Reassign Refunds


Concept

In this topic, you will learn how to reassign refunds while they are in Unapplied status.


Steps:

  1. Click the Refunds Maintenance menu item to begin the process of reassigning refunds.

    Step 1
  2. You may search for the refund(s) using the SF-215 Number, Confirmation Number, Date, Refund Type, Payee UEI or any combination of fields.  For this example, the refund(s) will be queried by SF-215 Number.

    Step 2
  3. Enter the correct information into the SF-215 Number field.

     

    For this example, enter a valid value e.g. "87144".

    Step 3
  4. Click the Search button to search for refunds which meet the search criteria.

    Step 4
  5. Click the Select radio button to select the refund you want to reassign.

     

    In this example, click the Select radio button to select the refund that appears.

    Step 5
  6. Click the Reassign Refund button to move to the Reassign Refund details tab.

    Step 6
  7. The refund details display including the Payee Name and UEI.

    Step 7
  8. Click the UEI Lookup button to search for the Payee UEI to which you want to reassign the refund.

    Step 8
  9. Enter the information for the UEI to which you want to reassign the refund into the UEI field.

     

    For this example, enter a valid value e.g. "GGG777HHH888".

    Step 9
  10. Click the Search button to display the details for the UEI you entered.

    Step 10
  11. The system displays the details for the Payee UEI you entered.

     

    Click the Select button to mark the Payee UEI which displays.

    Step 11
  12. Click the Continue button to return to the Reassign Refund tab.

    Step 12
  13. The new Payee UEI information you just selected now displays on the Reassign Refund tab.

     

    Click the Vertical scrollbar to scroll down.

    Step 13
  14. Click the Continue button to move to the Summary tab.

    Step 14
  15. Click the Vertical scrollbar to scroll down and review the changes you have made.

    Step 15
  16. Click the Submit button to submit and save the reassignment.

    Step 16
  17. The system displays a message indicating that the refund was successfully reassigned.

     

    Click the Vertical scrollbar to scroll down.

    Step 17
  18. Click the Done button to return to the search screen.

    Step 18
  19. Next Steps

     

    You may now re-query the refund to ensure that it was reassigned in the system.

    Step 19
  20. Enter the correct information into the SF-215 Number field.

     

    For this example, enter a valid value e.g. "87144".

    Step 20
  21. Click the Search button to re-query the refund.

    Step 21
  22. The Payee UEI information displays for the UEI to which the refund was reassigned.

    Step 22
  23. If you would like to reassign additional refunds, you may click Clear and perform a new search.

    Step 23
  24. Click the My HomePage menu to return to the My Home Page screen.

    Step 24

Congratulations!

 

You have successfully reassigned refunds.