Edit the Payee Information

You can use the Refund Calculations page to edit the payee for refunds.

Prerequisites

You must have Common - Student - View authorization.

The remaining authorizations depend on the type of calculation.

Type of Calculation	Required Authorization
Actual	Student Accounts - Student Refund Calculation - Edit Student Accounts - Student Refund Calculation - Allow Refund Calculation
Hypothetical	Student Accounts Student - Refund Calculation - Edit Either:  Student Accounts - Student Refund Calculation - Allow Hypothetical Student Accounts - Student Refund Calculation - Allow Refund Calculation

The refund calculation must have a value of: 

• Actual in the Calculation Type column

• Posted in the Status column

The refund calculation must not have been calculated by:  

• A servicer (such as Global)

• The Student Financial Aid Automated Awarding (SFAAA) feature

When Anthology Student displays the list of fund sources being refunded, the fund source must: 

• Be configured to allow editing of refunds payee

• Have a value of Not Processed in the Status column

Access Method

Select the Students tile > select the name in the Students list > expand Student Accounts > select the Refund Calculations or Hypothetical Refund Calculation tile.

If Anthology Student displays the: 

• Hypothetical Refund Calculation tile, you are only authorized to view and work with hypothetical calculations

• Refund Calculations tile, you can view and work with both actual and hypothetical calculations.

Procedure to Edit Payee Information

1. Verify that the program version is correct. If not, select the specific program version in the Program Version list. If the student is a lead, you can also select All Program Versions.

2. Highlight the record you want to delete.

3. Select the Edit Payee button on the toolbar.

   Anthology Student displays a list of the fund sources.

4. Review the values for the fund sources.

   Editable Payee Indicates whether the payee for the fund source can be edited. Yes indicates that the payee can be edited. Fund Source The source of this fund. If your institution is using fund source security, you must have permission to work with the fund source. Payee The name of the payee.

   Refund Amount The amount that is being refunded for the fund source. If the fund source was configured to round all disbursements to whole dollars, the amount must be in whole dollars. Status The status of the refund for the fund source. The values are Not Processed, Processed, Void, or Unknown.

5. Select the Payee list for each fund source and take the appropriate action.

   Status of the Payee for the Refund	Action to Take
   On the list	Select the payee.
   Not on the list	Select the + Payee button. On the Related Addresses dialog, specify the new payee name and address. Select the Save button. Select the payee in the Payee list.

6. When you are done selecting payees, select the Save and Close button on the toolbar.