Student Financial Services Information Session 2019

Student Financial Services Information Session 2019 Orientation Presented by Beatrice M. Sapp Student Financial Services Manager – Bursar [email protected] (360) 867- 6369

Student Financial Services [email protected] Student Accounts https://www.evergreen.edu/financialservices Cashier’s office (360) 867-6447 for Student Accounts and Cashier’s office Perkins office Located on the first floor of the Library between Payroll and Registrar

Cashier’s office Student Accounts Which counter to go to? Questions about your account? Need a copy of your statement Need an estimated statement for future quarters? Checking on a third-party payments? When are Veterans benefits received? Appeal a late fee? Etc . Making a payment on your account? Endorsing a scholarship check? Picking up a short-term loan or a payroll check? We do not cash personal checks NOTE: Veterans’ Resource Center and its own “Bursar”

Our office hours are: Student Accounts Monday to Thursday: 9:00 am to 5:00 pm Friday : 9:00 am to 4:00 pm We stay open during lunch Cashier’s office pm pm Monday to Thursday: 9:30 am to 1:00 pm / 2:00 pm to 4:30 Friday : 9:30 am to 1:00 pm / 2:00 pm to 4:00 he cashier’s office closes during the hours of 1:00 pm and 2:00 pm

What am I billed for? When do I have to pay? Where to send my payment?

Tuition Charges: a tuition calculator can be found at: https://www.evergreen.edu/financialservices/tuition Mandatory Fees and Optional Fees (can be waived): What am I billed for? CAB renovation Fee: 5.75 per credit – Max 115.00 Clean Energy Fee: 1.00 per credit – Max 20.00 Student Wellness Fee: 158.00 per quarter (if taking more than 3 credits) Transit Fee: 2.50 per credit – Max 30.00 Late Night Shuttle Fee: 5.00 per quarter) – Olympia Campus- Fall, Winter and Spring only First Year Orientation Fee: 300.00 WashPirg Fee: 8.00 Geoduck union Fee: 7.50 Room and Board

Continued . Class fees Room damages Library charges Parking fines Health clinic charges Media loans Lab store Fines Registrar’s fees Academic fees Parking fees Bookstore vouchers (if Financial Aid recipients)

Your statement! No Paper Bill ! (E-billing and Dynamic billing) -September 6 Email message to your evergreen.edu account and authorized user Reminder email if the bill has not been opened after 7 days Sent once a month by the 10th day, except the first quarterly bill Note: Sign your parents as authorized user so they have access to pay your bill.

Email around the 10h of each month and due by the last day of that month – except the first quarterly bill.

DUE DATES Fall quarter: October 4th , 2019 First quarterly bill is sent about two to three weeks before classes start Winter quarter: January 10th , 2020 Spring quarter: April 3rd , 2020 Summer quarter: June 26, 2020

On line payment using my.evergreen.edu account E-checks (need routing number and account number) 0.00 Credit /Debit Cards (Discover, MC, VISA, AMEX) 2.75% convenience How to pay your bill Cashier’s window Cash, Checks, Debit cards with a pin (MC and VISA only) Dropbox (entrance to the Student Financial Services office on the East side of the Library building A wing. Mail Checks, Money order, Cashier’s check Please no cash in the mail or in the dropbox

What happened when the bill is not paid by the due date? Late payment fee 50.00 (5th day of quarter) Second late payment fee 75.00 (30th calendar day) One-percent monthly interest on unpaid balance 30 pastdue. Hold on account which could prevent Pre-registration Release of transcripts and/or diploma Any college services (media loans, library, CRC ) Will not prevent financial aid from posting on your account if registered

But I have financial aid? Do I have to pay? Where is my refund?

My financial aid pays for tuition and fees and Where is my refund? Financial Aid funds will be posted on the student account on the Thursday prior to the first day of school. After all institutional charges are paid and there is a financial aid surplus a check or E-refund will be processed on the Friday morning before the first day of classes. (note! Title 4 does not pay non institutional charges ) A check is mailed to the “mailing address” or a Erefund is processed to go directly to the bank account on file on that Friday . Only emergency loans may be picked up at the Cashier’s office

Overpayment? Choose Erefund Refund of a class fee? Any other refund from tuition, library, parking appeals? or make sure your mailing address is up to date!

Pre-Payment plan 1098-T

Pre-Payment plan for academic year 2019-2020 40.00 per contract 9 month Contract For the academic year (Fall, Winter, Spring) Plan opened in July or August 2019 plan First payment was due August 2nd, 2019 Last payment will be due April 2nd, 2020 Reconciliation June 15, 2019 for Additional bill or refund My evergreen.edu Go to Web payment Pre Payment Plan

1098-T changes Box 1 Box 2 Box 3

Box 1: Payments received for Qualified Tuition and Related expenses such as loans, personal payments, third-party entities (529, college savings plan, employer contributions), scholarships, grants, and family payments . 1098-T issued by the school is only informational; You do not have to include a copy of the 1098-T with your return; We are not tax accountants; Remember that you can only claim what you actually paid out of pocket. New Student Accounts and Financial Aid self-service Print official form 1098-T Box 2: Amount of billed Qualified Tuition and Related expenses This box is now greyed out! U.S Code of Federal Regulations Title 26- Chapter 1 Part 1

Pay on time Check your my.evergreen.edu account often (once a month!) Update your mailing address on my.Evergreen.edu Never ignore a statement Things to keep in mind! Always contact the Student Accounts office if you do not agree with the amount to pay Hold on unpaid account Set-up an authorized user and complete FERPA E-refund!