H&R Block Contracts & Agreements

410 Contracts & Agreements
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Fourth Amendment to Program Management Agreement between Emerald Financial Services, LLC and Pathward, N.A.
Administration Agreements
H&R Block
Diversified Consumer Services
NY
2024
Description of Capital Stock of H&R Block, Inc.
Stock Agreements
H&R Block
Diversified Consumer Services
MO
2024
Third Amendment to Program Management Agreement between Emerald Financial Services, LLC and Pathward, N.A.
Management Agreements
H&R Block
Diversified Consumer Services
NY
2024
Second Amendment to Program Management Agreement between Emerald Financial Services, LLC and Pathward, N.A.
Services Agreements
H&R Block
Diversified Consumer Services
NY
2023
Description of Capital Stock of H&R Block, Inc.
Stock Agreements
H&R Block
Diversified Consumer Services
MO
2023
H&R Block, Inc. 2018 Long Term Incentive Plan Restricted Share Units Award Agreement with Employee
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
MO
2022
H&R Block, Inc. 2018 Long Term Incentive Plan Performance Share Units Award Agreement
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
MO
2022
Description of Capital Stock of H&R Block, Inc.
Stock Agreements
H&R Block
Diversified Consumer Services
MO
2022
H&R Block, Inc. Executive Severance Plan (Amended and Restated Effective May 9, 2022)
Severance Agreements
H&R Block
Diversified Consumer Services
MO
2022
First Amendment to Program Management Agreement between Emerald Financial Services, LLC and MetaBank, N.A.
Modification Agreements
H&R Block
Diversified Consumer Services
NY
2021
H&R Block, Inc. Executive Severance Plan (Amended and Restated as of November 4, 2021)
Severance Agreements
H&R Block
Diversified Consumer Services
MO
2021
Employment Agreement between HRB Professional Resources LLC, H&R Block, Inc., and Jeffrey J. Jones II (President & CEO)
Employment Agreements
H&R Block
Diversified Consumer Services
MO
2021
H&R Block, Inc. 2018 Long Term Incentive Plan Restricted Share Unit Award Agreement with Participant
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
MO
2021
H&R Block, Inc. 2018 Long Term Incentive Plan Performance Share Units Award Agreement with Participant
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
MO
2021
H&R Block, Inc. 2018 Long Term Incentive Plan Restricted Share Unit Award Agreement with Participant
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
MO
2021
H&R Block, Inc. 2018 Long Term Incentive Plan Performance Share Units Award Agreement with Participant
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
MO
2021
Block Financial LLC $500,000,000 2.500% Notes Due 2028 Underwriting Agreement with BofA Securities, Inc. and J.P. Morgan Securities LLC
Underwriting Agreements
H&R Block
Diversified Consumer Services
NY
2021
Fourth Supplemental Indenture among Block Financial LLC, H&R Block, Inc., Deutsche Bank Trust Company Americas, and U.S. Bank National Association (June 25, 2021)
Indenture Agreements
H&R Block
Diversified Consumer Services
2021
Block Financial LLC Officers’ Certificate Establishing 2.500% Notes Due 2028
Note Agreements
H&R Block
Diversified Consumer Services
2021
Description of Capital Stock of H&R Block, Inc.
Stock Agreements
H&R Block
Diversified Consumer Services
MO
2021
H&R Block Severance Plan (Amended and Restated May 15, 2021)
Severance Agreements
H&R Block
Diversified Consumer Services
2021
Program Management Agreement between Emerald Financial Services, LLC and MetaBank, N.A. (August 5, 2020)
Administration Agreements
H&R Block
Diversified Consumer Services
DE
2020
Underwriting Agreement for $650,000,000 3.875% Notes due 2030 between Block Financial LLC and Underwriters
Underwriting Agreements
H&R Block
Diversified Consumer Services
NY
2020
Third Supplemental Indenture among Block Financial LLC, H&R Block, Inc., Deutsche Bank Trust Company Americas, and U.S. Bank National Association (August 7, 2020)
Indenture Agreements
H&R Block
Diversified Consumer Services
NY
2020
Block Financial LLC Officers’ Certificate Establishing 3.875% Notes Due 2030
Indenture Agreements
H&R Block
Diversified Consumer Services
2020
Description of Capital Stock of H&R Block, Inc.
Stock Agreements
H&R Block
Diversified Consumer Services
MO
2020
H&R Block, Inc. 2000 Employee Stock Purchase Plan (Amended and Restated as of January 1, 2020)
Equity Distribution Agreements
H&R Block
Diversified Consumer Services
2020
H&R Block, Inc. Executive Severance Plan (Amended and Restated as of November 7, 2019)
Severance Agreements
H&R Block
Diversified Consumer Services
MO
2019
H&R Block Executive Performance Plan (Amended and Restated as of June 20, 2019)
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
MO
2019
H&R Block, Inc. 2018 Long Term Incentive Plan Market Stock Units Award Agreement with Participant
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
MO
2019
H&R Block, Inc. 2018 Long Term Incentive Plan Performance Share Units Award Agreement with Employee
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
MO
2019
H&R Block, Inc. 2018 Long Term Incentive Plan Restricted Share Unit Award Agreement with Employee
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
MO
2019
H&R Block, Inc. 2018 Long Term Incentive Plan Market Stock Units Award Agreement with Participant
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
MO
2019
H&R Block, Inc. 2018 Long Term Incentive Plan Performance Share Units Award Agreement with Employee
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
MO
2019
H&R Block, Inc. 2018 Long Term Incentive Plan Restricted Share Unit Award Agreement with Employee
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
MO
2019
H&R Block, Inc. 2018 Long Term Incentive Plan Restricted Share Unit Award Agreement with Employee
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
MO
2019
Description of Capital Stock of H&R Block, Inc.
Stock Agreements
H&R Block
Diversified Consumer Services
MO
2019
Share Purchase Agreement among Blue Fountains International, HRB Tax Group, Wave Financial, Shareholders, and Shareholder Representative Services LLC (June 10, 2019)
Purchase Agreements
H&R Block
Diversified Consumer Services
MO
2019
Waiver and Acknowledgment Agreement between HRB Professional Resources LLC, H&R Block, Inc., and Jeffrey J. Jones II (June 25, 2018)
Waiver Agreements
H&R Block
Diversified Consumer Services
2018
H&R Block, Inc. 2018 Long Term Incentive Plan Restricted Share Units Award Agreement
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
MO
2018
H&R Block, Inc. 2018 Long Term Incentive Plan Market Stock Units Award Agreement with Participant
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
MO
2018
H&R Block, Inc. 2018 Long Term Incentive Plan Performance Share Units Award Agreement
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
MO
2018
H&R Block, Inc. 2018 Long Term Incentive Plan Non-Qualified Stock Option Award Agreement with Participant
Stock Agreements
H&R Block
Diversified Consumer Services
MO
2018
H&R Block, Inc. 2018 Long Term Incentive Plan Restricted Share Units Award Agreement with Employee
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
MO
2018
H&R Block, Inc. 2018 Long Term Incentive Plan Market Stock Units Award Agreement with Participant
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
MO
2018
H&R Block, Inc. 2018 Long Term Incentive Plan Performance Share Units Award Agreement
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
MO
2018
H&R Block, Inc. 2018 Long Term Incentive Plan Deferred Stock Units Award Agreement
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
MO
2017
H&R Block, Inc. 2018 Long Term Incentive Plan
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
MO
2017
H&R Block, Inc. 2018 Long Term Incentive Plan Restricted Share Units Award Agreement
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
MO
2017
H&R Block, Inc. 2018 Long Term Incentive Plan Non-Qualified Stock Option Award Agreement with Participant
Warrant Agreements
H&R Block
Diversified Consumer Services
MO
2017
First Amendment to Program Management Agreement between Emerald Financial Services, LLC and BofI Federal Bank
Modification Agreements
H&R Block
Diversified Consumer Services
NY
2017
Employment Agreement between HRB Professional Resources LLC, H&R Block, Inc., and Jeffrey J. Jones II (August 21, 2017)
Employment Agreements
H&R Block
Diversified Consumer Services
MO
2017
H&R Block, Inc. 2013 Long Term Incentive Plan Market Stock Units Award Agreement with Jeffrey J. Jones II
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
MO
2017
H&R Block, Inc. 2013 Long Term Incentive Plan Performance Share Units Award Agreement with Jeffrey J. Jones II
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
MO
2017
H&R Block, Inc. 2013 Long Term Incentive Plan Restricted Share Units Award Agreement with Jeffrey J. Jones II
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
MO
2017
H&R Block, Inc. 2013 Long Term Incentive Plan Restricted Share Units Award Agreement with Employee
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
MO
2017
H&R Block, Inc. 2013 Long Term Incentive Plan Market Stock Units Award Agreement with Participant
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
MO
2017
H&R Block, Inc. 2013 Long Term Incentive Plan Performance Share Units Award Agreement
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
MO
2017
H&R Block, Inc. 2013 Long Term Incentive Plan Non-Qualified Stock Option Award Agreement with Participant
Stock Agreements
H&R Block
Diversified Consumer Services
MO
2017
H&R Block, Inc. 2013 Long Term Incentive Plan Restricted Share Units Award Agreement
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
MO
2017
H&R Block, Inc. 2013 Long Term Incentive Plan Market Stock Units Award Agreement with Participant
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
MO
2017
H&R Block, Inc. 2013 Long Term Incentive Plan Performance Share Units Award Agreement
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
MO
2017
Retirement and Transition Letter Agreement between H&R Block, Inc., H&R Block Management, LLC, and William C. Cobb (May 15, 2017)
Transition Agreements
H&R Block
Diversified Consumer Services
2017
Interim CEO Employment Agreement between H&R Block, Inc. and Thomas A. Gerke
Employment Agreements
H&R Block
Diversified Consumer Services
2017
H&R Block, Inc. 2013 Long Term Incentive Plan Restricted Share Unit Award Agreement (July 2016)
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
MO
2016
H&R Block, Inc. 2013 Long Term Incentive Plan Market Stock Units Award Agreement with Participant
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
MO
2016
H&R Block, Inc. 2013 Long Term Incentive Plan Performance Share Unit Award Agreement with Employee
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
MO
2016
H&R Block, Inc. 2013 Long Term Incentive Plan Non-Qualified Stock Option Award Agreement with Participant
Stock Agreements
H&R Block
Diversified Consumer Services
MO
2016
H&R Block, Inc. 2013 Long Term Incentive Plan Restricted Share Unit Award Agreement (July 2016)
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
MO
2016
H&R Block, Inc. 2013 Long Term Incentive Plan Market Stock Units July 2016 Award Agreement
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
MO
2016
H&R Block, Inc. 2013 Long Term Incentive Plan Performance Share Units July 2016 Award Agreement
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
MO
2016
H&R Block, Inc. 2013 Long Term Incentive Plan Restricted Share Unit Award Agreement
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
MO
2016
Block Financial LLC $1 Billion Notes Underwriting Agreement with J.P. Morgan and Merrill Lynch (2015)
Underwriting Agreements
H&R Block
Diversified Consumer Services
NY
2015
Second Supplemental Indenture among Block Financial LLC, H&R Block, Inc., Deutsche Bank Trust Company Americas, and U.S. Bank National Association (September 30, 2015)
Indenture Agreements
H&R Block
Diversified Consumer Services
NY
2015
Block Financial LLC Officers’ Certificate Establishing 4.125% Notes Due 2020 and 5.250% Notes Due 2025
Note Agreements
H&R Block
Diversified Consumer Services
2015
Credit and Guarantee Agreement among Block Financial LLC, H&R Block, Inc., and JPMorgan Chase Bank, N.A. (2015)
Credit Agreements
H&R Block
Diversified Consumer Services
NY
2015
Program Management Agreement between Emerald Financial Services, LLC and BofI Federal Bank dated August 31, 2015
Services Agreements
H&R Block
Diversified Consumer Services
DE
2015
Emerald Advance Receivables Participation Agreement among Emerald Financial Services, LLC, BofI Federal Bank, HRB Participant I, LLC, and H&R Block, Inc.
Participation Agreements
H&R Block
Diversified Consumer Services
MO
2015
Guaranty Agreement between H&R Block, Inc. and BofI Federal Bank dated August 31, 2015
Guaranty Agreements
H&R Block
Diversified Consumer Services
MO
2015
Amended and Restated Purchase and Assumption Agreement among BofI Federal Bank, H&R Block Bank, and Block Financial LLC (August 5, 2015)
Purchase Agreements
H&R Block
Diversified Consumer Services
KY
2015
Program Management Agreement between Emerald Financial Services, LLC and BofI Federal Bank
Management Agreements
H&R Block
Diversified Consumer Services
NV
2015
Letter Agreement Amending Employment Agreement between H&R Block, Inc., H&R Block Management, LLC, and William C. Cobb
Employment Agreements
H&R Block
Diversified Consumer Services
2015
H&R Block, Inc. 2013 Long Term Incentive Plan Market Stock Units Award Agreement
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
MO
2015
H&R Block, Inc. 2013 Long Term Incentive Plan Performance Share Unit Award Agreement with Employee
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
MO
2015
H&R Block, Inc. 2013 Long Term Incentive Plan Market Stock Unit Award Agreement (June 2015)
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
MO
2015
H&R Block, Inc. 2013 Long Term Incentive Plan Performance Share Unit Award Agreement (June 2015)
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
MO
2015
Amendment to Purchase and Assumption Agreement among BofI Federal Bank, H&R Block Bank, and Block Financial LLC (February 12, 2015)
Modification Agreements
H&R Block
Diversified Consumer Services
2015
Letter Amendment to Purchase and Assumption Agreement among BofI Federal Bank, H&R Block Bank, and Block Financial LLC
Modification Agreements
H&R Block
Diversified Consumer Services
2014
H&R Block Amended and Restated Executive Performance Plan (as of September 11, 2014)
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
MO
2014
Amendment to Employment Agreement between H&R Block, Inc., H&R Block Management, LLC, and William C. Cobb (July 15, 2014)
Employment Agreements
H&R Block
Diversified Consumer Services
2014
H&R Block, Inc. 2013 Long Term Incentive Plan Market Stock Units June 2014 Award Agreement
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
MO
2014
H&R Block, Inc. 2013 Long Term Incentive Plan Performance Share Units June 2014 Award Agreement
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
MO
2014
H&R Block, Inc. 2013 Long Term Incentive Plan Restricted Share Unit Award Agreement (June 2014)
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
MO
2014
Purchase and Assumption Agreement among BofI Federal Bank, H&R Block Bank, and Block Financial LLC (April 10, 2014)
Purchase Agreements
H&R Block
Diversified Consumer Services
KY
2014
Program Management Agreement between Emerald Financial Services, LLC and BofI Federal Bank
Management Agreements
H&R Block
Diversified Consumer Services
DE
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.
Participation Agreements
H&R Block
Diversified Consumer Services
MO
2014
Guaranty Agreement between H&R Block, Inc. and BofI Federal Bank (2014)
Guaranty Agreements
H&R Block
Diversified Consumer Services
MO
2014
H&R Block, Inc. 2013 Long Term Incentive Plan Deferred Stock Units Award Agreement
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
MO
2013
H&R Block, Inc. 2000 Employee Stock Purchase Plan (Amended and Restated as of November 7, 2013)
Stock Agreements
H&R Block
Diversified Consumer Services
2013
H&R Block, Inc. Executive Severance Plan (Amended and Restated as of November 8, 2013)
Severance Agreements
H&R Block
Diversified Consumer Services
MO
2013
Severance and Release Agreement between Susan Ehrlich and HRB Tax Group, Inc.
Severance Agreements
H&R Block
Diversified Consumer Services
MO
2013
Purchase and Assumption Agreement among Republic Bank & Trust Company, H&R Block Bank, and Block Financial LLC (July 11, 2013)
Purchase Agreements
H&R Block
Diversified Consumer Services
DE
2013
H&R Block Severance Plan (Amended and Restated March 29, 2013)
Severance Agreements
H&R Block
Diversified Consumer Services
MO
2013
H&R Block, Inc. 2013 Long Term Incentive Plan Market Stock Units Award Agreement with Participant
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
MO
2013
H&R Block, Inc. 2013 Long Term Incentive Plan Performance Share Units Award Agreement with Participant
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
MO
2013
H&R Block, Inc. 2013 Long Term Incentive Plan Restricted Share Unit Award Agreement with Participant
Compensation Agreements
H&R Block
Diversified Consumer Services
MO
2013
H&R Block, Inc. 2013 Long Term Incentive Plan Non-Qualified Stock Option Award Agreement with Participant
Stock Agreements
H&R Block
Diversified Consumer Services
MO
2013
H&R Block, Inc. 2013 Long Term Incentive Plan (Amended and Restated March 6, 2013)
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
MO
2013
H&R Block, Inc. 2013 Long Term Incentive Plan Restricted Share Units Award Agreement with Employee
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
MO
2013
H&R Block, Inc. 2013 Long Term Incentive Plan Non-Qualified Stock Option Award Agreement with Employee
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
MO
2013
H&R Block Severance Plan (Amended and Restated January 1, 2013)
Severance Agreements
H&R Block
Diversified Consumer Services
MO
2013
Letter Agreement Amending Employment Agreement Between William C. Cobb and H&R Block, Inc.
Modification Agreements
H&R Block
Diversified Consumer Services
2013
Corrective Equity Award Agreement among H&R Block, Inc., H&R Block Management, LLC, and William C. Cobb (January 3, 2013)
Compensation Agreements
H&R Block
Diversified Consumer Services
MO
2013
H&R Block, Inc. 2013 Long Term Incentive Plan Non-Qualified Stock Option Award Agreement with William C. Cobb
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
MO
2013
H&R Block, Inc. 2013 Long Term Incentive Plan Restricted Share Units Award Agreement with William C. Cobb
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
MO
2013
H&R Block, Inc. Deferred Compensation Plan for Executives (Amended and Restated Effective November 9, 2012)
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
KS
2012
Block Financial LLC $500,000,000 5.50% Notes Due 2022 Underwriting Agreement with J.P. Morgan Securities LLC
Underwriting Agreements
H&R Block
Diversified Consumer Services
NY
2012
Block Financial LLC Officers’ Certificate Establishing 5.50% Notes Due 2022
Indenture Agreements
H&R Block
Diversified Consumer Services
2012
Block Financial LLC 5.50% Notes Due 2022 Certificate (Indenture with Deutsche Bank Trust Company Americas)
Note Agreements
H&R Block
Diversified Consumer Services
2012
Credit and Guarantee Agreement among Block Financial LLC, H&R Block, Inc., and JPMorgan Chase Bank, N.A. dated August 17, 2012
Credit Agreements
H&R Block
Diversified Consumer Services
NY
2012
H&R Block, Inc. 2008 Deferred Stock Unit Plan for Outside Directors (Effective September 14, 2011)
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
2012
H&R Block, Inc. 2003 Long-Term Executive Compensation Plan Market Stock Units Grant Agreement with Participant
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
MO
2012
H&R Block, Inc. 2003 Long-Term Executive Compensation Plan Performance Share Units Grant Agreement (2012)
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
MO
2012
H&R Block, Inc. 2003 Long-Term Executive Compensation Plan Stock Options Grant Agreement with Participant
Warrant Agreements
H&R Block
Diversified Consumer Services
MO
2012
H&R Block, Inc. 2003 Long-Term Executive Compensation Plan Restricted Share Units Grant Agreement (2012)
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
MO
2012
Severance and Release Agreement between Philip L. Mazzini and HRB Tax Group, Inc.
Severance Agreements
H&R Block
Diversified Consumer Services
MO
2012
First Amendment to H&R Block, Inc. 2003 Long-Term Executive Compensation Plan (as Amended and Restated September 30, 2010)
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
2012
First Amendment to Credit and Guarantee Agreement among Block Financial LLC, H&R Block, Inc., and Lenders
Credit Agreements
H&R Block
Diversified Consumer Services
2012
Indemnification Agreement between H&R Block, Inc. and Director or Officer
Indemnification Agreements
H&R Block
Diversified Consumer Services
KS
2012
Separation and Release Agreement between Charles Elliott Andrews and H&R Block, Inc.
Separation Agreements
H&R Block
Diversified Consumer Services
MO
2012
Agreement and Plan of Merger among McGladrey & Pullen, LLP, McGladrey Merger LLC, RSM McGladrey Business Services, Inc., H&R Block, Inc., and RSM McGladrey, Inc. dated November 3,...
Merger Agreements
H&R Block
Diversified Consumer Services
DE
2011
H&R Block, Inc. 2003 Long-Term Executive Compensation Plan Grant Agreement with Participant
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
MO
2011
H&R Block, Inc. 2003 Long-Term Executive Compensation Plan Grant Agreement with Participant
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
MO
2011
H&R Block, Inc. 2003 Long-Term Executive Compensation Plan Performance Share Units Grant Agreement
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
MO
2011
H&R Block, Inc. 2003 Long-Term Executive Compensation Plan Grant Agreement with William C. Cobb
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
MO
2011
H&R Block, Inc. 2003 Long-Term Executive Compensation Plan Stock Option Grant Agreement with William C. Cobb
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
MO
2011
H&R Block Executive Performance Plan (As Amended July 27, 2010)
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
MO
2011
Agreement to Extend Outside Date under Merger Agreement among H&R Block, HRB Island Acquisition, 2SS Holdings, and Stockholder Representatives
Merger Agreements
H&R Block
Diversified Consumer Services
DE
2011
Amendment to Agreement and Plan of Merger among H&R Block, Inc., HRB Island Acquisition, Inc., 2SS Holdings, Inc., and Stockholder Representatives
Merger Agreements
H&R Block
Diversified Consumer Services
DE
2011
Transition Agreement between H&R Block Management LLC and Alan M. Bennett
Transition Agreements
H&R Block
Diversified Consumer Services
MO
2011
Employment Agreement between H&R Block Management, LLC, H&R Block, Inc., and William C. Cobb
Employment Agreements
H&R Block
Diversified Consumer Services
MO
2011
H&R Block, Inc. 2003 Long-Term Executive Compensation Plan (Restated September 30, 2010)
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
2010
Agreement and Plan of Merger among H&R Block, Inc., HRB Island Acquisition, Inc., and 2SS Holdings, Inc. dated October 13, 2010
Merger Agreements
H&R Block
Diversified Consumer Services
DE
2010
H&R Block, Inc. 2003 Long-Term Executive Compensation Plan (Amended and Restated as of July 27, 2010)
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
MO
2010
H&R Block, Inc. Executive Severance Plan (Amended and Restated as of July 27, 2010)
Severance Agreements
H&R Block
Diversified Consumer Services
MO
2010
H&R Block Severance Plan (Amended and Restated Effective July 27, 2010)
Severance Agreements
H&R Block
Diversified Consumer Services
MO
2010
H&R Block, Inc. Deferred Compensation Plan for Executives (Amended and Restated Effective July 27, 2010)
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
KS
2010
Employment Agreement between H&R Block Management, LLC and Alan M. Bennett
Employment Agreements
H&R Block
Diversified Consumer Services
MO
2010
Second Amended and Restated HSBC Refund Anticipation Loan Participation Agreement among Block Financial LLC, HSBC Bank USA, HSBC Trust Company, and HSBC Taxpayer Financial...
Participation Agreements
H&R Block
Diversified Consumer Services
DE
2010
Credit and Guarantee Agreement among Block Financial LLC, H&R Block, Inc., and HSBC Bank USA for $2.5 Billion Revolving Credit Facility
Credit Agreements
H&R Block
Diversified Consumer Services
MO
2010
Consent to Termination of Aurora Bank Commitment under Block Financial LLC Five-Year Credit and Guarantee Agreement
H&R Block
Diversified Consumer Services
2010
Consent to Termination of Aurora Bank Commitment under Block Financial LLC Amended and Restated Five-Year Credit and Guarantee Agreement
H&R Block
Diversified Consumer Services
2010
Separation and Release Agreement between HRB Tax Group, Inc. and Timothy C. Gokey
Separation Agreements
H&R Block
Diversified Consumer Services
MO
2009
H&R Block, Inc. Executive Severance Plan (Effective May 12, 2009)
Severance Agreements
H&R Block
Diversified Consumer Services
MO
2009
H&R Block, Inc. 2008 Deferred Stock Unit Plan for Outside Directors
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
2009
Administrative Services Agreement between RSM McGladrey, Inc. and McGladrey & Pullen, LLP (Effective January 30, 2006)
Services Agreements
H&R Block
Diversified Consumer Services
MO
2009
Amendment No. 1 to Administrative Services Agreement among RSM McGladrey, Inc., McGladrey & Pullen, LLP, and H&R Block, Inc.
Administration Agreements
H&R Block
Diversified Consumer Services
2009
Operations Agreement among MCGLADREY & PULLEN, LLP, RSM McGladrey, Inc., H&R Block, Inc., and Related Parties (August 2, 1999)
Operating Agreements
H&R Block
Diversified Consumer Services
MO
2009
Third Amendment to Program Contracts among HSBC Entities and H&R Block Entities
Modification Agreements
H&R Block
Diversified Consumer Services
MO
2009
Credit and Guarantee Agreement among Block Financial LLC, H&R Block, Inc., and HSBC Finance Corporation (Revolving Credit Facility)
Credit Agreements
H&R Block
Diversified Consumer Services
DE
2009
Separation and Release Agreement between RSM McGladrey Business Services, Inc. and Steven Tait
Separation Agreements
H&R Block
Diversified Consumer Services
MO
2009
H&R Block, Inc. Deferred Compensation Plan for Executives (Amended and Restated Effective December 31, 2008)
Compensation Agreements
H&R Block
Diversified Consumer Services
KS
2009
H&R Block Severance Plan (September 2008)
Severance Agreements
H&R Block
Diversified Consumer Services
MO
2008
Placement Agent Agreement between H&R Block, Inc. and Lazard Capital Markets LLC for Sale of Common Stock
Equity Distribution Agreements
H&R Block
Diversified Consumer Services
NY
2008
H&R Block, Inc. Subscription Agreement for Common Stock Purchase
Subscription Agreements
H&R Block
Diversified Consumer Services
NY
2008
Employment Agreement between H&R Block Management, LLC and Russell P. Smyth (President and CEO)
Employment Agreements
H&R Block
Diversified Consumer Services
MO
2008
Stock Purchase Agreement among Block Financial LLC, Ameriprise Financial, Inc., and H&R Block, Inc. dated August 12, 2008
Purchase Agreements
H&R Block
Diversified Consumer Services
MI
2008
H&R Block, Inc. 2003 Long-Term Executive Compensation Plan
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
2008
H&R Block Severance Plan (January 2008)
Severance Agreements
H&R Block
Diversified Consumer Services
MO
2008
Severance and Release Agreement between Robert Dubrish and Option One Mortgage Corporation
Severance Agreements
H&R Block
Diversified Consumer Services
MO
2008
Employment Agreement between H & R Block Digital Tax Solutions, LLC and Thomas A. Allanson
Employment Agreements
H&R Block
Diversified Consumer Services
MN
2008
Purchase Agreement among Option One Mortgage Corporation, AH Mortgage Acquisition Co., Inc., Selling Subsidiaries, and H&R Block, Inc.
Purchase Agreements
H&R Block
Diversified Consumer Services
NY
2008
Amendment Number One to Note Purchase Agreement between Option One Advance Trust 2007-ADV2 and Greenwich Capital Financial Products, Inc.
Note Agreements
H&R Block
Diversified Consumer Services
NY
2008
Second Amendment to Indenture between Option One Advance Trust 2007-ADV2 and Wells Fargo Bank, N.A.
Indenture Agreements
H&R Block
Diversified Consumer Services
NY
2008
Second Amendment to Five-Year Credit and Guarantee Agreement among Block Financial Corporation, H&R Block, Inc., Lenders, and JPMorgan Chase Bank, N.A.
Credit Agreements
H&R Block
Diversified Consumer Services
NY
2008
Second Amendment to Amended and Restated Five-Year Credit and Guarantee Agreement among Block Financial Corporation, H&R Block, Inc., Lenders, and JPMorgan Chase Bank, N.A.
Credit Agreements
H&R Block
Diversified Consumer Services
NY
2008
Employment Agreement between HRB Management, Inc. and Alan M. Bennett (Interim CEO)
Employment Agreements
H&R Block
Diversified Consumer Services
MO
2008
Amended and Restated Bridge Credit and Guarantee Agreement among Block Financial Corporation, H&R Block, Inc., HSBC Bank USA, and Lenders
Credit Agreements
H&R Block
Diversified Consumer Services
NY
2008
Amended and Restated Bridge Credit and Guarantee Agreement among Block Financial Corporation, H&R Block, Inc., BNP Paribas, and Lenders
Credit Agreements
H&R Block
Diversified Consumer Services
MO
2008
Amended and Restated Note Purchase Agreement among Option One Advance Trust 2007-ADV2, Greenwich Capital Financial Products, Inc., and The CIT Group/Business Credit, Inc.
Note Agreements
H&R Block
Diversified Consumer Services
DE
2008
Amendment No. 1 to Receivables Purchase Agreement among Option One Advance Trust 2007-ADV2, Option One Advance Corporation, and Option One Mortgage Corporation
Modification Agreements
H&R Block
Diversified Consumer Services
NY
2008
Amendment No. 4 to Indenture between Option One Advance Trust 2007-ADV2 and Wells Fargo Bank, N.A.
Indenture Agreements
H&R Block
Diversified Consumer Services
NY
2008
Separation and Release Agreement between HRB Management, Inc. and Mark A. Ernst
Separation Agreements
H&R Block
Diversified Consumer Services
MO
2008
Separation and Release Agreement between HRB Management, Inc. and William L. Trubeck
Separation Agreements
H&R Block
Diversified Consumer Services
MO
2008
Credit and Guarantee Agreement among Block Financial LLC, H&R Block, Inc., and HSBC Finance Corporation (2008)
Credit Agreements
H&R Block
Diversified Consumer Services
DE
2008
Second Amended and Restated Note Purchase Agreement among Option One Advance Trust 2007-ADV2 and Purchasers
Note Agreements
H&R Block
Diversified Consumer Services
DE
2008
Amended and Restated Receivables Purchase Agreement among Option One Advance Trust 2007-ADV2, Option One Advance Corporation, and Option One Mortgage Corporation (January 18, 2008)
Purchase Agreements
H&R Block
Diversified Consumer Services
CA
2008
Amended and Restated Indenture between Option One Advance Trust 2007-ADV2 and Wells Fargo Bank, N.A. (January 18, 2008)
Indenture Agreements
H&R Block
Diversified Consumer Services
DE
2008
Separation and Release Agreement between H&R Block Management, LLC and Marc West
Separation Agreements
H&R Block
Diversified Consumer Services
MO
2008
Underwriting Agreement for $600,000,000 7.875% Notes due 2013 between Block Financial LLC and Underwriters
Underwriting Agreements
H&R Block
Diversified Consumer Services
NY
2008
Certificate of Conversion of Block Financial Corporation to Block Financial LLC
Limited Liability Company Agreements
H&R Block
Diversified Consumer Services
2008
Block Financial LLC Officers’ Certificate Establishing Terms of 7.875% Notes Due 2013
Indenture Agreements
H&R Block
Diversified Consumer Services
2008
Block Financial LLC 7.875% Notes Due 2013 Indenture Certificate (with Deutsche Bank Trust Company Americas as Trustee)
Note Agreements
H&R Block
Diversified Consumer Services
2008
Amendment Number Nine to Second Amended and Restated Sale and Servicing Agreement among Option One Owner Trust 2001-2, Option One Loan Warehouse LLC, Option One Mortgage...
Modification Agreements
H&R Block
Diversified Consumer Services
NY
2007
Kiosk License Agreement between Wal-Mart Entities and H&R Block Services, Inc.
License Agreements
H&R Block
Diversified Consumer Services
AR
2007
Omnibus Amendment to Sale and Servicing, Indenture, and Note Purchase Agreements among Option One Owner Trust 2003-5, Option One Mortgage Corporation, and Others
Modification Agreements
H&R Block
Diversified Consumer Services
NY
2007
Amendment Number Three to Second Amended and Restated Sale and Servicing Agreement among Option One Owner Trust 2001-1A, Option One Loan Warehouse LLC, Option One Mortgage...
Modification Agreements
H&R Block
Diversified Consumer Services
2007
Amendment Number Two to Amended and Restated Note Purchase Agreement among Option One Owner Trust 2001-1A, Greenwich Capital Financial Products, Inc., and Option One Loan...
Note Agreements
H&R Block
Diversified Consumer Services
NY
2007
Receivables Purchase Agreement among Option One Advance Trust 2007-ADV2, Option One Advance Corporation, and Option One Mortgage Corporation (October 1, 2007)
Purchase Agreements
H&R Block
Diversified Consumer Services
CA
2007
Indenture Agreement between Option One Advance Trust 2007-ADV2 and Wells Fargo Bank, N.A. (October 1, 2007)
Indenture Agreements
H&R Block
Diversified Consumer Services
DE
2007
Note Purchase Agreement between Option One Advance Trust 2007-ADV2 and Greenwich Capital Financial Products, Inc. (October 1, 2007)
Note Agreements
H&R Block
Diversified Consumer Services
DE
2007
Amendment Number Ten to Amended and Restated Note Purchase Agreement among Option One Owner Trust 2001-2, Option One Loan Warehouse LLC, and Bank of America, N.A.
Note Agreements
H&R Block
Diversified Consumer Services
NY
2007
Omnibus Amendment to Sale and Servicing, Indenture, and Note Purchase Agreements among Option One Owner Trust 2003-5, Option One Mortgage Corporation, and Others
Modification Agreements
H&R Block
Diversified Consumer Services
NY
2007
Advances, Pledge and Security Agreement between H&R Block Bank and Federal Home Loan Bank of Des Moines
Pledge Agreements
H&R Block
Diversified Consumer Services
IA
2007
Amendment Number One to Indenture between Option One Advance Trust 2007-ADV2 and Wells Fargo Bank, N.A.
Indenture Agreements
H&R Block
Diversified Consumer Services
NY
2007
License Agreement between H&R Block and Sears for Tax Services in Sears Stores (Effective August 1, 2007)
License Agreements
H&R Block
Diversified Consumer Services
KS
2007
Amendment No. 11 to Amended and Restated Indenture between Option One Owner Trust 2001-2 and Wells Fargo Bank, N.A.
Indenture Agreements
H&R Block
Diversified Consumer Services
NY
2007
Amendment No. 9 to Amended and Restated Note Purchase Agreement among Option One Owner Trust 2001-2, Option One Loan Warehouse LLC, and Bank of America, N.A.
Note Agreements
H&R Block
Diversified Consumer Services
NY
2007
Waiver and Amendment No. 2 to Amended and Restated Sale and Servicing Agreement among Option One Owner Trust 2003-5, Option One Mortgage Corporation, Option One Mortgage Capital...
Waiver Agreements
H&R Block
Diversified Consumer Services
NY
2007
H&R Block, Inc. 2003 Long-Term Executive Compensation Plan Award Agreement
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
MO
2007
H&R Block Severance Plan (Amended and Restated August 11, 2003)
Severance Agreements
H&R Block
Diversified Consumer Services
MO
2007
Amendment No. 1 to the H&R Block Severance Plan by HRB Management, Inc.
Severance Agreements
H&R Block
Diversified Consumer Services
2007
Employment Agreement between HRB Management, Inc. and Carol Graebner
Employment Agreements
H&R Block
Diversified Consumer Services
MO
2007
Bridge Credit and Guarantee Agreement among Block Financial Corporation, H&R Block, Inc., and HSBC Bank USA (April 16, 2007)
Credit Agreements
H&R Block
Diversified Consumer Services
MO
2007
Supplemental Indenture Number One to Indenture for Option One Owner Trust 2003-5 Mortgage-Backed Notes (April 27, 2007)
Indenture Agreements
H&R Block
Diversified Consumer Services
NY
2007
Amendment Number Six to Second Amended and Restated Sale and Servicing Agreement among Option One Owner Trust 2001-2, Option One Loan Warehouse Corporation, Option One Mortgage...
Modification Agreements
H&R Block
Diversified Consumer Services
NY
2007
Amendment Number Seven to Second Amended and Restated Sale and Servicing Agreement among Option One Owner Trust 2001-2, Option One Loan Warehouse Corporation, Option One Mortgage...
Modification Agreements
H&R Block
Diversified Consumer Services
NY
2007
Amendment Number Eight to Amended and Restated Note Purchase Agreement among Option One Owner Trust 2001-2, Option One Loan Warehouse Corporation, and Bank of America, N.A.
Note Agreements
H&R Block
Diversified Consumer Services
NY
2007
Amendment Number Ten to Amended and Restated Indenture between Option One Owner Trust 2001-2 and Wells Fargo Bank, N.A.
Indenture Agreements
H&R Block
Diversified Consumer Services
NY
2007
Amendment No. 1 to Pricing Side Letter among Option One Owner Trust 2002-3, Option One Mortgage Entities, Wells Fargo Bank, and UBS Real Estate Securities
Modification Agreements
H&R Block
Diversified Consumer Services
NY
2007
Amendment Number Eight to Amended and Restated Indenture between Option One Owner Trust 2001-1A and Wells Fargo Bank, N.A.
Indenture Agreements
H&R Block
Diversified Consumer Services
NY
2007
Fifth Amended and Restated Pricing Side Letter to Sale and Servicing Agreement among Option One Owner Trust 2003-4, Option One Loan Warehouse Corporation, Option One Mortgage...
Financing Agreements
H&R Block
Diversified Consumer Services
2007
Amendment Number Two to Pricing Letter among Option One Owner Trust 2005-9, Option One Loan Warehouse Corporation, Option One Mortgage Corporation, and Wells Fargo Bank, N.A.
Modification Agreements
H&R Block
Diversified Consumer Services
NY
2007
Stock Purchase Agreement among H&R Block, Inc., Block Financial Corporation, and OOMC Acquisition Corp. dated April 19, 2007
Purchase Agreements
H&R Block
Diversified Consumer Services
NY
2007
Omnibus Amendment and Consent Agreement among Option One Owner Trust 2001-1A, Option One Mortgage Corporation, Option One Mortgage Capital Corporation, Option One Loan Warehouse...
Modification Agreements
H&R Block
Diversified Consumer Services
NY
2007
Amendment Number Five to Second Amended and Restated Sale and Servicing Agreement among Option One Owner Trust 2001-2, Option One Loan Warehouse Corporation, Option One Mortgage...
Modification Agreements
H&R Block
Diversified Consumer Services
NY
2007
Amendment Number Nine to Amended and Restated Indenture between Option One Owner Trust 2001-2 and Wells Fargo Bank, N.A.
Indenture Agreements
H&R Block
Diversified Consumer Services
NY
2007
Omnibus Amendment and Consent Agreement among Option One Owner Trust 2001-2, Option One Mortgage Corporation, Option One Mortgage Capital Corporation, Option One Loan Warehouse...
Modification Agreements
H&R Block
Diversified Consumer Services
NY
2007
Waiver and Amendment Agreement among Option One Owner Trust 2001-2, Option One Mortgage Entities, Wells Fargo Bank, and Majority Noteholders (January 2007)
Waiver Agreements
H&R Block
Diversified Consumer Services
NY
2007
Second Amended and Restated Sale and Servicing Agreement among Option One Owner Trust 2002-3, Option One Loan Warehouse Corporation, Option One Mortgage Corporation, Option One...
Servicing Agreements
H&R Block
Diversified Consumer Services
NY
2007
Second Amended and Restated Note Purchase Agreement among Option One Owner Trust 2002-3, Option One Loan Warehouse Corporation, and UBS Real Estate Securities Inc.
Note Agreements
H&R Block
Diversified Consumer Services
NY
2007
Indenture Agreement between Option One Owner Trust 2002-3 and Wells Fargo Bank, N.A. for Mortgage-Backed Notes (2007)
Indenture Agreements
H&R Block
Diversified Consumer Services
DE
2007
Omnibus Amendment and Consent Agreement among Option One Owner Trust 2003-4, Option One Mortgage Corporation, Option One Mortgage Capital Corporation, Option One Loan Warehouse...
Modification Agreements
H&R Block
Diversified Consumer Services
NY
2007
Waiver Agreement among Option One Owner Trust 2003-4, Option One Mortgage Entities, Wells Fargo Bank, and Majority Noteholders (January 2007)
Waiver Agreements
H&R Block
Diversified Consumer Services
NY
2007
Amendment Number Two to Amended and Restated Sale and Servicing Agreement among Option One Owner Trust 2003-5, Option One Loan Warehouse Corporation, Option One Mortgage...
Modification Agreements
H&R Block
Diversified Consumer Services
NY
2007
Amendment Number Two to Note Purchase Agreement among Option One Owner Trust 2003-5, Option One Loan Warehouse Corporation, and Citigroup Global Markets Realty Corp.
Note Agreements
H&R Block
Diversified Consumer Services
NY
2007
Omnibus Amendment and Consent Agreement among Option One Owner Trust 2003-5, Option One Mortgage Corporation, Option One Mortgage Capital Corporation, Option One Loan Warehouse...
Modification Agreements
H&R Block
Diversified Consumer Services
NY
2007
Omnibus Amendment to Sale and Servicing and Note Purchase Agreements among Option One Owner Trust 2003-5, Option One Mortgage Corporation, and Others
Modification Agreements
H&R Block
Diversified Consumer Services
NY
2007
Omnibus Amendment Number Four to Option One Owner Trust 2005-6 Warehouse Facility Agreement
Modification Agreements
H&R Block
Diversified Consumer Services
NY
2007
Omnibus Amendment and Consent Agreement among Option One Owner Trust 2005-6, Option One Mortgage Corporation, Option One Mortgage Capital Corporation, Option One Loan Warehouse...
Modification Agreements
H&R Block
Diversified Consumer Services
NY
2007
Omnibus Amendment and Consent Agreement among Option One Owner Trust 2005-7, Option One Mortgage Corporation, and Others (December 29, 2006)
Modification Agreements
H&R Block
Diversified Consumer Services
NY
2007
Omnibus Amendment and Consent Agreement among Option One Owner Trust 2005-8, Option One Mortgage Corporation, and Others (December 29, 2006)
Modification Agreements
H&R Block
Diversified Consumer Services
NY
2007
Omnibus Amendment and Consent Agreement among Option One Owner Trust 2005-9, Option One Mortgage Corporation, and Related Parties (December 29, 2006)
Modification Agreements
H&R Block
Diversified Consumer Services
NY
2007
Supplemental Indenture No. 2 to Indenture between Option One Owner Trust 2005-9 and Wells Fargo Bank, N.A.
Indenture Agreements
H&R Block
Diversified Consumer Services
NY
2007
Amendment Number One to Sale and Servicing Agreement among Option One Owner Trust 2005-9, Option One Loan Warehouse Corporation, Option One Mortgage Corporation, and Wells Fargo...
Modification Agreements
H&R Block
Diversified Consumer Services
NY
2007
Sale and Servicing Agreement among Option One Owner Trust 2007-5A, Option One Loan Warehouse Corporation, Option One Mortgage Corporation, Option One Mortgage Capital Corporation,...
Servicing Agreements
H&R Block
Diversified Consumer Services
NY
2007
Note Purchase Agreement among Option One Owner Trust 2007-5A, Option One Loan Warehouse Corporation, and Citigroup Global Markets Realty Corp.
Note Agreements
H&R Block
Diversified Consumer Services
NY
2007
Indenture Agreement between Option One Owner Trust 2007-5A and Wells Fargo Bank, N.A. for Mortgage-Backed Notes
Indenture Agreements
H&R Block
Diversified Consumer Services
DE
2007
Joinder and First Amendment to Program Contracts among HSBC Entities and H&R Block Entities (November 10, 2006)
Joinder Agreements
H&R Block
Diversified Consumer Services
MO
2007
Second Amendment to Program Contracts among HSBC Entities and H&R Block Entities (November 13, 2006)
Modification Agreements
H&R Block
Diversified Consumer Services
MO
2007
First Amended and Restated HSBC Refund Anticipation Loan and IMA Participation Agreement among Block Financial Corporation, HSBC Bank USA, HSBC Trust Company (Delaware), and HSBC...
Participation Agreements
H&R Block
Diversified Consumer Services
NY
2007
First Amended and Restated HSBC Settlement Products Servicing Agreement (HSBC NA, HSBC TFS, HSBC Trust, and Block Financial Corporation)
Services Agreements
H&R Block
Diversified Consumer Services
MO
2007
Credit and Guarantee Agreement among Block Financial Corporation, H&R Block, Inc., and HSBC Finance Corporation (Revolving Credit Facility)
Credit Agreements
H&R Block
Diversified Consumer Services
DE
2007
First Amendment to Five-Year Credit and Guarantee Agreement among Block Financial Corporation, H&R Block, Inc., and Lenders
Credit Agreements
H&R Block
Diversified Consumer Services
NY
2007
First Amendment to Amended and Restated Five-Year Credit and Guarantee Agreement among Block Financial Corporation, H&R Block, Inc., and Lenders
Credit Agreements
H&R Block
Diversified Consumer Services
NY
2007
Separation and Release Agreement between HRB Management, Inc. and Nicholas J. Spaeth
Separation Agreements
H&R Block
Diversified Consumer Services
MO
2007
Omnibus Amendment No. 2 to Note Purchase Agreement and Pricing Side Letter among Option One Owner Trust 2002-3, UBS Real Estate Securities Inc., and Option One Mortgage Corporation
Modification Agreements
H&R Block
Diversified Consumer Services
NY
2006
Omnibus Amendment Number One to Option One Owner Trust 2005-7 Warehouse Facility Agreements
Modification Agreements
H&R Block
Diversified Consumer Services
NY
2006
Fourth Amended and Restated Pricing Side Letter among Option One Owner Trust 2003-4, Option One Loan Warehouse Corporation, Option One Mortgage Corporation, and Wells Fargo Bank,...
Financing Agreements
H&R Block
Diversified Consumer Services
2006
Omnibus Amendment Number One to Option One Owner Trust 2005-8 Warehouse Facility Agreements
Modification Agreements
H&R Block
Diversified Consumer Services
NY
2006
Omnibus Amendment No. 3 to Note Purchase Agreement and Pricing Side Letter among Option One Owner Trust 2002-3, UBS Real Estate Securities Inc., and Option One Mortgage Corporation
Modification Agreements
H&R Block
Diversified Consumer Services
NY
2006
Omnibus Amendment Number Two to Option One Owner Trust 2005-7 Warehouse Facility Agreements
Modification Agreements
H&R Block
Diversified Consumer Services
NY
2006
Summary Sheet for Executive Officer Compensation for Fiscal Years 2006–2007 (H&R Block, Inc.)
Compensation Agreements
H&R Block
Diversified Consumer Services
2006
Omnibus Amendment No. 3 to Option One Owner Trust 2005-6 Warehouse Facility Agreements
Modification Agreements
H&R Block
Diversified Consumer Services
NY
2006
H&R Block Executive Performance Plan (As Amended)
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
MO
2006
Settlement Agreement among HSBC Finance, H&R Block, and Class Plaintiffs Regarding Refund Anticipation Loans Litigation
Settlement Agreements
H&R Block
Diversified Consumer Services
IL
2006
Amendment Number Seven to Amended and Restated Indenture between Option One Owner Trust 2001-1A and Wells Fargo Bank, N.A.
Indenture Agreements
H&R Block
Diversified Consumer Services
NY
2006
Amendment Number Eight to Amended and Restated Indenture between Option One Owner Trust 2001-1B and Wells Fargo Bank, N.A.
Indenture Agreements
H&R Block
Diversified Consumer Services
NY
2006
Amended and Restated Sale and Servicing Agreement among Option One Owner Trust 2003-4, Option One Loan Warehouse Corporation, Option One Mortgage Corporation, and Wells Fargo...
Servicing Agreements
H&R Block
Diversified Consumer Services
NY
2005
Amended and Restated Note Purchase Agreement among Option One Mortgage Corporation, Option One Loan Warehouse Corporation, Option One Owner Trust 2003-4, Falcon Asset...
Note Agreements
H&R Block
Diversified Consumer Services
DE
2005
Amended and Restated Five-Year Credit and Guarantee Agreement among Block Financial Corporation, H&R Block, Inc., and Lenders
Credit Agreements
H&R Block
Diversified Consumer Services
MO
2005
Five-Year Credit and Guarantee Agreement among Block Financial Corporation, H&R Block, Inc., and Lenders
Credit Agreements
H&R Block
Diversified Consumer Services
MO
2005
Sale and Servicing Agreement among Option One Owner Trust 2005-7, Option One Loan Warehouse Corporation, Option One Mortgage Corporation, and Wells Fargo Bank, N.A. dated...
Servicing Agreements
H&R Block
Diversified Consumer Services
NY
2005
Note Purchase Agreement among Option One Owner Trust 2005-7, Option One Loan Warehouse Corporation, HSBC Securities (USA) Inc., HSBC Bank USA, N.A., and Bryant Park Funding LLC...
Note Agreements
H&R Block
Diversified Consumer Services
NY
2005
Indenture Agreement between Option One Owner Trust 2005-7 and Wells Fargo Bank, N.A. (September 1, 2005)
Indenture Agreements
H&R Block
Diversified Consumer Services
DE
2005
Omnibus Amendment No. 1 to Note Purchase Agreement and Pricing Side Letter among Option One Owner Trust 2002-3, UBS Real Estate Securities Inc., and Option One Mortgage Corporation
Modification Agreements
H&R Block
Diversified Consumer Services
NY
2005
Other Income License Agreement between Wal-Mart Stores, Inc. and H&R Block Services, Inc. (Tax Preparation Services)
License Agreements
H&R Block
Diversified Consumer Services
AR
2005
Employment Agreement between HRB Management, Inc. and Jeff Nachbor
Employment Agreements
H&R Block
Diversified Consumer Services
MO
2005
Amendment No. 6 to Amended and Restated Note Purchase Agreement among Option One Owner Trust 2001-2, Option One Loan Warehouse Corporation, and Bank of America, N.A.
Note Agreements
H&R Block
Diversified Consumer Services
NY
2005
Amendment No. Two to Amended and Restated Sale and Servicing Agreement among Option One Owner Trust 2001-2, Option One Loan Warehouse Corporation, Option One Mortgage Corporation,...
Modification Agreements
H&R Block
Diversified Consumer Services
NY
2005
Amendment No. 3 to Second Amended and Restated Sale and Servicing Agreement among Option One Owner Trust 2001-2, Option One Loan Warehouse Corporation, Option One Mortgage...
Modification Agreements
H&R Block
Diversified Consumer Services
NY
2005
HSBC Retail Settlement Products Distribution Agreement (September 23, 2005)
Distribution Agreements
H&R Block
Diversified Consumer Services
MO
2005
HSBC Digital Settlement Products Distribution Agreement (HSBC and Block Companies, September 23, 2005)
Distribution Agreements
H&R Block
Diversified Consumer Services
MO
2005
HSBC Refund Anticipation Loan Participation Agreement among HTMAC, BFC, HSBC Bank, and HSBC TFS (September 23, 2005)
Participation Agreements
H&R Block
Diversified Consumer Services
NY
2005
HSBC Settlement Products Servicing Agreement among HSBC Bank USA, HSBC TFS, HTMAC, and Block Financial Corporation (BFC)
Services Agreements
H&R Block
Diversified Consumer Services
MO
2005
Appendix of Defined Terms and Rules of Construction for Program Contracts between H&R Block Entities and HSBC
H&R Block
Diversified Consumer Services
2005
Sale and Servicing Agreement among Option One Owner Trust 2005-8, Option One Loan Warehouse Corporation, Option One Mortgage Corporation, and Wells Fargo Bank, N.A. (October 1,...
Servicing Agreements
H&R Block
Diversified Consumer Services
NY
2005
Note Purchase Agreement among Option One Owner Trust 2005-8, Option One Loan Warehouse Corporation, and Merrill Lynch Bank USA (October 1, 2005)
Note Agreements
H&R Block
Diversified Consumer Services
NY
2005
Indenture Agreement between Option One Owner Trust 2005-8 and Wells Fargo Bank, N.A. for Mortgage-Backed Notes
Indenture Agreements
H&R Block
Diversified Consumer Services
DE
2005
Fourth Amended and Restated Loan Purchase and Contribution Agreement between Option One Loan Warehouse Corporation and Option One Mortgage Corporation (September 1, 2005)
Purchase Agreements
H&R Block
Diversified Consumer Services
DE
2005
Second Amendment to Second Amended and Restated Refund Anticipation Loan Operations Agreement by and among H&R Block Services, Inc., HSBC Taxpayer Financial Services Inc., HSBC...
Modification Agreements
H&R Block
Diversified Consumer Services
DE
2005
Sale and Servicing Agreement among Option One Owner Trust 2005-6, Option One Loan Warehouse Corporation, Option One Mortgage Corporation, and Wells Fargo Bank, N.A. (June 1, 2005)
Servicing Agreements
H&R Block
Diversified Consumer Services
NY
2005
Note Purchase Agreement among Option One Owner Trust 2005-6, Option One Loan Warehouse Corporation, and Lehman Brothers Bank (June 1, 2005)
Note Agreements
H&R Block
Diversified Consumer Services
NY
2005
Indenture Agreement between Option One Owner Trust 2005-6 and Wells Fargo Bank, N.A. for Mortgage-Backed Notes
Indenture Agreements
H&R Block
Diversified Consumer Services
DE
2005
Amendment No. 1 to Second Amended and Restated Sale and Servicing Agreement among Option One Owner Trust 2001-2, Option One Loan Warehouse Corporation, Option One Mortgage...
Modification Agreements
H&R Block
Diversified Consumer Services
NY
2005
Amendment No. 5 to Amended and Restated Note Purchase Agreement among Option One Owner Trust 2001-2, Option One Loan Warehouse Corporation, and Bank of America, N.A.
Note Agreements
H&R Block
Diversified Consumer Services
NY
2005
Amendment No. 1 to Second Amended and Restated Sale and Servicing Agreement among Option One Owner Trust 2001-1A, Option One Loan Warehouse Corporation, Option One Mortgage...
Modification Agreements
H&R Block
Diversified Consumer Services
NY
2005
Amendment No. 1 to Second Amended and Restated Sale and Servicing Agreement among Option One Owner Trust 2001-1B, Option One Loan Warehouse Corporation, Option One Mortgage...
Modification Agreements
H&R Block
Diversified Consumer Services
NY
2005
Executive Officer Compensation Summary for Fiscal Years 2005–2006 (H&R Block, Inc.)
Compensation Agreements
H&R Block
Diversified Consumer Services
2005
H&R Block, Inc. 2003 Long-Term Executive Compensation Plan Award Agreement
Compensation Agreements
H&R Block
Diversified Consumer Services
MO
2005
H&R Block, Inc. 1989 Stock Option Agreement for Outside Directors
Stock Agreements
H&R Block
Diversified Consumer Services
MO
2005
Leasing Operations Supplier Agreement between Wal*Mart Stores, Inc. and H&R Block Services, Inc.
Services Agreements
H&R Block
Diversified Consumer Services
AR
2005
Second Amended and Restated Sale and Servicing Agreement among Option One Owner Trust 2001-2, Option One Loan Warehouse Corporation, Option One Mortgage Corporation, and Wells...
Servicing Agreements
H&R Block
Diversified Consumer Services
NY
2005
Amended and Restated Note Purchase Agreement among Option One Owner Trust 2002-3, UBS Real Estate Securities Inc., and Option One Mortgage Corporation
Note Agreements
H&R Block
Diversified Consumer Services
NY
2005
Amended and Restated Sale and Servicing Agreement among Option One Owner Trust 2002-3, Option One Loan Warehouse Corporation, Option One Mortgage Corporation, and Wells Fargo...
Servicing Agreements
H&R Block
Diversified Consumer Services
NY
2005
Second Amended and Restated Sale and Servicing Agreement among Option One Owner Trust 2001-1A, Option One Loan Warehouse Corporation, Option One Mortgage Corporation, and Wells...
Servicing Agreements
H&R Block
Diversified Consumer Services
NY
2005
Indenture Agreement between Option One Owner Trust 2001-1A and Wells Fargo Bank Minnesota, N.A. for Mortgage-Backed Notes (April 1, 2001)
Indenture Agreements
H&R Block
Diversified Consumer Services
MN
2005
Amendment No. 4 to Indenture between Option One Owner Trust 2001-1A and Wells Fargo Bank, N.A.
Indenture Agreements
H&R Block
Diversified Consumer Services
NY
2005
Amendment No. 5 to Indenture between Option One Owner Trust 2001-1A and Wells Fargo Bank, N.A.
Indenture Agreements
H&R Block
Diversified Consumer Services
NY
2005
Amendment No. 6 to Amended and Restated Indenture between Option One Owner Trust 2001-1A and Wells Fargo Bank, N.A.
Indenture Agreements
H&R Block
Diversified Consumer Services
NY
2005
Amended and Restated Note Purchase Agreement among Option One Owner Trust 2001-1A, Option One Loan Warehouse Corporation, and Greenwich Capital Financial Products, Inc. dated...
Note Agreements
H&R Block
Diversified Consumer Services
NY
2005
Amendment No. 1 to Amended and Restated Note Purchase Agreement among Option One Owner Trust 2001-1A, Greenwich Capital Financial Products, Inc., and Option One Loan Warehouse...
Note Agreements
H&R Block
Diversified Consumer Services
NY
2005
Second Amended and Restated Sale and Servicing Agreement among Option One Owner Trust 2001-1B, Option One Loan Warehouse Corporation, Option One Mortgage Corporation, and Wells...
Servicing Agreements
H&R Block
Diversified Consumer Services
NY
2005
Indenture Agreement between Option One Owner Trust 2001-1B and Wells Fargo Bank Minnesota, N.A. (April 1, 2001)
Indenture Agreements
H&R Block
Diversified Consumer Services
MN
2005
Amendment No. 5 to Indenture between Option One Owner Trust 2001-1B and Wells Fargo Bank, N.A.
Indenture Agreements
H&R Block
Diversified Consumer Services
NY
2005
Amendment No. 6 to Indenture between Option One Owner Trust 2001-1B and Wells Fargo Bank, N.A.
Indenture Agreements
H&R Block
Diversified Consumer Services
NY
2005
Amendment No. 6 to Amended and Restated Indenture between Option One Owner Trust 2001-1B and Wells Fargo Bank, N.A.
Indenture Agreements
H&R Block
Diversified Consumer Services
NY
2005
Amended and Restated Note Purchase Agreement among Option One Owner Trust 2001-1B, Option One Loan Warehouse Corporation, and Steamboat Funding Corporation (April 16, 2004)
Note Agreements
H&R Block
Diversified Consumer Services
NY
2005
Amendment No. 1 to Amended and Restated Note Purchase Agreement among Option One Owner Trust 2001-1B, Steamboat Funding Corporation, and Option One Loan Warehouse Corporation
Note Agreements
H&R Block
Diversified Consumer Services
NY
2005
Sale and Servicing Agreement among Option One Owner Trust 2003-4, Option One Loan Warehouse Corporation, Option One Mortgage Corporation, and Wells Fargo Bank Minnesota, N.A....
Servicing Agreements
H&R Block
Diversified Consumer Services
NY
2005
Amendment No. 1 to Sale and Servicing Agreement among Option One Owner Trust 2003-4, Option One Mortgage Corporation, Option One Loan Warehouse Corporation, and Wells Fargo Bank...
Modification Agreements
H&R Block
Diversified Consumer Services
NY
2005
Amendment No. 2 to Sale and Servicing Agreement among Option One Owner Trust 2003-4, Option One Mortgage Corporation, Option One Loan Warehouse Corporation, and Wells Fargo Bank...
Modification Agreements
H&R Block
Diversified Consumer Services
NY
2005
Indenture Agreement between Option One Owner Trust 2003-4 and Wells Fargo Bank Minnesota, N.A. (August 8, 2003)
Indenture Agreements
H&R Block
Diversified Consumer Services
MN
2005
Note Purchase Agreement among Option One Mortgage Corporation, Option One Loan Warehouse Corporation, Option One Owner Trust 2003-4, Falcon Asset Securitization Corporation,...
Note Agreements
H&R Block
Diversified Consumer Services
DE
2005
Amendment No. 1 to Note Purchase Agreement among Option One Owner Trust 2003-4, Option One Mortgage Corporation, Option One Loan Warehouse Corporation, Falcon Asset Securitization...
Note Agreements
H&R Block
Diversified Consumer Services
NY
2005
Amendment No. 2 to Note Purchase Agreement among Option One Owner Trust 2003-4, Option One Mortgage Corporation, Option One Loan Warehouse Corporation, Falcon Asset Securitization...
Note Agreements
H&R Block
Diversified Consumer Services
NY
2005
Amendment No. 3 to Note Purchase Agreement among Option One Owner Trust 2003-4, Option One Mortgage Corporation, Option One Loan Warehouse Corporation, Falcon Asset Securitization...
Note Agreements
H&R Block
Diversified Consumer Services
NY
2005
Amendment No. 4 to Note Purchase Agreement among Option One Owner Trust 2003-4, Option One Mortgage Corporation, Option One Loan Warehouse Corporation, Falcon Asset Securitization...
Note Agreements
H&R Block
Diversified Consumer Services
NY
2005
Amendment No. 5 to Note Purchase Agreement among Option One Owner Trust 2003-4, Option One Mortgage Corporation, Option One Loan Warehouse Corporation, Falcon Asset Securitization...
Note Agreements
H&R Block
Diversified Consumer Services
NY
2005
H&R Block, Inc. 2003 Long-Term Executive Compensation Plan Award Agreement with Executive Recipient
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
MO
2005
Termination Agreement between H&R Block, Inc., H&R Block Financial Advisors, Inc., and Brian L. Nygaard
Termination Agreements
H&R Block
Diversified Consumer Services
2005
Fourth Amended and Restated Refund Anticipation Loan Participation Agreement among Block Financial Corporation, HSBC Taxpayer Financial Services Inc., and Household Tax Masters...
Participation Agreements
H&R Block
Diversified Consumer Services
NJ
2005
Second Amended and Restated Loan Purchase and Contribution Agreement between Option One Loan Warehouse Corporation and Option One Mortgage Corporation (November 14, 2003)
Loan Agreements
H&R Block
Diversified Consumer Services
DE
2005
Amended and Restated Sale and Servicing Agreement among Option One Owner Trust 2003-5, Option One Loan Warehouse Corporation, Option One Mortgage Corporation, and Wells Fargo...
Servicing Agreements
H&R Block
Diversified Consumer Services
NY
2005
Note Purchase Agreement among Option One Owner Trust 2003-5, Option One Loan Warehouse Corporation, and Citigroup Global Markets Realty Corp. (November 14, 2003)
Note Agreements
H&R Block
Diversified Consumer Services
NY
2005
Amendment Number One to Note Purchase Agreement among Option One Owner Trust 2003-5, Option One Loan Warehouse Corporation, and Citigroup Global Markets Realty Corp.
Note Agreements
H&R Block
Diversified Consumer Services
NY
2005
Indenture Agreement between Option One Owner Trust 2003-5 and Wells Fargo Bank Minnesota, N.A. for Mortgage-Backed Notes
Indenture Agreements
H&R Block
Diversified Consumer Services
MN
2005
Amended and Restated Sale and Servicing Agreement among Option One Owner Trust 2001-2, Option One Loan Warehouse Corporation, Option One Mortgage Corporation, and Wells Fargo Bank...
Servicing Agreements
H&R Block
Diversified Consumer Services
NY
2005
Amendment No. 1 to Amended and Restated Sale and Servicing Agreement among Option One Owner Trust 2001-2, Option One Loan Warehouse Corporation, Option One Mortgage Corporation,...
Modification Agreements
H&R Block
Diversified Consumer Services
NY
2005
Amendment Number Two to Amended and Restated Sale and Servicing Agreement among Option One Owner Trust 2001-2, Option One Loan Warehouse Corporation, Option One Mortgage...
Modification Agreements
H&R Block
Diversified Consumer Services
NY
2005
Amended and Restated Note Purchase Agreement among Option One Owner Trust 2001-2, Option One Loan Warehouse Corporation, and Bank of America, N.A. (November 25, 2003)
Note Agreements
H&R Block
Diversified Consumer Services
NY
2005
Amendment Number One to Amended and Restated Note Purchase Agreement among Option One Owner Trust 2001-2, Option One Loan Warehouse Corporation, and Bank of America, N.A.
Note Agreements
H&R Block
Diversified Consumer Services
NY
2005
Amendment Number Two to Amended and Restated Note Purchase Agreement among Option One Owner Trust 2001-2, Option One Loan Warehouse Corporation, and Bank of America, N.A.
Note Agreements
H&R Block
Diversified Consumer Services
NY
2005
Amended and Restated Indenture between Option One Owner Trust 2001-2 and Wells Fargo Bank Minnesota, N.A. (2003)
Indenture Agreements
H&R Block
Diversified Consumer Services
MN
2005
Collateral and Remedies Letter Agreement between Bank of America, N.A. and Option One Mortgage Corporation (April 1, 2000)
Security Agreements
H&R Block
Diversified Consumer Services
2005
Employment Agreement between HRB Management, Inc. and Marc West (September 15, 2004)
Employment Agreements
H&R Block
Diversified Consumer Services
MO
2004
Owner-Design/Builder Agreement for H&R Block Tax Services, Inc. and J.E. Dunn Construction Company – New World Headquarters Project
Development Agreements
H&R Block
Diversified Consumer Services
2004
First Amendment to Third Amended and Restated Refund Anticipation Loan Participation Agreement by Block Financial Corporation, Household Tax Masters, Inc., and Household Tax...
Participation Agreements
H&R Block
Diversified Consumer Services
2004
2004 Amendment to Second Amended and Restated Refund Anticipation Loan Operations Agreement among H&R Block Companies and Household Companies
Modification Agreements
H&R Block
Diversified Consumer Services
2004
H&R Block, Inc. 1989 Stock Option Plan for Outside Directors (As Amended)
Stock Agreements
H&R Block
Diversified Consumer Services
2004
Block Financial Corporation Debt Securities Underwriting Agreement Standard Provisions
Underwriting Agreements
H&R Block
Diversified Consumer Services
DE
2004
Officers' Certificate Establishing Terms of 5.125% Notes due 2014 by Block Financial Corporation
Note Agreements
H&R Block
Diversified Consumer Services
2004
Block Financial Corporation 5.125% Notes Due 2014 Certificate (with Indenture Reference)
Note Agreements
H&R Block
Diversified Consumer Services
2004
364-Day Credit and Guarantee Agreement among Block Financial Corporation, H&R Block, Inc., and Lenders
Credit Agreements
H&R Block
Diversified Consumer Services
NY
2004
Five-Year Credit and Guarantee Agreement among Block Financial Corporation, H&R Block, Inc., and Lenders
Credit Agreements
H&R Block
Diversified Consumer Services
MO
2004
License Agreement between Sears, Roebuck and Co. and H&R Block Services, Inc. (June 30, 2004)
License Agreements
H&R Block
Diversified Consumer Services
IL
2004
Employment Agreement between H&R Block Services, Inc. and Timothy C. Gokey dated June 28, 2004
Employment Agreements
H&R Block
Diversified Consumer Services
MO
2004
Employment Agreement between HRB Management, Inc. and Nicholas J. Spaeth dated February 2, 2004
Employment Agreements
H&R Block
Diversified Consumer Services
MO
2004
Severance and Release Agreement between James Ingraham and HRB Management, Inc.
Severance Agreements
H&R Block
Diversified Consumer Services
MO
2004
Termination Agreement between HRB Management, Inc. and Jeffrey G. Brandmaier (April 16, 2004)
Separation Agreements
H&R Block
Diversified Consumer Services
2004
Employment Agreement between HRB Management, Inc. and Brad C. Iversen
Employment Agreements
H&R Block
Diversified Consumer Services
MO
2004
Settlement Agreement between H&R Block, Inc. and Multiple Plaintiffs Regarding Franchise Litigation
Settlement Agreements
H&R Block
Diversified Consumer Services
IA
2004
Third Amended and Restated Refund Anticipation Loan Participation Agreement among Block Financial Corporation, Household Tax Masters Inc., and Household Tax Masters Acquisition...
Participation Agreements
H&R Block
Diversified Consumer Services
NJ
2004
Separation and Termination Agreement between HRB Management, Inc. and Frank J. Cotroneo
Separation Agreements
H&R Block
Diversified Consumer Services
2003
H&R Block, Inc. 2003 Long-Term Executive Compensation Plan (as Amended September 10, 2003)
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
2003
Separation and Release Agreement between RSM McGladrey, Inc. and Thomas G. Rotherham, dated July 16, 2003
Separation Agreements
H&R Block
Diversified Consumer Services
2003
Release Agreement between RSM McGladrey, Inc. and Thomas G. Rotherham dated August 1, 2003
Release Agreements
H&R Block
Diversified Consumer Services
2003
Credit and Guarantee Agreement among Block Financial Corporation, H&R Block, Inc., and Lenders for $2 Billion Revolving Credit Facility
Credit Agreements
H&R Block
Diversified Consumer Services
NY
2003
Amendment No. 1 to H&R Block Deferred Compensation Plan for Executives
Compensation Agreements
H&R Block
Diversified Consumer Services
2003
Second Amendment to H&R Block, Inc. Executive Survivor Plan
Retirement Agreements
H&R Block
Diversified Consumer Services
2003
Employment Agreement between HRB Business Services, Inc. and Steven Tait dated April 1, 2003
Employment Agreements
H&R Block
Diversified Consumer Services
MO
2003
Second Amended and Restated Refund Anticipation Loan Operations Agreement among H&R Block Services, Inc., HRB Royalty, Inc., H&R Block Tax Services, Inc., Household Tax Masters...
Financing Agreements
H&R Block
Diversified Consumer Services
NJ
2003
Second Amended and Restated Refund Anticipation Loan Participation Agreement between Block Financial Corporation and Household Tax Masters Inc.
Participation Agreements
H&R Block
Diversified Consumer Services
NJ
2003
Settlement Agreement between H&R Block Entities and Ronnie and Nancy Haese (Class Action - Texas RALs)
Settlement Agreements
H&R Block
Diversified Consumer Services
2003
Amended and Restated Refund Anticipation Loan Operations Agreement among H&R Block Services, Household Tax Masters, and Beneficial Franchise
Financing Agreements
H&R Block
Diversified Consumer Services
NJ
2003
Amended and Restated Refund Anticipation Loan Participation Agreement among Block Financial Corporation, Household Tax Masters Inc., and Household Bank
Participation Agreements
H&R Block
Diversified Consumer Services
NJ
2003
Waiver of Rights Under Amended and Restated Refund Anticipation Loan Participation Agreement among Block Financial Corporation, Household Tax Masters Inc., and H & R Block...
Waiver Agreements
H&R Block
Diversified Consumer Services
DE
2003
Employment Agreement between HRB Management, Inc. and Tammy S. Serati (December 2, 2002)
Employment Agreements
H&R Block
Diversified Consumer Services
MO
2003
Employment Agreement between H&R Block Services, Inc. and Nana Mensah (President, U.S. Tax Operations)
Employment Agreements
H&R Block
Diversified Consumer Services
MO
2003
Severance and Release Agreement between HRB Management, Inc. and Stephanie R. Otto
Severance Agreements
H&R Block
Diversified Consumer Services
MO
2003
H&R Block, Inc. 1993 Long-Term Executive Compensation Plan (As Amended September 11, 2002)
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
2002
H&R Block, Inc. 2003 Long-Term Executive Compensation Plan
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
2002
Amendment to Employment Agreement between HRB Management, Inc. and Frank L. Salizzoni
Employment Agreements
H&R Block
Diversified Consumer Services
2002
Amendment to Employment Agreement between H&R Block Services, Inc. and Thomas L. Zimmerman
Employment Agreements
H&R Block
Diversified Consumer Services
2002
H&R Block, Inc. Deferred Compensation Plan for Directors (Amended and Restated as of July 1, 2002)
Compensation Agreements
H&R Block
Diversified Consumer Services
MO
2002
H&R Block Deferred Compensation Plan for Executives, as Amended and Restated (July 1, 2002)
Compensation Agreements
H&R Block
Diversified Consumer Services
MO
2002
First Amendment to H&R Block, Inc. Executive Survivor Plan
Retirement Agreements
H&R Block
Diversified Consumer Services
2002
Employment Agreement between HRB Management, Inc. and David F. Byers
Employment Agreements
H&R Block
Diversified Consumer Services
MO
2002
Employment Agreement between Option One Mortgage Corporation and Robert E. Dubrish
Employment Agreements
H&R Block
Diversified Consumer Services
MO
2002
Employment Agreement between HRB Management, Inc. and James H. Ingraham
Employment Agreements
H&R Block
Diversified Consumer Services
MO
2002
Employment Agreement between H&R Block Financial Advisors, Inc. and Brian L. Nygaard
Employment Agreements
H&R Block
Diversified Consumer Services
MO
2002
Employment Agreement between HRB Management and Stephanie R. Otto
Employment Agreements
H&R Block
Diversified Consumer Services
MO
2002
Employment Agreement between H&R Block Services, Inc. and Thomas L. Zimmerman
Employment Agreements
H&R Block
Diversified Consumer Services
MO
2002
H&R Block, Inc. 1993 Long-Term Executive Compensation Plan (As Amended Through August 1, 2001)
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
2001
H&R Block, Inc. 2000 Employee Stock Purchase Plan (as amended August 1, 2001)
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
2001
H&R Block Stock Plan for Non-Employee Directors (As Amended Through August 1, 2001)
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
MO
2001
H&R Block, Inc. 1989 Stock Option Plan for Outside Directors (As Amended)
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
2001
H&R Block, Inc. 1999 Stock Option Plan for Seasonal Employees (as Amended September 12, 2001)
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
2001
Employment Agreement between HRB Management, Inc. and Jeffrey Brandmaier dated October 8, 2001
Employment Agreements
H&R Block
Diversified Consumer Services
MO
2001
Employment Termination and Settlement Agreement between Block Financial Corporation and David J. Kasper (with Kathleen M. Kasper) dated December 22, 2000
Separation Agreements
H&R Block
Diversified Consumer Services
2001
Amendment No. 7 to the H&R Block Deferred Compensation Plan for Directors
Compensation Agreements
H&R Block
Diversified Consumer Services
2001
H&R Block Short-Term Incentive Plan (As Amended)
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
MO
2000
Amendment No. 7 to the H&R Block Deferred Compensation Plan for Directors
Retirement Agreements
H&R Block
Diversified Consumer Services
2000
Amendment No. 5 to the H&R Block Deferred Compensation Plan for Executives
Retirement Agreements
H&R Block
Diversified Consumer Services
2000
H&R Block, Inc. Executive Survivor Plan (Amended and Restated as of January 1, 2001)
Compensation Agreements
H&R Block
Diversified Consumer Services
MO
2000
Amendment to Employment Agreement between HRB Management, Inc. and Mark A. Ernst
Employment Agreements
H&R Block
Diversified Consumer Services
2000
First Supplemental Indenture among Block Financial Corporation, H&R Block, Inc., Bankers Trust Company, and The Bank of New York (April 18, 2000)
Indenture Agreements
H&R Block
Diversified Consumer Services
NY
2000
Block Financial Corporation 8.50% Senior Note Due 2007 (Form of Note)
Note Agreements
H&R Block
Diversified Consumer Services
2000
Credit and Guarantee Agreement among Block Financial Corporation, H&R Block, Inc., and Lenders (November 1, 1999)
Credit Agreements
H&R Block
Diversified Consumer Services
NY
2000
Credit and Guarantee Agreement among Block Financial Corporation, H&R Block, Inc., and Lenders (November 1, 1999)
Credit Agreements
H&R Block
Diversified Consumer Services
NY
2000