Financial Services
Transcript: Financial Services People Soft Customer Account Arranged into separate accounts: Tuition and Fees Housing Dining Student Health Plan Student Health Center Traffic and Parking Miscellaneous Charges Program Fees BYU Loans (Short Term, Woolley, MSM, Bookstore) Deposits Bookstore Account Tuition and Fees Refunds and Transfers Service Indicators Negative Indicators Common ones: Past due accounts (PDA) Tuition Delinquent (TDA) Positive Indicators FERPA release Student Financials (SF1-6)---used for billing Information can be released ONLY to the individuals specified by name in the release box. FERPA If a parent wants to pay off a student’s balance and there is no release form, we can tell them the total amount the student is owing but NOT details about the charges. How would you handle the following situation? The mother of a student calls wanting to know why her daughter has a hold on her student account. You input the student’s ID, and look for the positive service indicator. There is none. What would you tell the parent? How can we help? Restricted Records Agencies Write-offs To accurately reflect outstanding accounts, BYU “writes off” past due charges where the chance of collection is doubtful. If a student pays off a write-off in full, remove the holds, print the screen showing the payment, and place it in the box next to the supervisors to go to financial services. C-161 Petitions Tax Information Payment Plan An accepted payment plan will keep the account from being sent to a collection agency. The student will still have a hold on their registration, transcript, and diploma until they pay the past due amount in full. Send an email UPDATE NOTE: Payment plans DO NOT take off holds! Treasury Services Authorize Direct Deposit 60 Days Account Transfer Health Plan Fees Payment Options Timeline Excess Amounts are: Overpayments Financial aid Excess amounts found in tuition are automatically processed/refunded Refunds can be requested by the student, in person or on the phone but we shouldn't force refunds without consulting a supervisor. FinAid refunds should never be forced (especially before the add/drop deadline) E-mail sent to student Cash Checks Credit Cards Signature Cards To petition, students fill out the following form. Place the completed form in the box next to the supervisors desk Student Financial Services employees (not our office) handle petitions. Cash or Check + CC for some accounts A-153 ASB Provo, UT 84602 e-check (FREE!) e-payment Credit Card- 2.75% fee* -no visa* *on tuition and fees Tuition and fees are due 7 days before the first day of class each semester. Failure to pay by the Tuition Deadline will result in a hold on the student’s account restricting the ability to add additional classes. “The final date to pay tuition will be 11:59 p.m. of the Registration Add/Drop Deadline.” “Failure to pay by the Registration Add/Drop Deadline may result in the student’s classes being DELETED. Reinstatement of classes can be petitioned but tuition must be paid. If a student discontinues or drops classes, then they will be charged a reassessed tuition fee. The reassessed fee is based on the amount of time they “attended” their class to when they dropped the class. On Campus 120 Days Tuition Charge QuickPAY v. CASHNET Other Office Account Types Mail e-checks Credit Cards Cash Vouchers Dixie handles all of those The vending machine ate my money… Vending machine refund Where is Payroll? D-55 Where is an ATM? Next to the bookstore—outside Can I cash checks/make change here? No, we are not a bank ALWAYS refer the student to the originating office: Campus Accommodations: Housing Plans, Meal Plans, etc. Student Health Center: Charges related to the Student Health Center Traffic and Parking: Traffic Citations Other Charges An assortment of miscellaneous charges Collections We no longer take payments (for anything). Western Union Wire Transfers 90 Days Letter from BYU Deadlines Over the Phone All three-quarter and full-time students are required to have medical insurance. This requirement applies for the whole academic year, including Spring and Summer terms. Included situations: Deferment of enrollment (not missionary) Study Abroad Internship Health insurance is applied to the student’s Health Plan sub-account. All policy related questions should be directed to the Health Insurance Office. Sent to collections (Additional fees of 25-33%) ACH: Automatic Clearing House – directly deposits funds in authorized bank account. Check: ALL refund/excess checks are mailed to the customers Route Y address. Defaults to ‘Mailing Address’ 30 Days Tuition and Fees Accounts Items that are generally found in the tuition and fees account: Tuition Class Fees Prorated tuition fees Financial Aid and Scholarships Class Drop Fee Miscellaneous Misc. Amount is based on: Number of Credits Graduate/Undergraduate rate LDS or non-LDS Increases each Academic Year Before accessing a student’s account, you should identify the student with
Prezi Present
Prezi Video
Prezi Design
