1. Online R'Web using ACH/eCheck (US Savings or Checking account), Visa, MasterCard, Discover, American Express and Convera (International Funds Transfer).
   1. Please be advised that there is a non-refundable service fee for credit/debit cards.
   2. Online payments may be paid on Student Online Account by students or their Authorized users.
       
2. Mailing Address (personal check, bank check or money order):
   University of California Riverside
   Cashiers Office
   900 University Ave
   Student Services Bldg., #1111
   Riverside, CA 92521
    
3. In-Person (cash, personal check, bank check or money order) at the Main Cashiers Office window or Drop box (check/money order only) by 3:00PM.

Note:

• Payments will NOT be accepted for more than the balance due on the account and may be rejected or returned to payer.
• Checks and money orders should be made payable to "UC Regents". Note your campus ID on all checks and money orders. Check or money orders must be payable in US Dollars and drawn on funds from a US bank. Postmarks are not considered. Checks or money orders that include a note of “Paid in Full” or “Final Payment” are not accepted and will be returned to the payer.
• The University cannot accept responsibility for cash payments sent through the mail.
• ACH/eChecks or paper checks returned due to insufficient funds or other reasons will be subject a $20 returned check fee..
• International Students have the option to use Convera (International Funds Transfer) as alternative method for paying student bills. Convera transfers may take 2-5 business days to update to your student account after your local bank initiates payment.

UCR accepts payments from 529/Education and 401K/Retirement plan accounts

Once enrolled in classes, students may use their Dynamic Bill and Historical Statements to print out and submit as an invoice to request funds. UCR does not send separate student bills/invoices to trusts or prepaid plan providers.

UCR recommends payments be sent directly to you allowing for students to pay exact amounts owed and not delay or incur penalties for returned or late payments. Penalties may include and are not limited to late tuition payment fee penalties and/or losing previously enrolled classes.

Amounts received over and above the billed amount may be returned to the original sender as cash handling polices prevent acceptance of overpayments

Mailed payments should be made payable to UC Regents referencing your students identification (SID) number. Remit your payment:

University of California Riverside
Cashiers Office
Student Services Bldg., #1111
Riverside, CA 92521

Note: Requirements may vary based on provider. Please check with your specific provider for exact payment details.

Wire transfer through Convera-International Payment through CashNet for students

Benefits

• The exchange rate will be held for 72 hours.
• Know exactly how much you are paying in your home currency.
• UC Riverside does not control when payments are received. The transfer process can take several days/weeks depending on the payment remitter. Pending Payments are not considered and may cause a $45 Administrative Processing Fee to your account if the payment is not posted to your student account by the payment deadline.
• No additional charges for using this service are levied by UC Riverside or Convera.
• Pay all your fees that have been charged on you Student bill.

If you have any questions regarding the bank-to-bank payment transfer with Convera, you are welcome to contact them directly. Their dedicated Customer Service team will assist you with any of your questions. In addition, someone from their team can also help you through the payment process so you are clear on how it’s done and provide you with all the necessary details to make the process as easy and simple as possible.
Convera FAQs

The Deferred Payment Plan (DPP) is designed to give students an opportunity to pay fees and tuition over an extended period of time and is only available for Fall, Winter and Spring quarters. There is no interest charged because DPP is not a loan.

Students who are in good financial and academic standing may apply for this assistance. Students may elect to use DPP whether or not they qualify for financial aid. Students who owe the University money or have a history of payment difficulty may be denied DPP.

DPP allows all fees and tuition, to the extent not covered by grants, scholarships, waivers or loans to be paid in three installments each quarter.

DPP has specific open and close dates for each quarter. Refer to your “Student Account Online” link in R’Web for specific dates.

**Nonrefundable Processing Fee

A processing fee per quarter for the three-month plan is charged to offset the administrative costs of the plan. If you apply on or before the payment deadline, you will be charged with submission of application. DPP submissions received after the first payment deadline are considered late and will be charged a higher processing fee.

This processing fee is nonrefundable, even if students are denied the plan or do not attend UCR.

TO ENROLL IN THE DEFERRED PAYMENT PLAN, go to "Student Accounts tab" and click the "Student Account Online" link in R'Web.<

If you are sending the Financial Aid Office your outside scholarship check, please ensure that the scholarship check has the Student Identification number (SID) located on the check, the student's name, and made payable to UC Regents.

Please mail your scholarship checks to the UCR Cashiers Office at:

University of California Riverside
Cashiers Office
900 University Ave
Student Services Bldg., #1111
Riverside, CA 92521

Alternatively, you may drop off scholarship checks using the Cashier's Drop Box located on the east side of the Student Services Building.

You may request that the refund check be stopped and a replacement check be issued once 10 business days have passed. The stop payment process may take up to 10 business days to complete

To request a stop be placed on the refund check, you must email Student Business Services at sbsofc@ucr.edu with the following information:

• Your Full Name
• SID#
• Amount of Refund Check
• Date of Refund Check
• Subject line in email should be: Request SBS to place a stop payment on check
• Include the following acknowledgement in your email: "I am requesting that a stop be placed on my refund check in order for a replacement check to be issued to me."

Student will be required to update the local address on file and sign up for Direct Deposit if applicable.

*NOTE: In the event you receive your refund check after requesting a stop payment, DO NOT cash the check. Call Student Business Services at 951-827-3204.

Master Promissory Note/Entrance Counseling is a requirement for all first time student loan/scholarship borrowers at UCR. To determine if you need to complete Entrance Counseling/Master Promissory Note, please answer the following questions:

1. Freshmen Students: Are you borrowing a student loan at UCR?
2. Continuing Students: Is this the first time you are receiving a specific type of loan (e.g., Direct Stafford, Perkins, or University loan) at UCR?
3. Transfer Students: Did you receive loans at other institutions, but is this the first time you are borrowing at UCR?

If you answered YES to any of these questions, you MUST complete Entrance Counseling/Master Promissory Note before your loan funds will be disbursed.

If you are taking out a Direct Stafford Loan, a Direct Grad PLUS Loan or a TEACH grant, please click here to complete your Entrance Counseling requirement.

All other loans/scholarships, please click here to complete your Entrance Counseling/Master Promissory Note requirement.

Please note: It may take a minimum of 72 hours for your account to be updated once you have completed your Entrance Counseling/Master Promissory Note requirement.

If you have questions regarding completion of your Entrance Counseling/Master Promissory Note requirement, or you are unable to authenticate, please contact us at the address below:

Student Business Services
Student Services Bldg, HOSS
(Highlander One Stop Shop)
Phone: 951-827-3204
Email: sbsofc@ucr.edu

Exit Counseling is a requirement for all student loan/scholarship borrowers who are leaving UCR or are dropping below half-time status.

Students who separated the University prior to May 2017, and have a loan with the exception of the Direct Stafford or Grad PLUS Loan, will need to contact our office directly prior to completing your exit requirement.& SBS staff will verify your hold status and create your exit counseling document for your completion. Send an email to the SBS office at sbsofc@ucr.edu or call directly at (951) 827-3204. Please allow up to 48 hours for availability of exit counseling document.

If you received a Direct Stafford Loan, a Direct Grad PLUS Loan or a TEACH grant during your attendance at UCR, please click here to complete your Exit Counseling requirement.

All other loans/scholarships, please click here to complete your Exit Counseling requirement.

Please note: Holds may take a minimum of 72 hours to clear after completing exit requirement.

If you have questions regarding completion of your Exit Counseling requirement, please contact us at the address below:
 

Student Business Services
Student Services Bldg, HOSS
(Highlander One Stop Shop)
Phone: (951) 827-3204
Email: sbsofc@ucr.edu

• Debt Management

What is a 1098-T?

Form 1098-T is a "Tuition Statement" that eligible educational institutions are required to provide to enrolled students who have reportable transactions. Information reported on Form 1098-T can assist taxpayers determine their eligibility for education tax credits. Receiving a 1098-T form does not mean you are necessarily eligible for an education tax credit. To determine your eligibility, contact your tax advisor or visit the IRS website at https://www.irs.gov/credits-deductions/individuals/education-credits-aotc-llc.

IRS Substantiation Reminder

Due to a change to institutional reporting requirements under federal law, beginning with tax year 2018, we will report in Box 1 the amount of qualified tuition and related expense you paid during the calendar year.

It is each student’s individual responsibility to maintain all records and documents supporting all educational credits and deductions taken on their personal tax returns. The Form 1098-T provided by UCR does not serve as full documentation for any educational credit or deduction claimed. Amounts reported on the Form 1098-T must be substantiated by proper payment and scholarship award documentation and evidence (i.e. canceled checks, credit card receipts, scholarship award letters, bank statements, etc.). Upon review of such documentation, students may find additional eligible educational expenses not reported on the Form 1098-T (i.e. textbooks, on-campus housing payments, etc.). Please refer to IRS Publication 970, Tax Benefits for Higher Education for further guidance.

Reasons I may not receive a 1098-T

Not all students will receive form 1098-T. There are certain exceptions that allow schools not to issue a 1098-T. Below are possible reasons you did not receive a 1098-T.

• Courses for which no academic credit is offered, even if the student is otherwise enrolled in a degree program. (Continuing education courses are a common example of noncredit classes.)
• Nonresident alien students. A nonresident alien is a foreign national or non-U.S. citizen who has not passed the green card test or the substantial presence test. (Note: An institution must furnish a 1098-T to Nonresident alien students who specifically request the form.)
• Students whose qualified tuition and related expenses are entirely waived or paid entirely with scholarships.

I believe that I am eligible for a 1098-T.  How do I get a copy?

Go to www.tsc1098T.com to either print/view your 1098-T or have a copy emailed to you.

What information is reported on the 1098-T?

• Box 1 – (Tax year 2018) indicates any payment made by the student and received by the educational institution for qualified tuition and related expenses.
• Box 2 - (prior to Tax year 2018) indicates any qualified tuition or related expenses billed to the student by the educational institution.
• Box 3 - if checked, this indicates that the reporting method has changed from the prior year.
• Box 4 - indicates any reductions to eligible expenses reported for any prior year.
• Box 5 - indicates the amount of scholarships and grants processed for the calendar year. Scholarships and grants generally include all payments received from third parties (excluding loans and family members).
• Box 6 - indicates any reduction amount to scholarships or grants reported for any prior year.
• Box 7 - for 2018, 1098-Ts and subsequent years this indicates payments received for qualified tuition and related expenses reported in the current year of the 1098-T relate to an academic period that begins in January through March of the subsequent year. (For example, payments received in calendar year 2018 for classes attended in January to  March of 2019)
• Box 8 - if checked, this indicates the student was at least half-time or greater for at least one academic period during the tax year.
• Box 9 - if checked, this indicates the student was a graduate student for at least one academic period of the tax year.
• Box 10 - indicates the amount of any insurance contract reimbursement or refund.

Why does my 1098-T not have an amount in box 1 and box 2?

For years 2017 and prior, your educational institution may either report payments made by the student for qualified tuition and related expenses in Box 1 or they may report the amount billed to the student for qualified tuition and related expenses in Box 2. The school cannot report amounts in both box 1 and box 2. Starting with the 2018 1098-Ts, all schools will only report amounts paid for qualified tuition in Box 1.

I believe information on my 1098-T is incorrect. How do I have it corrected?

Each school has a different process for reviewing and correcting 1098-Ts. Check your school’s website for any specific information about 1098-Ts.

What are the education credits?

The American Opportunity Credit (AOTC) and Lifetime Learning Credit (LLC) are the two education credits currently available to tax payers who meet certain income limits and other eligibility criteria.

The AOTC is available for degree seeking students who have not completed their first four years of higher education. The student must have an enrollment status of at least half time or greater in at least one academic period during the tax year. On form 1098-T, schools will check box 8 to indicate a student was determined to be at least half time during the tax year. A portion of the AOTC is refundable.

For the latest information about the AOTC including eligibility and income limits, please visit the IRS website listed below.

https://www.irs.gov/credits-deductions/individuals/aotc

The Lifetime Learning Credit (LLC) is available to all students enrolled at an eligible educational institution. The credit is open to undergraduate, graduate, and students enrolled in professional degree courses. There is no limit to how many years this credit can be claimed and you are not required to be enrolled as half time or greater. The LLC can help offset any tax money that you may owe, but you will not receive any money back as part of a refund. (This credit will not apply if the taxpayer is already receiving a refund, however if a taxpayer owes money it can help reduce the amount a taxpayer may owe.)

For the latest information about the LLC including eligibility and income limits, please visit the IRS website listed below.

https://www.irs.gov/credits-deductions/individuals/lifetime-learning-credit

What expenses are considered qualified for the education credits?

For the American Opportunity Credit, qualified education expenses are tuition and certain related expenses required for enrollment or attendance at an eligible educational institution. See IRS Publication 970 for examples and more information about qualified expenses.

Expenses that do not qualify include:

• Housing (e.g., room, board, etc.)
• Health Insurance
• Textbooks
• Parking
• Advance to Candidacy Fee
• Highlander Orientation Fee
• Single Document Fee

For the Lifetime Learning Credit, qualified expenses include fees for a course that was part of a post-secondary degree program or to improve job skills. Fees related to books, supplies, equipment, and student activity fees are only qualified if they must be paid to the institution for enrollment.

For more information on qualified and non-qualified fees see IRS Publication 970. https://www.irs.gov/pub/irs-pdf/p970.pdf

How do I claim an education credit?

For tax year 2017 and prior you do not need a 1098-T form to claim an education tax credit. Beginning with the 2018 1098-T, the law requires a taxpayer to have received a 1098-T form to be eligible for the education tax credits. To claim an education tax credit, the eligible taxpayer will need to use IRS form 8863 and submit it along with form 1040.

Instructions for IRS form 8863: https://www.irs.gov/pub/irs-pdf/i8863.pdf

Form 8863: https://www.irs.gov/pub/irs-pdf/f8863.pdf

 How do I find UCR documentation to assist me in claiming an education credit?

You should use the information on the Form 1098-T in conjunction with your own payment records to complete your individual tax return.

• For billing statements, login to R’Web, Student Account, Student Account Online, Statements.

If you have questions about how to compute an education tax credit, consult your tax professional or refer to IRS Publication 970.

Important Changes to Your 1098-T form starting tax year 2018:

In tax year 2017, the University of California, Riverside (UCR) reported Qualified Tuition and Related Expenses (QTREs) in Box 2.  Box 2 reporting represented the QTREs that was billed to your student account for the calendar (tax) year. Due to an IRS change to institutional reporting requirements under federal law, beginning with tax year 2018, we must report using the Box 1 method which reports the amount of QTRE you paid during the year.

What do these changes mean for me?

Returning students, who have received a 1098-T Form in prior years, might potentially receive a 2018 form that may not contain information for a previous quarter that may have already been accounted for in tax year 2017 in Box 2 (amounts billed).

First year students should not be impacted by these IRS changes.

UCR cannot provide tax advice and you should consult a tax professional regarding how these changes may impact your 2018 tax filing.

What if I have additional questions about the 1098-T form and the education credits?

See IRS Publication 970 as a reference guide for information regarding rules and definitions related to the education credits.

https://www.irs.gov/pub/irs-pdf/p970.pdf

The Financial Responsibility Agreement (FRA) is the annually accepted “Promise to Pay” agreement requirement for all students for their tuition and other campus charges rendered. The FRA is also the electronic consent for 1098T. The FRA is required and must be completed to prevent a registration hold from being applied to the student record.

• Financial Responsibility Agreement (FRA)

Per the Family Educational Rights and Privacy Act (FERPA), for Student Business Services to release financial information to someone other than yourself, you must activate Authorized User via R'Web and give that person(s) access.

Authorized User provides you and your parents an easy way to share and discuss information with us, view some of your financial information, and conduct business online. With Authorized User, you can choose not only who can view your information, but just how much they can access. You can authorize users to view all or selected data within R'Web. Please note that except for making a payment, Authorized Users will NOT be allowed to update your records.

To activate AUTHORIZED USER, go to R'Web.

Deferment of Fee request is required for all students who have third-party entities paying for tuition/fees, housing, and/or parking permits on behalf of the student. The form is an agreement between the university and the student accompanied by a payment authorization from the vendor. Effective February 1, 2023 students will be required to submit both your student signed DOF and Authorization form via Google form. This form can be found on our website at https://sbs.ucr.edu/student-services#contractsponsor-payments.

• Deferment of Fees Form

Loan Forms