Helping Consumers Claim their Economic Impact Payment: A guide for intermediary organizations
Author: CFPB - Consumer Financial Protection Bureau
Topic: Tax filing and benefits
Publisher: CFPB - Consumer Financial Protection Bureau
Location: United States
Format: Guide
Content Type: Training/Toolkits
Publication Date: October 15, 2020

The Consumer Financial Protection Bureau (CFPB) released a guide to assist intermediaries in serving individuals to access their Economic Impact Payments (EIPs). The guide, Helping Consumers Claim the Economic Impact Payment: A guide for intermediary organizations , provides step-by-step instructions for frontline staff on how to:

  • Discuss the EIP with their clients
  • Determine if clients need to take action
  • Support clients with what to expect and how to troubleshoot common issues
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