Tax Return Refund Disbursement Form

Steps to change tax refund direct deposit method via e-Collect?

Complete, sign, and share the Refund Disbursement Form with EPS/Pathward Bank.

Load or Start the Tax Refund Disbursement Form.

Follow these 3 steps:

Step 1: Enter Text, Data

• Click on Text
• The Text Edit box will load then Drag/Drop to the Text Area
• Enter your Text (for the EFIN # box, leave this blank).
  
• Click Save and repeat.

Step 2: Sign the Document/Form

1. Click on Sign
2. The Create Signature box will load; create signature in the box.
3. Enter your Save
4. Click Drag/Drop Signature to Form and repeat.
5. Click Done, then on Tools
6. Click Download/Share
7. Click DocuClix file lInk share.

Step 3: Send/Share the Document via DocuClix with EPS

1. Enter or copy/paste taxpayersupport@pathward.com
   
2. Enter or copy/paste EPS
3. Enter or copy/paste Here is my EPS Disbursement Form. I am an eFile.com Taxpayer. (Optional: When done, share it back to me via my email address.)
4. Enter Your Email Address
5. Click Share with Recipient.

Optional: Download/share the document for your record by clicking at the blue Download/Share button at the upper right.

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