Student Financial Services Information Session 2019 Orientation Presented by Beatrice M. Sapp

1. Student Financial Services Information Session 2019 Orientation Presented by Beatrice M. Sapp Student Financial Services Manager – Bursar sappb@evergreen.edu (360) 867- 6369

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

3. 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…………. Student Accounts Cashier’s office 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” Which counter to go to?

4. 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 Monday to Thursday: 9:30 am to 1:00 pm / 2:00 pm to 4:30 pmFriday : 9:30 am to 1:00 pm / 2:00 pm to 4:00 pm he cashier’s office closes during the hours of 1:00 pm and 2:00 pm

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

6. Tuition Charges: a tuition calculator can be found at: https://www.evergreen.edu/financialservices/tuition Mandatory Fees and Optional Fees (can be waived): 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 What am I billed for?

7. 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)

8. 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.

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

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

11. How to pay your bill 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 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

12. 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 past-due. 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 What happened when the bill is not paid by the due date?

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

14. 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 E-refund 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

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

16. Pre-Payment plan 1098-T

17. 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 Go to My evergreen.edu Web payment Pre Payment Plan

18. 1098-T changes Box 1 Box 2 Box 3

19. 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 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 ... 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

20. Things to keep in mind! 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 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!