show me the money! - university of waterloo · student accounts loron pellowe . student awards...

Student Accounts Loron Pellowe

Student Awards & Financial Aid Maureen Jones and Brooke Sterritt

SHOW ME THE MONEY!

2 1 How to pay your fees

What will you learn?

How to get funding

STUDENT ACCOUNTS

Fees are assessed “per term”

Your fees

Your student account is available ONLY on Quest. Student Centre>Finances>Account Inquiry Check your uwaterloo.ca email inbox for news about your account

Your student account

Account details

Tax receipts are available on Quest in February each year.

Your tax receipts

TAX RECEIPTS

If you need Confirmation of Enrolment or forms signed for RESP purposes, please contact the Registrar’s Office.

Your Confirmation of Enrolment

RESPs

Due to privacy legislation, we can’t discuss your account details with ANYONE without your authorization.

Your privacy

YOU are responsible for your student account!

IMPORTANT

Pay your fees in full

Use a Promissory Note if you have

appropriate funding

How to become “Fees Arranged”

Bank payments

Online banking,

ATM, teller (use

student ID # as

account #)

Certified cheque, money

order or bank draft

from a Canadian

bank

Western Union

GlobalPay transfer

NO credit

cards, cash, debit, Interac email

transfers

NO instalment payment

plans

How to make your payment

Document that indicates that you have funding coming during the term to pay your

fees

Allows you to defer part of your payment until your financial aid

is available

What is a Promissory Note?

Waterloo scholarships

External scholarships payable to Waterloo

Waterloo tuition benefits

Third-party sponsorships (approved)

GRS, RAs, or TAs (grads only)

Canadian government

student loans (like OSAP)

Seniors’ bursaries

What kinds of funding may be used?

You cannot use a Promissory Note for these types of funding:

RESP funding External

scholarships payable to you

Employment income

Third-party sponsorships

(not approved)

Employer reimbursement

Foreign government

student loans

International scholarships

Instructions on Student Accounts website

How to submit the Promissory Note

uwaterloo.ca/finance/student-accounts

On Quest

How to access the Promissory Note

uwaterloo.ca/quest/

What if you aren’t Fees Arranged?

You will not receive your

scholarships/bursaries

Your access to course material on LEARN will

be affected

You will not receive government student loan funding (OSAP)

If you’re not Fees Arranged….

Check your status on Quest

Avoid a late fee

Fall 2014 due date is August 25, 2014 Bookmark the due dates schedule: https://uwaterloo.ca/finance/student-accounts/due-dates-late-fees

FEDS health/dental plan

“FedofStdnts-Administered Fees”

Details at www.ihaveaplan.ca

QUESTIONS?

STUDENT AWARDS & FINANCIAL AID

Undergraduate scholarships and awards

OSAP Undergraduate bursaries

Work Study Program

Sources of funding

Internal Scholarships/Awards External Scholarships/Awards

Undergraduate scholarships/awards

uwaterloo.ca/student-awards-financial-aid/undergraduate-awards

If you haven’t already, please apply for OSAP or other provincial student aid program immediately.

OSAP and other provincial student aid

IMPORTANT

osap.gov.on.ca http://safa/loanprograms/oop.html

Upload or mail any required consent/signature pages and all supporting documents to us with the exception of the MSFAA.

OSAP and other provincial student aid

CAUTION

$890/term (maximum 2 terms in

the academic year)

Grant money – does not need to be paid

back!

30% off Ontario Tuition Grant

Take the quiz to see if you’re eligible: www.ontario.ca/education-and-training/30-off-ontario-tuition

• Review the application information you submitted through the OSAP website – is it accurate?

• Check out our website for common review/appeal forms.

• Make an appointment with a Financial Aid Counsellor.

OSAP Reviews/Appeals

Submit any required

documentation early

Complete a promissory note by the Aug. 25, 2014 deadline

Check that your course load and/or program on Quest

matches your OSAP account

How to get your OSAP

• OSAP funds are NOT directed to the University to pay your tuition and fees.

• Once your OSAP funding has been deposited to your bank account, you are responsible for paying any fees still owing to the University.

Using OSAP to pay your fees

• You must apply for OSAP or other provincial government assistance.

• Bursaries are based on financial need, not academic merit.

Criteria for Undergraduate Bursaries

Bursaries are intended to supplement, not replace, government and family resources

AUTOMATIC • OSAP students • Verification assessment at

end of September

APPLICATION • Fall only – Oct. 23, 2014

deadline • Fall and Winter – Feb. 28,

2015 deadline

Types of bursaries

Work Study Program

Available to recipients of OSAP or other out-of-province financial assistance programs

Work part-time on campus while you study full-time

View jobs and apply via our website starting the end of August

Co-op and Career

Services, Tatham Centre

Student Federation, Student Life

Centre

Libraries

Athletics, Physical

Activities Complex

Office of Development and Alumni

Affairs

More on-campus job opportunities

QUESTIONS?

• Quest quest.uwaterloo.ca

• OSAP osap.gov.on.ca

• Finance – Student Accounts website uwaterloo.ca/finance/student-accounts

• Undergraduate Calendar ugradcalendar.uwaterloo.ca/

• Student Awards & Financial Aid website safa.uwaterloo.ca

• National Student Loan Service Centre canlearn.ca

Get more information

Student Accounts • Needles Hall Room 1110 • X38466 • sfaccnts@uwaterloo.ca

Student Awards & Financial Aid • Needles Hall (2nd floor) • X33583 • safainfo@uwaterloo.ca

Contact us

@uwaterloolife

Follow us

facebook.com/uwaterloolife