1. Student Accounts Presentation

2. Monday – Friday: 8am to 5:00pm
Student Accounts
Our mission:
Operate efficiently to provide excellent customer service for students, parents, university departments, and third parties.
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, 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.
Student Accounts
Bouillon Hall 203
(509)
Cashiers
(509)
Monday – Friday: 8am to 5:00pm
This presentation assumes that you have already completed the FAFSA and have been awarded aid. If you have questions about the FAFSA application or any additional documents that are required before aid can be awarded please contact our office.
Office of Student Accounts / Bouillon Hall 203 /

3. Offices Located Here
Barge Hall, Back View
THIS ASSUMES WE HAVE MOVED, as we are supposed to do before July, but who the heck knows when that will happen.
Student Accounts and Cashiers are located on the second floor of Bouillon Hall, Room 203.
Office of Student Accounts / Bouillon Hall 203 /

4. Student Accounts - What We Do
Answer questions about student accounts
Release of Information Form
Billing Statements
Students ed weekly if any new activity on account
Paper statements mailed each quarter, after Add/Drop ends
Can make payments before statement is received
Tuition/Fees due 5th day of classes each quarter
1098t Forms
Social Security Number on file with Admissions
Updated address on your MyCWU
Assist with Guaranteed Sources & GET funding
Assist & Advise students with student account holds
Something our office does NOT do is direct charges to be added or removed from student accounts. If you ever need to dispute a charge, you will need to talk to the office that placed the charge on the account.
Office of Student Accounts / Bouillon Hall 203 /

5. Cashiers – What We Do Take Your Payments
In Person : Check, money order, debit, credit, or cash
On-Line : Credit cards (Visa/MasterCard/Discover) & E-checks via Web
Always identify your payment with your NAME and STUDENT ID#
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
*2.75% convenience fee charged by credit card servicer (not CWU)
on total amount of payment with all online credit/debit payments.
Office of Student Accounts / Bouillon Hall 203 /

6. Easy steps to utilize your GET FUNDS
Log into your online GET account.
Select the account you want to use.
Choose to “Use Units”.
Review your available unit balance and click “Use Units”.
Tell GET your student is attending CWU and how much money you are requesting. Be sure to select the correct quarter in which you want to use the units. Indicate whether you want the payment to go to “tuition and fees” or “books and supplies”.
Request where you want the funds sent.
If tuition has not already been paid, you can have the funds sent right to CWU
If you have already paid the tuition, you can request a reimbursement as the GET account owner.
Allow up to TWO weeks for GET to process the payment
student-accounts/ GET-funding
Office of Student Accounts / Bouillon Hall 203 /

7. Step 1 – Go to www.cwu.edu & click on MyCWU to Sign In
Step 2 – Click on Sign In
Office of Student Accounts / Bouillon Hall 203 /

8. Logging In to your MyCWU
Step 2 – Accept conditions by clicking “I Agree”
Office of Student Accounts / Bouillon Hall 203 /

9. Logging In to your MyCWU
Step 3 – Enter your CWU Username and Password to Log In
Office of Student Accounts / Bouillon Hall 203 /

10. Payments / Payment Plans / 1098-Ts
Step 4 – Click on Account Inquiry or Make a Payment
Students can arrange their home pages to include or hide various things. We would recommend their home pages include the Financial Toolbox.
Office of Student Accounts / Bouillon Hall 203 /

11. How to Make a Payment Online
Step 1 – Choose the “Make a Payment” Option in your Financial Toolbox
Office of Student Accounts / Bouillon Hall 203 /

12. How to Make a Payment Online
Step 2 – Choose the “Make a Payment” Option
Office of Student Accounts / Bouillon Hall 203 /

13. How to Make a Payment Online
Step 3 – A Payments Screen will pop up, choose the “Make a Payment” again
Office of Student Accounts / Bouillon Hall 203 /

14. How to Make a Payment Online
Step 4 – Select how you would like to pay (Current account balance, amount due, future due, or by term)
Office of Student Accounts / Bouillon Hall 203 /

15. How to Make a Payment Online Step 5 – Select the Payment Method
Office of Student Accounts / Bouillon Hall 203 /

16. How to Make a Payment Online Step 6 – Enter Account Information
This slide assumes you will be paying with your checking or savings account, but paying with a credit or debit card is also an option. If you pay with your checking or savings account, please be sure to double or triple check that you have input the routing and account numbers correctly, because if they are not exactly correct, your bank will decline the payment. If a payment is declined, we won’t be notified about it until at least several days later, or possibly up to a week later, and there is a $30 declined payment fee that will be added to the account.
Office of Student Accounts / Bouillon Hall 203 /

17. How to Make a Payment Online
Step 7 – Confirm Payment. Agree to the Terms and Conditions by selecting the check box and then “Submit Payment”.
Office of Student Accounts / Bouillon Hall 203 /

18. CWU Payment Plan Open enrollment:
Between the 5th and 10th day of any quarter.
Allows you to split up payments into three portions rather then paying all at once.
This brochure is available online at
Office of Student Accounts / Bouillon Hall 203 /

19. How to set up a Payment Plan Online
Step 1: Navigate to the Payment Plan link on the Student Accounts webpage
Office of Student Accounts / Bouillon Hall 203 /

20. Step 2 – Click to pay the enrollment fee
Payment Plan
Step 2 – Click to pay the enrollment fee
Office of Student Accounts / Bouillon Hall 203 /

21. Payment Plan
Step 3 –
Was not able to get a screenshot of the page when the plan was open, but when it’s open, students/parents follow the simple instructions on this page and it walks them through enrollment, step by step.
Office of Student Accounts / Bouillon Hall 203 /

22. Payment Plan
After you have paid the $50 enrollment fee, the student will receive a confirmation . Please allow 1-2 business days for processing before the payment plan installments will be viewable on the account.
The installments are due on the 15th of each of the three months included in the quarterly plan (except summer—the dates are different). There is a 5 day grace period after the 15th, prior to any late payment fees being charged, but if an installment is unpaid on the 20th of the month, a $20 late fee will be charged to the account.
Office of Student Accounts / Bouillon Hall 203 /

23. 1098T Form
1098T Tax forms become available at the end of January. You can retrieve yours on your MyCWU, Account Inquiry in the Financial Toolbox.
Office of Student Accounts / Bouillon Hall 203 /

24. Step 1 – Choose the Account Services Tab
1098T Form
Step 1 – Choose the Account Services Tab
Office of Student Accounts / Bouillon Hall 203 /

25. Step 2 – Choose the 1098t Tax Form tab
1098T Form
Step 2 – Choose the 1098t Tax Form tab
Office of Student Accounts / Bouillon Hall 203 /

26. 1098T Form
Step 3 – Indicate that you consent to receive your 1098-T information online instead of a paper form in the US Mail by checking “Yes, I have read the agreement” box. Click Submit.
Office of Student Accounts / Bouillon Hall 203 /

27. 1098T Form
Step 4 - Review your confirmation page and click the “View 1098-T Section” button to view your 1098-T Information
Office of Student Accounts / Bouillon Hall 203 /

28. Step 5 – Select the year you wish to view.
1098T Form
Step 5 – Select the year you wish to view.
Office of Student Accounts / Bouillon Hall 203 /

29. 1098T Form
A printable version or your 1098-T will appear. Instructions are available by scrolling down the PDF File.
Our 1098T forms will look slightly different, beginning with the T. Up until this point, CWU has chosen to populate Box 2 (the IRS has given universities that choice) but starting with the T, all schools will be required to populate Box 1.
Office of Student Accounts / Bouillon Hall 203 /

30. 1098T Form
You can also click the “Box Amount” tab and the year to view additional detail. Information on the actual account items will appear.
Office of Student Accounts / Bouillon Hall 203 /

31. Important Due Dates Tuition : by the 5th day of class
Room & Board : according to your housing contract
Bookstore Charges : when they post to your account
Parking Charges : when they post to your account
Health Center Charges : when they post to your account
Library Charges : when they post to your account
Miscellaneous Charges : when they post to your account
Office of Student Accounts / Bouillon Hall 203 /

32. Authorization of Payment Form
Financial Aid can only automatically pay the following things
Tuition
Fees
Room
Board
But there are lots of things that can be charged to your account
Bookstore Charges
Recreation Center Charges
Library Fees
Parking Permits & Tickets
Late Registration & Late Payment Penalties or Fines
Student Health Center Service Charges
Completing the Payment Authorization Form will make it so that your financial aid can pay towards all charges on your account
Office of Student Accounts / Bouillon Hall 203 /

33. Direct Deposit Option for Refunds
We strongly urge students to use the Direct Deposit option. Students will receive their refunds more quickly and securely, and won’t need to be concerned about mail delays or theft, which unfortunately, does happen.
Office of Student Accounts / Bouillon Hall 203 /

34. Tuition Refunds and Payroll Checks
Financial Aid overpayments refunded approx. 10th 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
If you pay more than the charges on your account (overpayment), you must request a refund of your credit balance.
Office of Student Accounts / Bouillon Hall 203 /

35. Helpful Hints For Your Success
Keep yourself informed
Check MyCWU/CWU s regularly
Remember: It’s your responsibility to keep your address and phone numbers current
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 / Bouillon Hall 203 /

36. Questions?
Office of Student Accounts / Bouillon Hall 203 /