Refunding A Sponsor (Parent/Family Member)

Label	Description
Business Process	Sponsor
Module	Student Financials
Prerequisites	A student must have a credit on account & a designated sponsor (Student Financials -> Refunds -> Designate Sponsor)
Description	This Job Aid illustrates how to process a refund for a Designated Sponsor from a student’s account.

Instructions:

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

Step	Action
2.	Click the “Search” [] button.

Step	Action
3.	In the “ID” field, enter the Sponsor’s ID number. (You can also click the magnifying glass [] next to the “ID” field to display a list of Sponsors to choose from.)

Step	Action
4.	Press the “Tab” button [] on your keyboard to “tab-out” (exit out) of the “ID” field. (You can also click your mouse anywhere on the page to leave the field.) The “For ID” field will automatically populate with the Student’s ID; additional refund information will populate throughout the page.

Step

Action

5.

In this step, clicking the magnifying glasses [] for the corresponding fields will display a list of choices.

Click the magnifying glass for “Format” fields and change the value to “P = Paper Check”. Note: There are two “Format” fields
Click the magnifying glass for the “Refund Item Type” field and select/change the value to “600000000400 - Refund Third Party Sponsor”.
Click the magnifying glass for the “Address” field and change the value to “HOME”

Note: Verify that the name and address in the “View Refund Check” section matches the Sponsor’s information.

Step	Action
6.	Click “Post Refund” [] to complete the process.

Step	Action
7.	End of job aid.