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P+P overview
Wild
Savings accounts and myRA retirement account
U.S. savings bonds
Direct deposit + Focus prepaid debit cards
100
Tax Site Specialist, Preparer, Reviewer and Financial Advocate
What are the volunteer roles at P+P sites?
100
P+P's tax-time savings campaign
What is "Got Some, Save Some"?
100
Financial institutions that partner with P+P to open savings accounts
What are Firefly Credit Union and Sunrise Banks?
100
12 months
How long must a U.S. savings bond be held before being cashed in?
100
Routing number guide
What resource helps you look up the most commonly used routing numbers at P+P sites?
200
Intake Manager, Tax Manager and Financial Manager
What are the staff roles at P+P sites?
200
Form 8888
What form allows taxpayers to split their federal tax refund?
200
Only Financial Managers
Who can open a savings account or myRA retirement account at P+P sites?
200
.26%
What is the current interest rate for U.S. savings bonds?
200
Driver’s license, passport and state ID
What government issued photo IDs are accepted for the Focus prepaid debit card?
300
Form customers fill out at intake re. P+P's financial services
What is the Financial Survey?
300
Money Mentors
What's Prepare + Prosper's new financial coaching program?
300
Roth IRA
What type of retirement account is myRA?
300
Federal tax refund
What type of refund must a customer receive to purchase a U.S. savings bond?
300
Work ID and student ID (among others)
What NON-government issued photo IDs are NOT accepted for the Focus prepaid debit card?
400
P+P volunteer position that is supervised by the Financial Managers
What is a Financial Advocate?
400
Personal info, public records, credit accounts/lines of credit, and inquiries
What are the listed on a credit report?
400
54%
What percent of P+P customers don't have access to a retirement account?
400
Form 8888
What is the form that allows a taxpayer to purchase a U.S. savings bond?
400
Card remains frozen until these are submitted
What happens when Focus prepaid debit cards are frozen and we don't have government issued ID and proof of SSN?
500
Intake, preparation and review
What is the site flow?
500
Experian, Equifax and TransUnion
What are the three credit bureaus?
500
post-tax money
What type of money is invested in a myRA retirement account?
500
Three
What is maximum amount of U.S. savings bonds a customer can purchase with their federal tax refund each year?
500
Can be used for free cash withdrawal with the Focus prepaid debit card
What are Allpoint, MoneyPass and US Bank ATMs?