Get Manual Refund / Manual Sales Adjustment Form

Filling out the Manual Refund / Manual Sales Adjustment Form online can streamline the process of managing refunds and sales adjustments. This guide provides clear, step-by-step instructions to assist you in accurately completing the form.

Follow the steps to effectively complete the manual refund or sales adjustment form

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Complete the form using capital letters for clarity.
3. Fill out the mandatory fields accurately, including the requestor's name, date of request, contact telephone, contact email, merchant name, and ROC number.
4. If issuing a refund, provide details of the original transaction including the UOB MID, terminal ID, credit card holder name, credit card number (last 4 digits), date and time of transaction, and approval code if applicable.
5. Specify the merchant discount rate, original transaction amounts in both SGD and foreign currency, and indicate if the refund is partial or full, along with the amounts.
6. For IPP (EPP) refunds, indicate if you want to cancel the existing arrangement.
7. Attach the necessary documentation, such as the transaction slip, and note whether the deduction will be made from a UOB corporate account or through a cheque.
8. For manual settlements, provide the transaction date and reasons for the settlement, as well as any required attachments.
9. Sign the form as the authorized signatory, ensuring all representations made are accurately reflected.
10. Once the form is complete, email it to cardopsmerchantpayment@UOBgroup.com with the appropriate subject header based on your request type.
11. After submission, save any changes, download, print, or share the form as needed.

Complete your documents online with confidence and ensure all submissions are accurate to avoid rejections.