My Billing Statement

Section 1

Address on File – This is the address we have on file for you.  Please remember to keep this up to date as all Departments for Caldwell University will use this address if there is occasion to have something mailed to your home address.  The Registrar manages your demographic information and can assist you with updates to your record.

Section 2

Student Information – Your Caldwell Student ID#, your assigned Academic Advisor, your student Division (Undergraduate or Graduate).

Section 3

Dates – The first Date is the date the statement was generated.  The second date is the due date for the balance reflected on the statement.  When the dates are the same, we have passed the payment deadline and any balance due is due NOW.

Section 4

Semester Schedule – This is your semester schedule for the current semester. Always be aware of the add/drop period each semester and make sure to finalize your semester schedule within this period. Changes desired after the close of add/drop will require an appeal.

Section 5

Prior Term(s) Balance – This is your account balance prior to the current semester billing period.  If you need any detail that supports this prior balance, please reach out to Student Accounts.

Section 6

Current Billing Period Charges/Credits – The transactions in this section are for the current semester.  You may see charges/credits related to a prior term if an adjustment needs to be made to a previous billing period.  You will see Tuition, Fees, Room, Board, Scholarships, Grants, Loans, Payment Plan Payments, or any adjustments to transactions on your account here.  In this example, on 9/1 this student changed from Resident to Commuter.  The original transaction that charged for Room and Board remains,  and then credit transactions were added to reverse the original transactions (net zero) and the Commuter Meal Plan added.  You can find additional information about specific charges on our Tuition and Fees page.  If you ever need any assistance in understanding a transaction on your account, please reach out to Student Accounts.

Section 7

Statement and Account Balance – Please always note that the amounts in this section are merely totals of the transactions on your account.  The balance is never wrong as it is just addition and subtraction of the charges and credits that exist on your account.  If the balance is unexpected, take a look at the transactions on the statement to understand why the balance is what it is.  The Statement Balance is the total of the transactions in the body of the statement (section 6).  The Amount Due reflects the Statement Balance and the Prior Term(s) Balance combined (section 5 & 6).

Your balance is expected to be paid by the Semester Payment Deadline set for each semester.  Our Methods of Payment page can offer information to help you meet each semester deadline.

• Fall is always August 15^th
• Spring is always January 15^th
• Summer is always May 15^th

You are not permitted to delay your payment due to possible future credits not yet reflected on your account as they are not yet certified credits.  The only way to defer your balance beyond the deadline is to activate an approved Payment Plan (follow the Payment Plan link in your CU Student portal). Payment Plans can be adjusted or Refunds issued after the deadline if additional credits are reflected on your account creating a credit balance.

If you are planning to use a Loan to assist you in paying your balance, your loan must be ready for certification by Financial Aid at least two weeks prior in order to be reflected on your account by the payment deadline.  Financial Aid can only certify the loan after a borrower completes all lender requirements and the lender has sent the certification notice to Financial Aid.  Please consider this processing time when deciding to apply for a loan.  Approval takes minutes, but the processing required for certification after that point can take a couple of weeks.

Section 8

Caldwell University Information – Address, Phone, Fax, Webpage

Section 9

Transactional Notation – If you see an * next to one or more of the transactions reflected in the body of the statement (section 6), this represents Financial Aid that has been confirmed for you but has not been released.  Once Financial Aid has verified available funds and released the transaction, you will no longer see the *.  This will be important if you are expecting a Refund from a credit balance on your account.  The Refunding process will not consider transactions with an *.  Your credit balance relies on these transactions, and they must first be released before a refund can be processed.