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Total Rebates and Incentives Available per funded BP –

Bank Details TPG (formerly SBBT) Refund Advantage 3 Fund
Phone Number 800-779-7228 800-967-4934 800-779-7228
Website www.sbtpg.com www.refund-advantage.com www.sbtpg.com
Products Offered
Refund Anticipation
Loan (RALs)
NO NO NO
ERC/ERD, Bonus, QIK,
Refund Transfer (RT)
YES YES YES
INSTANT LOANS NO NO NO
Bank Requirements
Bank Enrollment Fee N/A N/A N/A
Minimum Previous
Bank Product Volume
to use bank
NONE NONE NONE
RT Requirements
MINIMUM REFUND REQUIRED – PERC sum of fees +$1 sum of fees +$1 sum of fees +$1
MAXIMUM REFUND ALLOWED – PERC Unlimited Unlimited Unlimited
MAXIMUM Preparer Fee Allowed $999.99* $999.99* $999.99*
Disbursement Options TPG (formerly SBBT) Refund Advantage 3 Fund
CASHIER’S CHECK DISBURSEMENT YES YES YES
DIRECT DEPOSIT DISBURSEMENT YES YES YES
Product Charges / LOAN FEES
ASF (Account Setup Fee) $39.95 $35  $26.95
TAF (Technology Access Fee) $17 $17 $10
CCH/SFS Fee $10 $10 $10
Flexible Service Bureau Fee ($15.00-75.00) $15.00 $15.00 $0
E-File Fee ($0-$40) $0 $0 $0
State RT $10 $11.95 $9.95
TOTAL RT FEE $84.95 $86.90 $46.90
Incentive Rebates
INCENTIVE REBATES to ERO $10 $10 $0
Marketing & Management Support
SEPARATE REGISTRATION REQUIRED NO YES YES
COMPLIANCE TESTING REQUIRED YES YES YES
Program Highlights TPG (formerly SBBT) Refund Advantage 3 Fund
ONLINE REPORTING CAPABILITY YES YES YES
CLIENT RETENTION MAILER YES YES TBD
CLIENT RETENTION MAILER Cost to ERO Postage Cost Postage Cost TBD
MARKETING MATERIALS AVAILABLE YES YES YES
MARKETING MATERIALS COST TO ERO TBD TBD TBD

Bank Details TPG (formerly SBBT) Refund Advantage 3 Fund
Phone Number 800-779-7228 800-967-4934 800-779-7228
Website www.sbtpg.com www.refund-advantage.com www.sbtpg.com
Products Offered
Refund Anticipation Loan (RALs) NO NO NO
ERC/ERD, Bonus, QIK, Refund Transfer (RT) YES YES YES
INSTANT LOANS NO NO NO
Bank Requirements
Bank Enrollment Fee N/A N/A N/A
Minimum Previous Bank Product Volume to use bank NONE NONE NONE
Minimum # of returns to offer RALs N/A N/A N/A
Minimum # of returns to offer PERCs (RTs, ERCs) No Limit Unknown No Limit
Cash Advance Requirements
FEDERAL WITHHOLDING REQUIREMENTS ON LOANS N/A N/A N/A
MINIMUM REFUND AMOUNT REQUIRED – RAL N/A N/A N/A
MAXIMUM RAL CHECK N/A N/A N/A
LOAN ON EIC N/A N/A N/A
100% LOAN ON EIC FOR RALS N/A N/A N/A
RT Requirements
MINIMUM REFUND AMOUNT REQUIRED – PERC sum of fees + $1 sum of fees + $1 sum of fees + $1
MAXIMUM REFUND AMOUNT ALLOWED – PERC Unlimited Unlimited Unlimited
Disbursement Options TPG (formerly SBBT) Refund Advantage 3 Fund
CASHIER’S CHECK DISBURSEMENT YES YES YES
DIRECT DEPOSIT DISBURSEMENT YES YES YES
ATM DISBURSEMENT YES – Western Union YES – Western Union YES – Western Union
Product Charges / LOAN FEES
ASF (Account Setup Fee) $34.95 $34.95 $26.95
TAF (Technology Access Fee) $15 $15 $0
CCH/SFS Fee $10 $10 $10
Loan Finance Charge N/A N/A N/A
CIF (Credit Investigation Fee) N/A N/A N/A
UF (Underwriting Fee) N/A N/A N/A
Flexible Service Bureau Fee ($15.00-50.00) $15.00 $15.00 $0
State RT $10 $11.95 $9.95
TOTAL RAL FEE N/A N/A N/A
TOTAL PERC FEE $84.95 $86.90 $46.90
Incentive Rebates
INCENTIVE REBATES to ERO $10 $10 $0
Marketing & Management Support
SEPARATE REGISTRATION REQUIRED NO YES NO
COMPLIANCE TESTING REQUIRED YES YES YES
Program Highlights TPG (formerly SBBT) Refund Advantage 3 Fund
ONLINE REPORTING CAPABILITY YES YES YES
MARKETING MATERIALS AVAILABLE YES YES YES
MARKETING MATERIALS COST TO ERO S&H Only FREE FREE

**These programs are subject to change and will not be finalized for the 2015 Tax Season until the fall of 2015.

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