AdmissionSenior YearSet up payment plan

Set up payment plan

Set up payment plan if needed

Senior Year
June
FinancialAid
Medium Priority

Step-by-Step Guide

Overview

If you can't pay your bill in full, most colleges offer monthly payment plans. Set this up by mid-June to have it active for the August bill.

How Payment Plans Work

Structure

  • Divide annual cost into monthly payments
  • Typically 10-12 monthly payments
  • No interest or low fees
  • Administrative fee $30-$50 per semester

Enrollment Process

  1. Log in to student billing portal
  2. Select "Payment Plan Enrollment"
  3. Choose payment schedule
  4. Provide banking information
  5. Authorize automatic monthly withdrawals

Timing

  • Enroll by mid-June
  • First payment typically July-August
  • Continues through April or May
  • Renewed each semester

Monthly Amount

Calculation: Annual Cost After Financial Aid / Number of Payments

Example: $30,000 remaining / 10 payments = $3,000/month

Who Should Use Payment Plans

  • Families who can pay over time but not in lump sum
  • Families with irregular income
  • Families with other cash flow demands
  • Middle-income families most often

Who Should Not Use Payment Plans

  • Families who can pay in full (skip the fees)
  • Families who cannot sustainably afford monthly amounts
  • Families experiencing crisis (consider deferment instead)

Administrative Fees

  • Typically $30-$100 per semester
  • Small compared to convenience
  • Some schools waive for certain situations

Missing Payments

  • Late fees apply
  • Account may be placed on hold
  • Future registration affected
  • Collections eventually if unpaid

Communication

Stay in touch with billing office:

  • Update contact information
  • Notify of changes
  • Ask questions early
  • Seek help if struggling

When to Adjust

  • Family financial situation changes
  • Unexpected expenses
  • Income loss
  • Adjust payment schedule if possible

Combining Plans

  • Payment plan + financial aid
  • Payment plan + scholarships
  • Payment plan + external loans
  • Complex but workable

Account Setup

  • Authorized user can view account (not make decisions)
  • Parent typically set as authorized user
  • Student retains decision rights

Autopay

  • Recommended (avoids late fees)
  • Ensure funds available
  • Review statements monthly

If Plan Not Sufficient

If monthly payments still too high:

  • Seek additional aid
  • Apply for more scholarships
  • Consider community college transfer
  • Request leave of absence
  • Consult financial aid office

Changes Mid-Semester

  • Major changes often require new agreement
  • Work with bursar
  • Stay current until change processed

End of Year Reconciliation

  • Final bill after all aid applied
  • Any remaining balance due by semester end
  • Credit balances refunded to you

Refunds

  • Over-paid amounts refunded
  • Typically check or direct deposit
  • Takes 2-4 weeks
  • Can go toward books and supplies

Records

Keep:

  • Enrollment confirmation
  • Monthly payment receipts
  • Statements
  • Communication with billing office
  • Useful for tax filing

Future Semester Planning

  • Budget for semester increase (typically 3-5% per year)
  • Set aside money for incidentals
  • Monitor financial aid each year

When Family Can't Pay

If family situation changes:

  • Contact financial aid first
  • Seek emergency aid if available
  • Look at hardship programs
  • Consider leave or transfer
  • Community college option

Student Contribution

Some students work to reduce family burden:

  • Work-study during school year
  • Summer work and savings
  • Part-time off-campus work
  • Internships with stipends

Other Payment Methods

  • Credit card (often with fee)
  • Electronic check (usually fee-free)
  • 529 distribution
  • Employer reimbursement
  • Veterans benefits

Graduation Impact

Payment plan doesn't affect:

  • GPA
  • Academic standing
  • Access to resources
  • Diploma issuance

But overdue bills can affect:

  • Transcript release (needed for grad school, employment)
  • Future registration
  • Graduation ceremony participation

Financial Hardship

If you truly can't afford:

  • Take a leave of absence
  • Transfer to less expensive school
  • Delay graduation
  • Seek help from financial aid
  • Don't ignore the issue

Task Details

Assigned to: Parent
Best time: June
Week: 3

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