1. inspire a world of good MONEY MATTERS: Understanding Your Bill, Financial Aid, & Developing Financial Literacy 2014-2015 Academic Year Michael Discolo Associate Director of Student Accounts

2. inspire a world of good Student Portal (view online bills and aid) – My Wheelock Setting up Authorized User / Parent Login Health Insurance Billing Timeline / Clearance Financial Aid – To Do’s Developing Financial Literacy Questions AGENDA

3. inspire a world of good MY WHEELOCK

4. inspire a world of good Finances Tab –Students Can View: – Financial Aid Documents (awards) – Current balance due on account – Electronic Bills – 1098T (Tax form to claim tuition – parents) Students Can also: – Give parents access to online billing and payment system (authorized payer) – Make online payment (credit/debit, checking) – Enroll in E-refund (direct deposit for credit on acct.) MY WHEELOCK

5. inspire a world of good MY WHEELOCK-FINANCES TAB

6. inspire a world of good MY WHEELOCK FINANCIAL AID AWARDS

7. inspire a world of good MY WHEELOCK-FINANCES TAB

8. inspire a world of good ONLINE BILLING AND PAYMENT

9. inspire a world of good BILLING STATEMENT - ONLINE

10. inspire a world of good ONLINE BILLING AND PAYMENT

11. inspire a world of good ADD AN AUTHORIZED USER Payor Pin - “Username” Student chooses access rights

12. inspire a world of good PARENT LOGIN PAGE – EMAILED LINK

13. inspire a world of good Required by the Commonwealth of Massachusetts $2,346 annual premium for 2014-15 academic year (8/15/14 – 8/14/15) If already covered, students must complete: Health Insurance Waiver Form To waive or enroll, students must go to: www.universityhealthplans.com www.universityhealthplans.com Deadline to complete waiver - August 15, 2014 HEALTH INSURANCE WAIVE / ENROLL

14. inspire a world of good Bills mailed to legal address in both Fall and Spring 1.Fall 2014 Semester Bill –Mailed July 1, 2014 –Due August 1, 2014 2.Spring 2015 Semester Bill –Mailed Nov 14, 2014 –Due December 19, 2014 BILLING TIMELINE 2014-15 STATEMENT(S) Students must be financially clear before they can move in, start classes, or begin sports.

15. inspire a world of good Cleared Move into residential hall Begin attending classes Participate in athletics and extracurricular activities Non-Cleared Receive weekly notifications prior to start of semester (after 8/1) Cannot attend classes or move onto campus Students that arrive must meet with Student Accounts to clear bill CLEARANCE PROCESS

16. inspire a world of good Assure that FAFSA (free app. federal student aid) is fully completed – verification forms sent in For students borrowing a Federal Stafford Loan –Complete Entrance Counseling (studentloans.gov) –Complete Master Promissory Note (studentloans.gov) If receiving outside scholarships, send agency notice(s) to Financial Aid (award letter from donor) FINANCIAL AID – THINGS TO DO

17. inspire a world of good Financial aid application priority deadline at Wheelock College is April 15th – aid must be applied for annually Submit tax forms and other requested information, as soon as possible Students must meet Satisfactory Academic Progress: – Most aid is 2.0 – Merit Scholarships are 3.0 Award letters are mailed out in June RE-APPLY FOR FINANCIAL AID

18. inspire a world of good Wheelock is committed to developing student’s financial literacy Courses and Tools at www.wheelock.edu/finaid - click on “Financial Literacy” link www.wheelock.edu/finaid Assistance in creating a budget, managing finances, and understanding student loans Cash Course – online tool to navigate finances during and after college Loan Repayment Options Budgeting Tools Cash Course On Campus Budgets Off Campus Budgets Life After College Education Tax Benefits Credit Reporting Paying Back Student Loans DEVELOPING FINANCIAL LITERACY

19. inspire a world of good Offices located in Student Service Center Student Accounts Office (ACW - 1 st Floor) Telephone: (617) 879-2236 Fax: (617) 879-2386 Email: studentaccounts@wheelock.edustudentaccounts@wheelock.edu Financial Aid Office (ACW - 1 st Floor) Telephone: (617) 879-2443 Fax: (617) 879-2470 Email: finaid@wheelock.edufinaid@wheelock.edu CONTACT INFORMATION

20. inspire a world of good QUESTIONS???????