9.2 Parent PLUS Loan Refund Process

Purpose: Use this document as a reference for how to process a PLUS loan to a parent in ctcLink.  This step occurs after the loan has been disbursed.  PLUS loan to Parent refunds cannot be batch processed.

Audience: Student Financials staff/Financial Aid Staff.

You must have at least one of these local college managed security roles:

  • ZD SF Refunds
  • ZZ SF Refunds

If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.

Parent PLUS Loan Refund Process

Creating the Refund (Stage)

You must have at least one of these local college managed security roles:

  • ZZ SF Refunds

If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.

Student Financials must first post the funds that the Financial Aid Office disbursed prior to this step in the refunding process.

Navigation:  NavBar > Navigator > Student Financials > Refunds > Sponsor Refund

  1. The Sponsor Refunds page displays.
  2. Enter your Business Unit.
  3. Select Search.
Create Refunds Add a New Value tab
  1. The Sponsor Refund page displays.
  2. In the ID field enter the Sponsors ID (Parents Empl ID)  and then tab out of the field (the refund data will populate the page).
  3. Enter Accounts Payable as the Refund Method.
  4. In the Refund Selection group box select the checkbox next to each item to include in the refund. ctcLink automatically enters the total amount of the line item here. To include only a portion of the line item in the refund, edit the amount.
  5. Select the Format of "A" = Automatic Check (AP printed check).
  6. Select the Refund Item Type of Student Refund.
  7. Select the Address Type of Home.
  8. Select the arrow icon next to View Refund Check to view the an image of the information.
  9. Select the Post Refund button to post the refund to the student's account.
Batch Refund tab

After completing this page, be sure to complete the AP Refund Interface process.

Run the AP Refund Interface (Deliver)

You must have at least one of these local college managed security roles:

  • ZD SF Refunds
  • ZZ SF Refunds

If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.

Navigation:  Navbar > Navigator > Student Financials > Refunds > AP Direct Deposit > Create Refund Vouchers

  1. The Create Refund Voucher run control ID search page displays.
  2. Select the Add a New Value tab.
  3. Enter Run Control ID.
  4. Select Add.
Create Refund Voucher Add a New Value tab
  1. The Create Refund Voucher page displays.
  2. Enter Business Unit.
  3. For Run Option, it is recommended to run "Individual Only" separate from "Organization Only" or "Individual and Organization".
  4. Select the Run button.  
  5. Please refer to the Process Scheduling QRG for further instructions.
Create Refund Voucher page
Process Scheduler with the SSF_AP_INTFC line checked
Process List page image
  1. Once the process list displays Success & Posted, select the Details link and then select the Message Log for confirmation of completion.
Message log image with highlighted areas to do with refund success
  1. Process complete.

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