Section 1: Primary Contact Information

Primary Contact Prefix -- Select Prefix -- Mr Ms Mrs Primary Contact Name Primary Contact Job Title Primary Contact PTIN (exclude 'P') Primary Contact Email Address Primary Contact Preferred Language -- Select Language -- English Spanish Office ID Office EFIN Service Bureau EFIN Super Service Bureau EFIN Service Bureau Office Number Office Street Address Office Zip Code Office City Office State Office Phone Number Alternate Office Phone Number Office Fax Number Office Location Type -- Select Office Location Type -- Store Front Residential Office Type -- Select Office Type -- Stand Alone Service Bureau Multi-Site Online Preparation Corporation Number Of Personnel In Office (Min 1 - Max 999) Prior EFIN (Only populate if you are changing your EFIN)

SECTION 2: EFIN Owner Information

Please ensure information is accurate before submitting your enrollment.

If the EFIN Owner Address is the same as the Office Address check this box. EFIN Owner Name Prefix -- Select Prefix -- Mr Ms Mrs EFIN Owner First Name EFIN Owner Middle Initial EFIN Owner Last Name EFIN Owner SSN EFIN Owner DOB EFIN Owner Home Phone EFIN Owner Cell Phone EFIN Owner Address EFIN Owner Zip Code EFIN Owner City EFIN Owner State EFIN Owner ID Type -- Select ID Type -- Drivers License Number DMV/DVM State ID Military ID US Passport Resident Alien ID Matricula Consular Guatemala Consular ID Card Chile Cedula ID Card El Salvador DUI Card Korean Consular Card Columbian Cedula ID Card Columbian Consular Card Foreign Passport Tribal ID EFIN Owner ID Number EFIN Owner ID Issue State EFIN Owner ID Expiration Date EFIN Owner Email Address EFIN Owner PTIN (exclude 'P') Years At Current Address New To Transmitter -- Select Value -- Yes No

SECTION 3: Business Owner Information

Please ensure information is accurate before submitting your enrollment.

If the Business Owner is the same as the EFIN Owner check this box. Business Name Tax ID Type -- Select Tax ID Type -- EIN SSN Business TIN Business Owner Name Prefix -- Select Prefix -- Mr Ms Mrs Business Owner First Name Business Owner Middle Name Business Owner Last Name Business Owner SSN Business Owner DOB Business Owner Home Phone Business Owner Cell Phone Business Owner Address Business Owner Zip Code Business Owner City Business Owner State Business Owner Country Business Owner ID Number Business Owner ID Issue State Business Owner ID Expiration Date Business Owner Email Business Owner Percent Ownership (Min 1 - Max 100) Number Of Principals (Min 1 - Max 10) Organization Type -- Select Type -- Corporation LLC Partnership Sole Proprietor Tax Exempt

SECTION 4: Control Person Information

Please ensure information is accurate before submitting your enrollment.

If the Control Person is the same as the EFIN Owner check this box. Control Person Name Prefix -- Select Prefix -- Mr Ms Mrs Control Person First Name Control Person Middlename Control Person Last Name Control Person Job Title Control Person SSN Control Person DOB Control Person Home Phone Control Person Cell Phone Control Person Address Control Person Zip Code Control Person City Control Person State Control Person Country Control Person ID Type -- Select ID Type -- Drivers License Number DMV/DVM State ID Military ID US Passport Resident Alien ID Matricula Consular Guatemala Consular ID Card Chile Cedula ID Card El Salvador DUI Card Korean Consular Card Columbian Cedula ID Card Columbian Consular Card Foreign Passport Tribal ID Control Person ID Number Control Person ID Issue State Control Person ID Expiration Date

SECTION 5: Shipping/Mailing Information

Please ensure information is accurate before submitting your enrollment.

If the Shipping Address is the same as the Office Address check this box. Ship To Alternate Name Shipping Address Line1 Shipping Address Line2 Shipping Address Zipcode Shipping Address City Shipping Address State If the Mailing Address is the same as the Office Address check this box. Mail To Alternate Name Mailing Address Line1 Mailing Address Line2 Mailing Address Zipcode Mailing Address City Mailing Address State Check Exception Mailing Address Type -- Select Type -- Office Address Parent Office Address Taxpayer

SECTION 6: Product Offering Information

Please ensure information is accurate before submitting your enrollment.

Program Type -- Select Program -- Pay Per Return Pre-Ack Refund Advances -- Select Value -- No Refund Advances -- Select Value -- No Paper Checks -- Select Value -- Yes No Direct Deposit -- Select Value -- Yes No Debit Cards -- Select Value -- Yes No Audit Protection Program -- Select Value -- No

SECTION 7: Bank information and Fee information

Please ensure information is accurate before submitting your enrollment.

Bank Account Name Bank Routing Number Bank Account Number Bank Relationship Type -- Select Type -- Personal Business Bank Account Type -- Select Type -- Checking Savings Audit Pro Preparation Fee Service Bureau Fee Ero Share Of Service Bureau Fee Technology Fee Transmission Fee Software Fee Bank RT Fee

SECTION 8: Misc Information

Please ensure information is accurate before submitting your enrollment.

Security Question -- Select Question -- What is your Mother's Maiden Name? What is the name of your first pet? What high school did you attend? What is the name of your oldest child? What is your Father's middle name? Security Answer Website Address Tax Filing Year Customer Account Number Device ID Total Prior Year Prep Fee Amount Paid Shared EFIN -- Select Value -- Yes No Refused For Renewal -- Select Value -- No Years Doing Bank Products Years Doing Efile Prior Year Bank Product Facilitator -- Select Bank -- None Refundo TPG River City Republic EPS Refund Advantage Other Number Of ERC/ERD Last Year (RT) Number Of Refund Advance Loans Last Year (RA) Prior Year Bank Volume Source -- Select Source -- Transmitter Actual Number Of Returns Last Year Prior Return Volume Source -- Select Source -- Transmitter ERO Transmitter Used Last Year -- Select Transmitter -- Tributa AIM Other Prior Year Funding Rate Projected Number Of Bank Products For This Year

Section 9: ERO Consent and Agreement(s)

ERO Agrees to the Fee(s) listed on Section 7
ERO Has Received, read, understands and agrees to the Terms and Services Agreement(s) above on 2024-12-30T15:29:11