3
Refund an Overpayment
3.1
Click the Aggregate tab.
3.2
Search the desired policyholders from any sub tab.
3.3
Click the desired policy to view its summary information.
3.4
Click the Overpayments button.
3.5
Click the overpayment you want to refund from the overpayments list.
3.6
Click Refund.
3.7
Create the Refund as follows
Outstanding Overpayment
How much has been overpaid and not yet resolved.
Refund Amount
How much you are going to refund.
Refund Date
When you will refund the amount. Enter the date directly in the field in MM/DD/YYYY format or click the calendar icon and set the date using the date picker tool.
Available Refunds
Specify where the refund is coming from using the drop-down menu.
Comment
Provide any comments pertaining to the refund in this text area.
3.8
Click OK.