OverviewThis procedure provides steps to take when an employees has overpaid insurance premiums in Benefits Billing and requires a refund.
- If a refund needs to be issued to the employee, the payment(s) and charge(s) must be adjusted in Benefits Billing by the UWSS Benefits Team. Either a reallocation of the payment is processed or a paper check is issued to the employee.
1. Refund requests are made via a WiscIT initiated by either the UW Institution or the UWSS Reconciliation Team.
Note: 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 EMPLID and click search.
3. To see the description of the adjustments in HRS, navigate to: Benefits > Benefits Billing > Make Adjustments > Review Adjustment Summary, enter the EMPLID and click search.