Table of Contents:
- General Information
- Exhibit and Instructions
- Form Requirements
- Number of Copies and Ultimate Distribution
- Where To Send Completed Forms
- Contact Information
- Cross References
The Refund Request form is a support document and must be attached to a form print of page/screen 1 of the IBIS Special Request for Check . This form is used to request payment by check of all refunds indicated by Policy FN08 - Refunds except tuition refunds, and refunds covered by specific University policies.
Checks will be mailed by, or held for pick up at, Accounting Operations.
The description or reason for the refund must include the type of refund being requested,
i.e., Deposit, Fees, etc.
To view document exhibits, click on the link below:
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|Original||Accounting Operations or Auditing||Refer to Financial Record Retention Schedule|
|1st Copy||Payee||- - - - -|
|2nd Copy||Originating Office||Current fiscal year +1 year|
When more than one Refund Request is submitted, one SRFC may be used to consolidate and summarize the attached Refund Request(s). Retain the 2nd copies and forward the original and 1st copies of the Refund Request , as paper backup for the SRFC , to Accounting Operations for processing. Accounting Operations then drafts a check (or checks) and puts each check with the respective copy of the form. This check and copy are either mailed to, or picked-up by the payee. The original is then retained by Accounting Operations.
In rare situations, an urgent matter requires the Bursar to issue the refund check. When this happens the Bursar's check and 1st copy are issued to the payee by the Bursar upon approval, and the original is forwarded to Auditing, where it is retained.
For questions, additional details, or to request changes to this forms, please contact Systems & Procedures.