If you have partnered with Santa Barbara TPG, you can now offer Fast Forward by SBTPG^TM to eligible taxpayers. If they opt-in to the Fast Forward program, taxpayers can receive their federal refund up to 5 days earlier than standard funding. There is an additional $25.00 Fast Forward Fee for this service (the fee is deducted from the taxpayer’s refund during processing).

For more information about the product, see:

• SBTPG Product Page
• SBTPG Help Article

Eligibility Requirements

Taxpayers can opt-in to Fast Forward if they are using a Refund Transfer (RT) or Advance (Fast Cash Advance). Fast Forward is only available if all the following are true:

• The return includes an expected federal refund of less than $10,000.
  • As shown on Form 1040, line 34.
• The taxpayer’s disbursement method is Direct Deposit or Check Print.
  • For Direct Deposit, the taxpayer’s routing number (RTN) must appear on the official Fast Forward RTN Participation List (maintained by SBTPG).
  • For Check Print, the firm’s setup must use Tax Office Check Print or Web Check, it is not available if they have chosen Bank print.

Taxpayers cannot opt-in to Fast Forward if any of the following are true:

• The expected federal refund amount is greater than $10,000.
• The chosen disbursement method is a prepaid card.
• The chosen disbursement method is a debit card.
• A Pre-Ack product has been selected.

Related Links

• Santa Barbara Tax Products Group (TPG)