Student Financial Services Student Accounts Third-Party Billing Orientation and Overview September 2, 2015 William and June – Room L107 10am – 11:30am 4/22/2017

Third-Party Billing http://sfs.columbia.edu/billing/sponsored-students What is Third-Party Billing? Third-Party/Sponsored students are those whose educations at Columbia University are funded directly by a third party, called a sponsor. Examples of sponsors are an employer, educational institution, government agency, foundation, grant, or other institutional source. How to apply: Upon entering Columbia University, sponsored students must: Fill out and submit the online Third-Party Billing Agreement form Obtain a sponsorship letter from the third party that will pay their bill, to be uploaded through the online form. See guidelines below. The sponsorship letter must: be on the third party’s official letterhead specify the student’s name and nine-digit Columbia University Identification number (also known as a PID) outline the educational costs that the sponsor will cover list the sponsorship terms indicate the billing address to be used on the invoice contain a valid sponsor name, address, phone number, and email address 4/22/2017

Fall 2015 Invoicing Schedule When do we bill students or sponsors? http://sfs.columbia.edu/billing/sponsored-students Fall 2015 Invoicing Schedule School Invoice Due Date Architecture - AC 9/28/15 10/28/15 Arts - AR Business - BU 8/23/15 9/23/15 Columbia College - CC Engineering - EN Engineering - EP Graduate School of Arts & Sciences - GF Graduate School of Arts & Sciences - GG General Studies - GS SIPA - IA Journalism - JN Journalism - JNMS NW Law- LW Continuing Education - SP Social Work - SW 4/22/2017

Billing and Payment Options for Sponsors http://sfs. columbia Billing Methods Email (preferred method) Mail Payment options Wire (preferred method) Wells Fargo NA 375 Park Avenue, 6th Floor New York, NY 10152 Account Number 2000011750156 ABA (Domestic Wires) 121000248 ACH (Domestic Wires) 026012881 ABA (International Wires) 121000248 SWIFT (International Wires) WFBIUS6S CHIPS ID (International Wires) 0407 *The student's name and nine-digit Columbia University identification number [Ask Us] or UNI should be included in the detail field. Lockbox Third Party Payments P.O. Box 1395 New York, NY 10008-1395 4/22/2017

Sample Sponsor Letter and Invoice http://sfs. columbia 4/22/2017

Billing and Payment Options for Students http://sfs. columbia E-Bill Monthly: Statement Schedule Payment Options E-check (preferred method) http://ssol.columbia.edu Wire Western Union (preferred method) Wire Transfer Wire transfers may be sent to: Wells Fargo NA 375 Park Avenue 6th Floor New York, NY 10152  Account Number 2000011750143, plus the following information: Domestic: ABA #121000248; ACH #: 026012881 International*: ABA #121000248;  CHIPS ID  0407 *Special instructions for international wire transfers: To complete an international wire transfer, you will also need to enter a SWIFT code. T The SWIFT code for Wells Fargo is: WFBIUS6S.   In-Person Cashier’s Office – 210 Kent Hall Cash Personal Checks (drawn on US bank) Travelers Checks 4/22/2017

Financial Aid and Refunds http://sfs. columbia Financial Aid contacts (must notify FA if applying for financial aid) Undergraduate Financial Aid Offices http://sfs.columbia.edu/ugrad-school-offices Graduate Financial Aid Offices http://sfs.columbia.edu/grad-school-offices Refunds Direct Deposit (preferred method) Checks (mandatory: must have local address) Local Address Update Must update your local address including telephone number and email address every year in SSOL 4/22/2017

Third-Party Billing Notifications http://sfs. columbia Congratulations on your sponsorship! The Sponsored Billing Division of Student Financial Services is responsible for managing the billing and collections relationship with your sponsor. The sponsored billing process will occur after the change of program period of each term. During this time, you can anticipate receiving your Columbia University student account E-Bill statement via email notification as well as a copy of the invoice sent to your sponsor. If you are a partially funded student, please adhere to the payment due date provided to you in your E-Bill for fees that your sponsor will not pay. You may view your student account information at anytime by accessing SSOL (Student Services online). Sponsors should adhere to the payment due date provided on the actual invoice sent to them by the University. If you have medical insurance coverage and do not require University health insurance please contact or visit the Health Services Department website to complete a medical insurance fee waiver. It is essential that you notify the Sponsored Billing Division of any changes in the relationship, terms or agreement concerning your sponsor award. For more information related to sponsored accounts, please visit http://www.columbia.edu/cu/sfs/, email sponsoredbilling@columbia.edu or visit AskUs, our online Question & Answer tool. Again, congratulations and we look forward to assisting you. Best regards, The Sponsored Billing Division 4/22/2017

Third-Party Billing Notifications http://sfs. columbia Dear Student, We have received your sponsor’s most recent payment. Please review your student account online to view your remaining balance that should be paid immediately.  All financial obligations must be satisfied before you can register for the following term and/or receive your diploma. If you have any questions or require additional information, please email us at sponsoredbilling@columbia.edu. Best regards, The Sponsored Billing Division 4/22/2017

Third-Party Billing Notifications http://sfs. columbia Dear Student, Our records indicate that your sponsorship agreement has concluded. Please note that invoices will no longer be sent on your behalf to a third party. If you believe you received this email in error please contact us immediately with an updated sponsorship letter. Updated information can be provided to sponsoredbilling@columbia.edu or dropped off at any of our Student Service Center locations. Our Morningside location is: 210 Kent Hall and our CUMC location is: 1-141 Black Building. Any outstanding balances are subject to late fees and/or collections. Please pay off the balance to prevent the account from being placed on hold, preventing the release of transcripts and the diplomas. If you have any questions or require additional information, please email us: sponsoredbilling@columbia.edu. Thank you for the opportunity to assist you. Best regards, The Sponsored Billing Division 4/22/2017

Sponsored Billing Contact Info Email: sponsoredbilling@columbia.edu (preferred contact) Ask Us: http://AskUs.Columbia.edu Telephone MORN: 212-854-2244 In-Person: 210 Kent Hall 4/22/2017

Third-Party Billing Checklist http://sfs. columbia Sign the Third-Party Billing Agreement Form online. Submit your Sponsor Letter Review your account balance online at http://ssol.columbia.edu If you owe an out-of-pocket balance, you can make payments by: Payment Plan E-Check Wire In-Person at 210 Kent Hall Keep in touch at sponsoredbilling@columbia.edu should you have any questions. Enjoy your classes! 4/22/2017

Questions? 4/22/2017