Refund Excess Credits to Participants

You can refund the excess credit amount against bills.

The refund amount should be less than or equal to the available credit. Refunds are processed only if the outstanding bills are all fully paid.

For example, a participant was planning to take an approved long-term unpaid leave of absence and overpays some amount for the upcoming bills. The participant later decides not to take their unpaid leave and requests a refund of the extra amount that they had paid. You can use the new Refund option on the Billing page of Benefits Service Center to refund excess credits.

To refund multiple participants, you can use the Upload Billing Payments workbook available in the Person Data Loaders tab of the Evaluation and Reporting work area.

Here’s how you refund the excess credit amount:

1. On the Home Page, click Benefits Administration > Enrollment.
2. Search for the participant.
3. Select the Billing task from the side panel.
4. In the Payments section, select Add, and click Refund.
5. Follow the prompts to refund the excess credits. The refund amount should be less than or equal to the previous credits. The balance amount after the refund appears as current credit.
6. Click Save and Close.