Transcript A POWERPOINT FOR YOUR SUNY CANTON BILLING PROCESS! A QUICK AND PAINLESS TUTORIAL.

A POWERPOINT FOR YOUR SUNY
CANTON BILLING PROCESS!
A QUICK AND PAINLESS TUTORIAL
ARE YOU HAVING TROUBLE COMPLETING OR
UNDERSTANDING THE BILLING PROCESS?
The Billing Process for your stay at SUNY Canton may be hard to
understand. In the following slides, you will find a step-by-step guide on
how to complete your bill in order to start and/or continue your stay at
SUNY Canton!
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Already know what you’re after? Click the link to go directly to that information!
Logging into UCanWeb
__4
Finding the Billing Menu
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11
Finding the Surveys
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14
Completing the Enrollment & Billing Confirmation page
______
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17
Completing the Financial Aid Disbursement Authorization page
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24
Reviewing your bill
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Health insurance waiver_______________________________________________________
40
Billing information through email _______________________________________________45
Paying Online________________________________________________ _
Accepting Awards
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47
______58
Numbers for help____________________________________________________________
66
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STEP 1: LOG IN TO YOUR UCANWEB ACCOUNT
To log into your UCanWeb account, you can go to the SUNY Canton homepage at
http://www.canton.edu and select the UCanWeb link under the “Students” tab at the
top of the webpage
~OR~
go under the “STAY CONNECTED” box to the bottom right of the screen and click
the UCanWeb link provided for you there
~OR~
go under the ‘Quick Links’ dropdown menu and select the ‘UCanWeb’ option at the
bottom of the list.
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On the next screen, click on ‘Enter Secure Area’.
Next, log in by using your nine-digit student I.D. number, which is either an 804- or
803- number. Your passcode will be two digits of your birth month, two digits of
your birth day, and the last two digits of your birth year.
Examples of the passcode are:
(if born January 2nd, 1991) passcode: 010291
(if born December 18th of 1970) passcode: 121870
**NOTE: Some students may have changed their
passcodes on a previous visit to this site. If a student did
change their passcode, then this formula to log in will not
work for those students. If you changed it, your passcode
will now be what you changed it to.
**If you have difficulty
logging in, call the Registrar’s
office at
(315)386-7042.
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***NOTE: This passcode format
only works if you haven’t
changed your passcode already
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STEP 2: GO TO THE STUDENT MENU, THEN CHOOSE
THE BILLING MENU
Once you have successfully logged into your UCanWeb, you will find a page that looks
like this:
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On this page, select “Student Menu”, which is the top link on your webpage.
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This will bring up a page as shown; click the link that says “Billing Menu”.
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STEP 3: SELECT ‘COMPLETE ENROLLMENT
CONFIRMATION/BILLING FORMS; VIEW ADJUSTED BILL’
***NOTE: Review ‘Billing Instructions’ in the link
above if you have any general questions about the
process! Click any part of this text to see the
instructions.
This page will pop up with the following screen; click on and complete both the
‘Enrollment Confirmation/Billing Options’ page and the ‘Financial Aid
Disbursement Authorization’ page.
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STEP 3A: COMPLETING THE ‘ENROLLMENT & BILLING
CONFIRMATION’ PAGE
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When you click on the first link reading ‘Enrollment Confirmation/Billing Options (Fall
2015)’, it will open to a page the looks like so:
Answer the questions the survey provides according to your student status.
For the first question:
If you are completing a degree using the courses you are
taking this semester then select the ‘Yes’ option.
If you are a new student , or not finishing a degree using
Fall 2015 courses, select the ‘No’ option.
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For the second question:
If you are going to be driving to campus and parking your vehicle(s) and/or motorcycle in a
campus parking lot, or if you live on campus and plan on parking your vehicle(s) and/or
motorcycle in a campus parking lot, select the ‘Yes’ option.
If you are not going to be parking your vehicle(s) and/or motorcycle in any campus parking
lot, select the ‘No’ option.
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FOR THE PREVIOUS QUESTION:
If you answered ‘Yes’ to the second question, then you must provide the
license plate(s) for your vehicle(s) and/or motorcycle.
If you answered ‘No’ to the second question, leave this section blank. If you insert a
plate number with the ‘No’ option checked, it may say there is an error with the survey.
***NOTE: A link for Rules and Regulations regarding
parking is provided at the bottom of this survey
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For the third question:
If you are living on campus, which means you are living in any of the Residence Halls
(including Heritage Hall , Rushton Hall , Mohawk Hall , Smith Hall , and Kennedy Hall)
check the ‘Resident Student’ option
If you are not living on campus and are instead living in an apartment off campus,
are online, or are living at home, check the ‘Commuter Student’ option.
****NOTE: This question is underneath the ‘Vehicle Registration
Section’, right beneath the box provided for a Motorcycle License
Plate. This question should be answered if you are parking a
vehicle and/or motorcycle on campus, and if you answered no to
parking a vehicle, doesn’t need to be answered****
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If you made it this far, then your first survey is complete and you may
the
information you provided! Note that if you submit your answers, you must go to the
Student Service Center to change any part of the survey. Please check to make sure
your information is complete and correct before submitting. If you are unsure on any
part of the survey, there is an option to
. This saves the
information you have put into the survey, but you may go back and change the
information if you need. Keep in mind however that your billing will not be
completed if you do not submit your information for this survey.
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Once you have completed the survey, the site will kick you back to the ‘Required
Information Checklist’ page, and show you that your ‘Enrollment Confirmation/Billing
Options (Fall 2015)’ link has been completed, and it will also check it off for you.
STEP 3B: COMPLETING THE ‘FINANCIAL AID
DISBURSEMENT AUTHORIZATION’ PAGE
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When you click on the second link reading ‘Financial Aid Disbursement Authorization
(Fall 2015)’, it will open to a page the looks like so:
The first question asks if you expect to receive federal grants or loans.
You will choose the ‘Yes’ option if you are receiving any of the following:
Pell, SEOG, Perkins, Stafford loans, Parent PLUS loan
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You will choose the ‘No' option if you are not receiving any financial aid
and have decided to pay through other means.
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If you answered ‘Yes’ to the first question, then you can review the
three options at the bottom of the survey.
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Select option ‘A’ if you want all charges on your bill paid by your
financial aid.
This means that everything on your bill, including any fines, roo
express (meaning money on your roo card), tuition, charges, etc.
that are incurred are paid by the aid awarded or given to you.
This is the recommended option for students.
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Select option ‘B’ if you owe on a past semester’s balance (for example,
a summer semester bill). This option only applies within the same
academic year.
A previous semester unpaid that is not within the aid year
you are applying for now will not be covered under this
option.
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Select option ‘C’ if you wish to have a refund for the previous semester to
be kept and applied for the next semester within the same academic year.
Do NOT check this option if you want a refund back.
To reiterate, if you want the money not paid to your bill to come
back to you, do NOT check option ‘C’
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If you made it this far, then your second survey is complete and you may
the information you provided! Note that if you submit your answers, you must go to
the Student Service Center to change any part of the survey. Please check to make
sure your information is complete and correct before submitting. If you are unsure on
any part of the survey, there is an option to
. This saves
the information you have put into the survey, but you may go back and change the
information if you need. Keep in mind however that your billing will not be
completed if you do not submit your information for this survey.
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Once you have completed the survey, the site will once again kick you back to the ‘Required
Information Checklist’ page, and show you that both your ‘Enrollment Confirmation/Billing Options
(Fall 2015)’ and ‘Financial Aid Disbursement Authorization (Fall 2015)’ links have been
completed. It will also have them both checked off for you.
STEP 4: REVIEW AND PRINT
For this step, you can click the link provided at the bottom of the page once you
complete the surveys in order to go back to view your adjusted bill.
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This link will bring you to a page that looks like the screenshot below; on
this page, click the link that says ‘View Adjusted Bill’.
This will bring you up to a screen that asks you to select a term. Select the
appropriate term that you are putting information in for. (Ex: Fall 2015)
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You will come across a screen that looks like so:
It is recommended that you print your billing page out for further review and for
proof of any charges on your bill.
On this screen, you can submit
review
your
charges
add
Roo
your
Express
bill
for processing
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Pay attention to the status of your bill!
‘Pending’ status
The ‘Processed’
statusmeans
meansthat
thatit itisn’t
hasgoing
been to
reviewed
and completed
by areviewed.
staff
do anything
until has been
member.
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On this page, there is a link in the top text that says ‘pay online’. You can also
pay for past balances by sending a check to the Student Service Center
Click here to learn more about
paying online
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On the ‘View Adjusted Bill’ page, you will see that you are charged for medical insurance. This is
a standard, all encompassing program so that all SUNY Canton students have medical insurance.
You can waive this insurance as long as you go through the proper channels and are covered
under your own insurance.
here.
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HOW TO WAIVE THE SUNY
CANTON INSURANCE FEE
A LITTLE MORE INFORMATION FOR THE CURIOUS
In order to waive your insurance, you MUST have your own insurance information that is valid as
IT WILL BE CONFIRMED.
Go to the Billing Menu and click on the bottom link that says ‘Complete Online Health Insurance
Waiver’.
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On this page, click the small red link at the bottom of the text. This will send you to another
website completely, where you will have your insurance information in order to fill it out
completely. If you have trouble with this step, you can call (800) 289-1501 (ext. 2384 or
2157) for help.
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On this page that you are linked through to another website. Click the “Switch to Waive”
button next to your ‘Record Type’ row, and then fill out the information according to the
medical insurance you are covered under. If you have trouble, you can call the SUNY
Canton medical insurance company at (800) 289-1501 (ext. 2384 or 2157), or Financial
Aid at (315) 386-7616 or (800) 388-7123.
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Once your information is all filled in, it can take up to 48 hours for the waiver to
go through, as a third party verifies the insurance information you supplied. After
this period, your bill will reflect the insurance waiver.
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WATCH YOUR EMAIL!
Delays happen; no one can predict all reasons your bill may be delayed. For this
reason, students should watch their email ! A notification will be sent to notify you of
issues delaying the process.
An email will also be sent when your bill has been processed to confirm that you are
officially registered.
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If you have reached this point, you have completed your billing surveys!
Make sure you have any other issues prepared for, and you stay on top
of deadlines YOUR
so you don’t
have to BE
paySUBMITTED
fees.
BILL MUST
BY THE
OR THERE
WILL
BE A $40 LATE that the
Watch your DUE
emailDATE
for updates
and any
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ADDED
AND YOUR
MAY
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send
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anyCOURSES
issue that may
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To reiterate:
DROPPED!
WATCH YOUR EMAIL
PAY ATTENTION TO DEADLINES
To go back to the main
PowerPoint, click (here)
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PAYING ONLINE
A LITTLE MORE INFORMATION FOR THE CURIOUS
This screen, once you have clicked the ‘paying online’ link and submitted
the appropriate term, is for those students that wish to pay online on a
past balance due.
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Take note that processing for online payments may take up to three (3) days from the time
you initiate the payment. This means that the payment process is not immediate. If you wish
to have a payment made immediately, call the Student Service Center at (315) 386-7616.
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There is a drop-down menu for types of payments. Each one specifies
what you are paying on.
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Enrollment(Tuition)
and Housing Deposit Combo:
Residence
Hall Rental:
This option
selected
if you Center
are paying
for your tuition and
together
Contact
theisStudent
Service
at (315)-386-7616
if youhousing
feel this
option online.
applies to you.
This is not for regular housing.
Drop/Add
Fee $20:
Late
Registration
Fee:
Enrollment(Tuition)
Deposit Only:
or dropped
a classbyafter
thecoming
first week
of classes
(which
This is to pay if
didn’t
register
forcurriculum
classes
theare
deadline.
justyou
foradded
your spot
in the
you
to SUNY
Canton
to is
considered
add/drop week)
study.
Housing Deposit
Only:
Payment
on Account:
foryou
youneed
to pay
just your
housing deposit.
This is if
to make
a payment
on your account for any reason
Residence
Damages or Key Charger:
Tuition andHall
Fees:
This is to pay if
have
caused
to your room in a campus room or if you lost/need
foryou
your
tuition
and damages
any fees incurred.
replaced/etc. a key.
Telephone
Charges:
Student Payment
Plan:
This is for
any ifcharges
youamay
haveinto
incurred
that need
be paid
telephone
usage.
to pay
you have
balance
a semester.
You to
would
havefrom
set up
a payment
plan with an advisor or in some other fashion.
Describing each payment type
Bookstore/Roo
Parking
Fines: Express:
This is for
up to
$1200
thatfines
youyou
can get
have
your Roo
or towards
books.or
The
campus bookstore
any
parking
onon
campus
through
either tickets
otherwise
is the most common place this money is used.
Library Fines:
This is to pay for any fines incurred through the library.
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Once you’ve selected the option you wish to pay for online (keeping in mind that it won’t be an
immediate payment and may take up to three (3) days to process), the site will pop up a window.
You have to accept the agreement at the top of the page in order to submit any payment type.
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Next, scroll down on the pop-up window and check to make sure the auto-filled
information is correct.
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Next, make sure you are paying for the correct fee and for the correct amount.
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Next, enter your SUNY Canton email, and your payment method for the payment
you are making.
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Each different payment method will come up with box for you to fill out your personal information.
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After you fill the appropriate information into the spaces provided, click the ‘Submit’ button at the
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bottom of the pop up window and your payment will be submitted online. Keep in mind that this
payment is not immediate; it may take up to three (3) days to process and complete.
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To continue on the main PowerPoint, click (here)
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STEP 5: ACCEPTING AWARDS
Awards are any financial aid help that will help you with your
tuition and other bills. When accepting these, you obtain
money to help you pay for either incurrence.
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Go under the ‘Student Menu’ tab in your UCanWeb.
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On the
screen,
click
‘Financial
Aid’.
Next,
‘Award’.
Then,
clicknext
‘Award
for Aid
Year,
then the 2015-2016
year.
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Complete these tabs IN ORDER:
- General Information
- Terms & Conditions
- Accept Award Offer
On the ‘General Information’ tab, you get an overall simple view of the
steps of Financial Aid processing and what happens when you accept
your awards.
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On the ‘Terms & Conditions’ tab, there will be an option at the bottom
of the page to click to accept the Terms & Conditions of accepting your
awards. You have to complete this step to accept any awards.
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On the ‘Accept Award Offer’ tab, you are given the option to accept all
awards, accept parts of awards, or decline awards. Depending on your need
or preferences, it is up to you on how much of each award you wish to accept.
***NOTE: The accepting or
declination of an award will be
reflected under the ‘Status’
column under ‘Award Decision’.
The ‘Actual’ status means the
actual amount granted.
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While still under the ‘Accept Award Offer’ tab, scroll down. You will see a list titled
‘Unsatisfied Disbursement Requirements’. These are any requirements that have not been
met by you as of you viewing of your bill. You must finish these in order to be disbursed
your awards.
The blue links that are the title of the Unsatisfied Disbursement Requirements are the links that
take you to the page(s) you need to fill out. These links are provided for your convenience.
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FOR HELP ON ANY OF THE STEPS, CALL:
• Log-in information help
• Billing help
• Financial Aid help
• Payment help
• Passcode/password help
• Username help
• SUNY Canton I.D. # help
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ENJOY YOUR STAY AT SUNY CANTON,
WHERE GREAT MAJORS LEAD TO GREAT
CAREERS!