Green Dot is a convienent option for clients to receive their tax refund. Clients download the Green Dot app after you submit their bank product application, walk away from your office with their card in hand and can use it for purchases as soon as their refund has been funded by the IRS/State.
How to offer the Green Dot Prepaid Visa Card to your clients
After you have logged-in to your Santa Barbara TPG portal and opted-in to offer Green Dot cards, you will receive card stock in the mail from the bank. Once you have Green Dot card envelopes,
- Select the SBTPG RT card option when marking the return for electronic filing.
- Enter the 10 digit external ID displayed in the envelope window. Make sure to verify and enter your client's home address and client’s email address on their bank application. A VALID EMAIL ADDRESS IS NEEDED TO ACTIVATE THE CARD. Hand the sealed envelope to your client.
- Instruct your client to download the Green Dot app and activate their card after they receive an email from Green Dot. The card will be loaded upon funding of their tax refund or Fast Cash Advance (if applicable), and they can set notification preferences at GreenDot.com or from the Green Dot app.
- Transmit the return in order to create the account and Santa Barbara TPG will email your client once it's time to complete their registration.
Additional Information: