The financial view shows you your tuition, fees, payments, financial aid, and other financial transactions with your school. Here's the quick overview:
- Dashboard shows you current financial information like unpaid invoices. You can also come here to make online payments and download tax forms like the 1098-T or T4A.
- By Term contains financial information pertaining to specific academic terms. Here you can see your tuition and fees incurred for, say, your Fall Term courses, as well as financial aid, room and meal plans, and other payments. Click Print Statement to get a statement of all your term-related financial activity.
- Financial Aid details your financial aid awards and applications.
- History gives you a list of all your financial transactions—invoices, payments, refunds, etc.
Your financial dashboard summarizes your financial activity. It includes pending fees (that aren't tied to an academic term), unpaid invoices, unapplied payments, recent transactions, a summary (see below), and information about payment plans (if you're on one).
- Click Print Statement to create a PDF of your overall financial statement. It includes any amount you owe your school together with a complete breakdown of relevant charges and payments.
- Click an invoice #, payment detail, or credit # to see the full particulars of any of those items.
- If your school has enabled online payments, you'll be able to pay invoices using a credit/debit card and/or electronic check. Read about how to do that here.
- 1098-T, T4A, T2202A: As soon as your school has released your tax form for a given year, you'll be able to view/download a PDF here on the dashboard.
Depending on your financial activity, you might find any or all of the following information on your financial summary:
- Overdue: The sum of all your unpaid charges on invoices whose due date has already passed.
- Due by: Any amounts coming due soon.
- Total due: The sum of the above items.
- Unapplied payments/Unapplied credits: Any payments or credits that have not been applied to specific invoices.
- Unallocated scheduled aid: Scheduled financial aid disbursements that your school has not yet matched up with specific invoices.
- Pay now: Total due minus unapplied payments/credits and expected aid.
- Due by: Amounts due beyond anything included in the Pay Now amount. This includes payment deadlines for payment plans and invoice due dates not included in the Pay Now line. These amounts may be affected by any scheduled financial aid disbursements that have been attached to specific invoices.
- Total Balance: The sum of all your unpaid invoiced charges together with unapplied payments/credits; it excludes any expected aid.
- Payment plans on your financial dashboard cover all of your invoiced charges (that are eligible for inclusion in the plan). You can also have a term-based payment plan that covers only those invoices connected to a particular term (these are shown on the By Term view).
- Next to each payment due date is the amount of the installment and the amount (if any) remaining to be paid. If the installment has been paid, you'll see whether it was paid Late or On Time.
- Click to see details for the invoices and charges included in the payment plan.
- In most cases, payment plans have been assigned you by your school. However, if your school makes them available you can choose your own payment plan on the Pay Now screen.
The By Term view includes financial activity related to a specific academic term. It shows you financial aid, term-specific charges and payments, enrollment information, a summary, and—if your school is using them—your enrollment agreement for the term.
- Click Print Statement to create a PDF of your term financial statement. It includes invoiced charges together with a complete breakdown of relevant charges and payments.
- If you have financial aid for this term, click Show detail to see the individual disbursements that will affect your term charges.
- If your school has enabled term enrollment agreements, you can review and sign it by clicking the date/time.
The financial aid view shows you your aid application details and your awards for a given aid year.
The summary shows the basic financial stats at play in your application.
- Cost of Attendance (COA) is determined by the school. It is an approximate figure that includes the cost of tuition, fees, books, and other items related to your attending the school for that Academic Year.
- Expected Family Contribution (EFC) is gleaned from information you provide (often via the FAFSA). It is an approximate figure of how much you and/or your family will contribute towards the COA.
- Financial Need is the difference between the COA and your EFC.
- Grants/Loans Accepted indicates the total amount of each type of financial aid you have accepted.
- Remaining Need is the difference, if any, between your financial need and accepted grants and/or loans.
Components and Files
Your school uses aid application components to ask for information about your financial need.
- To see what you need to do for a given component, click view instructions.
- If the component asks you to upload files, you can do so in the Files panel in the right column of the application.
- Your aid officer will be notified by email when you upload files.
- Once you've uploaded files, click the filename to view what you've submitted (or to view files your aid officer has uploaded).
Questions let you correspond with the Financial Aid officer in charge of your application. Either you or the Aid officer can start a question. You can carry on the correspondence right from your aid application or over email.
- Either you or your aid officer can start a question.
- You can conduct the conversation by clicking the question and adding comments on the question page.
- You can also use email: When you receive a notification about the question, just reply to the email above the response line.
Grants and Loans
At some point during the application process (usually after your application has been accepted), you'll be offered Financial Aid awards. As they're offered, you'll receive an email from Populi Notifications.
- You can accept or decline awards.
- When accepting loans, you can choose to accept only a partial amount of what's offered.