CCCPAY PAYMENT PLAN GUIDE COLUMBIA COLLEGE CHICAGO

Transcription

1 CCCPAY PAYMENT PLAN GUIDE COLUMBIA COLLEGE CHICAGO CCCPay home page Students login to Oasis, select the Student Financial Services tab and select the CCCPay/Online Billing & Payment link. Authorized Payers login to the Authorized Payer CCCPay login page. Select the Payment Plan menu option to begin the enrollment process or to view the status of your payment plan. Students or their Authorized Payer(s) are eligible to enroll in a payment plan. Only one payment plan per semester is allowed. CCC PAYMENT PLAN USER GUIDE PAGE 1

2 Payment Plans Available Payment Plans and Active Payment Plans are viewed on this page. The student or authorized payer selects one of the payment plans available at the time of enrollment. The person who enrolls in a payment plan is the plan owner. Only the plan owner has the permission to change the payment plan balance and the payment method. CCC PAYMENT PLAN USER GUIDE PAGE 2

3 Budget Worksheet The first step in completing the budget worksheet is printing the Student Account Summary from the Oasis portal. The Student Account Summary shows all of the current itemized charges and credits for the semester. Plan owners may also include a maximum of $1,500 from a prior term unpaid balance in the Prior Term Balance field. Students must submit payment separately for any prior term balance in advance of enrolling in a payment plan. Important note: when entering the Federal Student Loans, Federal PLUS Loan and Private Student Loan credits, enter the Net Aid amount from the Student Account Summary. Exclude Federal Work Study awards. The Payment Plan Balance field is calculated automatically as charges and credits are entered in each field. Select Continue to select a payment plan. CCC PAYMENT PLAN USER GUIDE PAGE 3

4 Payment Plan Options The Payment Plan Balance from the budget worksheet is populated in the Estimated Balance field of the payment plan options. Each option includes the down payment, the number of installments and the estimated installment amount. Note the difference in the amount of the enrollment fee, number of monthly installments and the installment amount. Select a payment plan and scroll down to the Security section. CCC PAYMENT PLAN USER GUIDE PAGE 4

5 Payment Plan Options - Security Security the plan owner selects a security question and enters the answer. Nelnet customer service staff uses the security question to confirm the identity of the plan owner during service calls. Scroll down to the Payment Method section. CCC PAYMENT PLAN USER GUIDE PAGE 5

6 Payment Plan Options Payment Method The plan owner selects a Payment Method: echeck or Credit Card. Credit card payments are assessed an additional service charge of 2.75% of the payment amount. echeck payments are not assessed a service charge. Select Continue to view the terms and conditions. CCC PAYMENT PLAN USER GUIDE PAGE 6

7 Payment Plan Service Charge Plan owners who use a credit card for payments must agree to the terms of the 2.75% service charge. The plan owner may go back to the previous page and select the echeck payment method to avoid paying the service fee. Select Continue to accept service charge terms and conditions. CCC PAYMENT PLAN USER GUIDE PAGE 7

8 Provide Credit Card/eCheck Information The plan owner enters the credit card information or echeck bank account information, billing address information and creates a Profile Name that will be used for the enrollment fee, down payment and each monthly installment. In this example, Student One selected the credit card payment method. The itemized payment summary lists the Down Payment Due, Service Fee, Enrollment Fee and the Total Amount will be charged to the credit card when the transaction is submitted by the plan owner. CCC PAYMENT PLAN USER GUIDE PAGE 8

9 Payment Plan verification page The plan owner confirms the Total Amount, credit card or echeck detail and the Remaining Payment Schedule Summary. The Remaining Payment Schedule Summary shows the number of installments and the Estimated Installment Amount. The disclaimer at the bottom of the page states that the Estimated Balance and Estimated Installment Amount may be rebalanced by Columbia College Chicago to reflect changes to the student s tuition charges and/or financial aid. CCC PAYMENT PLAN USER GUIDE PAGE 9

10 Manage Authorized Payer Access When the student is the plan owner, he/she has the option to permit their Authorized Payers access to view the payment plan details and/or receive s generated by this payment plan. Select one of the three options from the drop down menu. Select Continue CCC PAYMENT PLAN USER GUIDE PAGE 10

11 Payment Plan Terms and Conditions The plan owner accepts the terms and conditions of the Payment Plan Agreement at the bottom of this page. SFS recommends printing the Terms and Conditions for your records. Click the box to accept the terms and conditions and select Confirm. CCC PAYMENT PLAN USER GUIDE PAGE 11

12 Payment Plan Receipts Receipts are provided for each payment transacted during the enrollment process. Enrollment Fee Down Payment Credit Card Service Fee (if paying by credit card) CCC PAYMENT PLAN USER GUIDE PAGE 12

13 Payment Plan Receipt continued The Agreement Id number, payment plan summary and the disclaimer regarding rebalancing the payment plan are located at the bottom of the receipt page. The enrollment process is complete. CCC PAYMENT PLAN USER GUIDE PAGE 13

14 Allow an Authorized Payer to view your payment plan If the student is the plan owner, he/she may allow or disallow their authorized payers to view the payment plan details. Select the Manage Authorized Payer Access link located under the Owner name (see the blue arrow) to change the access of your Authorized Payers to your plan. The Payment Plan Details page shows a summary of the selected Payment Plan with links to the Terms and Conditions, Budget Worksheet and Balance Management. CCC PAYMENT PLAN USER GUIDE PAGE 14

15 REVIEW & UPDATE THE PAYMENT PLAN The student and/or the authorized payer plan owner may view the status of the payment plan at any time. Select the Payment Plan menu option on the CCCPay home page to view the status of the payment plan. Select the View Details link, located next to the Agreement Id#. Students have access to view the payment plans of other plan owners (authorized payers). An authorized payer who is the plan owner may only view their payment plan. CCC PAYMENT PLAN USER GUIDE PAGE 15

16 Payment Plan Details If the student is the plan owner, he/she may allow or disallow their authorized payers to view the payment plan details. Select the Manage Authorized Payer Access link located under the Owner name (see the blue arrow) to change the access of your Authorized Payers to your plan. The Payment Plan Details page shows a summary of the selected Payment Plan with links to the Terms and Conditions, Budget Worksheet and Balance Management. CCC PAYMENT PLAN USER GUIDE PAGE 16

17 Payment Plan Details continued The Payment Plan Installments section shows the status, payment date and amount of the scheduled payments. Select the question mark icon next to the Status column header to view the status definitions. Payment Plan Activities This section lists all of the payment plan activity in chronological order, including payments, plan rebalance and s sent to student and the authorized payer. Select the envelope icon in the description field to view the contents of the . CCC PAYMENT PLAN USER GUIDE PAGE 17

18 Balance Management Prior to and throughout each semester, Student Financial Services will regularly compare the amount due to the College to the amount of the payment plan and will make adjustments as needed. However, Plan Owners may adjust their balance by the published dates on the Payment Plan FAQ website by clicking on the Balance Management tool. The Plan owner may elect to zero out the remaining balance, increase the estimated balance, or decrease the estimated balance. Your installment payments will be automatically adjusted and an activity will appear in the Payment Plan Activities. CCC PAYMENT PLAN USER GUIDE PAGE 18