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Managing yourFinancesStudent Financial Services: Gina MorenoStudent Awards & Financial Aid: Maureen JonesPAGE 1
SFS cial-services UHIPStudent account/fee billPost-deadline Fees ArrangementsFinancial holdsPromissory NotesPaymentsRefundsPAGE 2
A student accountStudent Centre Finances Account Inquiry click on theterm Regardless of who’s paying, the student is responsible to: Check account weekly to be sure no surprises Check uwaterloo email for notices from SFS Ensure the bill and payment instructions get to the person who ismaking the payment Privacy legislation
Proof of enrolment If you need proof of enrolment or forms signed for RESPpurposes, please contact the Registrar’s Office.RESPsPAGE 4
Tax receipts available in the Finances section of Quest by endof February each yearPAGE 5
The bill
Opt–out ancillary feesPAGE 7
Opt-out selectionPAGE 8
“Fees Arranged” means .Pay entire Term BalanceORUse the Promissory Note
Payment optionsBankpaymentsOnlinebanking,ATM, teller(use studentID # asaccount #)Certifiedcheque,moneyorder orbank draftfrom aCanadianbankWesternUnionGlobalPaytransferPAGE 10NOcredit cards,cash,debit,Interac emailtransfers,internationalwire transfersNOinstalmentpaymentplans
The Promissory Note . allows student to leave a balanceowing on the student account equalto the scholarships, awards,bursaries, government studentloans, tuition benefit coming duringthe term, instead of paying theTerm Balance in full by the due date
Account Details0.002,177.772,000.00177.77
Use the Promissory Note proved)Externalscholarshipspayable toWaterlooWaterloo tuitionbenefitsGRS, RAs, or TAs(grads only)Canadiangovernmentstudent loans (likeOSAP)Seniors’ bursariesPAGE 13
but NOT for:RESP fundingExternalscholarshipspayable to youEmploymentincomeThird-partysponsorships(not dent loansInternationalscholarshipsPAGE 14
Find the Promissory Note:
Check your Status on Quest
What if you aren’t FeesArranged?PAGE 17
will not receivescholarships/bursariesaccess to coursematerial on LEARNwill be delayedPAGE 18will not receivegovernment studentloan funding (OSAP)
Late fees Due dates communicated through several emails, Daily Bulletin, Twitter, Facebook posted on our website a year in advance to allow students and their families to plan to meetthem. Late enrolment (no charges on student account until on or after the due date) have ten business days from the date the fees first appear on the student account to submitpayment in full or Promissory Note without a late fee charge. after that, late fees apply Assessed in a manner consistent with our published late fee schedule and policy – applies to all students (including staff!) Not waived for any reason, including departmental delays or errors No additional fees or interest charged on the late fee.PAGE 19
Avoid a Late Fee! Bookmark the due dates -and-latefees Read and follow our blast emails Forward e-bill and blast emails to the person who’s payingPAGE 20
WUSA health & dental plans www.studentcare.ca Room 1006 Health Services BldgPAGE 21
International students & Canadians waiting for OHIP University Health Insurance Plan http://uhip.ca/ sfs@uwaterloo.ca
RefundsFinancial Aid refunds After 100% refund deadline Must be Fees ArrangedTerm Batch refunds After 50% refund deadline Only if there is a credit balance (dropping a course does not always create arefund!)Refunds issued as EFT, if correct and complete banking info is on Quest Cheque to mailing address on Quest, provided it’s in Canada/USA International payment if the payment arrived that wayPAGE 23
Adding banking info on Quest Quest Finances Manage My Bank Account Set up two-factor authenticationPAGE 24
Add Account Enter account details:PAGE 25
AgreementPAGE 26
Changing banking information Only one active bank account permitted If banking information is incorrect, the refund will be sent by cheque tothe mailing address on Quest Always keep both banking information and mailing address up-to-datePAGE 27
Need help? Read through our rloo.ca/finance/student-financial-servicesl- Contact The Centre askthecentre@uwaterloo.ca 519-888-4567 X42268 First floor Needles HallPAGE 28
STUDENT AWARDS& FINANCIAL AIDMaureen Jones & BinahStrakerPAGE 29
Sources of FundingUndergraduatescholarshipsand awardsOSAPUndergraduatebursariesPAGE 30Work StudyProgram
Undergraduate -financial-aid/undergraduateawardsPAGE 31
OSAP and other Provincial Student AidIf you haven’t already applied for OSAP or yourprovince’s student aid program, please do soright wards-financialaid/oop-loansPAGE 32
OSAP EstimateVisitontario.ca/osapto find out howmuch you couldget in OSAPloans andgrants.
OSAP Supporting DocumentsUpload or mail any required signature pagesand supporting documents to usPAGE 34
OSAP Reviews & Appeals1)Review the application informationyou submitted through the OSAPwebsite – is it accurate?2)Check out our website for commonreview/appeal forms.3)Make an appointment with aFinancial Aid Counsellor.PAGE 35
How OSAP funding is releasedSubmit anyrequireddocumentationearlyComplete apromissory noteby the deadlineAugust 20, 2019PAGE 36Check that yourcourse loadand/or programon Questmatches yourOSAP account
Using OSAP to pay your FeesOSAP funds will be sent directly to the University topay fees owingAny remaining funding will be deposited to your bankaccount.PAGE 37
Criteria for Undergraduate BursariesYou must apply for OSAP or otherprovincial government assistance.Bursaries are based on financial need,not academic merit.Bursaries are intended to supplement, notreplace, government and family resourcesPAGE 38
Types of BursariesAUTOMATIC OSAP students Verificationassessment at end ofSeptemberAPPLICATION Fall onlyOct. 30th deadline Fall and WinterFeb. 28th deadlinePAGE 39
Work Study ProgramRecipientsof OSAPand imeon campuswhile youstudy fulltimePAGE 40View jobsand applyvia ourwebsitenear theend ofAugust
More On-Campus Job OpportunitiesOffice ofDevelopmentand brariesCo-op udent LifeCentrePAGE 41
Get More v.on.caStudent Financial vicesUndergraduate Calendarugradcalendar.uwaterloo.ca/Student Awards & Financial Aidsafa.uwaterloo.caNational Student Loan Service Centrecanlearn.caPAGE 42
Contact usStudent Financial ServicesEast Campus 5 (4th floor)X38466sfs@uwaterloo.caStudent Awards & Financial AidNeedles Hall (1st floor) in TheCentreX33583safainfo@uwaterloo.caPAGE 43
Follow us@uwaterloolifefacebook.com/uwaterloolifePAGE 44
QUESTIONS?PAGE 45
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allows student to leave a balance owing on the student account equal to the scholarships, awards, bursaries, government student loans, tuition benefit coming during the term, i
