Student Accounts Presentation By Andrew Waldum – Asst Mgr Student Accounts

1. Student Accounts Presentation By Andrew Waldum – AsstMgr Student Accounts Last Modified: 6/4/14

2. Why This Student Accounts Presentation Is Important For You Your Payment Options 1098-E MakingPayments Account Refunds Billing Release of Info Form What to do if you have a HOLD Direct Deposit Perkins Loan 1098-T Payment Authorization Form 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/

3. Where are we located? STUDENT ACCOUNTS PERKINS LOAN Barge 104 400 East University Way Ellensburg, WA 98926 sfs@cwu.edu perkinsloans@cwu.edu CASHIERS Barge 105 400 East University Way Ellensburg, WA 98926 cashier@cwu.edu Find us on the Internet at: http://www.cwu.edu/student-accounts/ Office of Student Accounts / Barge Hall 104 / 509-963-3546 http://www.cwu.edu/student-accounts/

4. Barge Hall, On Campus Map Barge Hall, Front View Offices Located Here Office of Student Accounts / Barge Hall 104 / 509-963-3546 http://www.cwu.edu/student-accounts/ Barge Hall, Back View

5. 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/

6. 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/

7. 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/

8. Payments/Payment Plans/1098-Ts Step 1 – Go to www.cwu.edu & click on MyCWU Step 2 – Click on Sign In Office of Student Accounts / Barge Hall 104 / 509-963-3546 http://www.cwu.edu/student-accounts/

9. Payments/Payment Plans/1098-Ts Step 3 – Accept Conditions by Clicking I Agree Office of Student Accounts / Barge Hall 104 / 509-963-3546 http://www.cwu.edu/student-accounts/

10. Payments/Payment Plans/1098-Ts Step 4 – Enter Your CWU Username & Password & Click Login Office of Student Accounts / Barge Hall 104 / 509-963-3546 http://www.cwu.edu/student-accounts/

11. Payments/Payment Plans/1098-Ts Step 5 – Click Acct Inquiry or Make a Payment Office of Student Accounts / Barge Hall 104 / 509-963-3546 http://www.cwu.edu/student-accounts/

12. Payments/Payment Plans/1098-Ts Click Acct Services for Payment Plan & 1098-t Office of Student Accounts / Barge Hall 104 / 509-963-3546 http://www.cwu.edu/student-accounts/

13. Payments/Payment Plans/1098-Ts Office of Student Accounts / Barge Hall 104 / 509-963-3546 http://www.cwu.edu/student-accounts/

14. Payments/Payment Plans/1098-Ts Office of Student Accounts / Barge Hall 104 / 509-963-3546 http://www.cwu.edu/student-accounts/

15. Payments/Payment Plans/1098-Ts Office of Student Accounts / Barge Hall 104 / 509-963-3546 http://www.cwu.edu/student-accounts/

16. Payments/Payment Plans/1098-Ts Office of Student Accounts / Barge Hall 104 / 509-963-3546 http://www.cwu.edu/student-accounts/

17. Payments/Payment Plans/1098-Ts Office of Student Accounts / Barge Hall 104 / 509-963-3546 http://www.cwu.edu/student-accounts/

18. Payments/Payment Plans/1098-Ts Office of Student Accounts / Barge Hall 104 / 509-963-3546 http://www.cwu.edu/student-accounts/

19. Payments/Payment Plans/1098-Ts Office of Student Accounts / Barge Hall 104 / 509-963-3546 http://www.cwu.edu/student-accounts/

20. Payments/Payment Plans/1098-Ts Office of Student Accounts / Barge Hall 104 / 509-963-3546 http://www.cwu.edu/student-accounts/

21. Payments/Payment Plans/1098-Ts Office of Student Accounts / Barge Hall 104 / 509-963-3546 http://www.cwu.edu/student-accounts/

22. Cashiers Cashiers continued • 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/

23. Helpful Hints For Your Success! Keep yourself informed Check MyCWU/GroupWise emailsregularly Remember: It’s your responsibility to keep your address and phone numbers current Make sure you know your Federal Perkins Student Loan borrower rights Don’t wait for a statement to pay your charges – check MyCWU and make a payment 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/

24. Where we are located… STUDENT ACCOUNTS Barge Hall 104 400 East University Way Ellensburg, WA 98926-7492 (509) 963 – 3546 sfs@cwu.edu PERKINS LOAN Barge Hall 104 400 East University Way Ellensburg, WA 98926-7492 (509) 963 – 3546 perkinsloan@cwu.edu CASHIERS Barge Hall 105 400 East University Way Ellensburg, WA 98926-7490 (509) 963 – 2224 cashier@cwu.edu Find us on the Internet at: http://www.cwu.edu/student-accounts/ Office of Student Accounts / Barge Hall 104 / 509-963-3546 http://www.cwu.edu/student-accounts/

25. Questions? Office of Student Accounts / Barge Hall 104 / 509-963-3546 http://www.cwu.edu/student-accounts/