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Financial Aid Office Printable Forms
2009-2010 Academic Calendar (pdf)
University Calendars
December 31, 2009
-Spring 2010 fees are due
August 14th, 2009
-Fall 2009 fees were due
May 8th, 2009
- Summer 2009 fees were due
Forms
The forms listed below in green are now able to be submitted via the MyUT portal.
Descriptions of the forms are available below.
This option is available for student refunds. This process allows the student to have account refunds directly deposited to a checking or saving account. Direct deposit eliminates the concern of a check lost in the mail and normally gives the student quicker access to refund monies. Student's submit and update their account information via the MyUT portal. Students receive refunds for many reasons including but not limited to canceled courses, dropping all or a portion of enrolled classes, excess financial aid (see next paragraph), etc.
For students expecting excess financial aid refunds (financial aid exceeds the cost of attendance), the direct deposit method normally deposits the refund to a student’s bank account on the second day of the term. The exception would be first-time students who are also first-time loan borrowers. The keys to receiving a direct deposit effective the second day of the term are:
- Student's financial aid packaging is complete
- A Federal Title IV Authorization has been received in the Treasurer's Office
- A completed direct deposit form for a savings or checking account is submitted via the MyUT portal
- Students only need to complete this form one time unless their bank account information has changed.
Federal Title IV Authorization/Restriction
This authorization allows students who receive financial aid (federal loans and grants), to authorize aid to pay for optional fees such as parking permits, legal service fees, telephone charges, etc). Restriction will require a student to pay these types of optional fees on the student account separately and the University will not be permitted to use any federal title IV funds to be used as payment. Students can submit or change their selection via the MyUT portal.
Financial Release (Privacy Release)
Once a student is 18 years of age, a financial release is needed in order for the Treasurer and Financial Aid Offices to release any financial information to anyone other than the student, including parents and spouses as an example. The student must complete the Financial Release Form via the MyUT portal naming the parties to whom they wish information to be made available. This form is specific to the Treasurer, Financial Aid, and Rocket Solution Central Offices and does not allow release of grades. The Registrar also has a a similar form the student may want to complete for release of other information. These forms are required to comply with FERPA regulations.
Installment Payment Plan (IPP)
Forms are available at Spring 2010 Installment Payment Plan (IPP), the Rocket Solution Central Office, Rocket Hall, Room
1200, and the Treasurer's Office, Rocket Hall Rooms 1790, 1800, and 1850.The University offers an Installment Payment Plan (IPP) to make payment of tuition and fees more convenient for students and their families. A five-month payment option is offered for fall and spring semesters. A 3-month payment plan is offered for the summer semester.
All fees are deferrable except the following:
- Installment Payment Plan (IPP) fee
- past due balances
- parking or disciplinary fines
- late payment fees
- service related costs from any campus office such as:
*the Student Medical Center, (medical or prescription costs)
*Residence hall lock-out fees
*wireless telephone services
*laptop lease fees
Important!-please read and follow the directions on the form carefully.
- Applicant must complete all sections and submit application with required payment each term. If the form is submitted incomplete, no processing will take place and the account is subject to monthly late fees.
- Initial Payments - Please do not make any initial electronic payment until agreement is processed and account is assessed the plan fee of $50 on the student account via the MyUT portal. Students can verify the plan has been processed by checking their student account. If the IPP fee is assessed for the term, the agreement has been received and processed. If the initial payment is by check, please send with the completed agreement form.
- This plan can not be used for prior terms. All prior term balances must be paid in full.
- The plan is available eligible charges for current term balances of $400 or greater.
- Enrollment in the plan is not automatic and a new agreement is needed each term a student wants to use the plan.
- Additional charges incurred after enrollment in the plan will not be added to the plan unless the eligible charges exceed $400. For example, if a student incurs additional course related charges such as tuition, lab fees, etc., the additional charges will not be added to the plan unless they exceed $400. These fees would be due in addition to the scheduled installment payment. Any fees not permitted are also due with the scheduled payment, such as wireless services, parking fines, etc.
- Financial aid cannot be used as a first payment. Any authorized financial aid has already reduced the account balance.
- Only “authorized” financial aid is used as a reduction and is reflected in the “Account balance net of Authorized Aid”. If a student has “memo” aid, the appropriate steps need to be taken to complete the aid process. Memo aid will not reduce an account balance or any installment payment. Rocket Solution Central can assist students completing the financial aid process at 419.530.8700.
- Financial aid is dependent on enrollment and other components such as academic progress. If financial aid is adjusted for any reason, the applicant’s payments may be adjusted.
- If a student wants federal financial aid to pay for optional fees such as a parking permit, student health insurance, etc., a Federal Title IV authorization form must be completed first allowing the University to use the aid to cover these types of fees. If no authorization form is completed, optional type fees can not be paid by federal financial aid. This applies to all students not just those using the IPP. This form can be completed electronically at the MyUT portal under “MyAccount” within the Toolkit (left menu).
- The first payment and completed agreement should be mailed/submitted prior to the due date to avoid late payment fees. Submit completed applications and first payment to the Cashier’s Office, Rocket Hall, Room 1800 or mail to:
First payment and completed contract
The University of Toledo
Treasurer’s Office/Cashiers MS331
2801 W. Bancroft St.
Toledo, Ohio, 43606
IPP Information Telephone: 419.530.5755
IPP Fax: 419.530.5751
Subsequent payments
The University of Toledo
PO Box 10004
Toledo, OH 43699-0004
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Transfer of Excess Financial Aid to Rocket Card
For students whose financial aid exceeds account charges, our office can transfer available funds, (up to $800 per semester), to the Rocket ID card for the purchase of books and supplies. Providing the student completed an authorization form and excess financial aid is available, funds are transferred one week prior to the start of each term the student is registered. All unused money for the academic year will be removed from the rocket card and posted to the student's account the last week of spring semester. Any unused funds can be applied to outstanding balances. Refunds will be issued from the student account. Any changes or new submissions require 24 hour processing time.