General Student Accounts Questions
The Student Accounts Office provides a variety of financial services to all students. Direct your questions regarding your school account (i.e. balance, charges) to our office and a friendly Student Account Representative will gladly assist you. All scholarship, emergency loan, and financial aid checks are disbursed through our office.
Yes. The CSUSB Installment Payment Plan (three installment plan) is available to any student classified by CSUSB as a resident of California. A $22.00 non-refundable installment plan processing fee is required. For the Installment Payment Plan details, deadlines, and agreement, please refer to the CSUSB class schedule or come to the Student Accounts Office located in Sierra Hall, Room 119.
All students will have the ability to sign up for Direct Deposit themselves through their My Coyote Student Center. Below is additional information to guide the student to the website link and tutorial instruction regarding this new Direct Deposit feature;
Yes. Refund Request Forms may be submitted to the Student Accounts Office, or the Bursar Office. Refunds are typically processed within 5-7 business days; refunds for check payments can take 4-5 weeks. A $25 processing fee may be assessed.
A student can have a hold on their account due to an outstanding financial obligation, their Financial Aid did not feed to their account, or a Direct Loan or Perkins Loan Entrance/Exit Workshop is required. Contact the Student Accounts Office for specific details.
No. All outstanding Tuition Fees must be paid in full before the hold can be lifted.
Payments can be made through MyCoyote, at the Bursar's Office located in Sierra Hall, Room 102, or mailed to:
California State University, San Bernardino
5500 University Parkway, SH-102
San Bernardino, CA 92407-2397
NOTE: Payments on student accounts that have been submitted to collections must be made directly to the collection agency.
Due to the newly enacted Return of Title V, all Tuition Fees are prorated if classes are not dropped before the first day of class.
The TRA97 provides two tax credits, the Hope and the Lifetime Learning Credit. These credits are designed to reduce the amount of out-of-pocket expenses for higher education. The IRS has further information on their web site regarding the requirements to qualify for these credits.
Initial Financial Aid disbursements will occur approximately ten days before classes begin. Typically, checks are mailed and direct deposits are transmitted every Monday, Wednesday, and Friday.
The amount of Financial Aid you will receive cannot be given out over the phone due to student confidentiality. This information can only be provided if the student comes in person and presents two forms of identification to the Student Account Office located in Sierra Hall, Room 119.
The check will be delivered in a timely manner, approximately 3-4 days, from the date of mailing provided the student's address is correct.
No. Due to the high volume of Financial Aid checks generated, all checks are either mailed or direct deposited only.
Outstanding amounts owed are deducted from the Financial Aid award prior to the balance being disbursed to the student. Questions regarding the actual amount of the Financial Aid awarded must be directed to the Financial Aid Office.
If the check is not received within two weeks from the date of mailing, the student will need to complete and sign an Affidavit of Lost Check at the Student Accounts Office located in Sierra Hall, Room 119. A reissued check takes approximately 4-5 weeks.
For Complete Financial Aid Information please visit the Financial Aid Website
Emergency loan applications are available for currently enrolled students. You can apply at Student Accounts Office in Sierra Hall Room 119. A student may receive only one emergency loan per academic school year and a 2.5 cumulative GPA is required.
No. Financial Aid is to be used for payment of Tuition Fees and mandatory campus Tuition Fees. Students should not rely on Financial Aid to pay an Emergency Loan debt.
Please allow 5 working days.
Please refer to your promissory note. You need to make your payment by the "Due On or Before" date.
Borrower Payments
ECSI
181 Montour Run Road
Coraopolis, PA 15108
No. If you received both types of loans, the borrower is required to complete both exit workshops.
The terms and conditions of your loan require you to complete an exit interview before you leave CSU, San Bernardino. For a Perkins loan exit interview call (909) 537-5161 and schedule an appointment. For a Direct or Stafford loan exit interview please see the Financial Aid Office.
No. The borrower must sign for a disbursement check
The 1098-Tuition Statement reflects qualified transactions from January 01 - December 31, including Future Winter transactions. Our campus selected with IRS approval to report Box 2 transactions therefore Box 1 is blank. The form indicates descriptions for Boxes 1-10 as well as IRS resources.
The 1098-T forms are expected to be mailed every year by January 31st.
Can I get my 1098T on MyCoyote?
The 1098-T forms cannot be accessed through MyCoyote at this time, but they are available ON-LINE with our 1098-T service provider TCRS:
1098-T Service Provider: TCRS
Website: www.1098-T.com
Phone number: 1-877-467-3821
Enter your Social Security Number, Last Name, and PIN to access your records. If you forgot your PIN or do not have one, enter your SSN and last name and click the login button. A PIN assigned via the TCRS Call Center is valid and can be entered here in order to access your record.
Why are the charges on my statement so high?
Box 2 reports the total qualified tuition and fees charged, not payments made on the student's account. Box 5 may report total amount of financial aid grants and scholarships, tuition waivers, third party, exemptions, etc.
Because Form 1098-T reflects financial transactions for the calendar year, January 1st - December 31st, if you enroll in November for a future Winter term, the qualified tuition/fees will be reported in Box 2. If future Winter financial aid grants are released by December 31st the amount will be reported in Box 5. If future Winter financial aid grants are released after Dec. 31st the amount will be reported in the following calendar year's statement.
Is this information reported to the Internal Revenue Service?
The Form 1098-T is reported to the IRS. You are not required to attach IRS Form 1098-T to your tax return. The primary purpose of this form is to let you know that CSUSB has provided required information to the IRS to assist them in determining who may be eligible to claim the tuition and fee deduction or an education credit. There is no IRS requirement that you claim a tuition and fees deduction or an education related tax credit.
Where can I get more information on these tax credits?
The IRS has further information on their web site regarding the requirements to qualify for these credits.
What if I have more questions?
For tax specific questions, please contact the Internal Revenue Service (IRS) at 1-800-829-1040 or your personal tax advisor.
For assistance accessing your 1098-T records, contact TCRS at 1-877-467-3821.
For assistance on correcting your social security number as reported on the 1098-T form, contact Admissions at 909-537-5188. If a social security number was not provided to the school, 1098-T data cannot be reported to the IRS with your social security number.
For assistance on correcting your name or address as reported on the 1098-T form, contact Records at 909-537-5200.
For Complete Financial Aid Information please visit the Financial Aid Website
