Posting / Requesting A Student Refund Check By Mail (RFML)

Label	Description
Business Process	Refunds
Module	Student Financials
Prerequisites	Student must have a refund pending on their account. Pending refund must have originally been paid via cash or check. [NOTE: Staff will never process a refund for Account Type “AID” (Financial Aid)]
Description	This Job Aid illustrates how to post/request a refund check by mail (ISIS Code: RFML).

Instructions:

Step	Action
1.	Click on [] then [] and navigate to Student Financials -> Refunds -> Student Refund

Step	Action
2.	Verify that the “Business Unit” field = “SDCCD” Click the “Search” button [].

Step	Action
3.	Enter the student’s ID number in the “ID” field. Press the “Tab” button [] on your computer key board. The student’s name and balance will appear.

Step

Action

4.

Verify that the “Refund Method” = “Accounts Payable”. [For an RFML, this field MUST = “Accounts Payable”.]

Confirm that the refund has been selected [].

The default for the “Format” field = “A” (Automatic Check). DO NOT USE THIS DEFAULT.

If the student has a bank account set up, the “Format” field defaults to “D” (Direct Deposit).

When processing a paper check, change the “Format” field to “P”. Click the magnifying glass [

] next to the “Format” field to display a list of options.

Step	Action
5.	Click “P Paper Check”

Step	Action
6.	Click the magnifying glass [] next to the “Refund Item Type” field to display a list of available “Refund Item Types”.

Step	Action
7.	Click the appropriate “Refund Item Type” for your campus.

Step	Action
8.	Click the magnifying glass [] next to the “Address Type” field to display a list of available Address Types. Click the appropriate Address Type.

Step	Action
9.	Click the “View Refund Check” drop down arrow []. Confirm that the information is correct. Click the “Post Refund” button [] to process the refund. The refund check will be mailed to the address displayed on the virtual check. The student will receive his/her refund check within 10 business days.

Step	Action
10.	End of job aid.