Systems and Procedures
A Division of The Corporate Controller's Office


Table of Contents:


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.

General Information:

Exhibit and Instructions:

To view document exhibits, click on the link below:

Refund Request Exhibit

Form Requirements:

GURU PDF forms are designed for use with Adobe Acrobat Reader or Adobe Acrobat Pro. Each browser (Chrome, Firefox, Internet Explorer, etc.) has a built-in PDF viewer making it the default PDF viewer without asking users. These built-in viewers do not necessarily support all features required for PDF forms. Similarly, many calculations are not supported by other stand-alone PDF readers (for example, Nuance). If you experience problems downloading or opening documents, right click on the link on the Forms Locator Screen, select 'Save Link As' (or similar language) and save the file. The document can then be opened in either Adobe Acrobat Reader or Adobe Acrobat Pro from the saved location.

The latest version of Adobe Acrobat Reader is available for free. Contact your IT support staff person for downloading assistance, if/as needed. If Adobe Acrobat Pro better suits your needs, contact your IT support staff person for purchasing and installation assistance.

If you encounter any difficulties, contact the GURU support staff by submitting a Technical Support Form request or by calling the tech support line at 814-863-8592.

Number of Copies and Ultimate Distribution:

Table of distribution and retention of the Request for Refund Request form
Ultimate Distribution: Retention Periods:
(after settlement)
Original Accounting Operations or Auditing Refer to Financial Record Retention Schedule
1st Copy Payee - - - - -
2nd Copy Originating Office Current fiscal year +1 year

Where to Send Completed Forms:

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.

Contact Information:

For questions, additional details, or to request changes to this forms, please contact Systems & Procedures.

Cross References: