Financial Services
Frequently Asked Questions

H&R Block Easy IRA FAQs

What number do I call if I have questions about my account?

Please call 1-888-OUR HRBB (687-4722)

How do I make a withdrawal from my Easy IRA?

An Easy IRA Distribution Form is required to distribute money from your IRA. You may withdraw money from your IRA at any time; penalties may apply. Be sure to complete all fields and sign your form to avoid delays. There is a $25 account termination fee for full distributions from an Easy IRA®. You may also be subject to tax and/or a 10% penalty from the IRS for early distributions.

How do I change the address on my H&R Block Bank Easy IRA®?

If you move and need to change or update the address on your H&R Block Easy IRA, complete and submit a change of address form. Once completed, either fax to 1-866-812-3144 or mail to the address provided on the form.

How do I change beneficiaries on my H&R Block Bank Easy IRA®?

Download the change of beneficiary form. Once completed, either fax to 1-866-812-3144 or mail to the address provided on the form.

H&R Block Easy Savings FAQs

What number do I call if I have questions about my account?

Please call 1-888-OUR HRBB (687-4722).

What are the fees associated with the H&R Block Easy Savings account*?

Returned ACH $20
Returned Deposited Check $5
Wire Transfer Out $15
ATM Cash Withdrawal117 $2.50
ATM Balance Inquiry/ATM Denial117 $1
Priority Check Disbursement $25

*Rates and fees are subject to change.

How often will I receive statements?

Your account statements will be mailed to you by the H&R Block Bank at a minimum on a quarterly basis, but monthly if there is activity on the account.

ATM

Hopefully, you'll never lose your ATM card or have it stolen, but if you do, H&R Block Bank is here to help. Familiarize yourself with answers to the common questions found below so you'll be prepared for such a situation.

What should I do if my ATM card is lost or stolen?

Call us immediately at 1-888-OUR-HRBB (1-888-687-4722).

Am I liable for unauthorized transactions if my ATM card is lost or stolen?

If your card has been lost or stolen, please notify us immediately at 1-888-OUR-HRBB (687-4722).

If you do not notify H&R Block Bank within 2 business days of discovering that the card has been lost or stolen, the maximum liability you may incur is $500 as long as you notify H&R Block Bank within 60 days of receiving or having access to a statement on which the unauthorized transaction(s) appeared.

If you fail to report unauthorized ATM card transactions appearing on a statement within 60 days of receiving or having access to the statement, the maximum liability you may incur is $500 plus the amount of any unauthorized ATM card transactions that occurred after the 60 days and before notification was given to H&R Block Bank and that H&R Block Bank determines could have been prevented had proper notice been given. Your liability for unauthorized transactions that occurred more than 60 days after you received or had access to the first statement on which an unauthorized transaction appeared and before you notified H&R Block Bank of the loss or theft of your card is unlimited.

How do I dispute a withdrawal made with my ATM card?

Contact us immediately at 1-888-OUR-HRBB (1-888-687-4722).

Password and Pin

Passwords and PINs are important for security of your money and identity. Find out more below.

What do I need to do if I forget my online banking username or password?

Contact us toll-free at 1-888-OUR-HRBB (1-888-687-4722).

How do I change my ATM card PIN?

Contact us toll-free at 1-888-OUR-HRBB (1-888-687-4722).

How do I change my telephone banking PIN?

Contact us toll-free at 1-888-OUR-HRBB (1-888-687-4722). If you know your current PIN, you can change it yourself through the automated system. If not, one of our customer service representatives can assist you in re-setting it.

Privacy & Security

H&R Block Bank takes your privacy seriously. We provide our clients with the best in identity protection. Read further for any question or concerns you may have about how we handle your information. If there are questions not answered below or if you suspect someone has used your personal information fraudulently, contact us immediately.

Do you share my information with other companies?

The H&R Block Bank may provide your information to its affiliates within the H&R Block family of companies in an effort to better serve your financial needs.

We may also share information with affiliated or non-affiliated third party service providers to perform certain functions on our behalf, in order to provide you with products and services that you have requested. These disclosures are subject to an appropriate contractual confidentiality pledge and solely for the purpose and only to the extent necessary to carry out the contractual purposes, or as otherwise permitted or required by law.

We may also share information with affiliates or non-affiliated third parties to market products and services which we believe might be of interest to you. However, you may have the opportunity to opt-out of some of these marketing efforts.

Please refer to our privacy statement by clicking the link at the bottom of the screen for more information about our information sharing practices

How do I know the online banking information I send through the Internet is safe?

We have high criteria to secure your banking information online, including:

  • Your banking information never travels the Internet without encryption protection.
  • Sessions will automatically log out after a period of inactivity.
  • PIN guessing is deterred by locking an account after a set number of unsuccessful login attempts.

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Your Refund, Your Way

Put your tax refund on an H&R
Block Emerald Prepaid MasterCard®
for easy and convenient spending.

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Your Refund, Your Way

Put your refund on an Emerald MasterCard® for easy and convenient spending.

Learn More

Need Live Support? 1-800-HRBLOCK (1-800-472-5625) or Find An Office Find An Office

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