H&R Block Contracts & Agreements
374 Contracts & Agreements
- Business Finance (156 contracts)
- Business Operations (20)
- Human Resources (111)
- Intellectual Property (4)
- Mergers & Acquisitions (2)
- Real Estate (1)
- Uncategorized (80)
- Fourth Amendment to Program Management Agreement, dated October 18, 2024, by and between Emerald Financial Services, LLC and Pathward, N.A (Filed With SEC on October 23, 2024)
- Description of Securities (Filed With SEC on August 15, 2024)
- Third Amendment to Program Management Agreement, dated April 1, 2024, by and between Emerald Financial Services, LLC and Pathward, N.A (Filed With SEC on August 15, 2024)
- Second Amendment to Program Management Agreement, dated October 20, 2023, by and between Emerald Financial Services, LLC and Pathward, N.A (Filed With SEC on November 7, 2023)
- Description of Securities (Filed With SEC on August 17, 2023)
- H&R BLOCK, INC. 2018 LONG TERM INCENTIVE PLAN RESTRICTED SHARE UNITS AWARD AGREEMENT (Filed With SEC on August 17, 2022)
- Form of 2018 Long Term Incentive Plan Award Agreement for Restricted Share Units, as approved on August 11, 2022 (Filed With SEC on August 17, 2022)
- Description of Securities (Filed With SEC on August 16, 2022)
- Executive Severance Plan, as approved on May 9, 2022 (Filed With SEC on May 10, 2022)
- FIRST AMENDMENT TO PROGRAM MANAGEMENT AGREEMENT (Filed With SEC on December 23, 2021)
- H&R BLOCK, INC. EXECUTIVE SEVERANCE PLAN (Amended and Restated effective November 4, 2021) (Filed With SEC on November 8, 2021)
- Form of 2018 Long Term Incentive Plan Award Agreement for Restricted Share Units, as approved on June 25, 2021 (Filed With SEC on June 30, 2021)
- Form of 2018 Long Term Incentive Plan Award Agreement for Performance Share Units, as approved on June 25, 2021 (Filed With SEC on June 30, 2021)
- Alternate Form of 2018 Long Term Incentive Plan Award Agreement for Restricted Share Units, as approved on June 25, 2021 (Filed With SEC on June 30, 2021)
- Alternate Form of 2018 Long Term Incentive Plan Award Agreement for Performance Share Units, as approved on June 25, 2021 (Filed With SEC on June 30, 2021)
- Underwriting Agreement, dated June 22, 2021, by and among H&R Block, Inc. and Block Financial LLC and BofA Securities, Inc. and J.P. Morgan Securities LLC, as representatives of... (Filed With SEC on June 25, 2021)
- Fourth Supplemental Indenture, dated June 25, 2021, among H&R Block, Inc., Block Financial LLC (formerly known as Block Financial Corporation), Deutsche Bank Trust Company... (Filed With SEC on June 25, 2021)
- Officers Certificate, dated June 25, 2021, of Block Financial LLC (including the Form of the 2.500% Notes due 2028) (Filed With SEC on June 25, 2021)
- Description of Securities (Filed With SEC on June 15, 2021)
- H&R Block Severance Plan, as amended and restated on May 15, 2021 (Filed With SEC on June 15, 2021)
- Program Management Agreement, dated August 5, 2020, by and between Emerald Financial Services, LLC and MetaBank, N.A (Filed With SEC on September 3, 2020)
- Underwriting Agreement, dated August 4, 2020, by and among H&R Block, Inc. and Block Financial LLC and J.P. Morgan Securities LLC, BofA Securities, Inc., TD Securities (USA) LLC... (Filed With SEC on August 7, 2020)
- Third Supplemental Indenture, dated August 7, 2020, among H&R Block, Inc., Block Financial LLC (formerly known as Block Financial Corporation), Deutsche Bank Trust Company... (Filed With SEC on August 7, 2020)
- Officers Certificate, dated August 7, 2020, of Block Financial LLC (including the Form of the 3.875% Notes due 2030) (Filed With SEC on August 7, 2020)
- Description of Securities (Filed With SEC on June 17, 2020)
- H&R Block, Inc. 2000 Employee Stock Purchase Plan, as amended and restated on March 2, 2020 (Filed With SEC on March 9, 2020)
- H&R Block, Inc. Executive Severance Plan, as amended and restated on November 7, 2019 (Filed With SEC on December 6, 2019)
- Amended and Restated H&R Block Executive Performance Plan (Filed With SEC on September 6, 2019)
- Form of 2018 Long Term Incentive Plan Award Agreement for Market Stock Units, as approved on June 20, 2019 (Filed With SEC on June 24, 2019)
- Form of 2018 Long Term Incentive Plan Award Agreement for Performance Share Units, as approved on June 20, 2019 (Filed With SEC on June 24, 2019)
- Alternate Form of 2018 Long Term Incentive Plan Award Agreement for Restricted Share Units, as approved on June 20, 2019 (Filed With SEC on June 24, 2019)
- Alternate Form of 2018 Long Term Incentive Plan Award Agreement for Market Stock Units, as approved on June 20, 2019 (Filed With SEC on June 24, 2019)
- Alternate Form of 2018 Long Term Incentive Plan Award Agreement for Performance Share Units, as approved on June 20, 2019 (Filed With SEC on June 24, 2019)
- Form of 2018 Long Term Incentive Plan Award Agreement for Two-Year Restricted Share Units, as approved on June 20, 2019 (Filed With SEC on June 24, 2019)
- Alternate Form of 2018 Long Term Incentive Plan Award Agreement for Two-Year Restricted Share Units, as approved on June 20, 2019 (Filed With SEC on June 24, 2019)
- Description of Securities (Filed With SEC on June 14, 2019)
- Share Purchase Agreement, dated June 10, 2019, by and among Blue Fountains International, ULC, HRB Tax Group, Inc., Wave Financial Inc., the Shareholders of Wave Financial Inc.,... (Filed With SEC on June 11, 2019)
- Waiver and Acknowledgment dated June 25, 2018, between H&R Block, Inc., HRB Professional Resources, LLC, and Jeffrey J. Jones II (Filed With SEC on September 7, 2018)
- Form of 2018 Long Term Incentive Plan Award Agreement for Restricted Share Units, as approved on June 25, 2018 (Filed With SEC on June 28, 2018)
- Form of 2018 Long Term Incentive Plan Award Agreement for Market Stock Units, as approved on June 25, 2018 (Filed With SEC on June 28, 2018)
- Form of 2018 Long Term Incentive Plan Award Agreement for Performance Share Units, as approved on June 25, 2018 (Filed With SEC on June 28, 2018)
- Form of 2018 Long Term Incentive Plan Award Agreement for Non-Qualified Stock Options, as approved on June 25, 2018 (Filed With SEC on June 28, 2018)
- Alternate Form of 2018 Long Term Incentive Plan Award Agreement for Restricted Share Units, as approved on June 25, 2018 (Filed With SEC on June 28, 2018)
- Alternate Form of 2018 Long Term Incentive Plan Award Agreement for Market Stock Units, as approved on June 25, 2018 (Filed With SEC on June 28, 2018)
- Alternate Form of 2018 Long Term Incentive Plan Award Agreement for Performance Share Units, as approved on June 25, 2018 (Filed With SEC on June 28, 2018)
- Form of 2018 Long Term Incentive Plan Award Agreement for Deferred Stock Units, as approved on November 3, 2017 (Filed With SEC on December 7, 2017)
- H&R Block, Inc. 2018 Long Term Incentive Plan (Filed With SEC on September 14, 2017)
- Form of 2018 Long Term Incentive Plan Award Agreement for Restricted Share Units (Filed With SEC on September 14, 2017)
- Form of 2018 Long Term Incentive Plan Award Agreement for Non-Qualified Stock Options (Filed With SEC on September 14, 2017)
- First Amendment to Program Management Agreement dated as of July 27, 2017, by and between Emerald Financial Services, LLC and BofI Federal Bank (Filed With SEC on September 1, 2017)
- H&R BLOCK, INC. 2013 LONG TERM INCENTIVE PLAN MARKET STOCK UNITS AWARD AGREEMENT (Filed With SEC on August 22, 2017)
- H&R BLOCK, INC. 2013 LONG TERM INCENTIVE PLAN PERFORMANCE SHARE UNITS AWARD AGREEMENT (Filed With SEC on August 22, 2017)
- H&R BLOCK, INC. 2013 LONG TERM INCENTIVE PLAN RESTRICTED SHARE UNITS AWARD AGREEMENT (Filed With SEC on August 22, 2017)
- H&R BLOCK, INC. 2013 LONG TERM INCENTIVE PLAN RESTRICTED SHARE UNITS AWARD AGREEMENT (Filed With SEC on June 23, 2017)
- H&R BLOCK, INC. 2013 LONG TERM INCENTIVE PLAN MARKET STOCK UNITS AWARD AGREEMENT (Filed With SEC on June 23, 2017)
- H&R BLOCK, INC. 2013 LONG TERM INCENTIVE PLAN PERFORMANCE SHARE UNITS AWARD AGREEMENT (Filed With SEC on June 23, 2017)
- H&R BLOCK, INC. 2013 LONG TERM INCENTIVE PLAN NON-QUALIFIED STOCK OPTION AWARD AGREEMENT (Filed With SEC on June 23, 2017)
- H&R BLOCK, INC. 2013 LONG TERM INCENTIVE PLAN RESTRICTED SHARE UNITS AWARD AGREEMENT (Filed With SEC on June 23, 2017)
- H&R BLOCK, INC. 2013 LONG TERM INCENTIVE PLAN MARKET STOCK UNITS AWARD AGREEMENT (Filed With SEC on June 23, 2017)
- H&R BLOCK, INC. 2013 LONG TERM INCENTIVE PLAN PERFORMANCE SHARE UNITS AWARD AGREEMENT (Filed With SEC on June 23, 2017)
- H&R BLOCK, INC. 2013 LONG TERM INCENTIVE PLAN RESTRICTED SHARE UNITS JULY 2016 AWARD AGREEMENT (Filed With SEC on July 22, 2016)
- H&R BLOCK, INC. 2013 LONG TERM INCENTIVE PLAN MARKET STOCK UNITS AWARD AGREEMENT (Filed With SEC on July 22, 2016)
- H&R BLOCK, INC. 2013 LONG TERM INCENTIVE PLAN PERFORMANCE SHARE UNITS AWARD AGREEMENT (Filed With SEC on July 22, 2016)
- H&R BLOCK, INC. 2013 LONG TERM INCENTIVE PLAN NON-QUALIFIED STOCK OPTION AWARD AGREEMENT (Filed With SEC on July 22, 2016)
- H&R BLOCK, INC. 2013 LONG TERM INCENTIVE PLAN RESTRICTED SHARE UNITS JULY 2016 AWARD AGREEMENT (Filed With SEC on July 22, 2016)
- H&R BLOCK, INC. 2013 LONG TERM INCENTIVE PLAN MARKET STOCK UNITS JULY 2016 AWARD AGREEMENT (Filed With SEC on July 22, 2016)
- H&R BLOCK, INC. 2013 LONG TERM INCENTIVE PLAN PERFORMANCE SHARE UNITS JULY 2016 AWARD AGREEMENT (Filed With SEC on July 22, 2016)
- H&R BLOCK, INC. 2013 LONG TERM INCENTIVE PLAN RESTRICTED SHARE UNITS AWARD AGREEMENT (Filed With SEC on July 22, 2016)
- BLOCK FINANCIAL LLC (a Delawarelimited liability company) $650,000,000 4.125% Notes due 2020 $350,000,000 5.250% Notes due2025 UNDERWRITING AGREEMENT (Filed With SEC on September 30, 2015)
- SECOND SUPPLEMENTAL INDENTURE (Filed With SEC on September 30, 2015)
- BLOCK FINANCIAL LLC OFFICERS CERTIFICATE (Filed With SEC on September 30, 2015)
- CREDIT AND GUARANTEE AGREEMENT Dated as of September 21, 2015 among BLOCK FINANCIAL LLC as the Borrower H&R BLOCK, INC. as theGuarantor JPMORGAN CHASE BANK, N.A. as Administrative... (Filed With SEC on September 21, 2015)
- PROGRAM MANAGEMENT AGREEMENT By and Between EMERALDFINANCIAL SERVICES, LLC, and BofI FEDERAL BANK Dated as of August 31, 2015 TABLE OF CONTENTS (Filed With SEC on September 1, 2015)
- EMERALD ADVANCE RECEIVABLESPARTICIPATION AGREEMENT By and Among EMERALD FINANCIAL SERVICES, LLC BofI FEDERAL BANK HRBPARTICIPANT I, LLC And H&R BLOCK, INC. Dated as of August 31,... (Filed With SEC on September 1, 2015)
- GUARANTY AGREEMENT (Filed With SEC on September 1, 2015)
- AMENDED AND RESTATED PURCHASE AND ASSUMPTION AGREEMENT among BofI Federal Bank, a federal savings bank, and H&R Block Bank, a federal savings bank, and Block Financial LLC, a... (Filed With SEC on August 5, 2015)
- PROGRAM MANAGEMENT AGREEMENT By and Between EMERALD FINANCIAL SERVICES, LLC, and BofI FEDERAL BANK __________________________________________ Dated as of ____________ ______, 2015... (Filed With SEC on August 5, 2015)
- H&R BLOCK, INC. 2013 LONG TERM INCENTIVE PLAN MARKET STOCK UNITS AWARD AGREEMENT (Filed With SEC on June 19, 2015)
- H&R BLOCK, INC. 2013 LONG TERM INCENTIVE PLAN PERFORMANCE SHARE UNITS AWARD AGREEMENT (Filed With SEC on June 19, 2015)
- H&R BLOCK, INC. 2013 LONG TERM INCENTIVE PLAN MARKET STOCK UNITS JUNE 2015 AWARD AGREEMENT (Filed With SEC on June 19, 2015)
- H&R BLOCK, INC. 2013 LONG TERM INCENTIVE PLAN PERFORMANCE SHARE UNITS JUNE 2015 AWARD AGREEMENT (Filed With SEC on June 19, 2015)
- H&R BLOCK, INC. 2013 LONG TERM INCENTIVE PLAN MARKET STOCK UNITS JUNE 2014 AWARD AGREEMENT (Filed With SEC on July 1, 2014)
- H&R BLOCK, INC. 2013 LONG TERM INCENTIVE PLAN PERFORMANCE SHARE UNITS JUNE 2014 AWARD AGREEMENT (Filed With SEC on July 1, 2014)
- H&R BLOCK, INC. 2013 LONG TERM INCENTIVE PLAN RESTRICTED SHARE UNITS JUNE 2014 AWARD AGREEMENT (Filed With SEC on July 1, 2014)
- PURCHASE AND ASSUMPTION AGREEMENT among BofI Federal Bank, a federal savings bank, and H&R Block Bank, a federal savings bank, and Block Financial LLC, a Delaware limited... (Filed With SEC on April 10, 2014)
- PROGRAM MANAGEMENT AGREEMENT By and Between EMERALD FINANCIAL SERVICES, LLC, and BofI FEDERAL BANK __________________________________________ Dated as of ____________ ______, 2014... (Filed With SEC on April 10, 2014)
- EMERALD ADVANCE RECEIVABLES PARTICIPATION AGREEMENT By and Among EMERALD FINANCIAL SERVICES, LLC BofI FEDERAL BANK HRB PARTICIPANT I, LLC And H&R BLOCK, INC.... (Filed With SEC on April 10, 2014)
- GUARANTY AGREEMENT (Filed With SEC on April 10, 2014)
- H&R BLOCK, INC. 2013 LONG TERM INCENTIVE PLAN DEFERRED STOCK UNITS AWARD AGREEMENT (Filed With SEC on December 10, 2013)
- H&R BLOCK, INC. 2000 EMPLOYEE STOCK PURCHASE PLAN (as amended and restated effective November 7, 2013) (Filed With SEC on December 10, 2013)
- H&R BLOCK, INC. EXECUTIVE SEVERANCE PLAN (Amended and Restated effective November 8, 2013) (Filed With SEC on November 8, 2013)
- SEVERANCE AND RELEASE AGREEMENT (Filed With SEC on August 20, 2013)
- PURCHASE AND ASSUMPTION AGREEMENT among Republic Bank & Trust Company, a Kentucky bank and trust company, and H&R Block Bank, a federal savings bank, and Block Financial LLC, a... (Filed With SEC on July 11, 2013)
- H&R BLOCK SEVERANCE PLAN (Amended and Restated March 29, 2013) (Filed With SEC on June 26, 2013)
- Form of Market Stock Units Award Agreement (Filed With SEC on June 21, 2013)
- Form of Performance Share Units Award Agreement (Filed With SEC on June 21, 2013)
- Form of Restricted Share Units Award Agreement (Filed With SEC on June 21, 2013)
- Form of Non-Qualified Stock Option Award Agreement (Filed With SEC on June 21, 2013)
- H&R BLOCK, INC. 2013 LONG TERM INCENTIVE PLAN (Amended and Restated effective March 6, 2013) (Filed With SEC on March 7, 2013)
- H&R BLOCK, INC. 2013 LONG TERM INCENTIVE PLAN RESTRICTED SHARE UNITS AWARD AGREEMENT (Filed With SEC on March 7, 2013)
- H&R BLOCK, INC. 2013 LONG TERM INCENTIVE PLAN NON-QUALIFIED STOCK OPTION AWARD AGREEMENT (Filed With SEC on March 7, 2013)
- H&R BLOCK SEVERANCE PLAN (Amended and Restated January 1, 2013) (Filed With SEC on March 7, 2013)
- Agreement, effective January 3, 2013, by and among the Company, H&R Block Management, LLC and William C. Cobb (Filed With SEC on January 4, 2013)
- Non-Qualified Stock Option Award Agreement, effective January 3, 2013, by and between the Company and William C. Cobb (Filed With SEC on January 4, 2013)
- Restricted Share Units Award Agreement, effective January 3, 2013, by and between the Company and William C. Cobb (Filed With SEC on January 4, 2013)
- H&R BLOCK, INC. DEFERRED COMPENSATION PLAN FOR EXECUTIVES (Amended and Restated Effective November 9, 2012) Purpose (Filed With SEC on December 6, 2012)
- BLOCK FINANCIAL LLC (a Delaware limited liability company) $500,000,000 5.50% Notes due 2022 UNDERWRITING AGREEMENT (Filed With SEC on October 25, 2012)
- BLOCK FINANCIAL LLC OFFICERS CERTIFICATE (Filed With SEC on October 25, 2012)
- TRUSTEES CERTIFICATE OF AUTHENTICATION (Filed With SEC on October 25, 2012)
- Credit and Guarantee Agreement dated August 17, 2012 among Block Financial LLC, H&R Block, Inc., the lenders party thereto from time to time, and JPMorgan Chase Bank, N.A., as... (Filed With SEC on August 20, 2012)
- H&R BLOCK, INC. 2008 DEFERRED STOCK UNIT PLAN FOR OUTSIDE DIRECTORS (Effective September 14, 2011) (Filed With SEC on June 26, 2012)
- Form of Grant Agreement for Market Stock Units (Filed With SEC on June 26, 2012)
- Form of Grant Agreement for Performance Share Units (Filed With SEC on June 26, 2012)
- Form of Grant Agreement for Stock Options (Filed With SEC on June 26, 2012)
- Form of Grant Agreement for Restricted Share Units (Filed With SEC on June 26, 2012)
- Severance and Release Agreement between HRB Tax Group, Inc. and Philip L. Mazzini (Filed With SEC on June 18, 2012)
- First Amendment to the H&R Block, Inc. 2003 Long-Term Executive Compensation Plan (Filed With SEC on May 11, 2012)
- INDEMNIFICATION AGREEMENT (Filed With SEC on March 7, 2012)
- Separation and Release Agreement between the Company and C.E. Andrews (Filed With SEC on March 6, 2012)
- Agreement and Plan of Merger between the Company, RSM McGladrey Business Services, Inc., RSM McGladrey, Inc., McGladrey & Pullen LLP and McGladrey Merger LLC, dated November 3,... (Filed With SEC on November 7, 2011)
- EX-101 INSTANCE DOCUMENT (Filed With SEC on September 1, 2011)
- EX-101 INSTANCE DOCUMENT (Filed With SEC on September 1, 2011)
- EX-101 INSTANCE DOCUMENT (Filed With SEC on September 1, 2011)
- EX-101 INSTANCE DOCUMENT (Filed With SEC on September 1, 2011)
- EX-101 INSTANCE DOCUMENT (Filed With SEC on September 1, 2011)
- EX-101 INSTANCE DOCUMENT (Filed With SEC on June 23, 2011)
- EX-101 INSTANCE DOCUMENT (Filed With SEC on June 23, 2011)
- EX-101 INSTANCE DOCUMENT (Filed With SEC on June 23, 2011)
- TRANSITION AGREEMENT (Filed With SEC on April 29, 2011)
- EX-101 INSTANCE DOCUMENT (Filed With SEC on December 8, 2010)
- AGREEMENT AND PLAN OF MERGER (Filed With SEC on October 14, 2010)
- Cash and cash equivalents (Filed With SEC on September 3, 2010)
- Cash and cash equivalents (Filed With SEC on September 3, 2010)
- Cash and cash equivalents (Filed With SEC on September 3, 2010)
- Cash and cash equivalents (Filed With SEC on September 3, 2010)
- Offer Letter from H&R Block Management, LLC to Alan M. Bennett dated August 12, 2010 (Filed With SEC on August 12, 2010)
- EX-101 INSTANCE DOCUMENT (Filed With SEC on March 8, 2010)
- EX-101 INSTANCE DOCUMENT (Filed With SEC on March 8, 2010)
- EX-101 INSTANCE DOCUMENT (Filed With SEC on March 8, 2010)
- EX-101 INSTANCE DOCUMENT (Filed With SEC on March 8, 2010)
- EX-101 INSTANCE DOCUMENT (Filed With SEC on September 4, 2009)
- EX-101 INSTANCE DOCUMENT (Filed With SEC on September 4, 2009)
- U.S. OFFICES (Filed With SEC on June 29, 2009)
- U.S. OFFICES (Filed With SEC on June 29, 2009)
- U.S. OFFICES (Filed With SEC on June 29, 2009)
- U.S. OFFICES (Filed With SEC on June 29, 2009)
- Cash and cash equivalents (Filed With SEC on March 6, 2009)
- Cash and cash equivalents (Filed With SEC on March 6, 2009)
- Cash and cash equivalents (Filed With SEC on March 6, 2009)
- Cash and cash equivalents (Filed With SEC on March 6, 2009)
- Cash and cash equivalents (Filed With SEC on December 8, 2008)
- ENTRY INTO A MATERIAL DEFINITIVE AGREEMENT (Filed With SEC on October 22, 2008)
- ENTRY INTO A MATERIAL DEFINITIVE AGREEMENT (Filed With SEC on October 22, 2008)
- EMPLOYMENT AGREEMENT (Filed With SEC on September 3, 2008)
- STOCK PURCHASE AGREEMENT (Filed With SEC on August 13, 2008)
- The Company's 2003 Long-Term Execeutive Compensation Plan (Filed With SEC on June 30, 2008)
- H&R Block Severance Plan (Filed With SEC on June 30, 2008)
- Severance and Release Agreement (Filed With SEC on June 30, 2008)
- Employment Agreement (Filed With SEC on June 30, 2008)
- PURCHASE AGREEMENT by and among OPTIONONE MORTGAGE CORPORATION, AH MORTGAGE ACQUISITION CO., INC., THE ENTITIES LISTED ON EXHIBIT A HERETO, and H&R BLOCK, INC, for the limited... (Filed With SEC on March 17, 2008)
- Amendment to the Note Purchase Agreement (Filed With SEC on March 6, 2008)
- Amendment to the Indenture (Filed With SEC on March 6, 2008)
- Amendment to the Five-Year Credit and Guarantee Agreement (Filed With SEC on March 6, 2008)
- Amendment to the Amended and Restated Five-Year Credit and Guarantee Agreement (Filed With SEC on March 6, 2008)
- Employment Agreement (Filed With SEC on March 6, 2008)
- Amended and Restated Bridge Credit and Guarantee Agreement (Filed With SEC on March 6, 2008)
- Amended and Restated Bridge Credit and Guarantee Ageement (Filed With SEC on March 6, 2008)
- Amended and Restated Note Purchase Agreement (Filed With SEC on March 6, 2008)
- Amendment to the Receivables Purchase Agreement (Filed With SEC on March 6, 2008)
- Amendment to the Indenture (Filed With SEC on March 6, 2008)
- Separation and Release Agreement (Filed With SEC on March 6, 2008)
- Separation and Release Agreement (Filed With SEC on March 6, 2008)
- Credit and Guarantee Agreement (Filed With SEC on March 6, 2008)
- Amendmended and Restated Note Purchase Agreement (Filed With SEC on March 6, 2008)
- Amended and Restated Receivables Purchase Agreement (Filed With SEC on March 6, 2008)
- Amended and Restated Indenture (Filed With SEC on March 6, 2008)
- Separation and Release Agreement (Filed With SEC on March 6, 2008)
- Underwriting Agreement dated as of January 8, 2008 (Filed With SEC on January 11, 2008)
- Certificate of Conversion of Block Financial LLC (Filed With SEC on January 11, 2008)
- Officers' Certificate of Block Financial LLC (Filed With SEC on January 11, 2008)
- Form of 7.875% Notes due 2013 (Filed With SEC on January 11, 2008)
- Amendment Number Nine to the Second Amended and Restated Sale and Servicing Agreement (Filed With SEC on December 13, 2007)
- Kiosk License Agreement (Filed With SEC on December 13, 2007)
- Omnibus Amendment (Filed With SEC on December 13, 2007)
- Amendment Number Three to the Second Amended and Restated Sale and Servicing Agreement (Filed With SEC on December 13, 2007)
- Amendment Number Two to the Amended and Restated Note Purchase Agreement (Filed With SEC on December 13, 2007)
- Receivables Purchase Agreement (Filed With SEC on December 13, 2007)
- Note Purchase Agreement (Filed With SEC on December 13, 2007)
- Note Purchase Agreement (Filed With SEC on December 13, 2007)
- Amendment Number Ten to the Amended and Restated Note Purchase Agreement (Filed With SEC on December 13, 2007)
- Omnibus Amendment (Filed With SEC on December 13, 2007)
- Advances, Pledge and Security Agreement (Filed With SEC on December 13, 2007)
- Amendment Number One to the Indenture (Filed With SEC on December 13, 2007)
- License Agreement (Filed With SEC on September 6, 2007)
- Amendment No.11 to the Amended and Restated Indenture (Filed With SEC on September 6, 2007)
- Amendment No.9 to Amended and Restated Note Purchase Agreement (Filed With SEC on September 6, 2007)
- waiver and Amendment No. 2 to Amended and Restated Sale and Servicing Agreement (Filed With SEC on September 6, 2007)
- Form of 2003 Long-Term Executive Compensation Plan Award Agreement (Filed With SEC on June 29, 2007)
- Severance Plan (Filed With SEC on June 29, 2007)
- Amendment to the Severance Plan (Filed With SEC on June 29, 2007)
- Employment Agreement (Filed With SEC on June 29, 2007)
- Bridge Credit and Guarantee Agreement (Filed With SEC on June 29, 2007)
- Supplemental Indenture (Filed With SEC on June 29, 2007)
- Amendment to Amended and Restated Sale and Servicing Agreement (Filed With SEC on June 29, 2007)
- Amendment to Amended and Restated Sale and Servicing Agreement (Filed With SEC on June 29, 2007)
- Amendment to the Amended and Restated Note Purchase Agreement (Filed With SEC on June 29, 2007)
- Amendment to the Amended and Restated Indenture (Filed With SEC on June 29, 2007)
- Amendment to the Pricing Side Letter (Filed With SEC on June 29, 2007)
- Amendment to the Amended and Restated Indenture (Filed With SEC on June 29, 2007)
- Amended and Restated Pricing Side Letter (Filed With SEC on June 29, 2007)
- Amendment to the Pricing Letter (Filed With SEC on June 29, 2007)
- Stock Purchase Agreement (Filed With SEC on April 20, 2007)
- Omnibus Amendment and Consent Agreement (Filed With SEC on March 14, 2007)
- Amendment Number Five to the Second Amended and Restated Sale and Servicing Agreement (Filed With SEC on March 14, 2007)
- Amendment Number Nine to the Amended and Restated Indenture (Filed With SEC on March 14, 2007)
- Omnibus Amendment and Consent Agreement (Filed With SEC on March 14, 2007)
- Waiver and Amendment (Filed With SEC on March 14, 2007)
- Second Amended and Restated Sale and Servicing Agreement (Filed With SEC on March 14, 2007)
- Second Amended and Restated Note Purchase Agreement (Filed With SEC on March 14, 2007)
- Omnibus Amendment and Consent Agreement (Filed With SEC on March 14, 2007)
- Omnibus Amendment and Consent Agreement (Filed With SEC on March 14, 2007)
- Amendment Number Two to the Amended and Restated Sale and Servicing Agreement (Filed With SEC on March 14, 2007)
- Amendment Number Two to the Amended and Restated Sale and Servicing Agreement (Filed With SEC on March 14, 2007)
- Amendment Number Two to the Note Purchase Agreement (Filed With SEC on March 14, 2007)
- Omnibus Amendment and Consent Agreement (Filed With SEC on March 14, 2007)
- Omnibus Agreement (Filed With SEC on March 14, 2007)
- Omnibus Amendment Number Four (Filed With SEC on March 14, 2007)
- Omnibus Amendment and Consent Agreement (Filed With SEC on March 14, 2007)
- Omnibus Amendment and Consent Agreement (Filed With SEC on March 14, 2007)
- Omnibus Amendment and Consent Agreement (Filed With SEC on March 14, 2007)
- Omnibus Amendment and Consent Agreement (Filed With SEC on March 14, 2007)
- Supplemental Indenture No. 2 (Filed With SEC on March 14, 2007)
- Amendment Number One to the Sale and Servicing Agreement (Filed With SEC on March 14, 2007)
- Sale and Servicing Agreement (Filed With SEC on March 14, 2007)
- Note Purchase Agreement (Filed With SEC on March 14, 2007)
- Joinder and First Amendment to Program Contracts (Filed With SEC on March 14, 2007)
- Joinder and First Amendment to Program Contracts (Filed With SEC on March 14, 2007)
- Second Amendment to Program Contracts (Filed With SEC on March 14, 2007)
- First Amended and Restated HSBC Refund Anticipation Loan (Filed With SEC on March 14, 2007)
- First Amended and Restated HSBC Settlement Products Servicing Agreement (Filed With SEC on March 14, 2007)
- Credit and Guarantee Agreement (Filed With SEC on March 14, 2007)
- First Amendment to the Five-Year Credit and Guarantee Agreement (Filed With SEC on March 14, 2007)
- First Amendment to the Amended and Restated Five-Year Credit and Guarantee Agreement (Filed With SEC on March 14, 2007)
- Separation and Release Agreement (Filed With SEC on March 14, 2007)
- Omnibus Amendment No. 2 (Filed With SEC on December 11, 2006)
- Omnibus Amendment Number One (Filed With SEC on December 11, 2006)
- Fourth Amended and Restated Pricing Side Letter (Filed With SEC on December 11, 2006)
- Omnibus Amendment Number One (Filed With SEC on December 11, 2006)
- Omnibus Amendment No. 3 (Filed With SEC on December 11, 2006)
- Omnibus Amendment Number Two (Filed With SEC on December 11, 2006)
- Description of Executive Officer Compensation (Filed With SEC on September 11, 2006)
- Omnibus Amendment #3 to Option One Owner Trust (Filed With SEC on September 11, 2006)
- Amended and Restated Sale and Servicing Agreement (Filed With SEC on December 12, 2005)
- Amended and Restated Note Purchase Agreement (Filed With SEC on December 12, 2005)
- Amended and Restated Five-Year Credit and Guarantee Agreement (Filed With SEC on December 12, 2005)
- Five-Year Credit and Guarantee Agreement (Filed With SEC on December 12, 2005)
- Sale and Servicing Agreement (Filed With SEC on December 12, 2005)
- Note Purchase Agreement (Filed With SEC on December 12, 2005)
- Omnibus Amendment No. 1 (Filed With SEC on December 12, 2005)
- Omnibus Amendment No. 1 (Filed With SEC on December 12, 2005)
- Other Income License Agreement (Filed With SEC on December 12, 2005)
- Employment Agreement - Jeff Nachbor (Filed With SEC on December 12, 2005)
- Amendment No. Six to Amended/Restated Note Purchase Agreement (Filed With SEC on December 12, 2005)
- Amendment No. Two to Amended/Restated Sale & Servicing Agreement (Filed With SEC on December 12, 2005)
- Amendment No. Three to Amended/Restated Sale & Servicing Agreement (Filed With SEC on December 12, 2005)
- HSBC Retail Settlement Products Distribution Agreement (Filed With SEC on December 12, 2005)
- HSBC Digital Settlement Products Distribution Agreement (Filed With SEC on December 12, 2005)
- HSBC Refund Anticipation Loan Participation Agreement (Filed With SEC on December 12, 2005)
- HSBC Settlement Products Servicing Agreement (Filed With SEC on December 12, 2005)
- Appendix of Defined Terms and Rules of Construction (Filed With SEC on December 12, 2005)
- Sale and Servicing Agreement (Filed With SEC on December 12, 2005)
- Note Purchase Agreement (Filed With SEC on December 12, 2005)
- Fourth Amended/Restated Loan Purchase & Contribution Agreement (Filed With SEC on December 12, 2005)
- Fourth Amended/Restated Loan Purchase & Contribution Agreement (Filed With SEC on December 12, 2005)
- Second Amendment to 2nd Amended/Restated Refund Anticipation Loan Operations Agreement (Filed With SEC on December 12, 2005)
- Sale and Servicing Agreement (Filed With SEC on September 8, 2005)
- Note Purchase Agreement (Filed With SEC on September 8, 2005)
- Amendment No. 1 to 2nd Amended & Restated Sale & Servicing Agreement (Filed With SEC on September 8, 2005)
- Amendment No. 1 to 2nd Amended & Restated Sale & Servicing Agreement (Filed With SEC on September 8, 2005)
- Amendment No. 5 to Amended & Restated Note Purchase Agreement (Filed With SEC on September 8, 2005)
- Amendment No. 1 to 2nd Amended & Restated Sale & Servicing Agreement (Filed With SEC on September 8, 2005)
- Amendment No. 1 to 2nd Amended & Restated Sale & Servicing Agreement (Filed With SEC on September 8, 2005)
- Description of Executive Officer Cash Compensation (Filed With SEC on September 8, 2005)
- Form of 2003 Long-Term Executive Compensation Plan Award Agreement (Filed With SEC on July 29, 2005)
- Form of 1989 Stock Option Plan for Outside Directors Stock Option Agreement (Filed With SEC on July 29, 2005)
- Leasing Operations Supplier Agreement (Filed With SEC on July 29, 2005)
- Second Amended and Restated Sale and Servicing Agreement (Filed With SEC on July 29, 2005)
- Amended and Restated Note Purchase Agreement (Filed With SEC on July 29, 2005)
- Amended and Restated Sale and Servicing Agreement (Filed With SEC on July 29, 2005)
- Second Amended and Restated Sale and Servicing Agreement (Filed With SEC on July 29, 2005)
- Amendment No. 4 to the Indenture (Filed With SEC on July 29, 2005)
- Amendment No. 4 to the Indenture (Filed With SEC on July 29, 2005)
- Amendment No. 5 to the Indenture (Filed With SEC on July 29, 2005)
- Amendment No. 6 to the Indenture (Filed With SEC on July 29, 2005)
- Amended and Restated Note Purchase Agreement (Filed With SEC on July 29, 2005)
- Amendment No. 1 to Amended and Restated Note Purchase Agreement (Filed With SEC on July 29, 2005)
- Second Amended and Restated Sale and Servicing Agreement (Filed With SEC on July 29, 2005)
- Amendment No. 5 to the Indenture (Filed With SEC on July 29, 2005)
- Amendment No. 5 to the Indenture (Filed With SEC on July 29, 2005)
- Amendment No. 6 to the Indenture (Filed With SEC on July 29, 2005)
- Amendment No. 6 to the Indenture (Filed With SEC on July 29, 2005)
- Amended and Restated Note Purchase Agreement (Filed With SEC on July 29, 2005)
- Amendment No. 1 to Amended and Restated Note Purchase Agreement (Filed With SEC on July 29, 2005)
- Sale and Servicing Agreement (Filed With SEC on July 29, 2005)
- Amendment No. 1 to Sale and Servicing Agreement (Filed With SEC on July 29, 2005)
- Amendment No. 2 to Sale and Servicing Agreement (Filed With SEC on July 29, 2005)
- Note Purchase Agreement (Filed With SEC on July 29, 2005)
- Note Purchase Agreement (Filed With SEC on July 29, 2005)
- Amendment No. 1 to Note Purchase Agreement (Filed With SEC on July 29, 2005)
- Amendment No. 2 to Note Purchase Agreement (Filed With SEC on July 29, 2005)
- Amendment No. 3 to Note Purchase Agreement (Filed With SEC on July 29, 2005)
- Amendment No. 4 to Note Purchase Agreement (Filed With SEC on July 29, 2005)
- Amendment No. 5 to Note Purchase Agreement (Filed With SEC on July 29, 2005)
- Form of Award Agreement (Filed With SEC on June 9, 2005)
- TERMINATION AGREEMENT (Filed With SEC on March 9, 2005)
- FOURTH AMENDED AND RESTATED REFUND ANTICIPATION LOAN PARTICIPATION AGREEMENT (Filed With SEC on March 9, 2005)
- SECOND AMENDED AND RESTATED LOAN PURCHASE AND CONTRIBUTION AGREEMENT between OPTION ONE LOAN WAREHOUSE CORPORATION as Depositor and OPTION ONE MORTGAGE CORPORATION as Loan... (Filed With SEC on March 9, 2005)
- AMENDED AND RESTATED SALE AND SERVICING AGREEMENT among OPTION ONE OWNER TRUST 2003-5 as Issuer and OPTION ONE LOAN WAREHOUSE CORPORATION as Depositor and OPTION ONE MORTGAGE... (Filed With SEC on March 9, 2005)
- NOTE PURCHASE AGREEMENT among OPTION ONE OWNER TRUST 2003-5 as Issuer and OPTION ONE LOAN WAREHOUSE CORPORATION as Depositor and CITIGROUP GLOBAL MARKETS REALTY CORP. as Purchaser... (Filed With SEC on March 9, 2005)
- AMENDMENT NUMBER ONE to the NOTE PURCHASE AGREEMENT, dated as of November 14, 2004, among OPTION ONE OWNER TRUST 2003-5, OPTION ONE LOAN WAREHOUSE CORPORATION and CITIGROUP GLOBAL... (Filed With SEC on March 9, 2005)
- INDENTURE between OPTION ONE OWNER TRUST 2003-5 as Issuer and WELLS FARGO BANK MINNESOTA, NATIONAL ASSOCIATION as Indenture Trustee Dated as of November 1, 2003 OPTION ONE OWNER... (Filed With SEC on March 9, 2005)
- AMENDED AND RESTATED SALE AND SERVICING AGREEMENT among OPTION ONE OWNER TRUST 2001-2 as Issuer and OPTION ONE LOAN WAREHOUSE CORPORATION as Depositor and OPTION ONE MORTGAGE... (Filed With SEC on March 9, 2005)
- AMENDMENT NUMBER ONE to the AMENDED AND RESTATED SALE AND SERVICING AGREEMENT, Dated as of November 25, 2003, among OPTION ONE OWNER TRUST 2001-2, OPTION ONE LOAN WAREHOUSE... (Filed With SEC on March 9, 2005)
- AMENDMENT NUMBER TWO to the AMENDED AND RESTATED SALE AND SERVICING AGREEMENT, Dated as of November 25, 2003, among OPTION ONE OWNER TRUST 2001-2, OPTION ONE LOAN WAREHOUSE... (Filed With SEC on March 9, 2005)
- AMENDED AND RESTATED NOTE PURCHASE AGREEMENT among OPTION ONE OWNER TRUST 2001-2 as Issuer and OPTION ONE LOAN WAREHOUSE CORPORATION as Depositor and BANK OF AMERICA, N.A. as... (Filed With SEC on March 9, 2005)
- AMENDMENT NUMBER ONE to the AMENDED AND RESTATED NOTE PURCHASE AGREEMENT, dated as of November 25, 2003 among OPTION ONE OWNER TRUST 2001-2, OPTION ONE LOAN WAREHOUSE CORPORATION... (Filed With SEC on March 9, 2005)
- AMENDMENT NUMBER TWO to the AMENDED AND RESTATED NOTE PURCHASE AGREEMENT, dated as of November 25, 2003 among OPTION ONE OWNER TRUST 2001-2, OPTION ONE LOAN WAREHOUSE CORPORATION... (Filed With SEC on March 9, 2005)
- AMENDED AND RESTATED INDENTURE between OPTION ONE OWNER TRUST 2001-2, as Issuer and WELLS FARGO BANK MINNESOTA, NATIONAL ASSOCIATION, as Indenture Trustee Dated as of November 25,... (Filed With SEC on March 9, 2005)
- BANK OF AMERICA, N.A. Bank of America Plaza 901 Main Street, 51st Floor Dallas, Texas 75202 As of April 1, 2000 (Filed With SEC on March 9, 2005)
- Exhibit 10.1 Employment Agreement (Filed With SEC on December 8, 2004)
- Exhibit 10.2 Standard Form of Agreement (Filed With SEC on December 8, 2004)
- Exhibit 10.3 First Amendment (Filed With SEC on December 8, 2004)
- Exhibit 10.4 2004 Amendment (Filed With SEC on December 8, 2004)
- Exhibit 10.5 1989 Stock Option Plan (Filed With SEC on December 8, 2004)
- 364-Day Credit and Gaurantee Agreement (Filed With SEC on September 8, 2004)
- Five-Year Credit and Gaurantee Agreement (Filed With SEC on September 8, 2004)
- License Agreement (Filed With SEC on September 8, 2004)
- Employment Agreement (Filed With SEC on September 8, 2004)
- Employment Agreement for Nicholas J. Spaeth (Filed With SEC on July 2, 2004)
- Severance and Release Agreement for James Ingraham (Filed With SEC on July 2, 2004)
- Termination Agreement of Jeffrey G. Brandmaier (Filed With SEC on July 2, 2004)
- Employment Agreement (Filed With SEC on March 16, 2004)
- Settlement Agreement (Filed With SEC on March 16, 2004)
- Loan PArticipation Agreement (Filed With SEC on March 16, 2004)
- EX-10.1 Separation Agreement (Filed With SEC on December 10, 2003)
- EX-10.2 2003 Long-Term Executive Compensation Plan (Filed With SEC on December 10, 2003)
- EX-10.1 Agreement dated July 16, 2003 (Filed With SEC on September 15, 2003)
- EX-10.2 Release Agreement dated August 1, 2003 (Filed With SEC on September 15, 2003)
- EX-10.3 Credit and Guarantee Agreement (Filed With SEC on September 15, 2003)
- EX-10.5 Amendment No. 1-Deferred Compensation Plan (Filed With SEC on July 16, 2003)
- EX-10.12 2nd Amendment to Executive Survivor Plan (Filed With SEC on July 16, 2003)
- EX-10.23 Employment Agreement-Steven Tait (Filed With SEC on July 16, 2003)
- EX-10.27 2nd Amended/Restated Refund Anticipation (Filed With SEC on July 16, 2003)
- EX-10.28 2nd Amended/Restated Refund Anticipation (Filed With SEC on July 16, 2003)
- EX-10.29 Agreement of Settlement-Haese (Filed With SEC on July 16, 2003)
- EX-10.1 Amended/Restated Refund Anticipation Loan (Filed With SEC on March 17, 2003)
- EX-10.2 Amended/Restated Refund Anticipation Loan (Filed With SEC on March 17, 2003)
- EX-10.3 Waiver of Rights (Filed With SEC on March 17, 2003)
- EX-10.4 Employment Agreement (Filed With SEC on March 17, 2003)
- EX-10.5 Employment Agreement (Filed With SEC on March 17, 2003)
- EX-10.6 Severance and Release Agreement (Filed With SEC on March 17, 2003)
- EX-10.1 1993 Long-Term Executive Compensation Plan (Filed With SEC on December 16, 2002)
- EX-10.2 2003 Long-Term Executive Compensation Plan (Filed With SEC on December 16, 2002)
- EX-10.3 Amendment to Employment Agreement (Filed With SEC on December 16, 2002)
- EX-10.1 Amendment to Employment Agreement (Filed With SEC on September 13, 2002)
- EX-10.2 Deferred Compensation Plan for Directors (Filed With SEC on July 29, 2002)
- EX-10.3 Deferred Compensation Plan for Executives (Filed With SEC on July 29, 2002)
- EX-10.9 First Amendment to Executive Survivor Plan (Filed With SEC on July 29, 2002)
- EX-10.1 Employment Agreement - David F. Byers (Filed With SEC on March 18, 2002)
- EX-10.2 Employment Agreement - Robert D. Dubrish (Filed With SEC on March 18, 2002)
- EX-10.3 Employment Agreement - James H. Ingraham (Filed With SEC on March 18, 2002)
- EX-10.4 Employment Agreement - Brian L. Nygaard (Filed With SEC on March 18, 2002)
- EX-10.5 Employment Agreement - Stephanie R. Otto (Filed With SEC on March 18, 2002)
- EX-10.6 Employment Agreement - Thomas L. Zimmerman (Filed With SEC on March 18, 2002)