BN - Requesting Benefits Billing Refunds

GENERAL DESCRIPTION:

This procedure provides steps to take when an employees has overpaid insurance premiums in Benefits Billing and requires a refund.

PROCESS CONSIDERATIONS:
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PROCEDURE STEPS:
  1. Refund requests are made via a WiscIt ticket initiated by either the UW institution or the UW Service Center Reconciliation Team.  The ticket must clearly indicate if funds should be reallocated or if a paper refund check should be issued to the employee.

  2. To see the actual adjustments in HRS, navigate to:  Benefits > Benefits Billing > Calculate and Review Charges > Review Charge Details, enter the employee's Empl_ID and click Search.

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  4. For description of the adjustment, navigate to: Benefits > Benefits Billing > Make Adjustments > Review Adjustment Summary.  Enter the employee's Empl_ID number and click Search.

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ADDITIONAL RESOURCES

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