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.

Refund Disbursement

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.

Refund Disbursement

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

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

Refund Disbursement

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