Key Words / Phrases

  • Status of refund
  • Amount of refund
  • Where is refund
  • When will I receive refund
  • I’d like a refund

Refunds <F11>

From the Display Customer Billings screen, press <F11> to view information regarding refunds. The Display Customer Refunds screen is shown. From here, the user can determine the refund method, customer who was refunded and refund amount.

Refund Field Function
Period to Period Displays the date range of the coverage period refunded
Amount Displays the premium amount refunded
Entry Date Displays the date on which the refund was requested
Method Displays the refund method…
C:  Check (Paper or Manual)
E:  Electronic
Paid Date Displays the date on which the refund was paid
Status Displays the status of collection…
REQUESTED:   Pending approval from Customer Relations
APPROVED:     Pending approval from Accounting
WAITING:         Refund will be paid on the next refund date
DENIED:           Refund denied; will not be granted
PAID:                Refund processed/mailed

Frequently Asked Questions

When will I receive my refund?

        “Within 3 weeks after the (Paid Date).”

What is the amount of my refund?

“Your refund is for (TransAmt.).”

I would like to get a refund.

Go to the F13 screen and select the REFREQ letter.

Example of Failed Attempt of an Electronic Refund

1st Refund Attempt

  1. For $16.50
  2. For the period starting in February 2018 (Includes February, March, & April since AD&D is billed quarterly)
  3. Which was requested on May 31
  4. Via electronic deposit (Method E)

2nd Refund Attempt

  1. For the same amount ($16.50)
  2. For the same period (February 2018)
  3. Within a short period of time (paid date is June 6 which is close to May 31)
  4. Via check (Method C)

At NO TIME should a refund be requested for another time period if the electronic refund failed. If a refund is issued for the first period, the policy will be cancelled.

fmservice.com

Customers cannot request a refund on fmservice.com.