KDP Financial Group - Refund Advance Eligibility Check

Full Name

Best Phone Number (We may text or call regarding your eligibility.)

Email

Have you already filed your 2025 tax return?*

No, I haven’t filed yet

I started but didn’t finish

Yes, I already filed

What is your filing status most likely to be?*

Single

Head of Household

Married Filing Jointly

Not sure

Did you work or receive income in 2025?*

Yes – W-2 job(s)

Yes – Self-employed / 1099

Both

No income

Did you have federal taxes withheld from your paycheck(s)?*

Yes

No

Not Sure

Do you have any dependents you can legally claim?*

Yes – 1

Yes – 2 or more

No

Have you received a tax refund in previous years?*

Do you have a valid government-issued photo ID?*

Do you currently have a checking account OR are you open to a prepaid debit card for tax funds?*

Are you aware of any unpaid federal debts that could reduce your refund?*

(Examples: student loans, child support, prior IRS balances)

No

Yes

Not Sure

How soon do you need access to your refund?*

I understand that refund advances are not guaranteed and are subject to bank approval and tax return eligibility.