Give Now

Bursar

SMU Bursar

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 2015 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 1.28%
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%

Spring 2015 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) 1.59%
HART Regular 1.32%
HART RA 2.56%
HART RB 2.70%
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 M.B.A 1.25%
M.S. in Data Science 1.43%

May 2015 Medical Withdrawal Information 

Career Daily Percentage Rate
Undergraduate, Graduate, TAOS 9.09%
Simmons School of Education and Human Development-Dispute Resolution and Counseling Only 2.04%
Intensive English Program (IEP) 3.33%

Summer 2015 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)
Session 1 & 2 4.55%
Full Session 2.17%
Dedman School of Law 2.94%
Perkins School of Theology 
Session 1 3.57%
Session 2 4.76%
Simmons School of Education and Human Development-Dispute Resolution and Counseling Only 4.17%
Intensive English Program (IEP) 3.33%
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 1.33%
M.S. in Data Science 1.43%
TAOS
June Mini Session 5.00%
June Summer Session 8.33%
July Summer Session 5.00%

August 2015 Medical Withdrawal Information 

Career Daily Percentage Rate
TAOS Programs 8.33%

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 2015 and January Term 2016

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 2015 and 2016

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-

M.S. in Data Science Portion Returned
Prior to the first day of class
100%
Prior to the last day of add/drop period
95% 
After the add/drop period
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.

JanTerm 2016

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 2015-2016

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
Prior to the first day of class
100%
Prior to the last day of add/drop period
95%
After the add/drop period
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 2015

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, 2015 through December 31, 2015 are used to generate Southern Methodist University’s 1098-T form.  The eligible items to report for 2015 1098-T Forms include prior adjustments posted for any term from 2003 through 2015 as well as items posted Jan Term and Spring 2016 during the 2015 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 that can be used to confirm the financial information generated on the ECSI 1098-T form is accessible by logging into my.SMU/Student Center, under the ‘Finance’ tab, click on the link ‘Transaction Details.’

For general 1098-T information, view 2015 1098-T form, and print form - students need to log on to http://www.ecsi.net/taxinfo.html.

  • 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.

(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 this year.  If you are eligible* for a 1098-T for the 2015 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.  In order to take advantage of this you will need to complete and submit the form on or before December 31, 2015. 

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.

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