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Student Accounts Loron Pellowe Student Awards & Financial Aid Maureen Jones and Brooke Sterritt SHOW ME THE MONEY!

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Page 1: SHOW ME THE MONEY! - University of Waterloo · Student Accounts Loron Pellowe . Student Awards & Financial Aid . Maureen Jones and Brooke Sterritt . SHOW ME THE MONEY!

Student Accounts Loron Pellowe

Student Awards & Financial Aid Maureen Jones and Brooke Sterritt

SHOW ME THE MONEY!

Page 2: SHOW ME THE MONEY! - University of Waterloo · Student Accounts Loron Pellowe . Student Awards & Financial Aid . Maureen Jones and Brooke Sterritt . SHOW ME THE MONEY!

2 1 How to pay your fees

What will you learn?

How to get funding

Page 3: SHOW ME THE MONEY! - University of Waterloo · Student Accounts Loron Pellowe . Student Awards & Financial Aid . Maureen Jones and Brooke Sterritt . SHOW ME THE MONEY!

STUDENT ACCOUNTS

Page 4: SHOW ME THE MONEY! - University of Waterloo · Student Accounts Loron Pellowe . Student Awards & Financial Aid . Maureen Jones and Brooke Sterritt . SHOW ME THE MONEY!

Fees are assessed “per term”

Your fees

Page 5: SHOW ME THE MONEY! - University of Waterloo · Student Accounts Loron Pellowe . Student Awards & Financial Aid . Maureen Jones and Brooke Sterritt . SHOW ME THE MONEY!

Your student account is available ONLY on Quest. Student Centre>Finances>Account Inquiry Check your uwaterloo.ca email inbox for news about your account

Your student account

Page 6: SHOW ME THE MONEY! - University of Waterloo · Student Accounts Loron Pellowe . Student Awards & Financial Aid . Maureen Jones and Brooke Sterritt . SHOW ME THE MONEY!

Account details

Page 7: SHOW ME THE MONEY! - University of Waterloo · Student Accounts Loron Pellowe . Student Awards & Financial Aid . Maureen Jones and Brooke Sterritt . SHOW ME THE MONEY!

Tax receipts are available on Quest in February each year.

Your tax receipts

TAX RECEIPTS

Page 8: SHOW ME THE MONEY! - University of Waterloo · Student Accounts Loron Pellowe . Student Awards & Financial Aid . Maureen Jones and Brooke Sterritt . SHOW ME THE MONEY!

If you need Confirmation of Enrolment or forms signed for RESP purposes, please contact the Registrar’s Office.

Your Confirmation of Enrolment

RESPs

Page 9: SHOW ME THE MONEY! - University of Waterloo · Student Accounts Loron Pellowe . Student Awards & Financial Aid . Maureen Jones and Brooke Sterritt . SHOW ME THE MONEY!

Due to privacy legislation, we can’t discuss your account details with ANYONE without your authorization.

Your privacy

Page 10: SHOW ME THE MONEY! - University of Waterloo · Student Accounts Loron Pellowe . Student Awards & Financial Aid . Maureen Jones and Brooke Sterritt . SHOW ME THE MONEY!

YOU are responsible for your student account!

IMPORTANT

Page 11: SHOW ME THE MONEY! - University of Waterloo · Student Accounts Loron Pellowe . Student Awards & Financial Aid . Maureen Jones and Brooke Sterritt . SHOW ME THE MONEY!

Pay your fees in full

Use a Promissory Note if you have

appropriate funding

How to become “Fees Arranged”

Page 12: SHOW ME THE MONEY! - University of Waterloo · Student Accounts Loron Pellowe . Student Awards & Financial Aid . Maureen Jones and Brooke Sterritt . SHOW ME THE MONEY!

Bank payments

Online banking,

ATM, teller (use

student ID # as

account #)

Certified cheque, money

order or bank draft

from a Canadian

bank

Western Union

GlobalPay transfer

NO credit

cards, cash, debit, Interac email

transfers

NO instalment payment

plans

How to make your payment

Page 13: SHOW ME THE MONEY! - University of Waterloo · Student Accounts Loron Pellowe . Student Awards & Financial Aid . Maureen Jones and Brooke Sterritt . SHOW ME THE MONEY!

Document that indicates that you have funding coming during the term to pay your

fees

Allows you to defer part of your payment until your financial aid

is available

What is a Promissory Note?

Page 14: SHOW ME THE MONEY! - University of Waterloo · Student Accounts Loron Pellowe . Student Awards & Financial Aid . Maureen Jones and Brooke Sterritt . SHOW ME THE MONEY!

Waterloo scholarships

External scholarships payable to Waterloo

Waterloo tuition benefits

Third-party sponsorships (approved)

GRS, RAs, or TAs (grads only)

Canadian government

student loans (like OSAP)

Seniors’ bursaries

What kinds of funding may be used?

Page 15: SHOW ME THE MONEY! - University of Waterloo · Student Accounts Loron Pellowe . Student Awards & Financial Aid . Maureen Jones and Brooke Sterritt . SHOW ME THE MONEY!

You cannot use a Promissory Note for these types of funding:

RESP funding External

scholarships payable to you

Employment income

Third-party sponsorships

(not approved)

Employer reimbursement

Foreign government

student loans

International scholarships

Page 16: SHOW ME THE MONEY! - University of Waterloo · Student Accounts Loron Pellowe . Student Awards & Financial Aid . Maureen Jones and Brooke Sterritt . SHOW ME THE MONEY!

Instructions on Student Accounts website

How to submit the Promissory Note

Page 17: SHOW ME THE MONEY! - University of Waterloo · Student Accounts Loron Pellowe . Student Awards & Financial Aid . Maureen Jones and Brooke Sterritt . SHOW ME THE MONEY!

uwaterloo.ca/finance/student-accounts

Page 18: SHOW ME THE MONEY! - University of Waterloo · Student Accounts Loron Pellowe . Student Awards & Financial Aid . Maureen Jones and Brooke Sterritt . SHOW ME THE MONEY!

On Quest

How to access the Promissory Note

Page 19: SHOW ME THE MONEY! - University of Waterloo · Student Accounts Loron Pellowe . Student Awards & Financial Aid . Maureen Jones and Brooke Sterritt . SHOW ME THE MONEY!

uwaterloo.ca/quest/

Page 20: SHOW ME THE MONEY! - University of Waterloo · Student Accounts Loron Pellowe . Student Awards & Financial Aid . Maureen Jones and Brooke Sterritt . SHOW ME THE MONEY!

What if you aren’t Fees Arranged?

Page 21: SHOW ME THE MONEY! - University of Waterloo · Student Accounts Loron Pellowe . Student Awards & Financial Aid . Maureen Jones and Brooke Sterritt . SHOW ME THE MONEY!

You will not receive your

scholarships/bursaries

Your access to course material on LEARN will

be affected

You will not receive government student loan funding (OSAP)

If you’re not Fees Arranged….

Page 22: SHOW ME THE MONEY! - University of Waterloo · Student Accounts Loron Pellowe . Student Awards & Financial Aid . Maureen Jones and Brooke Sterritt . SHOW ME THE MONEY!

Check your status on Quest

Page 23: SHOW ME THE MONEY! - University of Waterloo · Student Accounts Loron Pellowe . Student Awards & Financial Aid . Maureen Jones and Brooke Sterritt . SHOW ME THE MONEY!

Avoid a late fee

Fall 2014 due date is August 25, 2014 Bookmark the due dates schedule: https://uwaterloo.ca/finance/student-accounts/due-dates-late-fees

Page 24: SHOW ME THE MONEY! - University of Waterloo · Student Accounts Loron Pellowe . Student Awards & Financial Aid . Maureen Jones and Brooke Sterritt . SHOW ME THE MONEY!

FEDS health/dental plan

“FedofStdnts-Administered Fees”

Details at www.ihaveaplan.ca

Page 25: SHOW ME THE MONEY! - University of Waterloo · Student Accounts Loron Pellowe . Student Awards & Financial Aid . Maureen Jones and Brooke Sterritt . SHOW ME THE MONEY!

QUESTIONS?

Page 26: SHOW ME THE MONEY! - University of Waterloo · Student Accounts Loron Pellowe . Student Awards & Financial Aid . Maureen Jones and Brooke Sterritt . SHOW ME THE MONEY!

STUDENT AWARDS & FINANCIAL AID

Page 27: SHOW ME THE MONEY! - University of Waterloo · Student Accounts Loron Pellowe . Student Awards & Financial Aid . Maureen Jones and Brooke Sterritt . SHOW ME THE MONEY!

Undergraduate scholarships and awards

OSAP Undergraduate bursaries

Work Study Program

Sources of funding

Page 28: SHOW ME THE MONEY! - University of Waterloo · Student Accounts Loron Pellowe . Student Awards & Financial Aid . Maureen Jones and Brooke Sterritt . SHOW ME THE MONEY!

Internal Scholarships/Awards External Scholarships/Awards

Undergraduate scholarships/awards

uwaterloo.ca/student-awards-financial-aid/undergraduate-awards

Page 29: SHOW ME THE MONEY! - University of Waterloo · Student Accounts Loron Pellowe . Student Awards & Financial Aid . Maureen Jones and Brooke Sterritt . SHOW ME THE MONEY!

If you haven’t already, please apply for OSAP or other provincial student aid program immediately.

OSAP and other provincial student aid

IMPORTANT

osap.gov.on.ca http://safa/loanprograms/oop.html

Page 30: SHOW ME THE MONEY! - University of Waterloo · Student Accounts Loron Pellowe . Student Awards & Financial Aid . Maureen Jones and Brooke Sterritt . SHOW ME THE MONEY!

Upload or mail any required consent/signature pages and all supporting documents to us with the exception of the MSFAA.

OSAP and other provincial student aid

CAUTION

Page 31: SHOW ME THE MONEY! - University of Waterloo · Student Accounts Loron Pellowe . Student Awards & Financial Aid . Maureen Jones and Brooke Sterritt . SHOW ME THE MONEY!

$890/term (maximum 2 terms in

the academic year)

Grant money – does not need to be paid

back!

30% off Ontario Tuition Grant

Take the quiz to see if you’re eligible: www.ontario.ca/education-and-training/30-off-ontario-tuition

Page 32: SHOW ME THE MONEY! - University of Waterloo · Student Accounts Loron Pellowe . Student Awards & Financial Aid . Maureen Jones and Brooke Sterritt . SHOW ME THE MONEY!

• Review the application information you submitted through the OSAP website – is it accurate?

• Check out our website for common review/appeal forms.

• Make an appointment with a Financial Aid Counsellor.

OSAP Reviews/Appeals

Page 33: SHOW ME THE MONEY! - University of Waterloo · Student Accounts Loron Pellowe . Student Awards & Financial Aid . Maureen Jones and Brooke Sterritt . SHOW ME THE MONEY!

Submit any required

documentation early

Complete a promissory note by the Aug. 25, 2014 deadline

Check that your course load and/or program on Quest

matches your OSAP account

How to get your OSAP

Page 34: SHOW ME THE MONEY! - University of Waterloo · Student Accounts Loron Pellowe . Student Awards & Financial Aid . Maureen Jones and Brooke Sterritt . SHOW ME THE MONEY!

• OSAP funds are NOT directed to the University to pay your tuition and fees.

• Once your OSAP funding has been deposited to your bank account, you are responsible for paying any fees still owing to the University.

Using OSAP to pay your fees

Page 35: SHOW ME THE MONEY! - University of Waterloo · Student Accounts Loron Pellowe . Student Awards & Financial Aid . Maureen Jones and Brooke Sterritt . SHOW ME THE MONEY!

• You must apply for OSAP or other provincial government assistance.

• Bursaries are based on financial need, not academic merit.

Criteria for Undergraduate Bursaries

Bursaries are intended to supplement, not replace, government and family resources

Page 36: SHOW ME THE MONEY! - University of Waterloo · Student Accounts Loron Pellowe . Student Awards & Financial Aid . Maureen Jones and Brooke Sterritt . SHOW ME THE MONEY!

AUTOMATIC • OSAP students • Verification assessment at

end of September

APPLICATION • Fall only – Oct. 23, 2014

deadline • Fall and Winter – Feb. 28,

2015 deadline

Types of bursaries

Page 37: SHOW ME THE MONEY! - University of Waterloo · Student Accounts Loron Pellowe . Student Awards & Financial Aid . Maureen Jones and Brooke Sterritt . SHOW ME THE MONEY!

Work Study Program

Available to recipients of OSAP or other out-of-province financial assistance programs

Work part-time on campus while you study full-time

View jobs and apply via our website starting the end of August

Page 38: SHOW ME THE MONEY! - University of Waterloo · Student Accounts Loron Pellowe . Student Awards & Financial Aid . Maureen Jones and Brooke Sterritt . SHOW ME THE MONEY!

Co-op and Career

Services, Tatham Centre

Student Federation, Student Life

Centre

Libraries

Athletics, Physical

Activities Complex

Office of Development and Alumni

Affairs

More on-campus job opportunities

Page 39: SHOW ME THE MONEY! - University of Waterloo · Student Accounts Loron Pellowe . Student Awards & Financial Aid . Maureen Jones and Brooke Sterritt . SHOW ME THE MONEY!

QUESTIONS?

Page 40: SHOW ME THE MONEY! - University of Waterloo · Student Accounts Loron Pellowe . Student Awards & Financial Aid . Maureen Jones and Brooke Sterritt . SHOW ME THE MONEY!

• Quest quest.uwaterloo.ca

• OSAP osap.gov.on.ca

• Finance – Student Accounts website uwaterloo.ca/finance/student-accounts

• Undergraduate Calendar ugradcalendar.uwaterloo.ca/

• Student Awards & Financial Aid website safa.uwaterloo.ca

• National Student Loan Service Centre canlearn.ca

Get more information

Page 41: SHOW ME THE MONEY! - University of Waterloo · Student Accounts Loron Pellowe . Student Awards & Financial Aid . Maureen Jones and Brooke Sterritt . SHOW ME THE MONEY!

Student Accounts • Needles Hall Room 1110 • X38466 • [email protected]

Student Awards & Financial Aid • Needles Hall (2nd floor) • X33583 • [email protected]

Contact us

Page 42: SHOW ME THE MONEY! - University of Waterloo · Student Accounts Loron Pellowe . Student Awards & Financial Aid . Maureen Jones and Brooke Sterritt . SHOW ME THE MONEY!

@uwaterloolife

Follow us

facebook.com/uwaterloolife