SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

 

 

FORM T-1

 

 

STATEMENT OF ELIGIBILITY

UNDER THE TRUST INDENTURE ACT OF 1939

OF A CORPORATION DESIGNATED TO ACT AS TRUSTEE

 

x	Check if an Application to Determine Eligibility of a Trustee Pursuant to Section 305(b)(2)

 

 

U.S. BANK NATIONAL ASSOCIATION

(Exact name of Trustee as specified in its charter)

 

 

31-0841368

I.R.S. Employer Identification No.

 

800 Nicollet Mall Minneapolis, Minnesota		55402
(Address of principal executive offices)		(Zip Code)

Linda E. Garcia

U.S. Bank National Association

190 S. LaSalle Street

Chicago, IL 60603

(312) 332-6781

(Name, address and telephone number of agent for service)

 

 

H & R BLOCK INC.

(Issuer with respect to the Securities)

 

 

 

Missouri		44-0607856
(State or other jurisdiction of incorporation or organization)		(I.R.S. Employer Identification No.)
One H & R Block Way Kansas City, Missouri		64105
(Address of Principal Executive Offices)		(Zip Code)

 

 

BLOCK FINANCIAL LLC

(Issuer with respect to the Securities)

 

 

 

Delaware		52-1781495
(State or other jurisdiction of incorporation or organization)		(I.R.S. Employer Identification No.)
One H & R Block Way Kansas City, Missouri		64105
(Address of Principal Executive Offices)		(Zip Code)

 

 

DEBT SECURITIES

GUARANTEES OF DEBT SECURITIES

 

 

 

---

FORM T-1

 

Item 1.		GENERAL INFORMATION. Furnish the following information as to the Trustee.
		a)		Name and address of each examining or supervising authority to which it is subject.
				Comptroller of the Currency
				Washington, D.C.
		b)		Whether it is authorized to exercise corporate trust powers.
				Yes
Item 2.		AFFILIATIONS WITH OBLIGOR. If the obligor is an affiliate of the Trustee, describe each such affiliation.
				None
Items 3-15				Pursuant to General Instruction B of the Form T-1, no responses are included for Items 3-15 of this Form T-1 because, to the best of the Trustee’s knowledge, the obligor or the guarantor is not in default under any Indenture for which the Trustee acts as Trustee and the Trustee is not a foreign trustee as provided under Item 15.
Item 16.		LIST OF EXHIBITS: List below all exhibits filed as a part of this statement of eligibility and qualification.
		1.		A copy of the Articles of Association of the Trustee.*
		2.		A copy of the certificate of authority of the Trustee to commence business, attached as Exhibit 2.
		3.		A copy of the certificate of authority of the Trustee to exercise corporate trust powers, attached as Exhibit 3.
		4.		A copy of the existing bylaws of the Trustee.**
		5.		A copy of each Indenture referred to in Item 4. Not applicable.
		6.		The consent of the Trustee required by Section 321(b) of the Trust Indenture Act of 1939, attached as Exhibit 6.
		7.		Report of Condition of the Trustee as of June 30, 2015 published pursuant to law or the requirements of its supervising or examining authority, attached as Exhibit 7.

 

*	Incorporated by reference to Exhibit 25.1 to Amendment No. 2 to registration statement on S-4, Registration Number 333-128217 filed on November 15, 2005.

**	Incorporated by reference to Exhibit 25.1 to registration statement on form S-3ASR, Registration Number 333-199863 filed on November 5, 2014.

 

2

---

SIGNATURE

Pursuant to the requirements of the Trust Indenture Act of 1939, as amended, the Trustee, U.S. BANK NATIONAL ASSOCIATION, a national banking association organized and existing under the laws of the United States of America, has duly caused this statement of eligibility and qualification to be signed on its behalf by the undersigned, thereunto duly authorized, all in the City of Chicago, State of Illinois on the 25th of September, 2015.

 

 

3

Exhibit 2

 

 

1

Exhibit 3

 

 

1

Exhibit 6

CONSENT

In accordance with Section 321(b) of the Trust Indenture Act of 1939, the undersigned, U.S. BANK NATIONAL ASSOCIATION hereby consents that reports of examination of the undersigned by Federal, State, Territorial or District authorities may be furnished by such authorities to the Securities and Exchange Commission upon its request therefor.

Dated: September 25, 2015

 

 

1

Exhibit 7

U.S. Bank National Association

Statement of Financial Condition

As of 6/30/2015

($000’s)

 

		6/30/2015
Assets
Cash and Balances Due From Depository Institutions		$	17,896,807
Securities			102,874,924
Federal Funds			53,692
Loans & Lease Financing Receivables			252,013,047
Fixed Assets			4,310,148
Intangible Assets			13,076,832
Other Assets			23,776,797
Total Assets		$	414,002,247
Liabilities
Deposits		$	307,828,983
Fed Funds			1,465,991
Treasury Demand Notes			0
Trading Liabilities			885,507
Other Borrowed Money			46,539,645
Acceptances			0
Subordinated Notes and Debentures			3,650,000
Other Liabilities			11,984,151
Total Liabilities		$	372,354,277
Equity
Common and Preferred Stock			18,200
Surplus			14,266,400
Undivided Profits			26,502,086
Minority Interest in Subsidiaries			861,284
Total Equity Capital		$	41,647,970
Total Liabilities and Equity Capital		$	414,002,247

 

1