Your letter must include your name, address, Social Security number, and why you disagree with the determination. 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. You have to tell your credit or debit card company about any error you're disputing within 60 days of when the first statement with the charge was sent to you. In this article, we discuss how to write a refund request letter, what to include in the letter, and provide a sample refund request letter. Include the Case Number, Court Transaction ID, Case Name, One Legal order number, the amount, and the reason for requesting refund. Good faith effort to refund. The creditor must take positive steps to return any credit balance that has remained in the account for over 6 months.