Applying to a bank to participate in their banking products program

If you want to offer your clients Refund Anticipation Loans (RALs) or Refund Transfers (RTs) through ProSeries/Bank Products software, you must first apply to Santa Barbara Bank & Trust, First Security Bank, or Republic Bank to participate in their banking products program.

 

Important:

You can offer bank products through only one bank using ProSeries/Bank Products software.

If your application is accepted, the process is as follows:

▪	If you’re accepted by Santa Barbara Bank & Trust, your clients’ RAL/RT applications are automatically sent to Santa Barbara Bank & Trust when you electronically file their returns with the IRS.

▪	If you’re accepted by First Security Bank, you use the software you receive from First Security Bank to send your clients’ RAL/RT applications to First Security Bank when the IRS accepts the clients’ electronically-filed returns.

▪	If you’re accepted by Republic Bank, you use the software you receive from Republic Bank to send your clients’ RAL/RT applications to Republic Bank when the IRS accepts the clients’ electronically-filed returns.

To apply to a bank to participate in their banking products program:

1	Go to ProSeries.com at:

http://www.proseries.com

2	On the ProSeries.com home page, select Products & Services.

3	In the Professional Tools area, select Bank Products.

4	Review the ProSeries Bank Products Software overview page, then click:

●	Enroll now with SBBT to apply to Santa Barbara Bank & Trust

●	Enroll now with Republic Bank to apply to Republic Bank

●	Enroll now with First Security Bank to apply to First Security Bank, or

5	If you chose Enroll now with SBBT, complete the Santa Barbara Bank & Trust Refund Anticipation Loan Program ERO Enrollment Application and Agreement 2007, then click I Agree/Submit My Application.

Santa Barbara Bank & Trust will let you know via mail whether or not they approved your application. If you are accepted into the program, Santa Barbara Bank & Trust will mail you a bank products instructional packet and check stock.

6	If you choose Enroll now with Republic Bank, complete the applicable information after their Web site appears in your browser.

7	If you choose Enroll now with First Security Bank, complete the applicable information after their Web site appears in your browser.

For more information about banking products programs, see Overview of Bank Products or visit www.proseries.com.

http://www.proseries.com