216 consent required to offer and issue an Intuit Refund Card?

Yes, you must get consent from your clients. The appropriate 7216 forms will print with your return to make it convenient for you to get your client's signature.

How do I add an additional card to my client's account?

You will not be able to issue multiple cards to your client. Your client has the option to order an additional card directly from Visa once they've received their initial Intuit Refund Card in the mail.

Can I use my Intuit Refund Card to collect my preparation fees directly from my client's tax refund?

No. Bank regulations do not allow deposits where the name associated with the tax refund does not match the name on the card. The ProSeries QuickCollect product allows you to collect your fees from the client's anticipated refund. Learn more about QuickCollect.

Why was my client rejected for the Intuit Refund Card?

• Address change
• Recent name change, i.e. marriage or divorce
• Personal information is spelled incorrectly
• No information was found by external source

• Confirm that the address is not a P.O. Box. We cannot issue a Refund Card to a P.O. Box
• That the SSN is correct. We cannot issue a Refund Card to an Individual Taxpayer Identification Number (ITIN) filer.
• A recent name change could cause the application to not match the information with our external source. If your client has changed their name within the last 12 months, try submitting the request under their previous name.
• Try submitting the application with and without a middle initial

If your client does not pass verification, Intuit cannot create a card for them and you should choose another way to receive their tax refund.

Can I deposit the refund of a returning client on the Intuit Refund Card I issued last year?

Yes, if the cardholder has the card, and the card is active. The card is active unless the cardholder called customer service to close the account or the card expiration date has passed. The card routing and account numbers are required. This information is available in the prior year return, or the cardholder can call the customer service number on the back of the card to get this information. If the card or account numbers are not available or the cardholder is unclear whether they closed the account, it is best to reissue a new card within ProSeries and deposit their refund on the new card.

Are there ways to avoid fees using the Intuit Refund Card?

Yes! There are several ways to use the card for free.

First Monthly Maintenance Fee waived for all customers. Monthly Maintenance Fee of $5.95 waived when your client adds funds to the card in the previous calendar month.

Your client can withdraw cash at free Allpoint^® ATMs in thousands of convenient locations like 7-Eleven, Target and Costco.

They can also receive cash back from retailers with no fee.

See the "Refund Card Fees" section for complete information on card fees and ways to use the card for free.

What is the availability of free ATMs and where can my client find them?

The Intuit Refund Card can be used at over 37,000 surcharge-free Allpoint^® ATMs. To locate an Allpoint ATM, clients can visit allpointnetwork.com and use the ATM Locator.

What is the card's ATM withdrawal limit?

$3,500 daily limit, but can be increased by the cardholder by calling Visa.

In addition to their tax refund, are there other ways my client can add money to the card?

There are three convenient ways your client can add money to their Intuit Refund Card:

• Direct Deposit their paycheck, Social Security or Government Benefits check onto their Refund Card (fees may apply)
• Reload with Cash via a Green Dot MoneyPak (fees may apply)
• Transfer Money from their bank account (fees may apply)

Your client can get instructions on how to use these options at intuitrefundcard.com

Where can customers get their pin for their Intuit Refund Card? Will it be emailed or mailed to them along with their card?

Once your client receives their Intuit Refund Card, they will need to activate it. They can do that by going to intuitrefundcard.com or calling (866) 361-3867. They will have the option to create their PIN at that time.

How do I collect my preparer fees in conjunction with Intuit Refund Card?

Step 1: Enroll with Santa Barbara Tax Products Group from within ProSeries. There are no signup fees and no obligation to sign up.

Step 2: Prepare the return as always. Check the "Quick Collect" option on the Quick Collect Information Worksheet and enter direct deposit information before e-Filing the return. If your client does not have a bank account, you can choose the Intuit Refund Card option for the direct deposit. Then have the client sign the release form provided by the bank.

Step 3: Sit back and wait for your fees to be deposited into your account, typically within 10-14 days.

When does my client's Intuit Refund Card expire?

The Intuit Refund Card will expire two years from the date of issuance. If the cardholder is actively using the card, we will automatically send a replacement card before the expiration date. If they do not receive a new card, the cardholder can contact us at (866) 361-3867.

I'm a ProSeries tax preparer and have questions about the Intuit Refund Card Program and how it works in ProSeries, who should I contact?

Contact us at (800) 434-6818 or click here for additional options.

How will my client get support for any questions regarding their Intuit Refund Card?

Your clients will have access to 24 hour customer service via our website intuitrefundcard.com or via phone at (866) 361-3867.

Who should my client call if they haven't received their Intuit Refund Card within 7 business days?

Most cards arrive approximately 7 business days after enrolling in the Intuit Refund Card program. If your client does not receive the card after 10 business days, please have them contact Customer Service at (866) 361-3867 and select the option to report a card lost, stolen or never received.

My client's original Intuit Refund Card was lost or stolen, how do they go about getting a replacement?

Have your client contact Intuit Refund Card Customer Service at (866) 361-3867 immediately. There is a fee of $4.95 for issuing a replacement card.

What marketing support will Intuit provide me around Intuit Refund Card?

Order Intuit Refund Card brochures for your clients at no cost.

Contact us at (800) 434-6818 or click here for additional contact options.