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Tax Refund Product Policy

$100.00

The purpose of this Tax Refund Product Policy Template is the address tax refund related products and services of a bank, credit union, or other type of financial institution that are offered to the organization’s customers.

Description

Tax Refund Product Policy

The purpose of this Tax Refund Product Policy Template is the address tax refund related products and services of a bank, credit union, or other type of financial institution that are offered to the organization’s customers.

Table of Contents

  • Purpose and Contents – Topic 1
  • Policy Statement – Topic 2
  • Responsibility – Topic 3
  • Product Definition – Topic 4
  • Risk Management and Mitigation – Topic 5
  • Audit Policy – Topic 6
  • Staff Training – Topic 7
  • Retention of Documentation – Topic 8

This Tax Refund Product Policy Template (approximately 11 pages) is available to purchase from BankPolicies.com in Microsoft® Word format for $100.00.

Want to ensure your purchase from BankPolicies.com remains current? Add a Product Update Protection Plan to your shopping cart to ensure that you will automatically receive an updated version every time it is revised via e-mail within one year from the last date of purchase. This timely and cost-effective solution ensures that you stay on top of federal regulatory changes and industry recommended best practices.

When updates are made you will receive detailed information regarding why the product was updated and what has changed within the product in our Product Update Notification e-mail correspondence. This enables you to make an informed decision on whether to make any changes to the policy or procedure you implemented for your financial institution from the revised template.

Since 1999 our dedicated staff of career banking industry professionals are ready to keep your financial institution up to date with the latest bank policy standards and industry best practices. Purchase your bank policies from us today and rest easy knowing you have the right team helping you and your organization stay compliant. We look forward to earning your business for all of your bank policy needs and thank you for the opportunity to serve you now and for many years to come.

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