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Student Accounts

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Set up an E-Refund account Topics: What is a Student Account? ... In-house Payment Plan E-bill is used for all student billing. – PowerPoint PPT presentation

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Title: Student Accounts


1
Student Accounts Cashier Services
  • Mindi Miller
  • Student Accounts Representative

2
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

3
Topics
  • What is a Student Account?
  • Payment Options
  • Billing Process
  • Avoiding Problems
  • See Key Points
  • E-refunds
  • 1098-T
  • Questions?

4
Included on Student Account?
  • Charges
  • Department
  • Tuition Fees
  • Housing
  • Meal Plans
  • ID Charge
  • Parking Decals Fines
  • Library Fines
  • Mailbox Charge
  • Insurance must waive
  • Books optional
  • .
  • Registrars Office
  • Housing Residence Life
  • One Card Office
  • One Card Office
  • Parking Office
  • Library
  • Post Office
  • Health Wellness
  • Auxiliary

5
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
  • E-bill uploads
  • Monthly newsletters

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9
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
  • Cashiers Office cash and check only
  • E-bill online payments
  • TealPay In-house Payment Plan

10
E-Bill Highlights
  • E-bill is used for all student billing. Students
    and parents need to login and get familiar with
    it!
  • FREE payment option use Electronic Checking
    account
  • Enter routing and account number not debit
    card number
  • If using a Credit Union please confirm
    routing and account information before paying
  • Credit Card with a 2.75 charge MasterCard
    ,VISA and AMEX
  • Payments immediately post to student account.
  • E-bill relies on email!
  • Students can signup for Text notification for
    bill uploads

E-bill
UNCW
11
TealPay 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)

12
Tealpay
3-Pay Plan
Enrollment Period Enrollment Cost Down Payment
August 4th-25th 50.00 33
13
Billing Process Fall 2016
  • Registration
  • Register at Orientation
  • Charges listed in E-bill
  • DUE August 25th
  • What do you need to do?
  • Pay in full
  • Financial Aid Packaging Complete
  • Set up a Teal Payment Plan
  • Classes will be cancelled for non-payment on
    August 26th!!

14
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 dont want to set up an E-Refund
    account?
  • You will be issued a paper check
  • Paper checks can be picked up on Fridays with
    photo ID

15
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.

16
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

17
1098-T
  • Provided in late January each year
  • Please provide SS (if you havent 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 student

18
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