In this topic, you will learn how to inquire on a refund.
Steps:
Click the Refunds Inquiry menu item to view a refund.
Step 1You can use the search criteria fields to filter your search.
By default, G5 will search by date range.
Step 2If you have multiple payee UEIs, you will be able to search by Payee UEI and Payee Institution Name as well.
Step 3We will search by date range in this example.
Click the Calendar icon next to the Request From Date field.
Step 4Use the calendar to specify the date range you want to search.
In this example, select March 1.
Step 5Click the Search button to view the specified refunds.
Step 6Click the Vertical scrollbar to scroll down.
Step 7The results which meet the search criteria display. The list of refunds is ordered by Refund Request Date and Award Number. The screen also shows how many records (awards) met your search criteria. You can perform these additional tasks:
-- View Award Details by clicking the hyperlink in the Award No. column,
-- Scroll to View More of the awards which met the search criteria, or
-- Jump to Page which allows you to jump to another page of results or the end (for longer lists of results).
Note that the refunds have statuses. They are:
-- Pending when the refund has not yet been processed through Treasury.
-- Settled when the refund has been processed through Treasury.
-- Cancelled when a refund request was cancelled in G5. Note that there is a 15-minute time limit for cancelling a refund request while it is in Pending status.
Step 8If you have multiple payee UEIs and search by date range only, all refunds submitted within the specified period will appear with an additional column providing the corresponding payee UEI for each refund.
Step 9Click the Vertical scrollbar to scroll up the page.
Step 10Click the Home link to return to the My Home Page.
Step 11Congratulations!
You have successfully inquired on a refund request.