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SMU Bursar

Policies and Forms

Students desiring to withdraw from the University should visit the University Registrar’s website for specific information about the withdrawal process: https://www.smu.edu/EnrollmentServices/Registrar/Enrollment/.  Please refer to the Tuition and General Student Fees Schedule for Regular Withdrawals/Cancellation tabs for the refund schedule.

Students desiring to withdraw from the University due to medical reasons should visit University Registrar’s website for specific information about the medical withdrawal process: https://www.smu.edu/EnrollmentServices/Registrar/Enrollment/

Medical withdrawals and mandatory administrative withdrawals allow a prorated refund of tuition and fees that is calculated using a daily percentage rate. The rate is used in conjunction with the number of remaining instruction days as outlined on the academic calendar for each respective career and/or program. For the daily percentage rate, please select the Schedule for Medical and Mandatory Administrative Withdrawals tab listed below.

Fall 2016 Medical Withdrawal Information

Career Daily Percentage Rate
Undergraduate and Dedman College, Meadows, Graduate Lyle School of Engineering, Simmons School of Education and Human Development (excluding Dispute Resolution and Counseling programs) 1.43%
Dedman School of Law
1.43%
Perkins School of Theology
1.56%
Simmons School of Education and Human Development-Dispute Resolution and Counseling Only 2.04%
Intensive English Program (IEP) 1.75%
   
HART Regular
1.27%
HART RA
2.56%
HART RB
2.50%
   
Cox Professional M.B.A., Full-time M.B.A., M.S.A., M.S.E., M.S.F., M.S.M., M.S.B.A.  
Module A
2.86%
Module B
2.94%
Module A/B Combined
1.45%
   
Executive MBA
1.25%
   
M.S in Data Science
1.33%

Spring 2017 Medical Withdrawal Information

Career Daily Percentage Rate
Undergraduate and Dedman College, Meadows, Graduate Lyle School of Engineering, Simmons School of Education and Human Development (excluding Dispute Resolution and Counseling programs) 1.43%
Dedman School of Law
1.43%
Perkins School of Theology
1.52%
Simmons School of Education and Human Development-Dispute Resolution and Counseling Only 2.04%
Intensive English Program (IEP) 1.69%
HART Regular
1.25%
HART RA
2.56%
HART RB
2.44%
Cox Professional M.B.A., Full-time M.B.A., M.S.A., M.S.E., M.S.F., M.S.M., M.S.B.A.
Module A
2.86%
Module B
2.86%
Module A/B Combined
1.43%
Executive MBA
1.33%
M.S in Data Science
1.28%

May 2017 Medical Withdrawal Information

Career Daily Percentage Rate
Undergraduate, Graduate, TAOS 9.09%
Simmons School of Education and Human Development-Dispute Resolution and Counseling Only 2.08%
Intensive English Program (IEP) 3.45%
Dedman School of Law 4.76%

Summer 2017 Medical Withdrawal Information

Career Daily Percentage Rate
Undergraduate and Dedman College, Meadows, Graduate Lyle School of Engineering, Simmons School of Education and Human Development (excluding Dispute Resolution and Counseling programs), and Taos programs
Session 1 & 2 4.55%
Full Session 2.17%

Dedman School of Law 2.86%

Perkins School of Theology
Session 1 3.57%
Session 2 5.00%

Simmons School of Education and Human Development-Dispute Resolution and Counseling Only 4.17%
Intensive English Program (IEP) 3.45%

HART 2.63%

Cox Professional M.B.A., Full-time M.B.A., M.S.A., M.S.E., M.S.F., M.S.M., M.S.B.A.
Module A 3.33%
Module B 3.33%
Module A/B Combined 1.67%
Executive M.B.A 1.43%

M.S. in Data Science 1.28%

August 2017 Medical Withdrawal Information

Career Daily Percentage Rate
TAOS Programs 8.33%

See archive for previous terms.

A student who officially cancels his or her enrollment or withdraws from the University is charged only a portion of tuition and fees based on the effective date of the cancellation or withdrawal. Please refer to the following tables for the schedule:

2017-2018


Summer, August Terms 2017 and January Term 2018

All Schools Portion Returned Portion Returned Portion Returned
Summer August term January term
Prior to the 1st day of term 100% 100% 100%
1st through the 2nd day of term 50% -0- -0-
After the 2nd day of term -0- -0- -0-

MayTerm 2017 and 2018

All careers except EHD and IEP
Portion Returned
Prior to the 1st day of term 100%
1st day of term 50%
After the 1st day of term -0-

Summer 2017 and 2018

M.S. in Data Science Portion Returned
Through the last day of add/drop period*
100% 
After the last day of add/drop period*
0% 
 *Please refer to academic calendar for each term’s date.
 

SPECIAL SCHEDULE

  • IEP follows summer schedule for May term and summer.
  • EHD follows fall/spring schedule for January term and May term.
  • SMU Abroad programs have a NO REFUND policy after the start of the program.
  • Graduate Cox programs follow fall/spring schedule for summer term.
  • SMU-in-Taos programs follow the refund schedule on applications.

 

Fall and Spring 2017-2018

Undergraduate and Dedman College, Meadows, Graduate Lyle School of Engineering. M.L.S., Simmons School of Education and Human Development, and Hart (The Guildhall) Graduate Programs
Portion Returned
Prior to 1st day of term 100%
1st through 5th day of term 90%
6th through 10th day of term 50%
11th through 15th day of term 25%
16th through 20th day of term 10%
After 20th day of term -0-

Cox Professional M.B.A., Full-time M.B.A., Executive M.B.A., M.S.A., M.S.E., M.S.F., M.S.M., M.S.B.A.; Perkins School of Theology

Portion Returned
Prior to 1st day of term 100%
1st through 6th day of term 90%
7th through 10th day of term 50%
11th through 15th day of term 25%
16th through 20th day of term 10%
After 20th day of term -0-

M.S. in Data Science

Portion Returned
Through the last day of add/drop period*
100%
After the last day of add/drop period*
0%

*Please refer to academic calendar for each term’s date.

 
Dedman School of Law and IEP
Portion Returned
Prior to 1st day of term 100%
1st through 5th day of term 90%
6th through 10th day of term 50%
11th through 15th day of term 25%
16th through 20th day of term 10%
After 20th day of term -0-

This schedule falls within the recommended withdrawal policy of the American Council of Education.


See archive for previous terms.

1098-T Information for 2016

SMU has changed vendors to ECSI for the 2014 1098-T form.

ONLY charges for tuition and related fees and scholarships, grants and Third Party Billing credits for all posted dates from January 1, 2016 through December 31, 2016 are used to generate Southern Methodist University’s 1098-T form.  The eligible items to report for 2016 1098-T Forms include prior adjustments posted for any term from 2003 through 2016 as well as items posted Jan Term and Spring 2017 during the 2016 calendar year.  SMU does not provide payments in Box 1.  We provide charges in Box 2 based on posted date to your student account.

Neither Southern Methodist University nor ECSI provides tax advice.  The student and/or parent must contact their tax professional.  Your personal financial records and payment information should be used to assist in determining eligibility for a tax deduction. Your personal financial records serve as the supporting documentation for your federal income tax return.

The SMU Transaction Details screen can be used to confirm the financial information generated on the ECSI 1098-T form.  SMU Transaction Details will show all transactions (charges, payments, financial aid – grants, scholarships and loans) by posted date to the student’s account. This information is accessible by logging into my.SMU, select Student Homepage, click on the ‘Financial Account’ tile, click on ‘Transaction Details’ on the left-hand menu.

For general 1098-T information, view 1098-T form, and print form - students need to log on to https://heartland.ecsi.net/.

  • SMU School Code with ECSI is 73.
  • Students can sign up for Electronic Statements instead of a paper statement from ECSI by clicking on the Sign Up For Electronic Tax Statements link within the ECSI student portal.
  • Benefits of signing up for an Electronic Tax Statement:
    • Provides earlier access to go view and print the form than the traditional mailing process.
    • Eliminates the chance that the form will get lost, misdirected or delayed during delivery, or misplaced once you receive it.
    • This is easy and secure!
    • Consent once and its good for every subsequent year you are eligible for an IRS 1098-T tax form.  You can change your mind about Electronic Delivery at any time and withdraw your consent through the ECSI student portal.

Students may have noticed a change to the Heartland ECSI student website. Previously, students had the ability to access their tax forms directly from the home page without a Heartland ECSI profile. Students are still able to access their tax form without creating a profile by accessing the tax document lookup page here:

https://heartland.ecsi.net/index.main.html#/access/lookup.

If the student would like to create a profile to access his or her tax document, the instructions to create a profile, as well as the student’s Heartland Key, are included in the email Heartland ECSI sends to a student when his or her tax statement is ready. We have included those instructions below for your reference.

You can access your 1098-T statement quickly and easily by visiting https://heartland.ecsi.net/ using one of the following methods:

If you already have a profile with Heartland ECSI, please sign in.  If you have not yet connected your tax statements to your account, you will need to connect them using your Heartland Key.  Simply click on the Connect An Account button and enter your tax statement Heartland Key.  The Heartland Key for your tax statements is XXXXX-XXXXXXXXXXXX.
If you have not registered for an account, click on the Sign In or Register button in the upper right side of the page.  Complete the registration section to create your profile and then connect your tax account by entering your Heartland Key.  The Heartland Key for your tax statements is XXXXX-XXXXXXXXXXXX
In the event that a student does not have the email containing their Heartland Key, he or she can simply contact our Customer Service Department at 866.428.1098 or via LiveChat from the Heartland ECSI student website. The student will need to provide basic information to authenticate his or her identity, and the Heartland Key will be provided

(Electronic consent should be done no later than December 31st to ensure you receive the 1098-T statement electronically.)

The 1098-T questions regarding the ECSI website, student can call the ECSI Customer Service hotline at 1-866-428-1098.

To access prior year tax forms [2013 and back] provided by TCRS: You will have to view, print form or view detailed financial information on TCRS website - Students need to log on to www.1098-T.com.  They will no longer take any 1098-T questions.

Note: Third Party Billing credits on the student account (begins with item type 4 but does not include pre-payment or payment plan item types) are reported as a scholarship based on the IRS reporting requirement. {“Enter the total amount of any scholarships or grants that you administered and processed during the calendar year for the payment of the student’s costs of attendance.  Scholarships and grants generally include all payments received from 3rd parties (excluding family members and loan proceeds). This includes payments received from governmental and private entities such as the Department of Defense, civic, and religious organizations, and nonprofit entities.}.  SMU has added these item types in 2012 to begin reporting on the 2012 and future 1098-T forms.

Beginning with the 2013 1098-T forms and going forward, SMU will no longer automatically send a 1098-T form to a Non Resident Alien (NRA) student.  These students have a USA Citizenship status of Non Resident Treaty or Non Resident No Treaty.  If the NRA student wants a form provided, you will have to complete a request form to have one processed.  The form will ask you to provide the SSN or ITIN information.  The form is on the Bursar website under the 1098-T tab in the Policies and Forms section or under the Forms Library tab.  The form is called “1098T Request for NRA Student”.  This request form will not be accepted unless it is completed and signed by the student.

 

1098T Request for NRA StudentPDF File Type
W-9S Request for Student's Tax ID and CertificationPDF File Type

Southern Methodist University, in conjunction with Heartland Campus Solutions ECSI, is offering you the opportunity to receive your 1098-T Tuition Statement electronically each year.  If you are eligible* for a 1098-T for the calendar year and would like to receive your 1098-T form electronically, please give your consent by following the link provided below and following the step by step instructions.  Complete and submit the consent form on or before December 31.  1098-T forms are processed in January.

If you choose to receive a paper copy of your 1098-T statement, simply do nothing.

 However, the benefits to receiving electronic notification are:

  • Online delivery provides access to the form 1098-T earlier than the traditional mailing process.
  • Online delivery eliminates the chance that the 1098-T will get lost, misdirected or delayed during delivery, or misplaced once the student receives it.
  • Signing up for online delivery is easy and secure.
  • Students can receive their 1098-T form even while traveling or on assignment away from their home address.

 To give consent to receive your 1098-T form electronically, click on the link below and follow the simple instructions to sign up!

Step 1: SMU’s ECSI 1098-T link: http://www.ecsi.net/gateway/1098t-signup.html?school=73.

Step 2: Signup for Electronic Statements by entering your Social Security Number, Name, and Email Address (with the option to include an alternate email address). ECSI’s website is a secure website and ECSI will not share your private information with anyone.  This email is strictly sent to gather your consent for receiving an electronic 1098-T Form. Our school code is 73.

Step 3: Read information, check box and click submit. 

If you have any questions, please visit: http://www.ecsi.net/taxinfo.html for information regarding your tax documents and to obtain contact information for ECSI. 

If you have not logged into ECSI before, there will be a link “click here to retrieve your login credentials” to gain access to view and print the 1098T. If you have any problems or questions contact ECSI at 1-866-428-1098.

*For more information about our 1098-T process, please visit our website at: http://www.smu.edu/EnrollmentServices/Bursar/Policies

The Family Education Rights and Privacy Act of 1974 (FERPA)

Helps protect the privacy of student education records. The Act provides for the right to inspect and review education records, the right to seek to amend those records and to limit disclosure of information from the records. The intent of the legislation is to protect the rights of students and to ensure the privacy and accuracy of education records. The Act applies to all institutions that are the recipients of federal aid administered by the Secretary of Education. Institutions that fail to comply with FERPA may have funds administered by the Secretary of Education withheld.

For more details about FERPA, please click here.

2017-2018 Financial Information Bulletin (Temporarily Unavailable)

Financial Bulletin Archive

2016 - 2017 PDF PDF File Type

2015 - 2016 PDF PDF File Type

2014 - 2015 PDF PDF File Type

2013 - 2014 PDF PDF File Type

2012 - 2013 PDFPDF File Type

2011 - 2012 PDFPDF File Type

The new ACA and ACAP must be filled out and processed before any funds are transferred to the misc. account balances.

Student Authorization to Credit AccountPDF File Type

Parent Authorization to Credit AccountPDF File Type

UG Parent Plus Loan Refund ReleasePDF File Type

1098T Request for NRA StudentPDF File Type



Dispute a Late Payment Fee