1
Return a Policy Premium
1.1
Click the Account button and locate the desired account using the Search window.
1.2
Make sure the Receipts sub-tab is selected and click Return Premium to display the Return Premium window.
1.3
Provide a reason for the return in the Description field.
1.4
Click ... to the right of Payee to display the Payee window. Search for and select the desired payee. The appropriate mailing address appears in the Mail To area.
A
Enter a portion of the company name here.
B
Executes the search.
C
Results matching your search text appear here.
D
Check these boxes to modify your search as follows:
Active Only
Limits search results to active accounts only.
Anywhere In Name
Returns matches if your search text appears anywhere in the policyholder name. Leaving this box clear only returns results that begin with your search text.
1.5
Specify the return amount in the overpayment fields.
1.6
Click Save to create the return and close the Return Premium window.