student accounts presentation last modified: 6/4/13
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Student Accounts Presentation Last Modified: 6/4/13. Why This Student Accounts Presentation Is Important For You . Your Payment Options. 1098-E. Making Payments. Account Refunds. Billing. Release of Info Form. What to do if you have a HOLD. Direct Deposit. Perkins Loan. 1098-T. - PowerPoint PPT PresentationTRANSCRIPT
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Student Accounts PresentationBy Andrew Waldum – Asst Mgr Student AccountsLast Modified: 6/4/14
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Why This Student Accounts Presentation
Is Important For You
Making Payments
The mission of the Student Accounts Office is to operate efficiently to provide excellent customer service for students, parents, university departments, and third parties. We will provide our customers with
accurate and timely account information, efficient and secure means to collect and process all payments, refunds, printing and distribution of
checks, Perkins and Short-Term loans processing and support, and recovery of delinquent balances due, ensuring the timely deposit of funds, and
safeguarding Central Washington University's assets.
Office of Student Accounts / Barge Hall 104 / 509-963-3546 http://www.cwu.edu/student-accounts/
What to do if you have a HOLD
Perkins Loan
Billing
Your Payment Options
Release of Info Form
Payment Authorization Form
Account Refunds
Direct Deposit
1098-T
1098-E
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Find us on the Internet at: http://www.cwu.edu/student-accounts/
Where are we located?
Office of Student Accounts / Barge Hall 104 / 509-963-3546 http://www.cwu.edu/student-accounts/
STUDENT ACCOUNTSPERKINS LOAN
Barge 104400 East University WayEllensburg, WA 98926
[email protected]@cwu.edu
CASHIERSBarge 105
400 East University WayEllensburg, WA 98926
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4Office of Student Accounts / Barge Hall 104 / 509-963-3546 http://www.cwu.edu/student-accounts/
Barge Hall, Front View
Barge Hall, Back View
Barge Hall, On Campus Map
Offices Located Here
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Student Accounts – What We Do
Assist students/parents with account questions• Must have signed Release of Information Form for parent or other person
requesting information regarding the student’s account.
Issue Billing Statements• Issued monthly via student’s Groupwise email*Reminder: No need to wait for statement to make payment (Tuition/Fees due 5th day of classes each quarter)
Issue 1098-T Form• Social Security Number on file with Admission• Online/Mailed end of January to home/permanent address• Form at: MyCWU/FinancialToolBox/AcctInquiry/AcctServices/1098-T • Make sure to keep your address up-to-date on MyCWU!!!
Other• Assist with Guaranteed Sources & GET funding• Assist & Advise students with student account holds
Office of Student Accounts / Barge Hall 104 / 509-963-3546 http://www.cwu.edu/student-accounts/
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Perkins Loan
Perkins Loan Promissory Notes• Entrance packets• Exit Interviews• Payments, Deferments, Cancellations• Account Maintenance
1098-E Form• Mailed end of January to permanent
address
Office of Student Accounts / Barge Hall 104 / 509-963-3546 http://www.cwu.edu/student-accounts/
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Cashiers – What we do
Take Your Payments - in Person, on the Web, or by Mail• Check, money order, debit, credit or cash – when paying in person• Always identify your payment with your name and student ID#• Credit cards (Visa/MasterCard/Discover) & E-checks via Web*2.75% convenience fee charged by credit card servicer (not CWU) on total amount of payment with all online credit/debit payments.
Cashiers Office Accepts Payments for ALL of the Following:
▪ Tuition Fees & other Course Related Charges ▪Room and Board ▪ Bookstore ▪ Recreation Center ▪ Scheduling Center ▪ Library ▪ Parking ▪ Permits & Tickets ▪Late Registration & Late Payment Penalties or Fines ▪Student Health Center Service Charges ▪ Perkins Loan
Office of Student Accounts / Barge Hall 104 / 509-963-3546 http://www.cwu.edu/student-accounts/
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8Office of Student Accounts / Barge Hall 104 / 509-963-3546 http://www.cwu.edu/student-accounts/
Payments/Payment Plans/1098-Ts Step 1 – Go to www.cwu.edu & click on MyCWU
Step 2 – Click on Sign In
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9Office of Student Accounts / Barge Hall 104 / 509-963-3546 http://www.cwu.edu/student-accounts/
Payments/Payment Plans/1098-Ts
Step 3 – Accept Conditions by Clicking I Agree
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10Office of Student Accounts / Barge Hall 104 / 509-963-3546 http://www.cwu.edu/student-accounts/
Payments/Payment Plans/1098-Ts
Step 4 – Enter Your CWU Username & Password & Click Login
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11Office of Student Accounts / Barge Hall 104 / 509-963-3546 http://www.cwu.edu/student-accounts/
Payments/Payment Plans/1098-Ts
Step 5 – Click Acct Inquiry or Make a Payment
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12Office of Student Accounts / Barge Hall 104 / 509-963-3546 http://www.cwu.edu/student-accounts/
Payments/Payment Plans/1098-Ts
Click Acct Services for Payment Plan & 1098-t
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13Office of Student Accounts / Barge Hall 104 / 509-963-3546 http://www.cwu.edu/student-accounts/
Payments/Payment Plans/1098-Ts
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14Office of Student Accounts / Barge Hall 104 / 509-963-3546 http://www.cwu.edu/student-accounts/
Payments/Payment Plans/1098-Ts
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15Office of Student Accounts / Barge Hall 104 / 509-963-3546 http://www.cwu.edu/student-accounts/
Payments/Payment Plans/1098-Ts
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16Office of Student Accounts / Barge Hall 104 / 509-963-3546 http://www.cwu.edu/student-accounts/
Payments/Payment Plans/1098-Ts
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17Office of Student Accounts / Barge Hall 104 / 509-963-3546 http://www.cwu.edu/student-accounts/
Payments/Payment Plans/1098-Ts
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18Office of Student Accounts / Barge Hall 104 / 509-963-3546 http://www.cwu.edu/student-accounts/
Payments/Payment Plans/1098-Ts
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19Office of Student Accounts / Barge Hall 104 / 509-963-3546 http://www.cwu.edu/student-accounts/
Payments/Payment Plans/1098-Ts
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20Office of Student Accounts / Barge Hall 104 / 509-963-3546 http://www.cwu.edu/student-accounts/
Payments/Payment Plans/1098-Ts
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21Office of Student Accounts / Barge Hall 104 / 509-963-3546 http://www.cwu.edu/student-accounts/
Payments/Payment Plans/1098-Ts
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Cashiers
Important Payment Due Dates• Tuition due the 5th day of class• Room & Board due according to housing contract• Bookstore, parking, health center, library and other charges
are due when they post to MyCWU. • Financial Aid Authorization Form
Issue Refunds and Payroll Checks• Finaid overpayments refunded approx. 8th day of class • Mailed refunds go to Mailing/Home address in MyCWU• Work Study students are paid twice per month (10th & 25th)• All checks mailed/deposited to your account• Parent loans refunded by mail or by direct deposit• Direct Deposit form
Office of Student Accounts / Barge Hall 104 / 509-963-3546 http://www.cwu.edu/student-accounts/
Cashiers continued
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Helpful Hints For Your Success!1. Keep yourself informed
2. Check MyCWU/GroupWise emails regularly
3. Remember: It’s your responsibility to keep your address and phone numbers current
4. Make sure you know your Federal Perkins Student Loan borrower rights
5. Don’t wait for a statement to pay your charges – check MyCWU and make a payment
6. Sign and turn in important forms ▪ Financial Aid Authorization Form ▪ Direct Deposit Form ▪ Release of Information Form
Office of Student Accounts / Barge Hall 104 / 509-963-3546 http://www.cwu.edu/student-accounts/
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STUDENT ACCOUNTSBarge Hall 104400 East University WayEllensburg, WA 98926-7492(509) 963 – [email protected]
PERKINS LOANBarge Hall 104400 East University WayEllensburg, WA 98926-7492(509) 963 – [email protected]
CASHIERSBarge Hall 105400 East University WayEllensburg, WA 98926-7490(509) 963 – [email protected]
Find us on the Internet at: http://www.cwu.edu/student-accounts/
Where we are located…
Office of Student Accounts / Barge Hall 104 / 509-963-3546 http://www.cwu.edu/student-accounts/
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25Q u e s ti o n s ? Office of Student Accounts / Barge Hall 104 / 509-963-3546
http://www.cwu.edu/student-accounts/