Student Accounts Cashier Services Mindi Miller Student Accounts

Student Accounts & Cashier Services Mindi Miller Student Accounts Representative

3 Key Points 1. Set up an Authorized User 2. Pay your bill - on time and in full 3. Set up an E-Refund account

Topics: What is a Student Account? Payment Options Billing Process Avoiding Problems See Key Points E-refunds 1098 -T Questions?

Included on Student Account? Charges Department Tuition & Fees Registrar’s Office Housing & Residence Life Meal Plans One Card Office ID Charge One Card Office Parking Decals & Fines Parking Office Library Fines Library Mailbox Charge Post Office Insurance – must Health & Wellness waive Auxiliary Books – optional

Authorized Users FERPA Students must setup authorized users Students can setup multiple authorized users Authorized User will receive email with username and password information – Must Login! Look in Spam/Junk folder for initial authorized user email Authorized Users will receive the following notifications: v E-bill uploads v Monthly newsletters

Payment Options 529 Plans – college savings account Third Party Sponsorship – contact Student Accounts if your organization needs to be invoiced Financial Aid - loans, scholarships, and grants Cashier’s Office – cash and check only E-bill – online payments Teal. Pay – In-house Payment Plan

E-Bill Highlights E-bill is used for all student billing. Students and parents need to login and get familiar with it! o FREE payment option – use Electronic Checking account v Enter routing and account number – not debit card number v If using a Credit Union please confirm routing and account information before paying o Credit Card with a 2. 75% charge – Master. Card , VISA and AMEX o Payments immediately post to student account. o E-bill relies on email! o Students can signup for Text notification for bill uploads E-bill

Teal. Pay Tuition Payment Plans ***YOU MUST SIGN UP EACH SEMESTER*** Benefits: Interest-free Current term charges only Split balance into manageable monthly payments – use current income or savings Reduce dependence on loans Enrollee will receive emails advising of payment increases – we recommend Authorized Users enroll! Setup scheduled payments (optional)

Tealpay 3 -Pay Plan Enrollment Period Enrollment Cost Down Payment August 4 th-25 th $50. 00 33%

Billing Process – Fall 2016 Registration Register at Orientation Charges listed in E-bill DUE August 25 th What do you need to do? 1. Pay in full 2. Financial Aid Packaging Complete 3. Set up a Teal Payment Plan Classes will be cancelled for non-payment on August 26 th!!

Refunds Why am I getting a refund? Refunds are often due to: Excess Financial Aid, overpayment, dropped class, etc. When will I get my refund? We try to have refunds available to first week of class How are refunds issued? Refunds can be electronically deposited to your checking or savings account (see website for details) What if I don’t want to set up an E-Refund account? You will be issued a paper check

Drop vs. Withdraw Any classes dropped before the posted add/drop date will be fully refunded. Once that date has passed, and you withdraw from a class no refund will be given. There is a prorated refund schedule on the Student Accounts website for students who have to withdraw from ALL their classes for the semester. This is not a common occurrence.

UNCW e-mail is the official means of communication Monitor student account – especially prior to registration opening and before bill due dates Students with balances are not able to pre-register Waive out or opt-in to the Student Health insurance

1098 -T Provided in late January each year Please provide SS# (if you haven’t already) Provides a starting point for tax credit determination Provides amounts billed and scholarships and grants posted to student account for calendar year Does not provide amounts paid (payment history is available in E-bill) Students must consent to receive their 1098 -T statement online Authorized Users must be granted access by