Navigation:  Main Menu > Student Financials > Refunds > Process Batch Refunds > Create Refunds

1. Search for an existing Run Control ID or add a new value using the Add a New Value tab.
2. Enter the following:
   1. Business Unit
   2. Run Option 1: Individual Only
   3. Run Option 2: Financial Aid Only
   4. Sponsor Refund Option: Individual Sponsors
   5. Refund Item Type
   6. Address Usage: Select the ctcLink address to mail the refund to.
3. Optional: Check the Report Only box to generate a refund report only before processing the refunds.

4. Click the Academic Programs tab. Check the All Programs box.

5. Click the Accounts/Terms tab. Check the All Accounts box.
6. Enter or select a specific Term or select All Terms. If the batch refunding process runs longer than usual, uncheck the All Terms box and use a specific term code instead.

7. Click the Item Types tab. Select specific Item Types for PLUS loans you wish to refund. Use the lookup if you do not know the item types.
8. Click the Save button.
9. Click the Run button.

10. Select Batch Refund checkbox. Click the Ok button.
11. Click the Check Batch Refunds link to access the Batch Refunds Lines page and view created refunds.
12. Click the Batch Refund Messages link to access the Review Batch Messages page and view any warnings or errors encountered during the process.
13. Click the Process Monitor link to review the status of the refund process.
14. Continue with the AP Refund Interface Process to send the information to Finance to print the check.