Don’t wait too long to ask Southwest Airlines for a refund

Thomas Travia bought a ticket from Philadelphia to Omaha on Southwest Airlines but couldn’t use all of it. Nothing unusual about that — plans change all the time, and the airline offers some of the most flexible ticket change policies in the industry.

What sets this case apart is the type of ticket Travia got. Since he bought it at the airport, it was paper. Then he lost the ticket halfway through his trip and later asked Southwest for a refund. The airline told him he needed to wait, and now it’s telling him he waited too long. Maybe that’s because he traveled in 2008.

This is a strange one, my friends.

Travia had purchased the roundtrip ticket at the airport in Philadelphia, and he’d flown to Omaha without incident.

On the return flight, I left the ticket in my hotel room. I was told, because it was a paper ticket they could not reissue it or give me credit as it could be found and used by someone else (even though you can’t change the name!)

I had to wait one year until it expired and then get a refund. I had to buy another ticket to get home.

Since Travia is a patient guy, he decided to wait a year. But in the meantime, he lost the receipt for the new ticket.

Eventually he found all the paperwork, but in the meantime, years had passed. He filed the application anyway.

“They basically told me too bad, too much time had elapsed and they wouldn’t give me any credit. I don’t want a refund but only a flight coupon of equal value – $319.”

Travia knows he should have sent the refund request to Southwest Airlines sooner.

I am a busy executive and this sort of thing gets lost in the daily shuffle. I understand the airline wanting to close out extended liabilities etc. But the fact remains that they have my $319 and they could have easily corrected the problem in 2008 since you can’t use a ticket without your name on it.

I thought Travia might have a chance of retrieving his money for several reasons. First, Southwest issued a paper ticket, which even in 2008 was pretty unusual. Second, it imposed a one-year cooling off period, which meant he had to wait until 2009. And finally, he wasn’t asking for real money — only a credit.

So I asked Southwest Airlines. A representative got back to me with the following answer:

I was able to review this customer’s situation further. Due to the age of the unused ticket, we wouldn’t be able to reissue or refund the unused ticket. After 6 months from the expiration the funds are cleared out of our systems. The Customer needed to call within 6 months from the expiration date (7/15/09).

Interesting. So even though a representative told Travia he needed to wait a year, he would have had to apply for the refund within six months. That’s good to know.

There’s a lesson in here for all of us. Like any other business, airlines don’t want to keep credit on their books indefinitely. Vouchers and ticket credit do expire, and once they’re gone, you can’t get them back.

Even if you’re dealing with Southwest Airlines.

  • http://pulse.yahoo.com/_RKSQICVIC4CUQMSFSIXBOGUNBM Craig

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  • Dave

    There is only one argument in favor of the OP: it’s not clear he was made aware of the 6-month restriction once the ticket’s 1-year validity had expired.  Nevertheless, he lost the receipt — his problem, not Southwest’s.

  • Lindabator

    But when do people start taking responsibility for their actions/inactions?  The rules are for a year, not 3, but HE shouldn’t have to follow them!  this constant sense of entitlement is getting ridiculous. 

  • Lindabator

    But when do people start taking responsibility for their actions/inactions?  The rules are for a year, not 3, but HE shouldn’t have to follow them!  this constant sense of entitlement is getting ridiculous. 

  • Anonymous

    So, I’ve been spoofed by a troll the last day or two. As one can see, my posts are now distinguishable due to the change in username on the posts (this is my first post on this blog entry, for example).

    Also note that one can click on the avatar to see the poster’s profile, and you can see the that the impersonator only has a handful of posts to their ‘name’, which is in fact tied to the e-mail address they use when posting. The troll has in fact used several e-mail address already.

    Said troll needs to find something better to do with their time than wasting theirs, as well as Christopher’s for having to deal with the mess such people create.

  • Anonymous

    So, I’ve been spoofed by a troll the last day or two. As one can see, my posts are now distinguishable due to the change in username on the posts (this is my first post on this blog entry, for example).

    Also note that one can click on the avatar to see the poster’s profile, and you can see the that the impersonator only has a handful of posts to their ‘name’, which is in fact tied to the e-mail address they use when posting. The troll has in fact used several e-mail address already.

    Said troll needs to find something better to do with their time than wasting theirs, as well as Christopher’s for having to deal with the mess such people create.

  • Lindabator

    Actually, he had to wait because he LOST the ticket, and someone else may have used it.

  • Lindabator

    Actually, he had to wait because he LOST the ticket, and someone else may have used it.

  • Carver

    Agreed.

    This is very disturbing.  I haveto wonder how much of this is animus because the OP imprudently made the statement about being a busy executive.

    I see no reason why his inaction should be a windfall for Southwest.

  • Carver

    That troll spoofed me as well.

  • Anonymous

    Yeah, unfortunately it’s happened to a few different people now.

  • Tony A.

    Wow, I finally agreed with Carver. I also have to add that I see no reason why he had to call back after one year (of date of issue). Why couldn’t WN log his request and they wait till the end of one year to refund his ticket?

  • Tony A.

    I wonder if he used his credit card to pay for the ticket? Wouldn’t that be a way to prove he bought the ticket?

  • Anonymous

    Point of fact – Southwest funds actually WERE transferable up until just a few months ago.

    Correct me if I am wrong, the way I understood it, the unused amount of non-refundable tickets could be credited back to the payors account. Then the original payor can use the funds to buy another WN ticket for anyone. That changed later to credited back to the passenger’s account only.
    Refundable tickets were credited back to the original form of payment.

    In either case, the money from Mr. Travia’s unused ticket would either go back to his SWA account or his credit card since he was both the payor and the passenger. You make it sound like a Southwest ticket was as good as cash. I don’t think Southwest tickets are finders keepers. Maybe I’m wrong.

  • Anonymous

    Sara, the opposite of what you are saying is true for UA and others. One of the major advantages of an e-ticket is that you can’t lose it.

  • Anonymous

    Sara, until June 29, 2011, SouthwestVacations was issuing PAPER documents on WN according to their website. On June 30, they moved to issuing ELECTRONIC documents.

  • Anonymous

    I don’t see in the article where Southwest told
    him any rules other than he had to wait a year before he requested a refund.
     Nor does he say, “I knew it was expired but I should still get my
    money.”  If you’re in the travel industry, perhaps you know that you can
    only get a refund on a paper ticket for a certain time, but it seems like a
    paper ticket, like a gift certificate, has value that shouldn’t expire.  I
    agree that people and companies should take responsibility for their
    actions. 

  • Anonymous

    When a paper ticket is lost, a Lost Ticket Application is filled out.  All this information is on that form that is given to the passenger.

  • Anonymous

    Again, it says in the article that he was told to wait a year before filing, which wasn’t done–so we don’t know if he received any written instructions.  Perhaps you know more than the everyday traveler–I can only go by what I’m reading in the column.

  • Anonymous

    Why I don’t think this is fair.

    If a passenger buys a ticket from Southewest, he is allowed credit on the unused portion of his ticket. Depending on the type of fare, the credit can be a refund of money back to the payor’s original form of payment (i.e. credit card) or an amount to the passenger’s Southwest account that can be later used to buy new tickets.

    The problem is that rights of the passenger is different if Southwest issues a ticketless ticket or a paper ticket. Since a passenger cannot lose a ticketless ticket then his rights to a refund or credit is preserved no matter until the ticket is used or expires. A refund could be requested at any time for as long as the ticketless ticket was not expired.

    On the other hand, a paper ticket can get lost and the passenger is SOL (according to the most recent Contract of Carriage). In the case of the OP (Mr. Travia), he was asked to wait one year before he could request a refund.

    Questions:
    Why couldn’t Southwest provide a ticketless ticket to anybody who is buying a ticket?
    Why did it sell the OP a paper-ticket? Did he specifically ask for a paper ticket?
    Southwest had been issuing tickeless ticket since 1995 and has been proud of the fact that they were one of (if not) the first major airlines to do e-ticketing. So why give the OP old style paper tickets?

    So what are modern paper tickets anyway?
    In the old days, paper tickets were used as traffic documents. It was not only a proof that the passenger paid for the flight listed on the ticket, but it (the coupon) was also lifted by the airline and submitted to the payment settlement company (ARC) so the airline can collect its money. So the physical coupons had value. You needed to return the coupon or file a Lost Ticket Indemnity (LTI) Form to process a refund.
    E-ticketing changed all this. While you can still get a paper ticket today (you usually pay extra to get it), the paper ticket itself is really just an image of the Electronic Record. The ticket is not used to exchange documents or collect money from ARC the settlement company. Today, the airline gets the money from ARC about a day after the eticket is issued. In the case of Southwest which sold the ticket directly to the passenger, they got their money immediately since there is no ARC settlement at all. Southwest had the OP’s money all the time. There was nothing to settle.

    Please note that if you buy a WN ticket online you get a 13 digit e-ticket number starting with Southwest 526 IATA accounting code. So I am going to assume WN issues e-tickets and therefore has an eticket database.

    Could the lost paper ticket be used by anyone or by Mr. Travia himself had Southwest given him a refund earlier?

    By anyone other than Mr. Travia – NO, because after 9/11, positive ID is required to check in and print a boarding pass. Furthermore, tickets are NON-Transferable.
    I don’t suppose anyone with his ticket can just show up and use it at anytime especially after the scheduled departure date. Also, why would WN reissue tickets to a different passenger name – that does not make sense.

    By Mr. Travia himself – NOT UNLESS WN does not query or check their e-ticket database before checking-in a passenger. Besides, even a paper ticket’s coupons have the date, origin, destination,  flight numbers and class on them. Probably even has an endorsement VOID for travel BEFORE and AFTER dates.

    What I am saying is that Southwest probably had an ELECTRONIC RECORD of his paper ticket and it could have found his records using his name, flight date and numbers, and even his credit card. They could have changed the status of his e-ticket to SUSPEND or something like that so it cannot be used. Note you can only check-in if your e-ticket status is OPEN FOR USE. So why make the passenger wait one year before he can even FILE or REQUEST A REFUND?

    The only thing that makes sense to me why this happened was that Southwest ticketing at the airport could not issue e-tickets. If this was true, then Southwest effectively sold two types of tickets – e-tickets online and crappy paper tickets in the airports. If so, then Mr. Travia got a lousy deal because the refund service options associated with his ticket was lousier than that of an e-ticket. Did they disclose this pertinent fact to him before he bought the ticket?

    In my opinion, the OP was handed a lousy deal. Legal yes.

  • Anonymous

    By transferable do you mean REFUND TO PAYOR THEN REISSUE TO DIFFERENT PAX?  Or did you mean the BEARER of the ticket could exchange it to any pax?

  • Anonymous
  • Anonymous

    No, WN allowed you to let anyone use the funds and you applied them by using the confirmation number.  I never issued WN in Sabre, always on their website because of ease of reunse

  • Anonymous

    Yes, I have sold airline tickets for many years.  He wasn’t just told something, he was also given something which he just isn’t mentioning.

  • Anonymous

    They probably would be if it were some minority or disadvantaged group.

  • Anonymous

    No airline refunds on the spot for a lost paper ticket.  Their rules are filed with the US Gov and you can find them online.  A refund on a paper ticket is based on the rules at the date of issue.  Maybe a passenger shouldn’t have lost their accountable document?

  • Ann Lamoy

    I voted no because he waited too long.

    Personal responsibility here Mr. Travia. I don’t care you are a busy executive. I’m a busy person as well but if I have to return something to the store, I make sure I return it within the window that the store gives me to return it. If I forget or lose the receipt, I will go to the store and ask if they can accommodate me. If they tell me no, they can’t then I thank them, shrug my shoulders and walk away. Knowing it was my error that caused me to lose my money. I didn’t take care of business when I should have.

    The customer isn’t always right-despite what they might think. And sometimes business need to learn to stop bending over backwards and kissing customers asses to make them think that. A line needs to be drawn somewhere.

  • Anonymous

    Chris, are you sure the OP actually received a paper ticket – meaning all the flight coupons are on ATB documents? Or the OP got his eticket receipt ONLY printed on ATB stock. It is hard to believe a paper ticket was issued in 2008. Maybe he just got confused because if you bought a ticket in the airport counter, the receipt could be printed on the same ATB stock used for paper tickets. Maybe he lost his e-ticket receipt, then called Southwest and misinformed the agent saying he had paper tickets. So the agent told him he had to wait till the paper tickets expired.

    I can’t figure out why anyone would be issued a paper ticket unless you asked for one. Issuing an eticket is cheaper and easier. I haven’t seen a paper ticket in ages. Am I missing something?

  • Anonymous

    Actually the current Southwest COCs says for LOST paper tickets NO REFUNDS, period. That said, I can’t find a reason why anyone would want WN paper tickets.

  • Anonymous

    Paper tickets always seemed rather risky to issue and too easy to counterfeit.  A relative of mine was a travel agent, and I remember that they were typically printed, but sometimes they were hand written.

    I heard of some case of a kid who hung around a ticket issuing office (might have been an airline) and asked around about how the tickets were issued.  They showed him most of the codes and how they hand wrote the tickets.  Apparently he used that knowledge (and a stack of stolen ticket stock) to write up his own tickets and fly around the country.  It took the airlines a while before they figured out they weren’t getting paid for the tickets.  There might have been some additional details I don’t remember, but back then I think it was possible to actually get on a plane without them necessarily verifying that the ticket was authorized by the airline.

  • Anonymous

    The paper tickets you are referring to are MANUAL . They are written on Four-Flight Passenger Ticket stock. I am not sure who still uses these manual documents nowadays.

    They were mostly replaced with 2 kinds of AUTOMATED documents – TAT and ATB stocks. The ATB stock are still in use since they also function as a Boarding Pass .

    Because these documents are used “physically” by the airlines to settle payments then surrender of the actual document is necessary for refunds. The potential for fraud is really very high.

    By mid 2008, all International airline members of IATA were mandated to be 100% e-ticketing. The US DOT did not support this and allowed US carriers to continue to use paper tickets.

    Southwest (WN) is one the pioneers of e-ticketing in the USA. They had e-ticketing since 1995. WN calls e-tickets – Ticketless Travel Tickets . Remember that since WN does not interline with other carriers, their ticketing and revenue accounting processes are much more simplified compared to airlines that do interlining.

    I went to flyertalk last night and read that many posters were shocked that Southwest only sold paper tickets on airport counters. I thought I was dreaming. But a little reading in Tnooz led me to a recent article about Southwest’s Achilles heel – their Reservation System.
    http://crankyflier.com/2010/11/02/southwest-explains-the-reservation-system-delays/
    Apparently WN uses a system called SAAS that was salvaged from the Braniff days. Now I understand why they still use paper ticketing at the airport counters. Pretty much a relic from the Flintstones.

    Majority of the post here regarding “funds transferability” are referring to Ticketless Travel Tickets . Since unused portions of the e-ticket were simply swapped to e-certs then they were transferable until the end of 2010. That not true for paper tickets. They are completely separate and different from Unused Ticketless Travel Tickets and Ticketless Travel Funds (excess from partially used ticketless tickets). Paper Tickets were nontransferable. The passenger needs to surrender the paper ticket to get a refund to the original form of payment.

    Bottom line is this – if you buy a Southwest ticket at the counter make sure you know the limitations of a paper ticket. It ain’t like the ticketless tickets we’re familiar with from the Southwest website.  Sorry for the OP’s loss but at least now we know. Use the website!

  • Teresa Stewart

    Actually, you are wrong.  Unused amounts on non-refundable tickets were usable by anybody who had the original record locator.  All you had to do was go online, book your new flight, and when it got to the payment stage you chose to pay with unused ticket funds.  All you needed to know was the record locator and name of the person who bought the ticket to begin with.

    We as an agency did it many times for people who had unused funds that they weren’t going to use.  We’d cash them out of their old ticket (simply giving them cash or an agency credit for whatever the unused balance on the ticket was), and then use those funds for another passenger who was paying us with cash or check.

    All it would have taken for someone to use his ticket would be for them to go online and book a new ticket with the information they had printed right there.  No, they couldn’t have just shown up at the airport with the lost ticket and actually flown on it, but the funds could have been used very easily.  Up until they made unused funds non-transferable, Southwest tickets WERE as good as cash.

  • Teresa Stewart

    Actually, you are wrong.  Unused amounts on non-refundable tickets were usable by anybody who had the original record locator.  All you had to do was go online, book your new flight, and when it got to the payment stage you chose to pay with unused ticket funds.  All you needed to know was the record locator and name of the person who bought the ticket to begin with.

    We as an agency did it many times for people who had unused funds that they weren’t going to use.  We’d cash them out of their old ticket (simply giving them cash or an agency credit for whatever the unused balance on the ticket was), and then use those funds for another passenger who was paying us with cash or check.

    All it would have taken for someone to use his ticket would be for them to go online and book a new ticket with the information they had printed right there.  No, they couldn’t have just shown up at the airport with the lost ticket and actually flown on it, but the funds could have been used very easily.  Up until they made unused funds non-transferable, Southwest tickets WERE as good as cash.

  • Anonymous

    OK – I’m starting to remember more about it.  I remember the red carbon four-flight ticket stock from ARC.  He used to have some of the old receipts lying around his house which were just the last page of the booklet.

    Apparently ARC is still listing the stuff in some of their manuals:

    https://www.arccorp.com/forms/pp/iah/current/iah3_0.pdf

  • Anonymous

    Who wrote about “refunds on the spot?”  Not me.

    Please re-read what you were responding to.

  • Anonymous

    There were two coupon stock, too.  When clients paid with cash I use to have to hand write many of these.  Never liked writting conjunctive tickets.

  • http://pulse.yahoo.com/_V2IYC4TC6NDYG5GJJMQBMQ3HYQ Linda Bator

    Seriously?  NO business is going to carry a debt for three years on their books, let’s get real!  And I’m sure that since he would have had to FILL OUT a lost ticket application to GET a refund at all, he would have the rules in writing.

  • http://pulse.yahoo.com/_V2IYC4TC6NDYG5GJJMQBMQ3HYQ Linda Bator

    But once he got the PAPER TICKET, that ticket was treated as cash – so if someone else used that ticket, why on earth would the airline need to refund him as well?  That is why there is a waiting list in those cases – to ensure the ticket was not used in the time allowed.

  • http://pulse.yahoo.com/_V2IYC4TC6NDYG5GJJMQBMQ3HYQ Linda Bator

    Actually, up until a short while ago, they WERE transferable – which is why he would have to wait for a refund – but he should still have had to fill out a form and then WAIT (not to file) but for the actual refund.  I don’t think he’s telling the entire truth here.

  • http://pulse.yahoo.com/_V2IYC4TC6NDYG5GJJMQBMQ3HYQ Linda Bator

    But the legacy carriers moved over to etickets far earlier than Southwest did.  So you are comparing apples to oranges by comparing them to the other carriers.  They issued paper tix, and they were FULLY transferable.  Now, they’ve changed this (due to the abuse of the flexibility they originally had).

  • Anonymous

    Teresa, you are talking about ticketless funds .
    The OP had paper tickets . The refund from paper tickets cannot be moved to ticketless funds. They are in separate planets as far as Southwest is concerned.

    The trading shenanigans you describe as seen on ebay, craigslist, etc., is done ONLINE with ticketless funds.
    They are also done on RR awards.

    For paper ticket exchanges/refunds it is a different ball game. Whoever has the ticket needs to go to a ticket counter and exchange the unused portion of the ticket. But as far as I *read* (from flyertalk) the actual passenger must come in an do the exchange. In fact, some of the posts complain about kids not able to use (exchange) their parent’s (same family name) unused PAPER tickets.

    For refunds of LOST paper tickets, you need to send in the paper ticket and wait one year from the date of issue. (This is exactly the predicament of the OP.)

    Finally – The question is whether LOST AND FOUND PAPER TICKETS is as good as CASH? From what I can see the answer is NO. Why? Because the correct passenger needs to comes in (airport counter) with the ticket.

    So am I missing something here?

  • Anonymous

    Teresa, you are talking about ticketless funds .
    The OP had paper tickets . The refund from paper tickets cannot be moved to ticketless funds. They are in separate planets as far as Southwest is concerned.

    The trading shenanigans you describe as seen on ebay, craigslist, etc., is done ONLINE with ticketless funds.
    They are also done on RR awards.

    For paper ticket exchanges/refunds it is a different ball game. Whoever has the ticket needs to go to a ticket counter and exchange the unused portion of the ticket. But as far as I *read* (from flyertalk) the actual passenger must come in an do the exchange. In fact, some of the posts complain about kids not able to use (exchange) their parent’s (same family name) unused PAPER tickets.

    For refunds of LOST paper tickets, you need to send in the paper ticket and wait one year from the date of issue. (This is exactly the predicament of the OP.)

    Finally – The question is whether LOST AND FOUND PAPER TICKETS is as good as CASH? From what I can see the answer is NO. Why? Because the correct passenger needs to comes in (airport counter) with the ticket.

    So am I missing something here?

  • Anonymous

    Yes (apples and oranges) Legacy vs Southwest is not the same since Legacies INTERLINE. In other words, they are TRUE E-TICKETING that need links between carriers.

    My question is the PAPER TIX of Southwest and at what point did they stop being transferable. I see posts since 2004 in flyertalk saying it wasn’t transferable then. So if the OP bought paper tix in 2008, and they were not transferable then why wait 1 year for refunds?

    The reason (answering my own question) is the OP himself could re-use his so-called paper ticket if he found it. That was the problem.

  • Anonymous

    You know Tony, I can’t remember.  I think any ticket with WN was transferable expect those through WN Vacations. 

  • Anonymous

    He certainly had to file a lost ticket application and the directions for getting his funds were on that.  He screwed up.  All the carriers have rules on lost tickets, WN isn’t any different.

  • http://pulse.yahoo.com/_V2IYC4TC6NDYG5GJJMQBMQ3HYQ Linda Bator

    Not expire???  So hold on to that ticket for 10 years and fly at that time?  RIDICUOLOUS!

  • http://pulse.yahoo.com/_V2IYC4TC6NDYG5GJJMQBMQ3HYQ Linda Bator

    Exactly — we aren’t getting the whole story here – thanks!

  • http://pulse.yahoo.com/_V2IYC4TC6NDYG5GJJMQBMQ3HYQ Linda Bator

    Yep!  And he still should have filled out a LTA — don’t think we are getting the true story from the pax.  (Surprise!)  It is a shame that all the leniency WN offered their pax was abused to the point that they are just as strict now as the legacy carriers.