PLEASE READ THIS AGREEMENT CAREFULLY.Financial Services Agreement • August 21st, 2024 • Delaware
Background: Santa Barbara Tax Products Group, LLC, a division of Green Dot Corporation, a Delaware corporation (“Provider”), provides a program (the “Program”) in which tax preparers have the opportunity to offer refund processing services to taxpayers, including spouses who are filing joint tax returns, who desire to take advantage of the Program and who sign a Program Application and Agreement (each a “Customer”). Provider, using banking services of Green Dot Bank (“Bank”), is willing to offer refund processing services as described herein. Provider will be responsible for the Program’s compliance with applicable law. This 2025 Financial Services Agreement (“Agreement”) is by and between you, the tax preparer (“you” or “Participant”), Bank and Provider and sets forth the rights and obligations of each party in connection with the Program.