Orientation Slideshow - International - Accounts Receivable

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Transcript Orientation Slideshow - International - Accounts Receivable

Iowa State University
Accounts Receivable Office
Overview
AccessPlus
What is a U-Bill?
How to Access Your U-Bill
Payment Options
Accepted Payment Types
Third Party Authorization
Authorize Aid/Direct Deposit
Contact Info
US BANK
AccessPlus Login
AccessPlus Functionality
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University Bill (U-Bill)
Third Party Access
Financial Aid
Class Registration
Grade Report and Unofficial Transcript
Schedule of Classes and Locations
Address Maintenance
Department of Residence Options
Job Board
CyCash
Direct Deposit
Address Change
CyCash
Maximum charge in
CyCash is $50.00 at
any one time
Uses on campus:
- Laundry facilities
- Vending machines
- Participating dining locations
U-Bill
What is a U-Bill?
– Electronic bill viewable on AccessPlus
– Tuition, fees, housing, meal plans, and other miscellaneous
university charges are assessed to your U-Bill
– Qualified University Bookstore purchases can be charged to
the U-Bill
– When there is account activity, a reminder e-mail is sent on
the first working day of each month
– Payments due on the 20th of each month
U-Bill
How do I access my U-Bill?
Payment Options
Pay in Full
• No additional fee
• Due dates:
– Fall: August 20th
– Spring: January 20th
– Summer: May 20th
•
Note: you may have additional
miscellaneous charges throughout
semester
Payment Plans
• Deferred Billing Plan
– 3 payments each semester
– $20 fee per semester
• Monthly Payment Plan
– Payment plan to cover fall
and spring semester charges
– $50 fee per year
Payment Options
Deferred Billing Plan
• Allows for minimum payments for the
first three months each semester
• $20 fee per semester
• Due Dates:
Fall:
• August 20th
• September 20th
• October 20th
Spring:
• January 20th
• February 20th
• March 20th
Summer:
• May 20th
• June 20th
• July 20th
• Minimum payments shown on U-Bill each month
Accepted Payment Types
• Pay Bill Online
– Electronic payment from
checking or savings
account on AccessPlus
• Check or Certified Funds
(accompanied by payment slip)
– Make payable to Iowa State University
– Write university ID number (customer number) on payment
– Payment Drop Box located on the ground floor of Beardshear Hall
behind Student Answer Center
– Mail to:
• ISU Treasurer’s Office
1220 Beardshear Hall
Ames, IA 50011
Note: Credit/debit card payments are NOT accepted for U-Bill payments
Accepted Payment Types (con’t)
Western Union Bank-to-Bank
International U-Bill Payments:
• Bank -to- bank transfer initiated through your
AccessPlus account
• Pay in the currency of your choice; converted to U.S.
Dollars
• NO additional transaction charges from Western
Union Business Solutions or ISU
• Exchange rate valid for 72 hours after transaction is
initiated
• Payments transmitted to ISU electronically, typically
posted in 3 to 5 days
• Click here for complete details
AccessPlus Online Payment Steps
AccessPlus Western Union Payment Steps
How to Initiate a Western Union payment via AccessPlus
Step 1: Go to AccessPlus
• Go to https://accessplus.iastate.edu/frontdoor/login.jsp.
• Go to Student Tab, Pay Bill Online option and choose International U-Bill Payment Option.
• Enter the amount you wish to transfer in U.S. Dollars; not to exceed total U-Bill balance.
Step 2: Initiate your payment quote online-Western Union
• Choose your currency type.** A payment amount in your currency of choice will automatically be generated.
This quote is secured for 72 hours.* If payment is not made within 72 hours of the quote your payment could
be subject to return or adjustment.
• Agree to the payment amount and accept terms and conditions.
• Download payment instructions, including a reference number, as a .PDF document. You will need the
reference number to complete your payment in Step 3.
Step 3: Transfer funds to Western Union Business Solutions
• The payment instructions will tell you how to transfer funds through your personal bank or online.
• Make sure that the reference number is included in your wire transfer instructions.
Step 4: Western Union Business Solutions does the rest
• Using your reference number, Western Union Business Solutions will transfer your funds into your Iowa State
University U-Bill account.
• This usually takes 3 to 5 business days after your local bank initiates payment to Western Union
Business Solutions.
A+ Western Union steps
1. Click “Pay Bill Online” and then “International Bank to Bank Payment” button
2. Type in the Amount you want to
pay toward your U-Bill in US Dollars,
not to exceed your Current Balance
owed and click the “Continue” button
3. Confirm the amount
you have requested to
pay and click “Continue”
This will take you out of
AccessPlus to the
Western Union website
in a new browser tab
4. From the currency
drop down options,
select the currency
associated with the
*country you will make
your payment from and
click the “Next” button
*If your country is not listed in the drop down
menu please select “Any other country (USD)”
to continue making your international wire
transfer payment
5. Verify your email address is accurate, a .pdf with final instructions
will be sent to this address. If the funds are from a third party
account other than your own you can enter this persons name
address and country below, then click the “Next” button to continue
6. Review the terms and conditions for the Western Union Payment,
click the box next to “Yes, I have read and understood…” and click
the “Submit” button
7. A .PDF document will open in
a separate page for you to print
if you wish or save to your
computer to forward on to the
banking institution that will
initiate the movement of funds.
This is the same .pdf that is sent
to the email address you
provided in step 5. We
encourage all students to use
their CyMail addresses for this
purpose. You can then forward
the email on to your bank,
parents and any other parties
you wish to share this
information with.
8. Then on your internet tabs that are still open you will need to click the
one to the left of the pdf document to return to the Western Union page,
which has a tab at the bottom right you can click that will take you back
into your secure AccessPlus menu options. Click “Return To Homepage”
you will then see this message on your U-Bill tab, simply get the .pdf
document to your bank as soon as possible for processing. Contact Western
Union by email or Phone for further questions regarding this process.
Third Party Authorization
The student must grant access and/or authorization to third parties.
Third Party Access
Account Info Release
• Creates an ID & password
for third party to log onto
AccessPlus to view
selected info
• Can make payments online
• Student is administrator
• Student must review and
accept Terms & Conditions
each semester to retain
Third Party viewing
capabilities
• Allows third party to call
and discuss detailed info
on student’s U-Bill
• Three Options:
– Information Release Only
– E-mail notification &
information release
– Mail copy of bill ($8.00 per
semester)
Third Party Access
• Set up on student’s AccessPlus
• Establishes account for parent,
guardian, or other third party of
choice to log into AccessPlus
• Select categories for viewing
access
Account Info Release
Authorizing Aid/Direct Deposit
• Available financial aid will be applied directly to the charges on
the U-Bill 4-5 days before classes begin
• Any excess funds will be refunded via direct deposit into a bank
account of your choice
• Sign up for Direct Deposit on AccessPlus:
– Student tab
– Account/U-Bill
– Direct Deposit Signup
• Enter routing and account
number from checking
or savings account
Contact Info
Accounts Receivable Office
0880 Beardshear Hall
Walk-in Advising Available
Monday – Friday
Summer
7:30am – 4:00pm
Fall & Spring
8:00am – 4:30pm
(515) 294-7388
[email protected]
www.ubill.iastate.edu
International Student & Scholar Advisors
• Campus Location: 3248 Memorial Union
• Phone: 515-294-1120
• Web: https://www.isso.iastate.edu/joomla/
Sponsor Contact Information
Katina Van Dyke
0880 Beardshear Hall
515-294-5461
Becky Zama
3248 Memorial Union
515-294-1120
ISU CARD
LOST CARD:
REPORT
IMMEDIATELY
• AccessPlus: A+Home
Tab, ISU Ids
• Card Office: Room
0530 Beardshear Hall
or call 515-294-2727
• If activated as U.S.
BANK ATM/Debit Card
ALSO CALL: U.S.
Bank - 800.US BANKS
800-872-2657
ISU CARD &
U.S. BANK
U.S. BANK ATM Locations on Campus
1. Memorial Union West (accepts deposits)
2. Memorial Union Food Court
3. Memorial Union Bookstore
4. Maple/Willow/Larch Commons
5. Frederiksen Court
6. Parks Library
7. Hub
8. College of Design
9. Union Drive Commons
10. College of Veterinary Medicine
ISU CARD &
U.S. BANK
Disclosures:
usbank.com/iowastate
All regular account opening procedures apply. $25
minimum deposit to open an account. Fees for
non-routine transactions may apply. 2. A
surcharge fee will be applied by the ATM owner,
unless they are participating in the MoneyPass
network. 3. You may be charged access fees by
your carrier dependent upon your personal plan.
Web access is needed to use Mobile Banking.
Check with your carrier for details on specific fees
and charges. 4. Optional paper statements
available, for a fee. Deposit products offered by
U.S. Bank National Association. Member FDIC.
After a competitive selection process, Iowa State
University chose U.S. Bank as its partner to offer
students, faculty and staff the option to add
banking functionality to the ISUCard. Iowa State
University receives financial support from U.S. Bank
primarily in the form of royalties and card stock
which is used to support the ISUCard and other
student programs. Students, Faculty and staff are
not required to open an account with U.S. Bank to
receive the ISUCard and they do not need to have
a U.S. Bank account to use their ISUCard for other
card-authorized campus services.
Questions about the
University’s partnership with
U.S. Bank may be directed to
the ISUCard Office at 515294-2727 or by email to
[email protected]