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Strengthen MemberRelationshipsProvide Your Memberswith the Expert Servicesof America’s #1 bestselling tax software

Contents1. Why TurboTax?2. What Credit Unions Are Saying?3. TurboTax – The Leader in DIY Tax Software4. Benefits for Members and Your Credit Union5. Tax Content Hub6. Marketing TurboTax7. Next Steps

Would you like to . . . Provide members direct access to expert tax resources? Link tax refunds to your core products and services to improve your share of wallet? Be your members’ trusted advisor by offering tax related content all year round? Offer your members savings on the #1 best-selling tax software?3

What Credit Unions Are Saying“The TurboTax discount is a great valueto our members. Any timewe can save them money on a greatproduct, we takeadvantage of it because it’s in line withwhat we do. If they’regoing to do taxes, why not save themmoney on it?”Todd PietzschManager of Public RelationsBECU4

WhyTurboTax?5

From Simple to Complex, TurboTax has a Tax Solution For Every Member6

TurboTax “Do It Yourself” Products TurboTax Free Edition – Free Fed & State For qualifying members with simple tax returns TurboTax Deluxe – Members Save 5 For homeowners and others who are interested inmaximizing their deductions and credits. TurboTax Premier – Members Save 10 Designed for all levels of investing and investmenttypes, from simple stocks to complex rentalincome. TurboTax Self-Employed – Members Save 15 Specifically designed to address the needs of thegrowing self-employed segment7

TurboTax LiveUnlimited AdviceFrom Real Experts What is TurboTax Live? With TurboTax Live, members can get unlimited advice fromreal tax experts as they do their taxes — or have everythingdone for them, start to finish. Simply click to talk live with experts online Get unlimited tax advice and answers all year An expert final review *NEW! Have a dedicated expert do your taxes for you start tofinish (this is an upgrade within TurboTax Live products) Members can start in a Live product or upgrade from anyonline product they use Member savings on TurboTax Live products: Live Basic – special pricing in early season Live Deluxe – Members save 5 Live Premier – Members save 10 Live Self-Employed – Members save 158

TurboTaxPremier What is TurboTax Premier? Covers investments and rental property Designed for all levels of investing and investment types The right fit for Millennial investorsSolution forInvestors andProperty Owners Auto import of investment info and tax data Covers stocks, bonds, ESPPs, robo-investing, cryptocurrency,rental property income, and more One-on-one expert help for answers, on demand withTurboTax Live Premier Members are eligible to receive savings of 10 on theTurboTax Premier and Live Premier product.9

What’s In It For Your Members? A product for each unique tax situation; simple filer,homeowner, investor, self-employed Expert help, live on-screen, unlimited advice andfinal review of their return from a tax expert withTurboTax Live File with confidence with guaranteed 100%accurate calculations and your maximum refund Exclusive credit union member discountavailable the entire tax season! 5 savings on the Deluxe and Live Deluxe federal edition 10 savings on the Premier and Live Premier federaledition 15 savings on the Self-Employed and Live SelfEmployed federal edition10

What’s In It For Your Credit Union? Strengthen member loyalty by providing yourmembers with savings on TurboTax Over 2.5M members saved 1.5M with the TurboTaxcredit union member discount Grow investments and deposits Increase share of wallet and increase lending Leverage tax refunds to promote your loan products Be your members’ trusted advisor by offeringtax related content all year round Co-branded microsite prominently displayingyour CU logo and name. Member discount included in the product pricing Employee discount Credit union employees get savings of up to 20 onTurboTax federal products11

Co-Branded MicrositeCo-brandedMicrosite12

Tax ContentHub Your members may file taxes once a year, but taxeshappen all year long Improve share of wallet with your members by providingrelevant tax focused messaging from our Tax Content Hubin the Partner Center Include an educational article in your next newsletterand/or blog Examples of articles and information on all things taxrelated What is the Impact of Stimulus Payments on my taxes? Tax Tips for Unemployment Income If You’ve Been Laid Off or Furloughed Your Top Tax Questions About Working Remotely, Answered CARES Act 401(k) plan distribution, how will it impact my taxes? Tax Implications of Buying and Selling Stocks During the Market Downturn I Was Temporarily Furloughed and Then Came Back to Work, What Does That Meanfor My Taxes?13

SpecialEmployeeDiscountLove My Credit Union Rewards offers credit union employees aspecial discount on TurboTax products to show ourappreciation for supporting the TurboTax program Employee Discount 10 savings on the Deluxe and Live Deluxe federal products 15 savings on the Premier and Live Premier federal products 20 savings on the Self-Employed and Live Self-Employedfederal products A special microsite has been created to provide theemployee discount to your staffVisit http://turbotax.intuit.com/affiliate/lmcuremp to access theemployee discount.14

Marketing Best Practices15

MarketingTiming is Key! Members start looking for discounts on tax preparation in lateDecember/early January Peak filing begins the third week of January through the firstweek of February 70% of returns are started by mid-February 40% of returns are completed by mid-February Peak tax filing for end of season is the first two weeks of April16

Marketing BestPractices Banner Ad Placement – Entire season is optimal Home page of CU website Online banking platform Mobile app platform Email Communications – Timing is Critical January 13 and January 27 April 7 for late season filers Newsletter Messaging Additional Marketing Options – Increase Member Reach Social Media/Blog Include Ad on Year End Statements Digital Lobby Display17

Marketing Materials and Services CUSG provides FREE marketing materials for theTurboTax program Marketing materials include: Banners and adsEmail templatesNewsletter messagingSocial media messaging and images Free email service Assist your credit union in sending TurboTax emailsto your members Saves you time and resources CUSG creates your co-branded email template,submits to you for approval, and sends on specifieddatesClick here to access the Email Service request form.18

Ready to OfferTurboTax toYour Members?Next Steps To Get Started Today!1.2.Visit the Partner Center at partnercenter.lovemycreditunion.orgScroll down to Program Overview & Enrollment and click theEnroll button in the TurboTax sectionOr Your Can Email Your National Business Consultant atNationalSales@CUSolutionsGroup.comThey will connect with you to get things rolling.19

Thank You

BECU. 5 Why TurboTax? From Simple to Complex, TurboTax has a Tax Solution For Every Member 6 . Love My Credit Union Rewards offers credit union employees a special discount on TurboTax products to show our apprecia