Is a retainer fee refundable?

Most frequently, the client agrees to a security or an advanced payment retainer where payment for services is drawn from the monies held in trust. Here's the kickeronly the true retainer is non-refundable. Unearned funds from either a security or advanced payment retainer must be refunded at the end of the work.

How do I tell my customer about a refund?

Acknowledge their request, show some empathy, provide a concise explanation on why you cannot issue a refund (whether it's old warranties, missing the refund deadline, the condition of the returned product, etc.), and offer an alternative solution, if possible.

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Sample Letter to Client regarding Refund of Balance of Retainer

Orange California Sample Letter to Client regarding Refund of Balance of Retainer

Name: Orange California Sample Letter to Client regarding Refund of Balance of Retainer
Brand: US Legal Forms
Rating: 4.77 (334 reviews)

Category:

Letters - Legal - Refund

State:

Multi-State

County:

Orange

Control #:

US-0492LTR

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Description

Sample Letter to Client regarding Refund of Balance of Retainer

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How to fill out Orange California Sample Letter To Client Regarding Refund Of Balance Of Retainer?

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FAQ

We request you to kindly refund back the excess amount paid by us. The cheque can be made in the name of . We apologize for this inconvenience. Thank you for your consideration!

We have credited your account $25.95 to correct this error. Enclosed is a refund check for that amount. Enclosed is a check for $30.00 to cover the amount overpaid. We are sorry for any inconvenience that our over billing may have caused you.

All states allow clients to terminate their attorneys, as well as any related retainer agreements, for any reason whatsoever.

Refund Request LetterWhy Is It Important? Ask for a refund in a polite and formal language. Include details about the productwhat was purchased, when, and what the price was. Explain why you want to return the item. Mention relevant aspects of the transaction such as dates and place of delivery.

In a definitive sense, a retainer is a fee that is paid in advance in order to hold services (ie. a wedding or event date). While a deposit may also reserve a date, it is returned when the services have been completed. A retainer is by default non-refundable and is not returned.

Most frequently, the client agrees to a security or an advanced payment retainer where payment for services is drawn from the monies held in trust. Here's the kickeronly the true retainer is non-refundable. Unearned funds from either a security or advanced payment retainer must be refunded at the end of the work.

Double-check your records before you take action after an overpayment.Document the overpayment in your records.Type a letter to the person who made the payment, explaining that he paid in excess of the amount due.Debit the same account that you applied your customer's or client's payment to when you send the refund.

Acknowledge their request, show some empathy, provide a concise explanation on why you cannot issue a refund (whether it's old warranties, missing the refund deadline, the condition of the returned product, etc.), and offer an alternative solution, if possible.

The last date for submission of fees was // (Date) and I accidentally paid additional fees of (excess amount paid) with the actual amount. I kindly request you to refund that additional fee. I have attached my bank details and other information with this letter.

A retainer fee is a payment made to a professional, often a lawyer, by a client for future services. 1. Retainer fees do not guarantee an outcome or final product. Portions of retainer fees can be refunded if services end up costing less than originally planned.

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A quick note on some retainer agreements. Completing IRS Form 433F. 29.Show sample of a refund claim. Sample letter to request penalty waiver on incorrect insurance.

Orange California Sample Letter to Client regarding Refund of Balance of Retainer

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How to fill out Orange California Sample Letter To Client Regarding Refund Of Balance Of Retainer?

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FAQ

How do I write a letter requesting a refund for overpayment?

How do you write an overpayment email?

Can I back out of a retainer agreement?

How do I write a letter requesting a refund?

Is a retainer fee a deposit?

Is a retainer fee refundable?

How do I ask for an overpayment refund?

How do I tell my customer about a refund?

How do I ask for excess payment?

Do retainer fees get refunded?

Interesting Questions

How can I request a refund of the balance of my retainer?

Why do I have a balance of retainer to be refunded?

How long does it take to process the refund?

Will the refund be issued in cash or to my bank account?

Is there any fee deducted from the refund amount?

Can the refund be applied towards future invoices or services?

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