A claim for refund is a request for reimbursement of amounts previously paid. Generally, if you have paid your balance in full you will file a formal claim.If you don't have the Appeal Form, you can write us a letter stating that you want to appeal the overpayment determination. In this video we will show you how to file a claim for refund. You may submit a letter requesting a refund, or you may use CDTFA-101, Claim for Refund to file your claim.