1. 2011-2012 Academic Year Roxanne Dumas, Director of Financial Aid Money Matters: The Bill, Your Aid, Other Resources and Expenses

2. Agenda  Costs  The Fenway Card  Health Insurance  Billing Timeline  Payment & Financing Options  Private Scholarships  Student Employment  Financial Aid Things to Do

3. 2011-2012 Costs  Fall SpringTotal  Tuition$14,495$14,495$28,990  Room & Board$6,185$6,185$12,370  Student Activity Fee$105$0 $105  General Fee$480$480$960  Orientation Fee$250$0$250  Rm Damage Deposit$100$100  Total*$21,615.00$21,160.00 $42,775

4. The Fenway Card  Serves as student ID  Provides access to residence halls and dining facilities  “Fenway Cash” may be used at the laundry & vending machines, and off-campus locations  Family/student can add “Cash” by going to http://www.fenwaycard.com/

5. Health Insurance  Required by the Commonwealth of Massachusetts  $1,650 annual premium for 2011-2012 year  If covered under another plan, students must complete a Health Insurance Waiver  Waive at www.universityhealthplans.com  Deadline to complete waiver is August 1, 2011

6. Billing Timeline  Fall 2011 Semester Bill Mailed July 1, 2011 Due Monday, August 1, 2011  Spring 2012 Semester Bill Mailed in November 15, 2011 Due Thursday December 15, 2011

7. Balance Due You are billed for the balance after:  $200 Tuition Deposit  $100 Room Deposit (if living on-campus)  Financial Aid (excluding Federal Work Study)  Private Outside Scholarships (w/documentation)  Approved and completed alternative parent and/or student loans

8. Balance Due - Example  Tuition$14,495  Activity Fee$105  General Fee$480  Orientation Fee$250  Room & Board $6,185 + $100 deposit fee Total$21,615  Deposit -$ 300  Financial Aid/Schs -$ 9,500 Balance Due$11,815

9. Payment and Financing Options  Personal Check, Money Order, Traveler’s Check  Electronic Check Payment through Wheelock on-line Billing and Payment System  Visa, MasterCard, American Express or Discover  Wire Transfer  Monthly Payment Plan through TuitionPay  Federal Parent Loan for Undergraduate Students (PLUS) Loan  Parent or Student Private Education Loans

10. Interest Free Monthly Payment Plan  TuitionPay  $55 Enrollment Fee  7, 8, 9 and 10 month plans – June through March  (800) 635-0120 or http://tuitionpay.salliemae.com

11. Credit-based Loans  May borrow up to full cost of education after financial aid  Please initiate requests NOW so we can ensure processing prior to the bill due date.  Decide on amount (plan for both terms) and choose a lender Financing Guide  To apply, please refer to the Alternative Financing Guide brochure, or go to our web site: www.wheelock.edu/finaid  Don’t plan on a credit refund for books, travel and other living expenses. It will not be available until about 4 weeks in to the term.

12. Private Outside Scholarships  Students must provide written documentation of the scholarship(s) for the pending award to be reflected on the billing statement  Students should check with scholarship organization regarding renew ability  Student is responsible for completing the scholarship process and making sure funds are received  Very Significant private scholarships may impact a student’s financial aid award

13. Student Employment  On-campus jobs are available but are limited  Students receive an email around move in weekend with more information  Students contact supervisors and apply for jobs  Complete required documents  Forms of original ID needed to process job paperwork  1. Valid U.S. Passport OR  2. Social Security Card AND Valid License/Picture ID  Complete I-9, W-4  Direct Deposit Form-Bring a Blank Check or Savings Account Information  Work-Study, Term-Time, Jumpstart, Off-Campus

14. Financial Aid – Things to do  Students borrowing a Stafford loan must complete an Entrance Counseling and Master Promissory Note.  If receiving outside scholarships, send financial aid the agency notice  Applying for Future Years Complete FAFSA in January (estimated income) Priority filing date of April 15, 2012 Award Letters Mailed out June

15. Contact Information Offices located in Student Service Center Financial Aid Telephone: (617) 879-2443 Fax: (617) 879-2470 Email: finaid@wheelock.edu Student Accounts Telephone: (617) 879-2236 Fax: (617) 879-2386 Email: studentaccounts@wheelock.edu