Iowa State University Accounts Receivable Office Overview What

Iowa State University Accounts Receivable Office

Overview What is a U-Bill? How to Access Your U-Bill Payment Options Accepted Payment Types Educational Savings Plans Western Union Bank-to-Bank Third Party Authorization Cy. Cash Authorize Aid/Direct Deposit Contact Info

U-Bill What is a U-Bill? – Electronic bill viewable on Access. Plus – Tuition, fees, housing, meal plans, and other miscellaneous university charges are assessed to your U-Bill – Qualified University Bookstore purchases can be charged to the U-Bill – When there is account activity, a reminder e-mail is sent on the first working day of each month – Payments due on the 20 th of each month

U-Bill How do I access my U-Bill? 3 2 1

Payment Options Pay in Full • No additional fee • Due dates: – Fall: August 20 th – Spring: January 20 th – Summer: May 20 th • Note: you may have additional miscellaneous charges throughout semester Payment Plans • Deferred Billing Plan – 3 payments each semester – $20 fee per semester • Monthly Payment Plan – Payment plan to cover fall and spring semester charges – $50 fee per year

Payment Options Deferred Billing Plan • Allows for minimum payments for the first three months each semester • $20 fee per semester • Due Dates: Fall: • August 20 th • September 20 th • October 20 th Spring: • January 20 th • February 20 th • March 20 th Summer: • May 20 th • June 20 th • July 20 th • Minimum payments shown on U-Bill each month

Payment Options Monthly Payment Plan – (tuition, fees, room, meal plan, books, misc. ) Payment Plan 12 month Enrollment Deadline April 17 11 month May 16 10 month June 18 9 month July 17 • Fall and Spring semesters • Set up on Access. Plus – no paper applications • Auto-debit from a checking or savings account on the 20 th of each month • $50 fee per year (added to first monthly debit)

Monthly Payment Plan Set-up Enter in applicable amounts for any aid or other payments Pre-populated figures for standard rates

Accepted Payment Types • Pay Bill Online – Electronic payment from checking or savings account on Access. Plus • Check or Certified Funds (accompanied by payment slip) – Make payable to Iowa State University – Write university ID number (customer number) on payment – Payment Drop Box located on the ground floor of Beardshear Hall behind Student Answer Center – Mail to: • ISU Treasurer’s Office 1220 Beardshear Hall Ames, IA 50011 Note: Credit/debit card payments are NOT accepted for U-Bill payments

Educational Savings Accounts • Educational Savings Account (ESA)/529 Plan payments are accepted • Contact the ESA administrator to inform them that your student is attending ISU – determine if they require an invoice to release funds • Does the ESA require an invoice? If NO: • Work directly with the ESA administrator to have funds sent to ISU If YES: • • • Go to www. ubill. iastate. edu Complete ESA Request Form Submit form to Accounts Receivable Office • If U-Bill balance is not 100% covered by ESA, it is the student’s responsibility to pay the remaining balance by due date

Western Union Bank-to-Bank • Bank-to-Bank transfer initiated in Access. Plus • Pay in the currency of your choice; converted to U. S. Dollars • Payments transmitted to ISU electronically and typically posted in 3 -5 days • No additional charges from Western Union Business Solutions or ISU

Third Party Authorization The student must grant access and/or authorization to third parties. Third Party Access Account Info Release • Creates an ID & password for third party to log onto Access. Plus to view selected info • Can make payments online • Student is administrator • Student must review and accept Terms & Conditions each semester to retain Third Party viewing capabilities • Allows third party to call and discuss detailed info on student’s U-Bill • Three Options: – Information Release Only – E-mail notification & information release – Mail copy of bill ($8. 00 per semester)

Third Party Access • Set up on student’s Access. Plus • Establishes account for parent, guardian, or other third party of choice to log into Access. Plus • Select categories for viewing access

Account Info Release

Cy. Cash Maximum charge in Cy. Cash is $50. 00 Uses on campus: - Laundry facilities - Vending machines - Participating dining locations

Direct Deposit • Available financial aid will be applied directly to the charges on the U-Bill 4 -5 days before classes begin • Any excess funds will be refunded via direct deposit into a bank account of your choice • Sign up for Direct Deposit on Access. Plus: – Student tab – Account/U-Bill – Direct Deposit Signup • Enter routing and account number from checking or savings account

Contact Info Accounts Receivable Office 0880 Beardshear Hall Walk-in Advising Available Monday – Friday Summer 7: 30 am – 4: 00 pm Fall & Spring 8: 00 am – 4: 30 pm (515) 294 -7388 ubill@iastate. edu www. ubill. iastate. edu