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Policies and Forms

Students desiring to withdraw from the University must initiate a Student Petition for Withdrawal form, secure approval from their academic dean and submit the form to the Office of the University Registrar. The effective date of the withdrawal is the date the Student Petition for Withdrawal is processed in the registrar's office. No refunds are made without an official withdrawal. Discontinuance of class attendance or notification to instructors of an intention to withdraw does not constitute an official withdrawal. Students who reside in University housing must secure clearance from the Department of Residence Life and Student Housing.

Medical withdrawals and mandatory administrative withdrawals allow a prorated refund of tuition and fees. However, a medical withdrawal includes requirements that must be met prior to re-enrollment at SMU. The medical director, psychiatric director, counseling and testing director, or the vice president for student affairs must authorize a medical withdrawal or mandatory administrative withdrawal. Authorization and confirmation of medical necessity must be obtained from the appropriate medical authorities prior to approval of the withdrawal. As a matter of University policy, and in compliance with federal regulations, retroactive medical withdrawals cannot be granted.

Students desiring to withdraw from the University must initiate a Student Petition for Withdrawal form, secure approval from their academic dean and submit the form to the Office of the University Registrar. The effective date of the withdrawal is the date the Student Petition for Withdrawal is processed in the registrar's office. No refunds are made without an official withdrawal. Discontinuance of class attendance or notification to instructors of an intention to withdraw does not constitute an official withdrawal. Students who reside in University housing must secure clearance from the Department of Residence Life and Student Housing.

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.

However, a medical withdrawal includes requirements that must be met prior to re-enrollment at SMU. The medical director, psychiatric director, counseling and testing director, or the vice president for student affairs must authorize a medical withdrawal or mandatory administrative withdrawal. Authorization and confirmation of medical necessity must be obtained from the appropriate medical authorities prior to approval of the withdrawal. As a matter of University policy, and in compliance with federal regulations, retroactive medical withdrawals cannot be granted.


Fall 2014 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 1.41%
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 1.28%
HART RA 2.56%
HART RB 2.56%
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 3.03%
Module A/B Combined 1.47%
Executive M.B.A 1.28%

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:

Summer, August Terms 2014 and January Term 2015

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-

May Term 2014 and 2015

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-

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.

J Term (Plano) 2015

Portion Returned
Prior to the 1st day of term 100%
On the 1st day of term 50%
After the 1st day of term -0-

Fall and Spring 2014-2015

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-
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.

1098-T Information for 2013

ONLY TUITION CHARGES, SCHOLARSHIPS AND GRANTS FOR ALL 2013 TERMS AND TERMS BEGINNING THE FIRST THREE MONTHS OF 2014 AND ADJUSTMENTS TO 2003, 2004, 2005, 2006, 2007, 2008, 2009, 2010, 2011, AND 2012 OR PRE-BILLED FROM 2014 1098-T AMOUNTS POSTED JANUARY 1, 2013 THROUGH DECEMBER 31, 2013 ARE ELIGIBLE ITEMS TO REPORT FOR THE 2013 1098-T FORMS. YOU MAY USE YOUR PERSONAL FINANCIAL RECORDS TO ASSIST YOU IN DETERMINING ELIGIBILITY FOR AN EDUCATION TAX CREDIT OR DEDUCTION. YOUR PERSONAL FINANCIAL RECORDS SERVE AS THE SUPPORTING DOCUMENTATION FOR YOUR FEDERAL INCOME TAX RETURN.

  1. To view form, print form or view detailed financial information - Students need to log on to www.1098-T.com.

  2. Students need to call 1-877-467-3821 (Service Provider - TCRS) for 1098-T information.

  3. SMU does not give tax advice. The student will need to use their personal financial records to assist in determining eligibility for an education tax credit or deduction. The student will also need to have their own payment information to determine eligibility.

  4. If a student wants to compare the SMU data to the financial details at www.1098-T.com, the Student Center/Transaction Details in my.SMU will be the information to view.

  5. FYI - Third Party Billing credits on the student account 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 1098-T and future 1098-T forms.

  6. SMU will no longer automatically send a 1098-T form to students that have a USA Citizenship status of Non Resident Treaty or Non Resident No Treaty. If these students want a form provided, they will have to complete a request form to have one processed. The form will ask them to provide their SSN or ITIN information.

Request SMU to provide a 1098T for a NRA student (Form)

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.

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