Get Refund Request - University Of Oklahoma

Navigating the process of submitting a refund request to the University of Oklahoma is essential for users seeking reimbursement for eligible payments. This guide provides clear and straightforward instructions on how to complete the Refund Request form accurately and effectively.

Follow the steps to successfully complete your refund request.

1. Click ‘Get Form’ button to access the refund request form and open it in the relevant application.
2. Enter your name and phone number in the designated fields to identify the individual preparing the request, and include the date the form is prepared.
3. In Box 1, provide the payee's name and address. Ensure this information is accurate for processing.
4. In Box 2, fill out the department number, state source, account code, and the total amount of the refund. This information should correspond with the original deposit details.
5. If any special instructions are required for the payment, enter these in Box 3. This could assist Financial Services in processing your request as intended.
6. In Box 4, include the Journal ID, reference number, and date of the original deposit. This information can typically be found on the Soft Money Detailed Balance Sheet report obtained from financial records.
7. In Box 5, provide a clear reason for the refund request. Be concise and specific to ensure your request is understood.
8. Ensure that the sponsor signature and date are added, as these are required for the form to be valid.
9. Once all information is completed accurately, submit the form to Financial Services for processing. If you have questions during this process, reach out to their office for assistance.

Complete your refund request online today for a smooth reimbursement process.