H&R Block Contracts & Agreements

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H&R BLOCK, INC. 2008 DEFERRED STOCK UNIT PLAN FOR OUTSIDE DIRECTORS (Effective September 14, 2011)
Stock Agreements
H&R Block
Diversified Consumer Services
2012
Fourth Amendment to Program Management Agreement, dated October 18, 2024, by and between Emerald Financial Services, LLC and Pathward, N.A
Management Agreements
H&R Block
2024
Description of Securities
H&R Block
2024
Third Amendment to Program Management Agreement, dated April 1, 2024, by and between Emerald Financial Services, LLC and Pathward, N.A
Management Agreements
H&R Block
2024
Second Amendment to Program Management Agreement, dated October 20, 2023, by and between Emerald Financial Services, LLC and Pathward, N.A
Management Agreements
H&R Block
2023
Description of Securities
H&R Block
2023
H&R BLOCK, INC. 2018 LONG TERM INCENTIVE PLAN RESTRICTED SHARE UNITS AWARD AGREEMENT
Bonus & Incentive Agreements
H&R Block
2022
Form of 2018 Long Term Incentive Plan Award Agreement for Restricted Share Units, as approved on August 11, 2022
Bonus & Incentive Agreements
H&R Block
2022
Description of Securities
H&R Block
Diversified Consumer Services
MO
2022
Executive Severance Plan, as approved on May 9, 2022
Severance Agreements
H&R Block
2022
FIRST AMENDMENT TO PROGRAM MANAGEMENT AGREEMENT
Management Agreements
H&R Block
Diversified Consumer Services
NY
2021
H&R BLOCK, INC. EXECUTIVE SEVERANCE PLAN (Amended and Restated effective November 4, 2021)
Severance Agreements
H&R Block
Diversified Consumer Services
MO
2021
Form of 2018 Long Term Incentive Plan Award Agreement for Restricted Share Units, as approved on June 25, 2021
Bonus & Incentive Agreements
H&R Block
2021
Form of 2018 Long Term Incentive Plan Award Agreement for Performance Share Units, as approved on June 25, 2021
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
MO
2021
Alternate Form of 2018 Long Term Incentive Plan Award Agreement for Restricted Share Units, as approved on June 25, 2021
Bonus & Incentive Agreements
H&R Block
2021
Alternate Form of 2018 Long Term Incentive Plan Award Agreement for Performance Share Units, as approved on June 25, 2021
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
MO
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...
Underwriting Agreements
H&R Block
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...
Indenture Agreements
H&R Block
2021
Officers Certificate, dated June 25, 2021, of Block Financial LLC (including the Form of the 2.500% Notes due 2028)
Note Agreements
H&R Block
Diversified Consumer Services
2021
Description of Securities
H&R Block
Diversified Consumer Services
MO
2021
H&R Block Severance Plan, as amended and restated on May 15, 2021
Severance Agreements
H&R Block
Diversified Consumer Services
2021
Program Management Agreement, dated August 5, 2020, by and between Emerald Financial Services, LLC and MetaBank, N.A
Management Agreements
H&R Block
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...
Underwriting Agreements
H&R Block
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...
Indenture Agreements
H&R Block
Diversified Consumer Services
NY
2020
Officers Certificate, dated August 7, 2020, of Block Financial LLC (including the Form of the 3.875% Notes due 2030)
Note Agreements
H&R Block
2020
Description of Securities
H&R Block
2020
H&R Block, Inc. 2000 Employee Stock Purchase Plan, as amended and restated on March 2, 2020
Stock Agreements
H&R Block
Diversified Consumer Services
2020
H&R Block, Inc. Executive Severance Plan, as amended and restated on November 7, 2019
Severance Agreements
H&R Block
Diversified Consumer Services
MO
2019
Amended and Restated H&R Block Executive Performance Plan
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
MO
2019
Form of 2018 Long Term Incentive Plan Award Agreement for Market Stock Units, as approved on June 20, 2019
Bonus & Incentive Agreements
H&R Block
2019
Form of 2018 Long Term Incentive Plan Award Agreement for Performance Share Units, as approved on June 20, 2019
Bonus & Incentive Agreements
H&R Block
2019
Alternate Form of 2018 Long Term Incentive Plan Award Agreement for Restricted Share Units, as approved on June 20, 2019
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
MO
2019
Alternate Form of 2018 Long Term Incentive Plan Award Agreement for Market Stock Units, as approved on June 20, 2019
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
MO
2019
Alternate Form of 2018 Long Term Incentive Plan Award Agreement for Performance Share Units, as approved on June 20, 2019
Bonus & Incentive Agreements
H&R Block
2019
Form of 2018 Long Term Incentive Plan Award Agreement for Two-Year Restricted Share Units, as approved on June 20, 2019
Bonus & Incentive Agreements
H&R Block
2019
Alternate Form of 2018 Long Term Incentive Plan Award Agreement for Two-Year Restricted Share Units, as approved on June 20, 2019
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
MO
2019
Description of Securities
H&R Block
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.,...
Share Agreements
H&R Block
2019
Waiver and Acknowledgment dated June 25, 2018, between H&R Block, Inc., HRB Professional Resources, LLC, and Jeffrey J. Jones II
Waiver Agreements
H&R Block
Diversified Consumer Services
2018
Form of 2018 Long Term Incentive Plan Award Agreement for Restricted Share Units, as approved on June 25, 2018
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
MO
2018
Form of 2018 Long Term Incentive Plan Award Agreement for Market Stock Units, as approved on June 25, 2018
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
MO
2018
Form of 2018 Long Term Incentive Plan Award Agreement for Performance Share Units, as approved on June 25, 2018
Bonus & Incentive Agreements
H&R Block
2018
Form of 2018 Long Term Incentive Plan Award Agreement for Non-Qualified Stock Options, as approved on June 25, 2018
Bonus & Incentive Agreements
H&R Block
2018
Alternate Form of 2018 Long Term Incentive Plan Award Agreement for Restricted Share Units, as approved on June 25, 2018
Bonus & Incentive Agreements
H&R Block
2018
Alternate Form of 2018 Long Term Incentive Plan Award Agreement for Market Stock Units, as approved on June 25, 2018
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
MO
2018
Alternate Form of 2018 Long Term Incentive Plan Award Agreement for Performance Share Units, as approved on June 25, 2018
Bonus & Incentive Agreements
H&R Block
2018
Form of 2018 Long Term Incentive Plan Award Agreement for Deferred Stock Units, as approved on November 3, 2017
Bonus & Incentive Agreements
H&R Block
2017
H&R Block, Inc. 2018 Long Term Incentive Plan
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
MO
2017
Form of 2018 Long Term Incentive Plan Award Agreement for Restricted Share Units
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
MO
2017
Form of 2018 Long Term Incentive Plan Award Agreement for Non-Qualified Stock Options
Bonus & Incentive Agreements
H&R Block
2017
First Amendment to Program Management Agreement dated as of July 27, 2017, by and between Emerald Financial Services, LLC and BofI Federal Bank
Management Agreements
H&R Block
2017
H&R BLOCK, INC. 2013 LONG TERM INCENTIVE PLAN MARKET STOCK UNITS AWARD AGREEMENT
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 RESTRICTED SHARE UNITS AWARD AGREEMENT
Bonus & Incentive Agreements
H&R Block
2017
H&R BLOCK, INC. 2013 LONG TERM INCENTIVE PLAN RESTRICTED SHARE UNITS AWARD AGREEMENT
Bonus & Incentive Agreements
H&R Block
2017
H&R BLOCK, INC. 2013 LONG TERM INCENTIVE PLAN MARKET STOCK UNITS AWARD AGREEMENT
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
Bonus & Incentive Agreements
H&R Block
2017
H&R BLOCK, INC. 2013 LONG TERM INCENTIVE PLAN RESTRICTED SHARE UNITS AWARD AGREEMENT
Bonus & Incentive Agreements
H&R Block
2017
H&R BLOCK, INC. 2013 LONG TERM INCENTIVE PLAN MARKET STOCK UNITS AWARD AGREEMENT
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
2017
H&R BLOCK, INC. 2013 LONG TERM INCENTIVE PLAN RESTRICTED 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 MARKET STOCK UNITS 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 AWARD AGREEMENT
Bonus & Incentive Agreements
H&R Block
2016
H&R BLOCK, INC. 2013 LONG TERM INCENTIVE PLAN NON-QUALIFIED STOCK OPTION AWARD AGREEMENT
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
MO
2016
H&R BLOCK, INC. 2013 LONG TERM INCENTIVE PLAN RESTRICTED 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 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
2016
H&R BLOCK, INC. 2013 LONG TERM INCENTIVE PLAN RESTRICTED SHARE UNITS AWARD AGREEMENT
Bonus & Incentive Agreements
H&R Block
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
Underwriting Agreements
H&R Block
2015
SECOND SUPPLEMENTAL INDENTURE
Indenture Agreements
H&R Block
Diversified Consumer Services
NY
2015
BLOCK FINANCIAL LLC OFFICERS CERTIFICATE
H&R Block
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...
Credit Agreements
H&R Block
2015
PROGRAM MANAGEMENT AGREEMENT By and Between EMERALDFINANCIAL SERVICES, LLC, and BofI FEDERAL BANK Dated as of August 31, 2015 TABLE OF CONTENTS
Management Agreements
H&R Block
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,...
Services Agreements
H&R Block
Diversified Consumer Services
MO
2015
GUARANTY AGREEMENT
Guaranty Agreements
H&R Block
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...
Purchase Agreements
H&R Block
2015
PROGRAM MANAGEMENT AGREEMENT By and Between EMERALD FINANCIAL SERVICES, LLC, and BofI FEDERAL BANK __________________________________________ Dated as of ____________ ______, 2015...
Management Agreements
H&R Block
2015
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
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...
Purchase Agreements
H&R Block
2014
PROGRAM MANAGEMENT AGREEMENT By and Between EMERALD FINANCIAL SERVICES, LLC, and BofI FEDERAL BANK __________________________________________ Dated as of ____________ ______, 2014...
Management Agreements
H&R Block
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....
Services Agreements
H&R Block
Diversified Consumer Services
MO
2014
GUARANTY AGREEMENT
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 (as amended and restated effective November 7, 2013)
Stock Agreements
H&R Block
2013
H&R BLOCK, INC. EXECUTIVE SEVERANCE PLAN (Amended and Restated effective November 8, 2013)
Severance Agreements
H&R Block
Diversified Consumer Services
MO
2013
SEVERANCE AND RELEASE AGREEMENT
Severance Agreements
H&R Block
Diversified Consumer Services
MO
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...
Purchase Agreements
H&R Block
2013
H&R BLOCK SEVERANCE PLAN (Amended and Restated March 29, 2013)
Severance Agreements
H&R Block
Diversified Consumer Services
MO
2013
Form of Market Stock Units Award Agreement
Stock Agreements
H&R Block
Diversified Consumer Services
MO
2013
Form of Performance Share Units Award Agreement
Bonus & Incentive Agreements
H&R Block
2013
Form of Restricted Share Units Award Agreement
Share Agreements
H&R Block
2013
Form of Non-Qualified Stock Option Award Agreement
Stock Agreements
H&R Block
Diversified Consumer Services
MO
2013
H&R BLOCK, INC. 2013 LONG TERM INCENTIVE PLAN (Amended and Restated effective 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
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
Bonus & Incentive Agreements
H&R Block
2013
H&R BLOCK SEVERANCE PLAN (Amended and Restated January 1, 2013)
Severance Agreements
H&R Block
2013
Agreement, effective January 3, 2013, by and among the Company, H&R Block Management, LLC and William C. Cobb
Management Agreements
H&R Block
2013
Non-Qualified Stock Option Award Agreement, effective January 3, 2013, by and between the Company and William C. Cobb
Stock Agreements
H&R Block
2013
Restricted Share Units Award Agreement, effective January 3, 2013, by and between the Company and William C. Cobb
Share 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) Purpose
Compensation Agreements
H&R Block
2012
BLOCK FINANCIAL LLC (a Delaware limited liability company) $500,000,000 5.50% Notes due 2022 UNDERWRITING AGREEMENT
Underwriting Agreements
H&R Block
2012
BLOCK FINANCIAL LLC OFFICERS CERTIFICATE
H&R Block
Diversified Consumer Services
2012
TRUSTEES CERTIFICATE OF AUTHENTICATION
H&R Block
Diversified Consumer Services
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...
Credit Agreements
H&R Block
2012
Form of Grant Agreement for Market Stock Units
Stock Agreements
H&R Block
Diversified Consumer Services
MO
2012
Form of Grant Agreement for Stock Options
Stock Agreements
H&R Block
2012
Form of Grant Agreement for Restricted Share Units
Share Agreements
H&R Block
2012
Severance and Release Agreement between HRB Tax Group, Inc. and Philip L. Mazzini
Severance Agreements
H&R Block
2012
First Amendment to the H&R Block, Inc. 2003 Long-Term Executive Compensation Plan
Compensation Agreements
H&R Block
2012
INDEMNIFICATION AGREEMENT
Indemnification Agreements
H&R Block
2012
Separation and Release Agreement between the Company and C.E. Andrews
Separation Agreements
H&R Block
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,...
Merger Agreements
H&R Block
Diversified Consumer Services
DE
2011
EX-101 INSTANCE DOCUMENT
H&R Block
Diversified Consumer Services
MO
2011
EX-101 INSTANCE DOCUMENT
H&R Block
2011
EX-101 INSTANCE DOCUMENT
H&R Block
2011
EX-101 INSTANCE DOCUMENT
H&R Block
2011
EX-101 INSTANCE DOCUMENT
H&R Block
Diversified Consumer Services
MO
2011
EX-101 INSTANCE DOCUMENT
H&R Block
2011
EX-101 INSTANCE DOCUMENT
H&R Block
2011
EX-101 INSTANCE DOCUMENT
H&R Block
2011
TRANSITION AGREEMENT
Transition Agreements
H&R Block
Diversified Consumer Services
MO
2011
EX-101 INSTANCE DOCUMENT
H&R Block
Diversified Consumer Services
2010
AGREEMENT AND PLAN OF MERGER
Merger Agreements
H&R Block
Diversified Consumer Services
DE
2010
Cash and cash equivalents
H&R Block
Diversified Consumer Services
MO
2010
Cash and cash equivalents
H&R Block
Diversified Consumer Services
MO
2010
Cash and cash equivalents
H&R Block
2010
Cash and cash equivalents
H&R Block
2010
Offer Letter from H&R Block Management, LLC to Alan M. Bennett dated August 12, 2010
H&R Block
2010
EX-101 INSTANCE DOCUMENT
H&R Block
Diversified Consumer Services
DE
2010
EX-101 INSTANCE DOCUMENT
H&R Block
2010
EX-101 INSTANCE DOCUMENT
H&R Block
Diversified Consumer Services
2010
EX-101 INSTANCE DOCUMENT
H&R Block
Diversified Consumer Services
2010
EX-101 INSTANCE DOCUMENT
H&R Block
Diversified Consumer Services
MO
2009
EX-101 INSTANCE DOCUMENT
H&R Block
Diversified Consumer Services
MO
2009
U.S. OFFICES
H&R Block
Diversified Consumer Services
2009
U.S. OFFICES
H&R Block
Diversified Consumer Services
MO
2009
U.S. OFFICES
H&R Block
Diversified Consumer Services
2009
U.S. OFFICES
H&R Block
Diversified Consumer Services
MO
2009
Cash and cash equivalents
H&R Block
2009
Cash and cash equivalents
H&R Block
2009
Cash and cash equivalents
H&R Block
Diversified Consumer Services
MO
2009
Cash and cash equivalents
H&R Block
Diversified Consumer Services
KS
2009
Cash and cash equivalents
H&R Block
Diversified Consumer Services
MO
2008
ENTRY INTO A MATERIAL DEFINITIVE AGREEMENT
H&R Block
2008
ENTRY INTO A MATERIAL DEFINITIVE AGREEMENT
H&R Block
2008
EMPLOYMENT AGREEMENT
Employment Agreements
H&R Block
2008
STOCK PURCHASE AGREEMENT
Stock Agreements
H&R Block
2008
The Company's 2003 Long-Term Execeutive Compensation Plan
Compensation Agreements
H&R Block
2008
H&R Block Severance Plan
Severance Agreements
H&R Block
2008
Severance and Release Agreement
Severance Agreements
H&R Block
2008
Employment Agreement
Employment Agreements
H&R Block
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...
Mortgage Agreements
H&R Block
2008
Amendment to the Note Purchase Agreement
Note Agreements
H&R Block
2008
Amendment to the Indenture
Indenture Agreements
H&R Block
2008
Amendment to the Five-Year Credit and Guarantee Agreement
Credit Agreements
H&R Block
2008
Amendment to the Amended and Restated Five-Year Credit and Guarantee Agreement
Credit Agreements
H&R Block
2008
Employment Agreement
Employment Agreements
H&R Block
2008
Amended and Restated Bridge Credit and Guarantee Agreement
Credit Agreements
H&R Block
2008
Amended and Restated Bridge Credit and Guarantee Ageement
Credit Agreements
H&R Block
2008
Amended and Restated Note Purchase Agreement
Note Agreements
H&R Block
2008
Amendment to the Receivables Purchase Agreement
Purchase Agreements
H&R Block
2008
Amendment to the Indenture
Indenture Agreements
H&R Block
2008
Separation and Release Agreement
Separation Agreements
H&R Block
2008
Separation and Release Agreement
Separation Agreements
H&R Block
2008
Credit and Guarantee Agreement
Credit Agreements
H&R Block
2008
Amendmended and Restated Note Purchase Agreement
Note Agreements
H&R Block
2008
Amended and Restated Receivables Purchase Agreement
Purchase Agreements
H&R Block
2008
Amended and Restated Indenture
Indenture Agreements
H&R Block
2008
Separation and Release Agreement
Separation Agreements
H&R Block
2008
Underwriting Agreement dated as of January 8, 2008
Underwriting Agreements
H&R Block
2008
Certificate of Conversion of Block Financial LLC
H&R Block
2008
Officers' Certificate of Block Financial LLC
H&R Block
2008
Form of 7.875% Notes due 2013
Note Agreements
H&R Block
2008
Amendment Number Nine to the Second Amended and Restated Sale and Servicing Agreement
Servicing Agreements
H&R Block
2007
Kiosk License Agreement
License Agreements
H&R Block
2007
Omnibus Amendment
H&R Block
Diversified Consumer Services
NY
2007
Amendment Number Three to the Second Amended and Restated Sale and Servicing Agreement
Servicing Agreements
H&R Block
2007
Amendment Number Two to the Amended and Restated Note Purchase Agreement
Note Agreements
H&R Block
2007
Receivables Purchase Agreement
Purchase Agreements
H&R Block
2007
Note Purchase Agreement
Note Agreements
H&R Block
2007
Note Purchase Agreement
Note Agreements
H&R Block
Diversified Consumer Services
DE
2007
Amendment Number Ten to the Amended and Restated Note Purchase Agreement
Note Agreements
H&R Block
2007
Omnibus Amendment
H&R Block
2007
Advances, Pledge and Security Agreement
Security Agreements
H&R Block
2007
Amendment Number One to the Indenture
Indenture Agreements
H&R Block
2007
License Agreement
License Agreements
H&R Block
2007
Amendment No.11 to the Amended and Restated Indenture
Indenture Agreements
H&R Block
2007
Amendment No.9 to Amended and Restated Note Purchase Agreement
Note Agreements
H&R Block
2007
waiver and Amendment No. 2 to Amended and Restated Sale and Servicing Agreement
Waiver Agreements
H&R Block
2007
Form of 2003 Long-Term Executive Compensation Plan Award Agreement
Compensation Agreements
H&R Block
2007
Severance Plan
Severance Agreements
H&R Block
2007
Amendment to the Severance Plan
Severance Agreements
H&R Block
2007
Employment Agreement
Employment Agreements
H&R Block
2007
Bridge Credit and Guarantee Agreement
Credit Agreements
H&R Block
2007
Supplemental Indenture
Indenture Agreements
H&R Block
2007
Amendment to Amended and Restated Sale and Servicing Agreement
Servicing Agreements
H&R Block
2007
Amendment to Amended and Restated Sale and Servicing Agreement
Servicing Agreements
H&R Block
2007
Amendment to the Amended and Restated Note Purchase Agreement
Note Agreements
H&R Block
2007
Amendment to the Amended and Restated Indenture
Indenture Agreements
H&R Block
2007
Amendment to the Pricing Side Letter
H&R Block
2007
Amendment to the Amended and Restated Indenture
Indenture Agreements
H&R Block
2007
Amended and Restated Pricing Side Letter
H&R Block
2007
Stock Purchase Agreement
Stock Agreements
H&R Block
2007
Amendment Number Five to the Second Amended and Restated Sale and Servicing Agreement
Servicing Agreements
H&R Block
2007
Amendment Number Nine to the Amended and Restated Indenture
Indenture Agreements
H&R Block
2007
Waiver and Amendment
Waiver Agreements
H&R Block
2007
Second Amended and Restated Sale and Servicing Agreement
Servicing Agreements
H&R Block
2007
Second Amended and Restated Note Purchase Agreement
Note Agreements
H&R Block
2007
Amendment Number Two to the Amended and Restated Sale and Servicing Agreement
Servicing Agreements
H&R Block
2007
Amendment Number Two to the Amended and Restated Sale and Servicing Agreement
Servicing Agreements
H&R Block
2007
Amendment Number Two to the Note Purchase Agreement
Note Agreements
H&R Block
2007
Omnibus Amendment Number Four
H&R Block
2007
Omnibus Amendment and Consent Agreement
H&R Block
2007
Omnibus Amendment and Consent Agreement
H&R Block
2007
Supplemental Indenture No. 2
Indenture Agreements
H&R Block
2007
Amendment Number One to the Sale and Servicing Agreement
Servicing Agreements
H&R Block
2007
Sale and Servicing Agreement
Servicing Agreements
H&R Block
2007
Note Purchase Agreement
Note Agreements
H&R Block
2007
Joinder and First Amendment to Program Contracts
Joinder Agreements
H&R Block
2007
Joinder and First Amendment to Program Contracts
Joinder Agreements
H&R Block
2007
Second Amendment to Program Contracts
H&R Block
2007
First Amended and Restated HSBC Refund Anticipation Loan
Loan Agreements
H&R Block
2007
First Amended and Restated HSBC Settlement Products Servicing Agreement
Settlement Agreements
H&R Block
2007
Credit and Guarantee Agreement
Credit Agreements
H&R Block
2007
First Amendment to the Five-Year Credit and Guarantee Agreement
Credit Agreements
H&R Block
2007
First Amendment to the Amended and Restated Five-Year Credit and Guarantee Agreement
Credit Agreements
H&R Block
2007
Separation and Release Agreement
Separation Agreements
H&R Block
2007
Omnibus Amendment No. 2
H&R Block
2006
Omnibus Amendment Number One
H&R Block
2006
Fourth Amended and Restated Pricing Side Letter
H&R Block
2006
Omnibus Amendment Number One
H&R Block
2006
Omnibus Amendment No. 3
H&R Block
2006
Omnibus Amendment Number Two
H&R Block
2006
Description of Executive Officer Compensation
Compensation Agreements
H&R Block
2006
Omnibus Amendment #3 to Option One Owner Trust
Trust Agreements
H&R Block
2006
Amended and Restated Sale and Servicing Agreement
Servicing Agreements
H&R Block
2005
Amended and Restated Note Purchase Agreement
Note Agreements
H&R Block
2005
Amended and Restated Five-Year Credit and Guarantee Agreement
Credit Agreements
H&R Block
2005
Five-Year Credit and Guarantee Agreement
Credit Agreements
H&R Block
2005
Sale and Servicing Agreement
Servicing Agreements
H&R Block
2005
Note Purchase Agreement
Note Agreements
H&R Block
2005
Other Income License Agreement
License Agreements
H&R Block
2005
Employment Agreement - Jeff Nachbor
Employment Agreements
H&R Block
2005
Amendment No. Six to Amended/Restated Note Purchase Agreement
Note Agreements
H&R Block
2005
Amendment No. Two to Amended/Restated Sale & Servicing Agreement
Servicing Agreements
H&R Block
2005
Amendment No. Three to Amended/Restated Sale & Servicing Agreement
Servicing Agreements
H&R Block
2005
HSBC Retail Settlement Products Distribution Agreement
Settlement Agreements
H&R Block
2005
HSBC Digital Settlement Products Distribution Agreement
Settlement Agreements
H&R Block
2005
HSBC Refund Anticipation Loan Participation Agreement
Loan Agreements
H&R Block
2005
HSBC Settlement Products Servicing Agreement
Settlement Agreements
H&R Block
2005
Appendix of Defined Terms and Rules of Construction
H&R Block
2005
Sale and Servicing Agreement
Servicing Agreements
H&R Block
2005
Note Purchase Agreement
Note Agreements
H&R Block
2005
Fourth Amended/Restated Loan Purchase & Contribution Agreement
Loan Agreements
H&R Block
2005
Fourth Amended/Restated Loan Purchase & Contribution Agreement
Loan Agreements
H&R Block
2005
Second Amendment to 2nd Amended/Restated Refund Anticipation Loan Operations Agreement
Loan Agreements
H&R Block
2005
Sale and Servicing Agreement
Servicing Agreements
H&R Block
2005
Note Purchase Agreement
Note Agreements
H&R Block
2005
Amendment No. 1 to 2nd Amended & Restated Sale & Servicing Agreement
Servicing Agreements
H&R Block
2005
Amendment No. 1 to 2nd Amended & Restated Sale & Servicing Agreement
Servicing Agreements
H&R Block
2005
Amendment No. 5 to Amended & Restated Note Purchase Agreement
Note Agreements
H&R Block
2005
Amendment No. 1 to 2nd Amended & Restated Sale & Servicing Agreement
Servicing Agreements
H&R Block
2005
Amendment No. 1 to 2nd Amended & Restated Sale & Servicing Agreement
Servicing Agreements
H&R Block
2005
Description of Executive Officer Cash Compensation
Compensation Agreements
H&R Block
2005
Form of 2003 Long-Term Executive Compensation Plan Award Agreement
Compensation Agreements
H&R Block
2005
Form of 1989 Stock Option Plan for Outside Directors Stock Option Agreement
Stock Agreements
H&R Block
2005
Leasing Operations Supplier Agreement
H&R Block
2005
Second Amended and Restated Sale and Servicing Agreement
Servicing Agreements
H&R Block
2005
Amended and Restated Note Purchase Agreement
Note Agreements
H&R Block
2005
Amended and Restated Sale and Servicing Agreement
Servicing Agreements
H&R Block
2005
Second Amended and Restated Sale and Servicing Agreement
Servicing Agreements
H&R Block
2005
Amendment No. 4 to the Indenture
Indenture Agreements
H&R Block
2005
Amendment No. 4 to the Indenture
Indenture Agreements
H&R Block
2005
Amendment No. 5 to the Indenture
Indenture Agreements
H&R Block
2005
Amendment No. 6 to the Indenture
Indenture Agreements
H&R Block
2005
Amended and Restated Note Purchase Agreement
Note Agreements
H&R Block
2005
Amendment No. 1 to Amended and Restated Note Purchase Agreement
Note Agreements
H&R Block
2005
Second Amended and Restated Sale and Servicing Agreement
Servicing Agreements
H&R Block
2005
Amendment No. 5 to the Indenture
Indenture Agreements
H&R Block
2005
Amendment No. 5 to the Indenture
Indenture Agreements
H&R Block
2005
Amendment No. 6 to the Indenture
Indenture Agreements
H&R Block
2005
Amendment No. 6 to the Indenture
Indenture Agreements
H&R Block
2005
Amended and Restated Note Purchase Agreement
Note Agreements
H&R Block
2005
Amendment No. 1 to Amended and Restated Note Purchase Agreement
Note Agreements
H&R Block
2005
Sale and Servicing Agreement
Servicing Agreements
H&R Block
2005
Amendment No. 1 to Sale and Servicing Agreement
Servicing Agreements
H&R Block
2005
Amendment No. 2 to Sale and Servicing Agreement
Servicing Agreements
H&R Block
2005
Note Purchase Agreement
Note Agreements
H&R Block
2005
Note Purchase Agreement
Note Agreements
H&R Block
2005
Amendment No. 1 to Note Purchase Agreement
Note Agreements
H&R Block
2005
Amendment No. 2 to Note Purchase Agreement
Note Agreements
H&R Block
2005
Amendment No. 3 to Note Purchase Agreement
Note Agreements
H&R Block
2005
Amendment No. 4 to Note Purchase Agreement
Note Agreements
H&R Block
2005
Amendment No. 5 to Note Purchase Agreement
Note Agreements
H&R Block
2005
Form of Award Agreement
H&R Block
2005
TERMINATION AGREEMENT
Termination Agreements
H&R Block
2005
FOURTH AMENDED AND RESTATED REFUND ANTICIPATION LOAN PARTICIPATION AGREEMENT
Loan Agreements
H&R Block
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...
Note Agreements
H&R Block
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...
Indenture Agreements
H&R Block
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...
Loan Agreements
H&R Block
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...
Loan Agreements
H&R Block
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...
Note Agreements
H&R Block
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...
Indenture Agreements
H&R Block
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...
Loan Agreements
H&R Block
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...
Loan Agreements
H&R Block
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...
Loan Agreements
H&R Block
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...
Loan Agreements
H&R Block
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...
Loan Agreements
H&R Block
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,...
Note Agreements
H&R Block
2005
BANK OF AMERICA, N.A. Bank of America Plaza 901 Main Street, 51st Floor Dallas, Texas 75202 As of April 1, 2000
H&R Block
2005
Exhibit 10.1 Employment Agreement
Employment Agreements
H&R Block
2004
Exhibit 10.5 1989 Stock Option Plan
Stock Agreements
H&R Block
2004
364-Day Credit and Gaurantee Agreement
Credit Agreements
H&R Block
2004
Five-Year Credit and Gaurantee Agreement
Credit Agreements
H&R Block
2004
License Agreement
License Agreements
H&R Block
2004
Employment Agreement
Employment Agreements
H&R Block
2004
Employment Agreement for Nicholas J. Spaeth
Employment Agreements
H&R Block
2004
Severance and Release Agreement for James Ingraham
Severance Agreements
H&R Block
2004
Termination Agreement of Jeffrey G. Brandmaier
Termination Agreements
H&R Block
2004
Employment Agreement
Employment Agreements
H&R Block
2004
Settlement Agreement
Settlement Agreements
H&R Block
2004
Loan PArticipation Agreement
Loan Agreements
H&R Block
2004
EX-10.1 Separation Agreement
Separation Agreements
H&R Block
Diversified Consumer Services
2003
EX-10.2 2003 Long-Term Executive Compensation Plan
Compensation Agreements
H&R Block
2003
EX-10.1 Agreement dated July 16, 2003
H&R Block
Diversified Consumer Services
2003
EX-10.2 Release Agreement dated August 1, 2003
Release Agreements
H&R Block
2003
EX-10.3 Credit and Guarantee Agreement
Credit Agreements
H&R Block
2003
EX-10.5 Amendment No. 1-Deferred Compensation Plan
Compensation Agreements
H&R Block
2003
EX-10.23 Employment Agreement-Steven Tait
Employment Agreements
H&R Block
2003
EX-10.1 Amended/Restated Refund Anticipation Loan
Loan Agreements
H&R Block
2003
EX-10.2 Amended/Restated Refund Anticipation Loan
Loan Agreements
H&R Block
2003
EX-10.3 Waiver of Rights
Waiver Agreements
H&R Block
2003
EX-10.4 Employment Agreement
Employment Agreements
H&R Block
2003
EX-10.5 Employment Agreement
Employment Agreements
H&R Block
2003
EX-10.6 Severance and Release Agreement
Severance Agreements
H&R Block
2003
EX-10.1 1993 Long-Term Executive Compensation Plan
Compensation Agreements
H&R Block
Diversified Consumer Services
2002
EX-10.2 2003 Long-Term Executive Compensation Plan
Compensation Agreements
H&R Block
Diversified Consumer Services
2002
EX-10.3 Amendment to Employment Agreement
Employment Agreements
H&R Block
Diversified Consumer Services
2002
EX-10.1 Amendment to Employment Agreement
Employment Agreements
H&R Block
2002
EX-10.2 Deferred Compensation Plan for Directors
Compensation Agreements
H&R Block
2002
EX-10.3 Deferred Compensation Plan for Executives
Compensation Agreements
H&R Block
2002
EX-10.9 First Amendment to Executive Survivor Plan
H&R Block
2002
EX-10.1 Employment Agreement - David F. Byers
Employment Agreements
H&R Block
2002
EX-10.2 Employment Agreement - Robert D. Dubrish
Employment Agreements
H&R Block
2002
EX-10.3 Employment Agreement - James H. Ingraham
Employment Agreements
H&R Block
2002
EX-10.4 Employment Agreement - Brian L. Nygaard
Employment Agreements
H&R Block
2002
EX-10.5 Employment Agreement - Stephanie R. Otto
Employment Agreements
H&R Block
2002
EX-10.6 Employment Agreement - Thomas L. Zimmerman
Employment Agreements
H&R Block
2002
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 UNITS AWARD AGREEMENT
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
MO
2015
H&R BLOCK, INC. 2013 LONG TERM INCENTIVE PLAN MARKET STOCK UNITS JUNE 2015 AWARD AGREEMENT
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
MO
2015
H&R BLOCK, INC. 2013 LONG TERM INCENTIVE PLAN PERFORMANCE SHARE UNITS JUNE 2015 AWARD AGREEMENT
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
MO
2015
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 RESTRICTED SHARE UNITS JUNE 2014 AWARD AGREEMENT
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
MO
2014
Form of Grant Agreement for Performance Share Units
Bonus & Incentive Agreements
H&R Block
Diversified Consumer Services
MO
2012
Amendment to the Pricing Letter
H&R Block
2007
Omnibus Amendment and Consent Agreement
H&R Block
2007
Omnibus Amendment and Consent Agreement
H&R Block
2007
Omnibus Amendment and Consent Agreement
H&R Block
2007
Omnibus Amendment and Consent Agreement
H&R Block
2007
Omnibus Amendment and Consent Agreement
H&R Block
2007
Omnibus Agreement
H&R Block
2007
Omnibus Amendment and Consent Agreement
H&R Block
2007
Omnibus Amendment and Consent Agreement
H&R Block
2007
Omnibus Amendment No. 1
H&R Block
2005
Omnibus Amendment No. 1
H&R Block
2005
Exhibit 10.2 Standard Form of Agreement
H&R Block
2004
Exhibit 10.3 First Amendment
H&R Block
2004
Exhibit 10.4 2004 Amendment
H&R Block
2004
EX-10.12 2nd Amendment to Executive Survivor Plan
H&R Block
2003
EX-10.27 2nd Amended/Restated Refund Anticipation
H&R Block
2003
EX-10.28 2nd Amended/Restated Refund Anticipation
H&R Block
2003
EX-10.29 Agreement of Settlement-Haese
H&R Block
2003