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#Santa barbara bank update
#Santa barbara bank pro

If any required fields are blank, you will be prompted to fill in the information before continuing. Hold Shipment Until - Enter the date you would like Santa Barbara to ship your bank product supplies.Īfter all information has been entered in the Bank Info Section of the application, select Save and Continue at the bottom of the page. The Enrollment Setup section is used to enter information about when Santa Barbara should ship your supplies. Make sure you have verified all of the information in the Bank Setup Information section as this is where Santa Barbara TPG will deposit your preparation fees. The Santa Barbara Bank Info section stores your personal banking account information (the bank account where your preparation fees will be deposited), and your Enrollment Setup preference.īank Setup Information - Enter your account name, select an Account Type, enter your bank account routing number, your bank account number and the name of your bank.

#Santa barbara bank update

It is important to review each field in each section of the bank application for accuracy and update any information that has changed. If you applied to offer Santa Barbara bank products last year, many of the bank application fields will pull forward and populate last year's information in the current year bank application fields. Select Bank Product Information from the left side navigation pane and then select BEGIN APPLICATION on the Santa Barbara Tile:

#Santa barbara bank pro

To locate the Santa Barbara TPG ERO Enrollment Application, first log in to your TaxSlayer Pro Account Hub. A new application must be filled out prior to the start of e-file each year. Branch Banking Giving Backīranch Banking employees make a difference in their communities by using regularly-scheduled work days to volunteer for organizations and participate in Community Reinvestment Act (CRA)-qualified activities.Before offering Santa Barbara TPG bank products to your clients, you must complete and submit the ERO Enrollment Application located in your TaxSlayer Pro Account Hub. Register your organization at if you would like volunteers to help you with financial education or just to expand your network of resources. OlunteerMatch helps our employees find volunteer opportunities. Treasury Department report on the Community Financial Access Pilot (CFAP), click here

To locate a branch offering these services, visit.

To learn more, exchange ideas, and communicate with participating cities, click here.

We are active participants in Bank On, a national collaborative initiative that includes the Office of the Governor, local governments, federal bank agencies, community-based organizations, and financial institutions to help unbanked and underbanked consumers access financial services.Īs part of Bank On, we offer low-cost products, financial education, and financial coaching to help unbanked residents in the following cities become banked and join the financial mainstream. We are dedicated to fostering economic sustainability in the communities we serve by promoting employee volunteerism throughout our footprint.

Coordinating senior-level officer board service with nonprofit organizations.

Connecting bank employees with community-based organizations to maximize volunteer opportunities.

Offering financial education workshops in partnership with nonprofit partners in disadvantaged communities.

The community outreach team helps promote employee engagement in volunteer opportunities, such as: This team works closely with nonprofit partners to heighten the Bank’s presence in the communities that it serves. The community outreach team maximizes the talent and availability of MUFG Union Bank, N.A., employees with the needs of low- and moderate-income communities.

The community outreach team is one of the branches of the Corporate Social Responsibility division.