Modify Applied Refunds


Concept

In this topic, you will learn how to modify previously applied refunds.


Steps:

  1. Click the Refunds Maintenance menu item to begin the process of modifying previously applied 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 mark the refund 87144.

    Step 5
  6. Click the Modify Refund button to move to the Modify Refund tab and modify the refund.

    Step 6
  7. The refund details display, including Original Amount and Balance Unapplied to date.

    Step 7
  8. Click the Vertical scrollbar to scroll down to the Refund Applied field.

    Step 8
  9. The system indicates how much of the refund was applied previously.  You may apply up to the remaining amount, but not a dollar value above the remaining amount.

    Step 9
  10. Enter the correct amount into the Refund Applied field.

     

    For this example, enter a valid value e.g. "500".

    Step 10
  11. Press [Tab] to format the number you have entered.

    Step 11
  12. Click the Vertical scrollbar to scroll back down to the Refund Applied field.

    Step 12
  13. The system has formatted the amount you entered.

     

    Click the Continue button to move to the Summary tab.

    Step 13
  14. The Balance Unapplied has updated.

     

    Click the Vertical scrollbar to scroll down.

    Step 14
  15. Click the Submit button to submit the additional applied amount to the system and save your work.

    Step 15
  16. The system displays a message indicating that the refund was successfully modified.

     

    Click the Vertical scrollbar to scroll down.

    Step 16
  17. Note:  If you would like to modify additional refunds, you may click Done and return to the search screen to repeat the process.

    Step 17
  18. Click the Go to Home button to return to the My Home Page screen.

    Step 18

Congratulations!

 

You have successfully modified previously applied refunds.