Letter from Jon Anderson, Assistant Controller, Willamette University

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July 17, 2009



Welcome to Willamette University! 

Congratulations on choosing Willamette University for your MBA education.  We are confident you will find your Willamette MBA experience to be a rewarding and sound investment in your future, both professionally and personally.

This letter can answer some of your questions regarding billing and payment of tuition and fees for Willamette University’s Early Career MBA and MBA for Career Change programs.  In the future, the majority of communication regarding your student account will occur via e-mail. 

Health Insurance Requirement
All Willamette Early Career MBA and MBA for Career Change students who are enrolled for six or more credits of course work are required to carry health insurance.  Willamette University automatically places U.S. students on a third party health insurance carrier policy and automatically places International students on a health insurance policy for international students.

Student health insurance for U.S. students is billed annually at the beginning of the year and will appear on your first statement for tuition and fees.  Student health insurance for international students is paid at the beginning of fall semester and spring semester. 

If you have coverage under another plan, you may be able to waive Willamette’s student insurance plan.  U.S. students with other coverage can go online after July 1, 2009 to waive out of Willamette’s student insurance.  This plan must be waived by September 20, 2009.  To find out more about the student health insurance plan and the waiver process go to:  http://www.willamette.edu/dept/health/insurance/

International students with other coverage must personally meet with Chris Andresen to show proof of adequate coverage before classes start on August 24th.  To find out more about the international student health insurance plan and the waiver process go to:  http://www.willamette.edu/dept/oie/intl/handbook/insurance/.

Billing Process for Tuition and Fees
While attending Willamette University, you will be billed each semester for tuition, fees and other incurred charges.  You will receive your billing electronically through Willamette University’s electronic billing website, known as QuikPAY.  When the billing is posted, you will receive an e-mail notification at your university e-mail address. 

The initial bills for fall and spring semester are posted in early August and mid December, respectively.  Payment for Fall Semester 2009 is due on August 24, 2009.  Payment for Spring Semester 2010 is due on January 18, 2010.  Unpaid tuition balances are subject to a $50 late fee and a 1 percent monthly finance charge.

The following are frequently asked questions regarding the student billing process and our electronic billing website known as QuikPAY:
When will I receive my bills for tuition and fees?
   You will receive your first bill for Fall semester in the beginning of August and your first
   bill for Spring semester in the middle of December.  In addition, you will receive a  
   subsequent statement each month updating your account information.  You will access your
   statement through Willamette’s electronic billing website known as QuikPAY.

How do I access my electronic bill?
There are two ways to access your electronic statement.
1) QuikPAY – You can access your statement through Willamette’s electronic billing website known as QuikPAY.  An e-mail will be sent to your university e-mail address (and the e-mail address of an authorized sponsor, if applicable) notifying you that your current statement is ready for review.  The body of the e-mail will include a hyperlink that you can click on to go to the QuikPAY access page on Willamette University’s website.  When you are at the QuikPAY access page, click on the Student Access link.  Your QuikPAY user name and password are the same as that for your Willamette University e-mail address (see below for how parents/ sponsors are setup and log in to QuikPAY).  After logging in to QuikPAY select “Current Statement” from the menu.  If you want to view prior statements select “Statement History” from the menu and a listing of statements will appear.

2) Student Accounts web page – You can access your statement through the Student Access link at http://www.willamette.edu/dept/studentaccounts/quikpay/ or by logging on to the following websites: https://secure.willamette.edu/services/quikpay/  (students) http://quikpayasp.com/willamette/studentaccounts/authorized.do (authorized parents/sponsors).

What is the current balance on my student account?
Statements are posted to QuikPAY once per month.  However, charges may be posted to your student account periodically throughout the month.  You can view your current balance along with charges and payments that have occurred within the last 45 days on QuikPAY through the “Account Status” screen.  Please note that the current balance on the “Account Status” screen does not include any financial aid that is pending on your account.  Pending aid is reflected on your statements.  When you have pending aid on your account you will need to subtract the amount from the current balance on the “Account Status” screen to determine the amount that you owe.  You can also view your current account activity and balance through JASON on the Willamette University website.

How do I authorize parents/sponsors to have access to QuikPAY?
   On the QuikPAY screen, select “Authorize Payer” from the menu, then input the following 
   information: the name of your parent/sponsor, their e-mail address, their login name, and their  
   password.  You will create their login and password.  Then, select the "Add" button to submit. 
   Please tell your parent/sponsor their login name and password for QuikPAY.  After
   parents/sponsors are set up in QuikPAY they have the ability to change their login name and
   password should they forget or misplace this information.

How can I make payments for tuition and fees?
Payments can be made either online at QuikPAY, via mail, or by wire transfer.

1) QuickPAY – To make an online payment at QuikPAY select “Make Payment” from the menu.  On the “Make Payment” screen input the amount of the payment and select either “eCheck” or “Credit card” from the drop down box next to “Payment Method”. 

eCheck Payment: After you have input your information you will be sent to another screen
where you will enter more specific information about your bank account.  Please make sure
to verify your payment amount and bank account information prior to electronically submitting your payment. 

Credit Card Payment: MasterCard, American Express and Discover Card are accepted. Visa cards are not accepted.  (Please note that when you use a credit card you will be assessed a fee equal to 2.75% of the tuition payment.  This fee will be assessed at the time of your payment.)  After you have input your information you will be sent to another screen where you will enter more specific information about your credit card.  Please make sure to verify your payment amount and credit card information prior to submitting your payment. 

If you realize that you have made an error after submitting your payment please contact the Student Accounts office at (503) 375-5308.  Student Accounts staff have the ability to cancel a payment if you notify them before the end of the business day on the day of the payment. 

2) Mail (or in person) – You can pay by check through the mail or by coming to the Student Accounts Office.  Make the check out to “Willamette University” and write your name and student ID number on the check.  Mail the check to: Willamette University; Student Accounts Office; 900 State Street; Salem, Oregon 97301

3) Wire Transfer:  You can wire funds in U.S. dollars from your bank to Willamette University.                  

Bank Name/Address:     Wells Fargo Bank
  420 Montgomery Street
  San Francisco, CA 94104
Routing Number (ABA): 121000248
SWIFT Code:        WFBIUS6S (for international wires only)
Account Name:    Willamette University
Account Number:   4159599240
Reference Area:    Write your Name and your Willamette ID number


What if I cannot pay my bill by the first due date?
   Willamette offers a deferred payment program through Tuition Management Systems (TMS), a 
   third party service provider.  This interest-free payment plan offers students a program
   through which educational expenses for the year can be spread out over 8, 10 or 12 months. 
   This monthly payment plan option has a $75 application fee for the year.  Under this plan you
   divide your net expenses for the entire year by 8, 10 or 12 to determine your monthly payment. 
   Please call TMS at 1-800-356-8329 or visit their website at www.afford.com

We hope this information has been helpful for you.  If you have any questions regarding this letter, tuition or fees please call the Office of Student Accounts at (503) 375-5308 or email us at student-accounts@willamette.edu.  If you have questions regarding loans that you will receive while attending Willamette University, please call the Financial Aid office at (503) 370-6273 or email gradaid@willamette.edu

Again, our sincere congratulations on choosing Willamette University for you MBA education!

Sincerely,

Jon Anderson
Jon Anderson
Assistant Controller