In this topic, you will learn how to create a refund request in G5.
Steps:
Click the Refunds Creation menu item to create a Refund.
Step 1The Create Refunds page allows you to apply filters to search for specific awards and customize the awards listed on the Enter Refunds page as necessary.
You can filter the award list by Non Loan (Grant) or Loan awards.
In this example, we will select All Awards.
You can use the Filter By fields to search for awards of a specific fiscal year, award type, payee reference, or award number.
Click the Continue button to view the specified awards.
Step 5Enter the refund amount in the Refund Amount field next to the appropriate award.
In this example, enter "1000.00" in the Refund Amount field for award P063P160000.
Step 6Click in the Bank Account field to select the appropriate bank account.
Step 7If you have created multiple refund bank accounts, the last four digits of each account number will appear in the dropdown list. Select the appropriate bank account from which the refund should be withdrawn.
In this example, select *****4555[Pell Account].
Step 8Click in the Refund Reason field.
Step 9Select the appropriate Refund Reason from the list.
In this example, select Excessive Drawdown Determination.
Step 10Click the Vertical scrollbar to scroll down.
Step 11Click the Continue button to move to the Summary screen.
Step 12After reviewing the information, click the Submit Refund Request(s) button to process the refund.
Step 13You will receive a message confirming that the refund has been submitted.
Step 14Click the Go To Home button to return to the My Home Page.
Step 15Congratulations!
You have successfully created a refund request.