Training Material for Tax Sites
Savings Bond Training Webinar
Covers features of U.S. Series I Savings Bonds and how to promote savings at tax time. Usually delivered as a webinar, but can also be used in a classroom setting. (Runtime: approximately 60 minutes)
Site Coordinator Toolkit
The Toolkit contains everything a coordinator needs to train volunteers to explain savings bonds and to process IRS Form 8888. The Toolkit arms volunteers with practical guides they can keep with them and refer to when working with clients. The Toolkit contains a PowerPoint and a PDF:
Training for VITA volunteers (PowerPoint)
Shortened version of the training webinar above. Provides the basics of the policy to volunteers, explains their role in promoting bonds, and reviews how to process IRS Form 8888.
Site Coordinator Toolkit (PDF)
*PowerPoint Speaker Guide: Organizes the main speaking points for the site coordinator to train volunteers.
*Form 8888 Script and Guide for Volunteers: A practical document for volunteers to promote savings bonds and process Form 8888.
* Series I Savings Bond FAQ: Provides answers to the most common questions clients have about Savings Bonds.
* Refund Summary – Mock Form 8888: Take home form for clients that summarizes how they split their refund, including any saving bonds purchases and what to do if a bond is lost, stolen, or destroyed.
* Role play script for volunteer training: provides training exercises.
Videos
“Bond Stars” video: Hear from volunteer tax preparers who have been successful in offering savings bonds to clients:
Role Play Video: Demonstrates how to successfully offer savings bonds to clients at tax time
- A Savings Bond Quick Guide on savings bonds and the savings bonds tax time policy for practitioners
- An abbreviated Technical Reference Guide from NCTC with details on savings bonds and how to use Form 8888 to split the refund. In Word Format to be customized if needed.
- FAQ / Role Play Training can be found in Tax Site Coordinator Toolkit
