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 or Refund Advantage 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 Refund Advantage, you use the software you receive from Refund Advantage to send your clients’ RAL/RT applications to Refund Advantage 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.

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, or

●	Enroll now with Refund Advantage to apply to Refund Advantage

5	If you chose Enroll now with SBBT, complete the Santa Barbara Bank & Trust Refund Anticipation Loan Program ERO Enrollment Application and Agreement 2009, 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 Refund Advantage, 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