Student Services Center

Continuing Students Checklist

Welcome to another year at PLU

At any time you have a question, contact the
Student Services Center
or your individually assigned Student Services Counselor

ssvc@plu.edu
(253) 535-7161

You are strongly encouraged to utilize this resource page containing details associated with your financial responsibilities at PLU. Each section reflects important information and possible requirements you may have already completed or need to complete.

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REQUIRED EACH YEAR
Click on the topic below and it will lead you to detailed information and directions to complete each task.


FINANCIAL AID REQUIREMENTS
You may need to complete some of the following Financial Aid requirements.
  • FAFSA
  • You would like to apply for Federal Financial Aid
  • FAFSA - Update tax information
    After you completed your FAFSA with estimated figures and now you have completed your 2012 federal tax return
  • Loans - Alternative Private Loans
    You may need an additional loan to help you cover your costs
  • Loans - Federal Subsidized / Unsubsidized
    Do you need to complete any requirements?
  • Loans - Federal Parent PLUS
    You would like to check out or apply for a parent loan to help you cover your costs
  • Loans - Perkins
    Annual requirements needed to receive this loan. The earliest you can complete the online paperwork for each year is in August. PLU Student Loan Department will notify you through your PLU email when you can complete the online requirements.
  • WA State Student Directive
    Have you been offered any Washington State grant funds?
  • Scholarships - Outside
    Information on where to have donor's send your outside scholarship money. Do you have a scholarship that the donor is requiring you to verify your enrollment at PLU?
  • Verification Paperwork
    The federal government has selected you for the Verification process of your FAFSA. You will be notified by PLU when you have been selected for this process. Your financial aid will not disburse to your student account to pay your tuition expenses until this process is completed.

FINANCIAL INFORMATION & RESOURCES
Use the following resources:

  • Estimator LINK Click on the button to use the PLU Estimator
  • Payment Options
    Look at PLU payment options and how they work or how to set up.
  • Refund information
    How do I get the excess or credit balance on my account?
  • LINK to Financial Planning for the year ahead webpage Click the button to go our webpage on Financial Planning to help you with suggestions and options for 2013-14
  • Tuition Refund Plan - A.W.G. Dewar

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REGISTRAR INFORMATION

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MISC. INFORMATION


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ePASS - REQUIRED by all Students

Your ePass is for your PLU gmail. It will also give you access to library resources, computers in computer labs, registering your personal computer and to the online student phone directory. Your ePass will also give you access to Sakai, a class management system for students and professors. Check your email frequently during the summer, it is the University's primary method of communicating with you.

To create your ePass:

1.     Go to newepass.plu.edu (Have your 8 digit PLU ID number ready!)
2.     Follow the easy steps to create your account.

If you have any problems or questions, contact the PLU Help Desk at 253.535.7525 or email comptelc@plu.edu.

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FAFSA - Free Application for Federal Student Aid

To be eligible for federal loan(s) or possible federal, state and/or university gift aid, complete a Free Application for Federal Student Aid (FAFSA). Go to www.fafsa.gov to apply. You will enter PLU's school code 003785. You will need your Federal PIN to apply. PLU will be informed when you have completed your FAFSA and the Financial Aid office will generate an Offer of Financial Aid with any eligible Federal, State and University need-based gift aid.
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UPDATE YOUR FILING STATUS & TAX INFORMATION ON YOUR FAFSA

You completed your FAFSA prior to filing your and/or your parent 2012 Tax Return. You and your parent, if applicable, are now required to update your filing status and tax information.
  • Log onto www.fafsa.gov
  • Click on Start Here
  • Enter student information, as prompted
  • On "My FAFSA" main page, click on "Make a FAFSA Correction"
  • Complete the password page
  • Introduction Page - 2013-2014 Correction, click on Financial Information (tab located in the top bar)
  • The first drop-down box on the next page should correspond to the question: For 2012 have your parents completed their IRS income tax return or another tax return. Select "Already Completed" or "Did not File" in the drop-down box. The correct filing status must be updated for both student and parent, if applicable.
  • Then mark the corresponding option(s) relevant to your tax information.
    If you selected "none of the above", a prompt to link to the IRS will automatically be available.
    If you, the parents, recently filed taxes, click on the bottom link to "view option to link to the IRS."
    NOTE: selecting any other options will render you unable to use the IRS Data Retrieval Tool.
YOU MUST WAIT 2 WEEKS TO COMPLETE THE ABOVE PROCESS IF YOU FILED ELECTRONICALLY, 4 WEEKS IF FILED BY MAIL.

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ACCEPTANCE OF YOUR OFFER OF FINANCIAL AID


  1. Offer of Financial Aid

    If you have received an Offer of Financial Aid, you need to accept or decline online. Notification of any revisions to your Offer of Financial Aid will be emailed to your student PLU email with instructions to view any changes. It is your responsibility to check the messages on what was changed, make sure you relay the information to a parent/guardian or any person helping you make financial decisions, if applicable.

         Online instructions
         ♦Go to banweb.plu.edu
         ♦Enter Secure Area (Banner Web)
        
    Login with your PLU ID and PIN
         ♦Choose Financial Aid Services
         ♦Choose Award
         ♦Choose Award By Aid year
         ♦Click drop box and Select Aid Year, Submit
         ♦Review all tabs at the top
             Tab - Award Overview - This shows your Financial Aid Budget, not actual costs
             Tab - Terms and Conditions - You MUST ACCEPT at the bottom to continue
             Tab - Title IV Authorization - You must tell PLU how we can disburse your
                       federal financial aid - SUBMIT
             Tab - Accept Award Offer - Accept or Decline each item or Accept All
                      SUBMIT your decision
               (Federal Direct Parent PLUS Loan is upon credit approval)

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VERIFICATION PAPERWORK

You have been selected for Verification. The Federal Government randomly selects students for a process called Verification. It confirms the accuracy of information you submitted on your FAFSA. The Verification process must be completed before your Financial Aid can be disbursed to your student account.

You are required to complete the following TWO steps:
  1. Verification Worksheet -Dependent Student - LINK
    Please download this form. Parent and student must complete both pages. Do not leave any spaces blank. If they do not apply, put a "0".

    Verification Worksheet - Independent Student - LINK
    NOTE: You are considered Independent if you are over 24, married, support dependents, US Veteran or are an orphan.
    Please download this form and complete both pages. Do not leave any spaces blank. If they do not apply, put a "0".

    Return this completed form
    to the Student Services Center
    Fax:(253) 538-2545
    Scan and return to ssvc@plu.edu
    or Mail to Student Services Center, Tacoma, WA 98447
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  2. Connecting your 2012-1040 Tax Return to your FAFSA
  • Log onto www.fafsa.gov
  • Click on Start Here
  • Enter student information, as prompted
  • On "My FAFSA" main page, click on "Make a FAFSA Correction"
  • Complete the password page
  • Introduction Page - 2012-2013 Correction, click on Financial Information (tab located in the top bar)
  • The first drop-down box on the next page should correspond to the question: For 2012 have your parents completed their IRS income tax return or another tax return. Select "Already Completed" or "Did not File" in the drop-down box. The correct filing status must be updated for both student and parent, if applicable.
  • Then mark the corresponding option(s) relevant to your tax information.
    If you selected "none of the above", a prompt to link to the IRS will automatically be available.
    If you, the parents, recently filed taxes, click on the bottom link to "view option to link to the IRS."
    NOTE: selecting any other options will render you unable to use the IRS Data Retrieval Tool.

YOU MUST WAIT 2 WEEKS TO COMPLETE THE ABOVE PROCESS IF YOU FILED ELECTRONICALLY, 4 WEEKS IF FILED BY MAIL.
 

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WA STATE STUDENT DIRECTIVE FOR DISBURSEMENT OF STATE STUDENT AID


Please complete the Washington State Student Directive stating your choice on how you wish to disburse your Washington State Student Aid. Currently all your other issued financial aid is automatically disbursed onto your student account. Please return the completed form to the Student Services Center.

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PERKINS LOAN

If you were offered a Perkins Loan on your Offer of Financial Aid, then you will receive an email from PLU Student Loans when you can complete the annual online requirements. At the beginning of each year you can not complete the online requirements until August.

To complete these requirements please click on the following link:
  https://ipromise.campuspartners.com/ (if the link does not work, copy and past this link into your address line)

IMPORTANT: THE FOLLOWING WILL BE NEEDED TO COMPLETE THIS PROCESS:

1. Your social security number
2. Your driver's license number
3. Name, address, and telephone number of your parents or guardian
4. Name, address, and telephone number of 2 relatives other than your parents
5. Name, address, and telephone number of 2 references, other than relatives, from your home locality
6. Your FSA pin to electronically sign the required paperwork (if you do not have your FSA pin,
please go tohttp://www.pin.ed.gov

Make sure you complete the following four sections:

2013   (1) Entrance Counseling   (2) Loan Interview    (3)MPN   (4)TILD

The money will not be disbursed to your account until the student loan office receives confirmation of the completed Entrance and electronically signed Total Loan Indebtedness Disclosure.
You will need to electronically sign the Master Promissory Note if you have not done one previously.

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FEDERAL DIRECT SUBSIDIZED AND UNSUBSIDIZED LOANS

The Federal Direct Loan is a long term loan with a fixed interest rate.  The interest on the need-based, subsidized loan does not accrue while the student is enrolled at least half time or in the grace period.   The unsubsidized loan is not based on financial need and interest accrual begins upon loan disbursement. Loan funds are borrowed directly from the federal government through the U.S. Department of Education.

If you had a Federal Direct loan last year, all you have to do is ACCEPT this loan(s) on your Offer of Financial Aid on Bannerweb. You signed a Master Promissory Note (MPN) in a previous year.

If this is the first year you have accepted Federal Direct Student Loans, you must complete the following:

Entrance Counseling -This required process is educating you on having a student loan

Master Promissory Note (MPN) -Completing the required application, then signing you agree to repay this loan

     Online Instructions
     ♦Go to Direct Loan website - www.studentloans.gov
     ♦Sign in with your Social Security Number and Federal PIN
      (PIN is the same you used when completing your FAFSA)
     ♦Complete Entrance Counseling
     ♦Follow instructions
     ♦Successful completion indicator - Completion Date on the last page
     ♦Now Complete the online Master Promissory Note (MPN)
     ♦Choose Subsidized/Unsubsidized
     ♦Follow instructions
     ♦Make sure you complete the entire process until the final submit
     ♦The lender will notify the school of your completion of this process

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FEDERAL PARENT PLUS LOAN

The amount of this loan is flexible and is based on parent credit approval. The loan amount offered to you is the maximum loan amount based on your student's cost of education. It can be decreased. This loan can help you fill in any shortage needed to cover tuition, room, meals, course fees, books and misc.. fees. You can request this loan anytime during the academic year. You will complete this process each year you wish to borrow funds. It is a two step process to complete the Application and Master Promissory Note:            

     Online Instructions
     ♦Go to Direct Loan website - www.studentloans.gov
     ♦Sign in with Parent Social Security Number and Parent Federal PIN
      (PIN is the same you used when completing your FAFSA)    
     ♦Request a Direct PLUS Loan
     ♦Choose Parent PLUS
    
  ♦See NOTED 1 items below  
     ♦Follow instructions clear to the end
       ♦Now complete the
Master Promissory Note (MPN)
     ♦When submitted, the lender will notify the school

NOTE 1: You will have two questions that may be confusing:
Authorization for School to Use Loan Funds to Satisfy Other Charges - If you wish these funds to be used for books, you must authorize
Credit Balance Options - If you wish any remaining balance to go to the student for expenses, choose The Student

NOTE 2: If you are not credit worth and you are denied the loan, the lender will notify the school and your student may be eligible for an additional $4000 for Freshman/Sophomore or $5000 for Junior/Senior credit standing. If you need more than $4000/$5000, you may consider to seek out an Endorser (co-signer) for your loan. 

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OUTSIDE SCHOLARSHIPS

If you receive an outside scholarship, it is your responsibility to make sure the funds are received by the university no later than September 25th for the fall semester and February 25th for the spring semester. If the scholarship is received after required dates, you may be assessed an interest charge on your unpaid balance. All scholarships are split in half to be disbursed in fall semester and spring semester, unless specified by the donor. Below is the contact information to give your donor for your scholarship or if your donor requires confirmation of enrollment at PLU:

        Outside Scholarships/Resources   outsideschp@plu.edu
        PLU Financial Aid                       253.535.7808
        12180 Park Ave S
        Tacoma, WA 98447


If your donor requires a transcript or personal information about you attending PLU, you must submit a Financial Aid Release form. You can access the Release of Information Consent Form at http://www.plu.edu/financial-aid/documents-forms/

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FULLTIME ENROLLMENT

Your financial aid is based on your enrollment listed on your Offer of Financial Aid.

Full Time Undergraduate Enrollment = minimum of 12 credits
Half Time Undergraduate Enrollment = minimum of 6 credits
Full Time Graduate Enrollment = minimum of 8 credits
Half Time Graduate Enrollment = minimum of 4 credits

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2013-2014 CONFIRMATION OF LIVING AT HOME

Pacific Lutheran University requires that all single, full-time students live in university housing unless:

  • Living at home with parent, spouse, or child and within 30 miles of PLU's address.  This requires completing a notarized Confirmation of Living At Home Agreement for each academic year.
  • 20 years of age or Junior Status (60 semester hours) on or before September 1 to be exempt for the academic year, or on or before February 1 to be exempt for the spring semester.
Before you decide to move off campus, be sure to compare both on campus living and off campus living.  Differences in lifestyle, amenities, and security can vary greatly between on and off campus living.  Make an informed decision.  Click here to read more about both options.

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PLU ID NUMBER & PIN (Personal Identification Number)


Do you know your PLU ID Number and your PIN (Personal Identification Number) for Banner Web?
Did you know it is your responsibility to give your PLU ID# and PIN to your parent/spouse/or a significant other if you want them to have access to your financial aid and student account information?  Without both identification numbers, information cannot be released either by phone, email or in person.

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A.W.G.DEWAR TUITION REFUND PLAN


Has your student considered the optional A.W.G. Dewar Tuition Refund plan?

In the event of an emergency (such as personal injury, illness, or psychological distress), and if a full withdrawal from PLU is medically necessary, this plan covers tuition, room and meals.

To apply or get more information, your student can visit http://www.collegerefund.com. At the menu, select Pacific Lutheran University. You can also contact the Office of Student Life at 253-535-7191.

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VERIFICATION OF ENROLLMENT

If you need information for your Insurance Company, Medical Insurance, Auto Insurance, Military Dependence information, etc. Contact the Enrollment Specialist in the PLU Student Services Center.

Contact:    Janet Zenor
                 Enrollment Specialist
                 (253) 535-7739
                 (800) 678-3243 toll free
                 (253) 538-2545 fax
                 enrollmentverification@plu.edu

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STUDENT BILLING STATEMENTS

Semester Pre-Bills
This is a billing statement that will show tuition charges and financial aid and any outside scholarship. It will not show you any credits on your account. This billing statement is to help you budget for the up coming semester. Fall pre-bill will come in July
J-term and Spring pre-bill will come in November

Monthly Billing Statements
You will receive a monthly billing statement the first week of each month. The billing statement is to show you transactions that have transpired the previous month. If you did not have any activity the previous month and your balance is "0", you will not receive a billing statement.

Questions regarding the statements should be directed to:

     Student Services Center (253) 535-7161
                                       (800) 678-3243
                                        ssvc@plu.edu