UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, D. C. 20549
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FORM 8-K
CURRENT REPORT
Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934
Date of Report (date of earliest event reported): December 12, 2003
| H&R BLOCK, INC. | |
|---|---|
| (Exact name of registrant as specified in charter) |
| 4400 Main Street, Kansas City, MO | 64111 |
|---|---|
| (Address of Principal Executive Offices) | (Zip Code) |
| (816) 753-6900 |
|---|
| (Registrant's telephone number, including area code) |
| Not Applicable |
|---|
| (Former name or former address, if changed since last report) |
Item 5. Other Events and Regulation FD Disclosure.
On December 12, 2003, H&R Block, Inc. (the "Company") issued a press release entitled "H&R Block Discloses SEC Investigation." A copy of the press release is attached hereto as Exhibit 99.1 and is incorporated herein by reference.
SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
| H&R BLOCK, INC. BY: /S/ James H. Ingraham —————————————— James H. Ingraham Senior Vice President and General Counsel |
Date: December 12, 2003
EXHIBIT INDEX
Exhibit 99.1 Press Release issued December 12, 2003.
News Release
For Further Information
Media Relations:
Bob Schneider, 816.932.4835, (cell) 816-665-3669, bschneider@hrblock.com
Investor Relations:
Mark Barnett, 816.701.4443, marbarnett@hrblock.com
H&R BLOCK DISCLOSES SEC INVESTIGATION
FOR IMMEDIATE RELEASE, DECEMBER 12, 2003
KANSAS CITY, Mo. — H&R Block, Inc. (HRB) announced that, on December 11, 2003, its outside counsel was informed by the United States Securities & Exchange Commission enforcement staff that the Commission has issued a Formal Order of Investigation concerning the Company’s disclosures, in and before November 2002, about refund anticipation loan litigation to which the Company was and is a party. The Company intends to cooperate fully with the Commission’s investigation.
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Except for historical information contained herein, the matters set forth in this press release are forward-looking statements based upon current information and expectations. Such statements speak only as of the date on which they are made, are not guarantees of future performance, and involve certain risks, uncertainties and assumptions that could cause actual results to differ materially from what is expressed, implied or forecast in such forward-looking statements. Such differences could be caused by a number of factors, including, but not limited to risks described from time to time in reports and registration statements filed by H&R Block Inc. and its subsidiaries with the Securities and Exchange Commission. Readers should take these factors into account in evaluating such forward-looking statements.