Student Guide to Student Accounts

23
Student Guide to Student Accounts Student Information System https://student.msu.edu Student Accounts Email: [email protected] Phone: (517) 355-3343 Website: http://ctlr.msu.edu/COStudentAccounts/

Transcript of Student Guide to Student Accounts

Page 1: Student Guide to Student Accounts

fi MICHIGAN STATE UNIVERSITY

Student Guide to Student Accounts Student Information System https://student.msu.edu

Student Accounts Email: [email protected] Phone: (517) 355-3343 Website: http://ctlr.msu.edu/COStudentAccounts/

Page 2: Student Guide to Student Accounts

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UN I VERSITY

fi MICHIGAN STATE UNIVERSITY

Foll 2021 ond Forward

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Student Accounts Tile

• Students and guests begin by logging into SIS http://student.msu.edu

• From the main page, select the Student Accounts tile

Page 3: Student Guide to Student Accounts

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Student Accounts Menu

From this screen you can view:

• Account Details

• Student Account Summary (similar to Statement of Fees Paid in StuInfo)

• MSU Loans Information

• Tax Forms

• Summer 2021 and prior information

Select Go to My Account to:

• Make a payment on all account balances

• View bills and account details

• Enroll in a payment plan

• Enroll in Direct Deposit

Page 4: Student Guide to Student Accounts

M ICH IGAN STATE UN I VER SITY

MICH IGAN STATE UN I VE RSITY

fi MICHIGAN STATE UNIVERSITY

Overview

Summary

Your account does not currently have any outstanding charges.

Overview

6 Notifications X

(D Need Help?

Visit the Help Center by clicking on the

Question Bubble located in the lower

right corner of the web page.

(D Prior Semester Information

See Stu Info for details on summer

2021 and prior semester balances.

Please be aware that these balances

cannot be included in available

Payment Plans. Contact Student

Accounts with any questions:

student. [email protected]

(517) 355-3343

My MSU Account

The notifications pop-up window will appear with information on:

• Where to locate the Help Center

• Information on Summer 2021 and prior semesters

• Financial holds

Closing the notifications pop-up window does not clear the notifications.

• They can be accessed again by clicking the notifications bell.

Page 5: Student Guide to Student Accounts

Summary

Fa ll 2021

Balance

Payment plans

View activity details

View statements

$10,512.50

$10,512.50

Need to enroll in a oavment olan?

Make a payment

fi MICHIGAN STATE UNIVERSITY

My MSU Account

My MSU Account is mobile-friendly

• The image on the screen will adapt to the size of the screen on which it's being viewed

• The menu on the left disappears when in mobile view

• Click the three horizontal lines to access the menu

Page 6: Student Guide to Student Accounts

MICHIGAN STATE U N I VER S ITY

Payment plans

• Need to enroll in a payment plan?

Enroll ing in a payment plan takes just a few m inutes and can help you

spread out payments on your education expenses.

VifNI p.iyment plan options

Sign up for direct deposit refunds!

Receive refunds and disbursements faste r with direct deposit.

Sign up

Recent transactions

No transaction history

Some transactiOfls may not appear.

Viewactivitydet:Jils

View

1%11¥1::1:IF

fi MICHIGAN STATE UNIVERSITY

Overview Screen

From this screen you can: • View the account balance summary

• View or enroll in payment plans

• Enroll in direct deposit

• View recent transactions

• Access the Help Center by clicking the question bubble

• Click the “Make a payment” button to being the payment process

Page 7: Student Guide to Student Accounts

MICHIGAN STATE IY[RSITY

Basic information

N• me

Stude nt ID

Payment methods

0 &id.wyment method

Direct deposit refunds

S party

Mkhigan State University

Sparty

1855

Recetve refunds and disbursements faster with direct deposit.

eRefund

Contact information

Email address [email protected]

Privacy & terms

Use of personal information

S!ga_u~

fi MICHIGAN STATE UNIVERSITY

My Account Screen

From this screen you can:

• View basic account information

• Add or edit saved payment methods

• Sign up for or edit your direct deposit information

• Access the Help Center by clicking the question bubble

Page 8: Student Guide to Student Accounts

MICHIGAN STATE U NIVER S ITY

G My Account

~ Overview

0) Act ivity Details

~~ Payment Plans

gs, Make a Payment

~ Transactions

[g Statements

G Sign Out

Activity Details

BALANCE FROM PRIOR STATEMEtH $ 0 00

UNBILLED ACTIVITY SINCE LAST STATEMENT

Da t e Ter m

04 -30-2021 Fall 2021

04 -30-2021 Fall 2021

04 -30-2021 Fall 2021

04 -30-2021 Fall 2021

05-10-2021 Fall 2021

05-10-2021 Fall 2021

05-10-2021 Fall 2021

05-11 -2021 Spring2021

ANTICIPATED AID

!Exp irat ion Date

Ter m

ENROLLMEfH INFORMATION

Subj /Crse Ter m

Des c ri pt i on Am ount

ASMSU Tax 21.00

FM Radio Tax 3.00

Instate UG SophTuit 4,446.00

State News Tax 7.50

Owen Grad. Assoc . Tax 8.00

Owen Room Cha rge 3, 197.00

Silver Dining Plan 2,830.00

Fellwshp Stip--CVM/USDNlnfDis -1,234.00

Total Current Account Activity 9,278.50

Current Account Ba lance $9,278 50

Descript ion Amount

Projected Account Ba lance with Anticipated Aid $9,278 50

Cou rse Title Credit Hours

fi MICHIGAN STATE UNIVERSITY

Activity Details Screen

From this screen you can:

• View unbilled activity since the last billing statement - This page helps explain the balance on the Overview screen if it differs from the last billing statement.

• View anticipated aid and projected account balance

• View current enrollment information

• Access the Help Center by clicking the question bubble

Page 9: Student Guide to Student Accounts

ICH IGAN STATE UNIVERSITY

@ My Account

~ Overview

0) Activity Details

or;; Payment Plans 1;:,c?

~ Make a Payment

~ Transactions

[ffl Statements

G Sign Out

fi MICHIGAN STATE UNIVERSITY

Payment Plans

Current plans

Need to enroll in a payment plan?

Enroll ing in a payment plan takes j ust a few minutes and can help you

spread out payments on your educat ion expenses.

View payment plan options

Payment Plan Screen

From this screen you can:

• Enroll in an available payment plan

• View active payment plans

• Sign up for or edit auto-pay on active payment plans

• Access the Help Center by clicking the question bubble

Page 10: Student Guide to Student Accounts

fi MICHIGAN STATE UNIVERSITY

Payment Pla ns

Payment Plans

Fall 2021

Fall 2021 4 Month Payment Plan

4 payments $40 enrol lment fee

Payment Schedule

$2,628.12

Payment due at time of enrollment

$2,628.12

Payment due at time of enrollment

$2,628.12 Payment due 5/17/21

4 $2,628.14 Payment due 5/24/21

Auto pay available: If you set up auto pay, al l

scheduled payments wil l occur on the payment

plan due dates.

Plan Details

Cancel

Payment Plan Enrollment

Click the ‘View payment plan options’ button from the Payment Plan screen to view payment plan information.

• There is a $40 enrollment fee.

• Fall and spring semesters have four installments.

• Summer semester has three installments.

• Balances from prior terms cannot be included in current term payment plans.

Additional payment plan information can be found at: http://ctlr.msu.edu/COStudentAccounts/PaymentPl anFAQ.aspx

Page 11: Student Guide to Student Accounts

ICH IGAN STATE U N I VERS I TY

@ My Account

~ Overview

0) Activity Details

O'c> Payment Plans ,;:,o

~ Make a Payment

fi MICHIGAN STATE UNIVERSITY

Payment Plans

current plans

Plan

.. Fall 2021 : Fall 2021 4 Month Payment ,a Plan ti!Jl:tllij

# CD $2,704.88 is past due

Pa id Remaining

$2,704.88 $8,114.62

Payment Plan Screen

After enrollment in a payment plan, from this screen you can:

• View current plan details

• Enroll, edit, or withdraw from auto-pay

• Consolidate your payment plan if the balance on your account increases for the term in which you are enrolled

Page 12: Student Guide to Student Accounts

fi MICHIGAN STATE UNIVERSITY

overview

Payment Plans

Plan consolidation available

Current plan balance Ellg1ble plan Increase Consolidation balance

$4,251 .00

$2.000.00 $6,251 .00

Your balance recently changed. Keep your

current plan. or choose to consolidate the

eligible Increase into a new plan.

View consolidation ol!ll2n

Fa ll 2021 Fall 2021 4 Month Payment Plan

$1,417 Next payment due

6129121

Paid S1 ,417 Remalnmg S4,251

0

Payment Plan Consolidation

If the balance on your account increases for a semester in which you have an active payment plan, you will be given the option to consolidate your payment plan.

• A payment plan consolidation window will appear

• A 'plan consolidation available' notice will be noted under the current plan on the Overview and Payment Plan screens

Consolidation options:

• If you choose to consolidate your plan, the increase will be spread out to the remaining installments.

• If you choose not to consolidate your plan, the increase will be included in the next monthly billing statement

If the balance on your account decreases for a semester in which you have an active payment plan, the payment plan budget will automatically be recalculated. The decrease will evenly reduce the remaining installments.

Page 13: Student Guide to Student Accounts

ICHIGA, STATE U N I V [ I.S I T Y

fi MICHIGAN STATE UNIVERSITY

Make a Payment

How much would you I ike to pay?

Fall 2021

:15.,&SB.SO

Summer 2021

Amouru

• lndl(otn ftq<Wtd/wftJ 0

C.nt,I

Making a Payment

• When making a payment, amounts due are listed separately by term.

• If a balance is owed for multiple terms in the new student system (Fall 2021 and future semesters), the oldest charges will be paid first, regardless of term selected.

• Balances from the old student system (Summer 2021 and prior semesters) will only be paid if selected.

Page 14: Student Guide to Student Accounts

ICHI GAN STATE UNIVERS I TY

@ My Account

l:il Overview

0) Activity Details

€~ Payment Plans

~ Ma ke a Payment

~ Transactions

~ Statements

G Sign Out

fi MICHIGAN STATE UNIVERSITY

Make a Payment

Addrt ,onal 1n'orrn.3:1on

Payment amount

$6,742

* Payment method

New credit or debit ca rd

convenience fee may apply

New bank account

New 529 Savings Plan

Payment method

•• •

How would you like to pay?

If your plan Is not supported, contact the plan for disbursement options.

International payment

fn secure encrypted payment Cancel Continue

Making a Payment

Available electronic payment methods: • Credit or debit card - convenience fee applies

(2.75% for domestic cards, 4.25% for international cards)

• Bank account - U.S. checking or savings accounts

• 529 savings plan – MESP, MI 529 Advisor and other plans available ($10 fee to use this service)

• International payment – service provided by Flywire

• Saved payment methods will also be listed here

Additional payment options can be found at:

http://ctlr.msu.edu/COStudentAccounts/Methodsof PaymentFall21.aspx

Page 15: Student Guide to Student Accounts

HICA TATE 1J N I 'V {; RS, t T Y

(~1-~ My.Account

~ Overvil?W

(L\ Activit\l Details

© Pc1vmcnt PI.Jns

it:, Make a Payment

(D Transaction;

~ Statements

G Sl~n Out

fi MICHIGAN STATE UNIVERSITY

Make a Payment

• $6,742

Thank you fo r your payment

You havt- a ~ malnll'tg b.,lanc.e- or so

The _.....,t re«1p< lZ!lZ11 wao ,ent 10:

[email protected]

Making a Payment

• After submitting a payment, the payment confirmation screen will appear.

• The remaining balance is listed.

• Click the receipt link to view and print your receipt.

Please note: this confirmation screen does not verify your checking or savings account payment was successful, only that your banking information was submitted.

Page 16: Student Guide to Student Accounts

STATE UN I VERSITY

@ My Account

~ Overview

0) Activity Details

oc;.. Payment Plans <::io

~ Make a Payment

~ Transactions

~ Statements

G Si.gn Out

Transactions

Date

5/ 11/21

1/28/21

1/26/21

Description

Fall 2021 <:1

Payment reversal

Summer 2020

Summer 2020

fi MICHIGAN STATE UNIVERSITY

Receipt Amount

#20772 $6,742.00

#20283 ($500.00)

#20255 SS00.00

Transactions Screen

From this screen you can view transactions related to your student account:

• Online payments

• Cashier's Office transactions (tuition and non-tuition, payments and disbursements)

• Payment reversals

Click the Receipt link to view transaction details or print a receipt.

Page 17: Student Guide to Student Accounts

ICHIGAN STATE U N I VE R S I T Y

@ M'; Account

~ "1 Overview

0 Activity Details

© Payment Plans

~ Make a Payment

~ Transactions

~ Statements

c➔ Sign Out

Statements

Date Description

2/16/21 MSU Statement 02/28/2021 • NEW

2/10/21 MSU Statement 03/01/2021

fi MICHIGAN STATE UNIVERSITY

View

~

Save

GJ

GJ

Statements Screen

From this screen you can: • View billing statements

• Download billing statements and payment coupons

Note the “NEW” notation next to the top statement. Once a statement has been viewed, this notation will disappear.

Page 18: Student Guide to Student Accounts

fi MICHIGAN STATE UNIVERSITY

MICHIGAN STATE U NIV E R S ITY

MK:hit,1 n Sratt Unl\'ttsi(y Student Ac,01.mt5

:Sta1en1tnl Dlllt

:s,ue1tt11 ID

STATEMENT SUMMA.RY

UNPAID CHARGES

OJ/17/'>021

1855

$6,970.lZ

4 26 Auditorium Rd Room 140 lUt U..~nt, Ml 488Z~ www.m.w.ed1,1

Al payments are due- on the 1st of t he month.

,r mailine ill mm. make chm payabl@ to Mkhigan Sratt Un rsl~•nd ple-,1,s.e lincfude vour Student ICU·,

Sparty 220 Tro ,,., bridge Rd East Lans in g, MI 48 824

Ac:c,ount Details

Alt oilcco1,mt ,ctlYl{Y, lodud " I ~¥J11en1 pli:n lns;rdment lnforma Jon, uin be found at m.1d P.nt . msu_edu

Accoun.t B,.li,Jinc;e Noce:s:

-f>~y~nt pit.In inst;IJhtmJ amr n;lu;l" in ti. unpaid disll"pt,..

-Otdll llilam;;r; Indicate PQtt-illQI refu~ ¥id m~ Qfli., bir: usN to Pil'f wr.~ld ~araei.,. thm Arni lerll\.

-Sponsor c:redl lts Mil! coodlfloN1 biased oo, mel!!!tlnJ illl benefit ~re men

·Acooool ~nc!'j. fDr S4.Jmmer 202 l ind prior- '11¥il. not be lndtJded In l~h: bill ~ r~e,- to yoor t.lHn,1 sl~tement In Stuimo.

Tonn

s.,-1,. 2011

Dowiptlon

lnState UG Sef\icf EGA. 1-u~

Payment ?Ian Information

Dvt Date f'l,/mtlll Plan

01/lnrm,1 si-1nc 20Zl 4 Month hymem Pl.In

°'''"""'' siwinc 20Zl 4 Month hyment Pliln

05/01/2021 si-1nc 2021 4 Month Pii'Yment Plan .,.,,.,,,,,,, Spli"C 20214 MaN:ft P~ffll!!M Plal'I

TOTAL UNPAID CHARGES

Amount

G,910,12

$6,970,U

AmO.,..lDvt

0.00

2,323.38

2,323.38

2,323.36

Billing Statements – Page 1

The top of the billing statement can be used as a payment coupon for mail payments.

In the Account Details section you will find:

• Billing-related messages

• Unpaid charges – a list of all unpaid charges on the account

• Unapplied credits – potential refunds that can only be used to pay unpaid charges in the same term

• Anticipated financial aid – aid that could reduce the balance due on unpaid charges

• Payment plan information – installments related to active payment plans; amounts are included in the unpaid charges

• Enrollment information – courses and credits for the current term

Page 19: Student Guide to Student Accounts

fi MICHIGAN STATE UNIVERSITY

MlCHIGAN STATE STATEMENT SUMMARY

u I V E R S I

Spa rfy 220 Tro,,.1bri d' ge Rd East Lansi ng, MI 48824

Previous Statement 6ala11<e

C~ rrent A<11vity

Dote Pooled

03/16/2021

0)/16/2021

Term

Sprlng2021

Sprlog >D>t

Statement Balance

y S1udmt 10

UNPAID CHARGES

Moothlv Actl\iitv

l>eKrlptlon

Slude111t.AOi/eOleckPaymitnt -0000020Sl62208

Sludel'llt ·O'~lt ('.a.td lt.aymen1.Ql)O(l(l2(1$l7M PPP.A.Y

Cho,, ..

OJ/17/1021

1.855

$6,910.11

$11,590.00

Billing Statements – Page 2

In the Monthly Activity section you will find:

• Previous statement balance

• All account activity since the prior statement

• Current statement balance

Page 20: Student Guide to Student Accounts

fi MICHIGAN STATE UNIVERSITY

Help

Depending on your question, contact Michigan I\

State University or Transact Campus Smartpay

Support.

Michigan State University

Contact us if you have a question about ...

• Your balance

• Payment plans

• Direct deposit refunds

[email protected]

Transact Campus Smartpay Support

Transact Campus Smartpay is a th ird party

payment processor operating under an agreement

with Michigan State University to process electronic

payments on your behalf.

Contact us if you have a question about ...

• Making a payment

• Smartpay or service charges

S[Tul[!;~pport@transactcam~

(l!QQ)~

Close

Help Center

The Help Center can be accessed by clicking the question bubble in the bottom right-hand corner of any menu screen.

From the Help Center you can:

• Find out who to contact for questions about your balance, payment plans, direct deposit, making a payment and service fees

• View a list of Frequently Asked Questions

Page 21: Student Guide to Student Accounts

Frequently Asked Questions

What are my_P-Qyment options?

Where can I see my account activit¥Z

How do I assign guest access?

How do I sign..!!P- for Direct De~

When are refunds available?

Why do I still have a hold notice?

He1R-.f2r..guests with multiRle students

Who do I contact for more helJil

Close

..,,

Where can I see my account activity?

Billed account activity can be fou nd in the related

bi ll ing statement. Bill ing statements a re located under

menu option "Statements."

Unbilled account activity is located under menu option

"Activity Details."

To see all account activity (billed and unbilled) by

semester, please see the Student Account Statement

located in the Student Information S~ under the

Student Accounts tile.

Still have quest ions about account activity? Visit the

MSU Student Accounts websi te or contact MSU

Student Accounts at (517) 355~3343 or

[email protected].

fi MICHIGAN STATE UNIVERSITY

Help Center

Frequently Asked Questions

• Clicking a question link provides a printable answer and details on what office to contact for more information

Page 22: Student Guide to Student Accounts

fi MICHIGAN STATE UNIVERSITY

0 erview

student: Sparty

Guest Access to My MSU Account

Guest access is granted in the student Guest access helpful hints: portal: https://student.msu.edu • Guests with multiple students can switch

• Under My Profile, select “Share my between student accounts by clicking the

information electronically” pencil icon

• Select “View student account” • Guests and students cannot view or edit each other’s saved payment information

Page 23: Student Guide to Student Accounts

fi MICHIGAN STATE UNIVERSITY

For more information or assistance, please contact: MSU Student Accounts

Email: [email protected]

Phone: (517) 355-3343

Website: http://ctlr.msu.edu/COStudentAccounts/

In person: Hannah Administration Building

426 Auditorium Road, Room 140