In this topic, you will learn how to apply refunds.
Steps:
Click the Refunds Maintenance menu item to begin the process of applying refunds.
Step 1You 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 2Enter the correct information into the SF-215 Number field.
For this example, enter a valid value e.g. "0002".
Step 3Click the Search button to search for the refunds associated with the SF-215 number.
Step 4Click the Select radio button to select the refund you want to apply.
In this example, click the Select radio button to select the refund that appears.
Step 5Click the Modify Refund button to move to the Modify Refund tab and apply the refund.
Step 6The refund details display, including Original Amount and Balance Unapplied to date. The details also indicate if the refund has been returned to FMSS which is the same as reversing the refund.
Step 7Click the Vertical scrollbar to scroll down to the application field.
Step 8Enter the amount you want to apply into the Refund Applied field.
For this example, enter a valid value e.g. "1000".
Step 9The amount you entered is now formatted. Note: In this example, the payee has a single award. If the payee had multiple awards, then you could apply the refund across the multiple awards. For example, if the payee had four awards, you could apply a refund of $250 to each award.
Click the Continue button to move to the Summary tab.
Step 10The Balance Unapplied has updated.
Click the Vertical scrollbar to scroll down and review the summary information.
Step 11Note: If you want to make a change, you can click the Previous button. If you need to cancel, you can click the Cancel button which will return you to the search screen.
Step 12Click the Submit button to submit the applied amount to the system and save your work.
Step 13The system displays a message indicating that the refund was successfully applied (modified).
Click the Vertical scrollbar to scroll down.
Step 14Note: If you would like to apply additional refunds, you may click Done and return to the search screen to repeat the process.
Step 15Click the Go to Home button to return to the My Home Page screen.
Step 16Congratulations!
You have successfully applied refunds.