Below are resources for you to draw from to help clients save and submit who bought a savings bond or split a refund.
Training Webinar and Workbook from the Consumer Financial Protection Bureau (CFPB): This webinar will help you and staff learn how to use promising practices for promoting saving at tax time.
CFPB Workbook on how to talk to Clients about Saving: Workbook
Savings Video from the Consumer Financial Protection Bureau
Savings Bonds 101
SaveYourRefund is a fun, simple program to help people save. Through SaveYourRefund, all tax filers 18 and older who use Form 8888 to save a portion of their tax refund can enter a promotion — via text or web — for a chance to win 100 weekly $100 prizes and the grand prize of $25,000. The combined financial incentive, “game-like” feel and low barrier to entry create the best mix to incentivize savings. Let your clients know about the opportunity!
The link to the full CFPB website is here. There you can find the above videos, promotion materials, social media share graphics, and tools for taxpayers!