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Financial Statements Incentive Plans Policies and Procedures Departments Senior VPAF Staff
Financial Statements Incentive Plans Policies and Procedures Departments Senior VPAF Staff
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1098-T and 1098-E (December 2014)1098-T and 1098-E (January 2015)1098-T and 1098-E Forms1098-T and 1098-E Information1098-T and 1098-E Statements (February 2013)1098-T and 1098-E Statements (February 2014)1098-T and 1098-E Statements (March 2017)1098-T and 1098-E Updates1098-T IRS Requirement (October 2015)1098-T IRS Requirement (October 2017)

A

AIRS - Banner UploadsAIRS Departmental Deposit Attestation (December 2008)AIRS Departmental Deposit Attestation (April 2017)AIRS Departmental ProcessingAnnual Bad Debt Write Off (May 2014)Annual Bad Debt Write Off (May 2016)

B

Bad Debt Allowance Assessment and Annual Bad Debt Write-OffBanner 9Banner AR ReportsBanner AR/Bursar Implementation (May 2016)Banner AR/Bursar Implementation (June 2016)Banner AR/Bursar Implementation (July 2016)Be AlertBilling StatementsBilling Statement Changes (August 2013)Billing Statement Changes (September 2013)Billing Statement Changes - July 1, 2013 (Change from Bursar website)Billing Statement Changes (September 2014)Book, Supplies and Lab Kit FeesBursar (BR) Accounting FeedsBursar Account CollectionsBursar Billing StatementBursar Direct Deposit RefundsBursar Optional Charge Monitoring Policy (September 2009)Bursar Optional Charge Monitoring Policy (September 2011)Bursar Optional Charge Monitoring Policy (September 2012)Bursar Optional Charge Monitoring Policy (September 2014)

C

Cancellation of Spring EnrollmentChange in Bursar ACH Monthly Payment Process (April 2014)Change in Bursar ACH Monthly Payment Process (May 2014)Changes in Credit Card Usage for Bursar PaymentsCollecting Past Due Accounts (October 2009)Collecting Past Due Accounts (October 2010)Collecting Past Due Accounts (October 2011)Collecting Past Due Accounts (October 2013)Collecting Past Due Accounts (October 2014)CollectionsCounterfeit MoneyCounterfeit Money & Detection TipsCounterfeit Money Bust in StillwaterCreating New Bursar AccountsCredit Card Convenience FeesCredit Card Expenses

D

Decrease in Allowable Charges Covered By Army Tuition Assistance (TA)Department Deposit Procedure (April 2012)Departmental Credit Card MerchantsDepartmental Deposit Procedure (April 2013)Departmental Deposit Procedure (April 2014)Departmental Deposits (November 2013)Departmental Deposits (November 2014)Departmental Deposits (December 2014)Departmental Student Emergency Foundation FundsDirect DepositDirect Deposit of Bursar Account Credit Balances (August 2009)Direct Deposit of Bursar Account Credit Balances (August 2011)

E

Educational Computer Systems, Inc.Enrollment CancellationEnrollment for Summer and Fall 2014Enrollment HoldsElectronic Departmental Deposit Module via AIRS & Drop Off Depositing for the Stillwater CampusElectronic Use of Social Security Numbers – 3-0322

F

Faculty/Staff Parking Permit Holds (July 2011)Faculty/Staff Parking Permit Holds (July 2013)Fall Bad Debt AssessmentFall Enrollment CancellationFall Estimated Bursar Payment Plan (June 2013)Fall Estimated Bursar Payment Plan (June 2014)Fall Tuition/FeesFERPAFERPA Training RequirementFinancial Responsibility Contract (October 2010)Financial Responsibility Contract (October 2012)Financial Responsibility Contract (October 2013)Financial Responsibility Contract (October 2014)FOAPAL Organizational ChangesForm 1098-T and 1098-E StatementsForm W-9s (October 2013)Form W-9s (October 2014)FRS Accounting Feed Bursar Transaction InformationFY2014 Year EndFY2017 Year End from Bursar

G

Guest Billing Access Feature (August 2009)Guest Billing Access Feature (August 2011)

H

Historical Transaction Record Purge (January 2016)Historical Transaction Record Purge (May 2016)Holds - Financial and Academic RecordsHolds – Financial Enrollment & Academic Records

I

Identity TheftIdentity Theft TipImportant Information Regarding Changes in Credit Card Usage for Bursar PaymentsInformation SecurityInformation Security ConcernsInternational Wire Payments (December 2013)International Wire Payments (September 2014)International Wire Payments (December 2014)International Wire Payments (January 2015)Inter-Agency Transfer/Wire Electronic Payments (March 2013)Inter-Agency Transfer/Wire Electronic Payments (March 2014)International Payments Just Got EasierIRS Form W-9sIRS Warns of New Phone ScamIRS Warns Urgent Warning to Beware - IRS/FBI-Themed Ransomware Scam

M

Monthly Payment Plan - Start now for Fall (July 2014)Monthly Payment Plan - Start now for Fall (August 2014)

N

NEW! Action Required to Continue Bursar Direct Deposit Refunds!New Collections of Funds ProceduresNew Departmental Deposit Drop-Off Option for the Stillwater CampusNon-Student Bursar Accounts

O

Optional Charging NotificationOSU Enrollment Policy (September 2009)OSU Enrollment Policy (September 2013)OSU Enrollment Policy (September 2014)OSU Enrollment Policy #3-0335 (October 2013)OSU Enrollment Policy #3-0335 (October 2014)

P

P&P 3-0331 ExcerptParking Permits (June 2013)Parking Permits (June 2014)Perkins Loan AddendumPolicy 3-0330 Billing and Receivable System Reminder

R

Red Flag RulesRed Flag Rules - Identity Theft

S

Safekeeping of FundsSCT Bursar TransactionsSpring 2020 Course FeesSpring Payment Option Plan Online Application (December 2013)Spring Payment Option Plan Online Application (December 2014)Spring Payment Option Plan Online Application (January 2015)Spring Tuition and Fees (November 2014)Spring Tuition and Fees (December 2014)Student Group InitiativesSummer Bad Debt Allowance Assessment

T

Tax Security Awareness-Victims of Data BreachesTuition LockTuition/Fee Estimator (July 2014)Tuition/Fee Estimator (September 2015)Tuition/Fee Estimator (July 2016)

V

Visa and MasterCard Class Action Settlement/Litigation

W

Watch Out for Fake Money
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