What Information Does a Refund Policy Form Include?


Quick Answer

The specific information that appears on a refund form depends on the nature of the refund policy and the company overseeing the process, although most typically ask for the name and contact information of the customer, along with details about the reason for the refund and the amount. Some forms may ask for a proof of purchase or an order number in addition to the payment method.

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Full Answer

Many businesses that sell products, both digital and physical, create a refund policy to allow a customer to request her money back in the event that she is not satisfied with the product or service. Each company creates its own policy to match the nature of its products and the methods through which customers make purchases. Some companies require customers to fill out special forms to help track the refund requests and collect the information necessary to determine the validity of the claim. This may take the appearance of a paper document, an interactive online form or a set of guidelines for sending an email.

These forms commonly ask for the name and account information of the customer, which allows the company to check its records of purchases. In some cases, the customer may also need to provide an invoice or order number, if she did not make an account during the checkout process. A refund on services or digital goods may require an explanation in order for the company to issue it, whereas physical goods may call for returns. In such cases, the forms explain the processes for these actions.

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