How do I fill out my tax forms to have my refund added to my Serve account?
In order to successfully add your tax refund to your Serve Account, please make sure to follow these steps:
- The primary name and Social Security Number on your tax return matches the name on your Serve card exactly.
- In the refund Section:
- Fill in your Serve routing number (this will be the same for all customers): 124071889
- Fill in your 16-Digit Serve account number (this is unique to your Account)
- Select "Checking" as the type of account
[Include sample image of refund and where information goes]
How do I find my Account and Routing information?
Log in to your American Express Serve Account to view your Direct Deposit Routing and Account numbers. This information will only be available if you have activated your Personalized Card that you received in the mail.
Can I get my tax refund added to my Account if I am filing jointly?
Yes! However, in order to avoid delay in your receipt of funds, whomever is primary name on the Serve Account should be the full name and social security number listed first on the joint tax return and should match the name and social security number that we have on file for you. If you are the primary name on the Serve account, you should not be listed as “spouse” on the return. If this criteria is met, you tax refund could be rejected by us, resulting in a potential significant delay in your receipt of funds from the IRS.
How many refunds can I receive on my Account?
There is a limit of two tax refunds per calendar year per Account. You could receive both a federal and state refund on your account for a total of two refunds.
Can I receive tax refunds for other people on my Account?
No. In accordance with IRS guidelines, you cannot Direct Deposit someone else’s refund to your Account. In that case, we will reject the tax refund.
If you have a Subaccount that is used by another person, you cannot receive a tax refund for that person on your Serve account.
Where can I go for additional information about filing my taxes?
Please consult the IRS Frequently Asked Questions for any other inquires specific to your Tax Refund.