Issue a return premium on a policy without a credit

You can issue a return premium on a policy without a credit, using support tools.

  1. Navigate to the Provider Administrator portal dashboard.
  2. Select Support Tools.

    Note: Only users with the appropriate permission may access this screen.

  3. Select Refund.
  4. Complete the fields.
  5. Select Create Refund.

Note: When a refund is generated with this tool, the results are the same as if the refund was issued from the policy: a return premium account history row will be created, the return premium will move to the return premium queue, a note will be written, and if applicable, a return premium transfer will appear on the policy to which the return premium was transferred.