Welcome to the Bursar's Office
Printable Forms

  Direct Deposit
  Federal Title IV Authorization/Restriction
  Financial Release (Privacy Release)
  Installment Payment Plan
  Transfer of Excess Financial Aid to Rocket Card

Descriptions of the printable forms are available below.  Forms are available at the Bursar's Office forms table outside of the Cashier's Office at Rocket Hall 1790 and Rocket Solution Central, Rocket Hall 1200

  Direct Deposit

This form allows the student to have account refunds directly deposited to a checking or savings account. This option is available for student refunds. Direct Deposit eliminates the concern of a check lost in the mail and normally gives the student quicker access to refund monies.

For students expecting excess financial aid refunds, the direct deposit method normally deposits the refund to a student’s bank account on the first day of the term.  The exception would be first-time students who are also first-time loan borrowers.  The keys to receiving a direct deposit effective the first day of the term are:

• Student's financial aid packaging is complete
   

• A Federal Title IV Authorization has been received in the Bursar's Office
   

• A completed direct deposit form and either a voided check or deposit slip for a savings or checking account is submitted 3 - 6 weeks prior to the first day of the term
   

• Any adjustments to registration status, such as adding or dropping courses close to the refund date, may result in the direct deposit being recalled
   

  Federal Title IV Authorization/Restriction

This authorization allows students who receive financial aid (federal loans and grants), to authorize aid to pay for optional fees such as parking permits, legal service fees, telephone charges, etc). Restriction will require a student to pay any optional fees on the student account account before any type of refund can be issued.

  Financial Release (Privacy Release)

Once a student is 18 years of age, a financial release is needed in order for the Bursar and Financial Aid Offices to release any financial information to anyone other than the student, including parents and spouses as an example. The student must complete the Financial Release Form naming the parties to whom they wish information to be made available. This form is specific to the Bursar and Financial Aid Offices and does not allow release of grades.  It also is required to comply with FERPA regulations

  Installment Payment Plan

Fall 2008 or Spring 2009 IPP Form

Summer 2008 IPP Form - Please contact the Bursar's Office Loans and Special Accounts area if payment arrangements are needed.  Loans and Special Accounts is located at Rocket Hall, Room 1930 or contact the office at 419.530.5789.  Thank you for your patience.

The University offers an Installment Payment Plan (IPP) to make payment of tuition and fees more convenient.  A four or five monthly payment option is offered for fall and spring semesters.  A three month payment plan is usually offered for the summer semester.  All fees are deferrable and can be split into payments except the plan fee itself, and are paid in monthly installments:

A completed IPP form and initial payment, including the plan fee and all first payment, must be received at the Bursar's Office by the application due date.   Completed application should be sent to:

     The University of Toledo, MS#331
     2801 Bancroft St.
     Toledo, OH 43606.

Payments can be made by one of the methods below:

• MyUT  Portal (electronic payments)

• Mail checks or money orders to:  The University of Toledo
                                                   PO Box 10004
                                                   Toledo, OH  43699-0004
   

• In person at the Bursar's Office, 1800 Rocket Hall

    Transfer of Excess Financial Aid to Rocket Card

For students whose financial aid exceeds account charges, the Bursar's Office can transfer available funds, (up to $800 per semester), to the Rocket ID card for the purchase of books and supplies. Funds are transferred one week prior to the start of each term the student is registered.  The Federal Title IV Authorization form stating "authorized" is also required to transfer the funds.  All unused money for the academic year will be removed from the rocket card and posted to the student's account the last week of spring semester.  Any unused funds will then be applied to any outstanding balances.  Refunds will be issued from the student account.