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Video Guides - Student Accounts - Cal Poly

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Video Guides - Student Accounts - Cal Poly Skip to content Administration & Finance menu A&F Services my CalPoly login Search menu Financial Services Student Accounts Student account services and support * Fees * Fees Home * Fee Breakdown * Fee Descriptions * Fee Waivers * Summer Fees * Fee Governance & Policy * Payments * Payments Home * What to Pay * When to Pay * How to Pay * Payment Plans * Financial Aid * Financial Aid Home * Disbursement * Institutional Loans * Loan Information * Direct Deposit * Resources * Refunds * Refunds Home * Fee Refund Policy * Holds * Taxes * Forms * Video Guides * Video Guides Home * Share My Information * Contact TERM 202X Important Dates Fees Viewable - First Years: - 08/25/202X Fees Viewable - Returning: when enrolled starting 08/28/202X Financial Aid Disburses: 1/22/202X Fees Past Due: 12/07/202X - Class Cancellation: 12/16/202X Learn more * A&F Home * Student Accounts * Current: Guides Guides Video Student Guides We've developed a series of video tutorials to help you understand Charges, Payments (What to Pay, When to Pay and How to Pay), Registration Holds and even how Financial Aid is applied. * Video Guides for Students * Video Guides for Mustang Supporters Share My Info Share My Information is our own reporting mechanism whereby a Mustang Supporter can see similar information that the student sees through their Cal Poly portal. This can include Student Account Balances, Due Dates, Financial Aid and even Grades (if elected by the student). * Learn More About Share My Info * Login to Share My Info Money Matters for New Students - Guide Watch the following videos put together by our Student Solutions Support team to learn about Money Matters in your Cal Poly portal and how to access and/or share financial information with your Supporters. * New Student Introduction Here our Student Solutions Support Specialists introduce themselves and the video series. * Charges Overview A few quick tips on basic charges for Registration-Tuition, Housing and Dining ... and how those balances may appear on Money Matters. * Term Payment Plans Fees post each term as students are enrolled in classes, usually with a single due date. Cal Poly offers a Term Payment Plan to allow for a more flexible payment option. The student must self-enroll (from the Student Center) in the payment plan each term after their charges have posted and 60 days of the System Wide Due Date for that term. The Term Payment plan will split the current term's Registration and Tuition fees into four monthly payment amounts. Once enrolled in the payment plan, students can easily view and make monthly payments through the CASHNet Online Payment system. What is it? - The Term Payment Plan affords a student the opportunity to spread out most Tuition-Registration and Mandatory Campus Based Fees into four installments with due dates one month apart. The first due date is always the system-wide due date for that term with subsequent due dates one and two months later. If you want to be in a Term Payment Plan for the term, you MUST ENROLL in the plan following a four step process. See the Set Up Guide . When Is It Available? - You may enroll in the Term Payment Plan during the period from when charges post for the term until 60 days after the System Wide Due Date for that term. Due dates are posted on our When to Pay web page. Set Up Guide - Our Step-By-Step Tutorial can be viewed here - Tutorial . * Housing and Dining Charges A few quick tips on Housing and Dining Charges and their payment schedule (which is different from Registration-Tuition). * Financial Aid Overview A quick overview of the Financial Aid Process - Aid is Offered, Accepted and then Disbursed. What does that all mean? We explain. * How to Pay - Students How to access the Student Payment Portal and make payments for Tuition-Registration, Housing or Dining. NOTE: The CASHNet Online Payment System has been updated to a new look. Some images in this video may not match exactly what you see in your payment portal. We are working on an updated guide. * How to Make a Partial Payment When you go into the Payment Portal (Student or Supporter), you don't have to pay the full balance. Here's how to make a partial payment towards Tuition-Registration, Housing or Dining. * Give Your Mustang Supporter Access A few quick tips on how to keep your Mustang Supporter connected to what's going on in your Student Account - so they can see what's due when and make payments. * Set Up "Authorize to Release (FERPA)" How to set up Authorize to Release and provide expressed consent for us to share financial information with your Mustang Supporters. * Set Up Share My Information How to set up Share My Information Reports so your Mustang Supporter(s) can see Charges, Due Dates, Financial Aid and more - just like what you see in Money Matters and your Cal Poly portal. * Set Up a Supporter Payment Portal How to Set Up your Mustang Supporter with access to their own Payment Portal. * Direct Deposit for Refunds When there is a credit balance on the Student Account (either from excess Financial Aid or a personal payment in excess of charges), the credit can be refunded. Setting up Direct Deposit for Refunds insures that the money gets back to the student as quickly and safely as possible. * Registration Holds and Past Due Balances When a financial obligation is past due, a Registration Hold is placed on the Student Account preventing the student from adding or changing classes. * Class Cancellation If you do NOT have Financial Aid and have a past due balance prior to the beginning of the term, you may be subject to Class Cancellation - and have all your enrolled classes dropped. Money Matters for Mustang Supporters - Guide We have put together a full outline of everything you need to know to be an awesome Mustang Supporter and help your student with the financial part of their university education at Cal Poly. There are four videos in the set presented by our Solutions Support Facilitator in Student Accounts. * Introduction - Overview If you only have time to watch one video, this is the one to watch. We outline great resources available to both students and their supporters as well as the one, very important Rule of the Road when it comes Cal Poly and Student Accounts. * What, When and How to Pay This video presents an overview of payment options, how charges post to the account and how to manage due dates. * Financial Aid Primer An overview of the Financial Aid process and how Financial Aid is applied to Student Account Balances. * Review and Supporter Punch List A quick review of some of the more unique terms used in Student Accounts and Financial Aid and a punch-list of important dates and tasks to start off the fall semester in good standing. Pay Online * Students Pay Here * Supporters Pay Here * Fees * Fee Breakdown * Fee Descriptions * Fee Waivers * Summer Fees * Fee Governance & Policy * Payments * What to Pay * When to Pay * How to Pay * Payment Plans * Financial Aid * Loans * Federal Aid * Institutional Loans * Exit Interview Options (Required) * Consolidation and Rehabilitation * Loan Consolidation Information * Eligible Loan Types * Loan Rehabilitation * Loan Repayment * Teacher Cancellation Provisions * Obtaining annual Student Loan Interest Paid Information * Disbursement * Refunds * Fee Refund Policy * Holds * Tax Information * Forms * Video Guides * Contact Us How to Pay Review accepted payment methods. Share My Info Set up supporter access. Supporter FAQ Answers for supporters. Student FAQ Answers for students. Student Accounts 1 Grand Ave, Building 01: Room 213 , San Luis Obispo, CA 93407 Counter Hours - 10:00am - Noon and 1:00pm - 4:00pm | Monday - Friday * Phone: 805-756-1428 * Fax: 805-756-2774 * [email protected] Phone Service Hours * Monday - Friday * 8:00am - 5:00pm Visit Instagram Visit Facebook Popular Links * Fees * When to Pay * How to Pay * Video Guides © California Polytechnic State University — San Luis Obispo, California 93407 — Phone: 805-756-1111 * Privacy Notice * Web Accessibility Statement * Non-Discrimination

Links found on this page

  1. Skip to content [direct]
  2. Administration & Finance [direct]
  3. A&F Services [direct]
  4. my CalPoly login [direct]
  5. Student Accounts [direct]
  6. Fees Home [direct]
  7. Fee Breakdown [direct]
  8. Fee Descriptions [direct]
  9. Fee Waivers [direct]
  10. Summer Fees [direct]
  11. Fee Governance & Policy [direct]
  12. Payments Home [direct]
  13. How to Pay [direct]
  14. Payment Plans [direct]
  15. Financial Aid Home [direct]
  16. Disbursement [direct]
  17. Institutional Loans [direct]
  18. Loan Information [direct]
  19. Direct Deposit [direct]
  20. Resources [direct]
  21. Refunds Home [direct]
  22. Fee Refund Policy [direct]
  23. Holds [direct]
  24. Taxes [direct]
  25. Forms [direct]
  26. Share My Information [direct]
  27. Contact [direct]
  28. Login to Share My Info [direct]
  29. Students Pay Here [direct]
  30. Supporters Pay Here [direct]
  31. Federal Aid [direct]
  32. Institutional Loans [direct]
  33. Exit Interview Options (Required) [direct]
  34. Consolidation and Rehabilitation [direct]
  35. Loan Consolidation Information [direct]
  36. Eligible Loan Types [direct]
  37. Loan Rehabilitation [direct]
  38. Loan Repayment [direct]
  39. Teacher Cancellation Provisions [direct]
  40. How to Pay Review accepted payment methods. [direct]
  41. Supporter FAQ Answers for supporters. [direct]
  42. Student FAQ Answers for students. [direct]
  43. Building 01: Room 213 [direct]
  44. Visit Instagram [direct]
  45. Visit Facebook [direct]
  46. Privacy Notice [direct]
  47. Web Accessibility Statement [direct]
  48. Non-Discrimination [direct]