SRFS ‘Must Do’ List
Questions & Contact Information
Note: To complete this list, login to Penn InTouch, at
www.upenn.edu/pennintouch, using your secure PennKey
and password. Penn InTouch is your secure gateway to
academic, financial and biographical information.
If you have a question regarding a specific charge, please
contact the responsible department below:
2014 > 2015
Bookstore (BKSTR)
upenn@bkstore.com
215-898-7595
¨ P
rovide your EMERGENCY CONTACT information
Penn’s Division of Public Safety encourages you to provide
personal emergency contact information for use with the
UPennAlert Emergency Notification System & Penn Guardian.
Partner with Penn by providing a phone number (preferably
a cell phone) where you can best be reached. You can also
register parents or guardians, so University officials can
communicate with them as well.
Computer Connection (COMPCON)
ccxmail@exchange.upenn.edu
215-898-3282
Dining Services (DINING)
dining@upenn.edu
215-898-3547
Register for UPennAlert: From Penn InTouch select Profile,
privacy & emergency, then Emergency
Penn Faculty/Staff HR Benefit Office (HR)
tuition@hr.upenn.edu
215-898-4812
Register for Penn Guardian at: http://www.publicsafety.upenn.
edu/pennguardian/
Important Items to Remember
The initial Fall Term bill is due on July 29th. The Spring
Term bill is sent early December and due early January.
Monthly bills are also produced as other charges, such
as bookstore or dining retail purchases, are incurred.
The annual billing schedule can be found on the SFS
website at www.sfs.upenn.edu/billing.
Fraternity/Sorority Affairs (FRATSOR)
ofsa@pobox.upenn.edu
215-898-5263
¨ S
etup Penn.Pay Users and Payment
Accounts for your Student Bills
Penn.Pay is Penn’s electronic billing and payment system. As a
student, you can access Penn.Pay with your Penn Key. To enable
others (such as your parents) to also receive and/or pay your
bill, and view new activity on a daily basis, you must ‘invite’
them as an ‘other payer’ after you log in.
Health Insurance (INSUR)
shsinsur@pobox.upenn.edu
215-746-3535
The University must receive the amount due in full on
or before the due date. If full payment is not received
by the due date, a late payment penalty of 1.5% of the
past due amount per month will be assessed, and
future registration and continuing enrollment will be
jeopardized.
Housing Assignments/ Services (HOUSING)
living@exchange.upenn.edu
215-898-8271
From Penn InTouch, select Student Billing Account, then Paying
Your Bill/Penn.Pay.
¨ S
ign up for DIRECT DEPOSIT of your
Student Account Refund(s) and Payroll
We encourage you to enroll in direct deposit, as you
may receive wages from a work-study job, other campus
employment, or receive a student account refund or other
reimbursements. Direct deposit ensures your funds will be
deposited to your personal US bank account. Enroll as soon
as possible, using a bank local to Penn, or one of your own
choosing (the University will accept only one direct deposit
account per student).
Student Financial Services (SFS)
sfsmail@exchange.upenn.edu
215-898-1988
or, askBEN 24/7, at www.sfs.upenn.edu
If Penn accepts payments that contain or reflect “paid
in full,” or other restrictive endorsements, Penn does
not lose any of its rights to collect any amount due.
Student Health Services (HEALTH)
shs@pobox.upenn.edu
215-746-3535
Please note that the University does not accept
post-dated checks.
ISC Networking & Telecommunications (I.S.C.)
service-requests@isc.upenn.edu
215-746-6000
From Penn InTouch, select Student Billing Account,
then Enroll in Direct Deposit.
Welcome to your
Student Billing Account
For other questions about your bill, payment options, and Penn.Pay,
please visit the SFS website at www.sfs.upenn.edu.
¨ G
ive Permission to Share Academic
and/or Financial Information
By federal law (FERPA), the University generally cannot discuss
your academic or financial records with a third party, including
your parents. To authorize Penn to share academic and/or
financial data with a parent, guardian, sponsor or other third
party, you must designate them explicitly.
From Penn InTouch, select Profile, privacy & emergency, then
Share Academic/Financial Information.
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3451 Walnut Street
100 Franklin Building
Philadelphia, PA 19104
(215) 898-1988
sfsmail@exchange.upenn.edu
www.sfs.upenn.edu
www.sfs.upenn.edu
Student Billing Account Information
Your Student Billing Statement
YOUR STUDENT BILLING ACCOUNT
Your Student Billing Account is the central repository for
charges and credits related to your enrollment at Penn.
Charges can include tuition, mandatory and other fees,
campus housing, Penn Dining, bookstore purchases, etc.
Credits can include financial aid, federal or private loans,
and personal payments.
PAYING YOUR BILL
› O
nline through ACH
Use Penn.Pay to schedule both the payment date and
amount from your U.S. checking or savings account.
SAMPLE A. SAMPLE STATEMENT OF ACCOUNT DATE ORIGIN DESCRIPTION › O
nline with an American Express Card®
Use Penn.Pay and pay with your American Express® Card.
A 2% convenience fee will be assessed and will appear
on your American Express® billing statement. Note that
Penn does not receive any compensation or portion of
the convenience fee for providing American Express® as a
payment option.
To help your billing process go smoothly, please take a few
minutes to read this booklet, and activate the ‘MUST DO
List,’ on page 5.
PENN.PAY
Penn.Pay is Penn’s online billing system through which
you receive your monthly student account bill. You can
also review new activity on a daily basis, and opt to pay
your bills online, securely and efficiently. In order for your
parents, or others, to access Penn. Pay, you must invite them
to be ‘other payers.’ See page 5.
Transactions in the
current academic
year section are
grouped by term.
New transactions, not
previously billed, are
indicated by an “*”.
Previously billed similar
transactions with
multiple entries (i.e.
bookstore, telephone)
will be netted and
displayed on one line.
› C
heck
Pay from a U.S. checking or savings account and make
your check payable to “The Trustees of the University of
Pennsylvania.” Payment coupons must accompany your
payment. Use the coupon on your billing statement, or
print one from Penn.Pay.
1,500.00 –
FALL 2014, PENDING ASSISTANCE – CREDIT EXPIRES 10/01/14
06/20/14
SFS
* TEMPORARY CREDIT – BUDGET PLAN
06/20/14
SFS
* TEMPORARY CREDIT – PELL GRANT
11,000.00 –
600.00 –
PERSONAL PAYMENT INFORMATION
06/17/14 SCHOOL *ACCEPTANCE FEE PAYMENT 400.00 –
BALANCE DUE BY 07/29/2014
Account balance and
due date.
$17,618.00
*Asterisk indicates a new charge or credit for the current billing statement.
All personal payments
made via cash, check,
Penn.Pay, or wire transfer,
listed in date order.
› In Person
Present your payment coupon and payment to the
University Cashier in the lobby of the Franklin Building,
3451 Walnut Street. Payment coupons are attached to
the bottom of your billing statement, or print one from
Penn.Pay.
› C
urrently Enrolled Students
Penn will notify you at your University e-mail address
and to any other e-mail address you provided on
Penn.Pay, when your monthly bill is ready for viewing.
Activity for the current
academic year, transaction
description, originating
office and amount.
ACTIVITY FOR CURRENT ACADEMIC YEAR
FALL 2014
06/19/14
SCHOOL
*TUITION – THE COLLEGE
21,088.00
06/19/14 SCHOOL
*GENERAL FEE – THE COLLEGE
1,958.00
06/19/14
SCHOOL
*TECHNOLOGY FEE – THE COLLEGE
370.00
06/19/14
SCHOOL
*RECREATION FEE
68.00 06/19/14
INSUR
*CLINICAL FEE
250.00
06/20/14
HOUSING *RENT – FISHER HASSENFELD HOUSE
4,896.00
06/23/14
DINING
*DINING-BEST FOOD FIT (BFF)
2,388.00
06/20/14
SFS
*PENN GRANT
› W
ire Transfer
See the SRFS website for instructions.
www.sfs.upenn.edu/paymybill/wire-transfer.html
RECEIVING YOUR BILL
› N
ew Students
New students will receive paper billing statements for
July and August at the street address we have on record.
Billing statements will also be sent to your University
e-mail address, if it has been set up, and to any other
e-mail addresses you provide on Penn.Pay. Beginning in
September, only e-bills will be delivered.
FROM 05/27/2014 TO 06/30/2014
CHARGES CREDITS
Billing Activity
Summary Box.
BALANCE LAST
STATEMENT
–
$0.00
DO-12345-01
H 9999999914947001135
NEW CREDITS/
PAYMENTS
$13,500.00
+
NEW
CHARGES
$31,118.00
=
BALANCE DUE
07/29/2014
$17,618.00
TO CONTACT US AND FOR ADDITIONAL INFORMATION SEE REVERSE SIDE.
FOLD & TEAR HERE. MAIL BOTTOM PART WITH YOUR PAYMENT.
Payment Coupon
BILLING STATEMENT TIPS
› N
ew charges and credits are displayed with an asterisk*.
Make check payable to The Trustees of the University of Pennsylvania. On your payment check,
please print the student’s full name and 8-digit PennID#.
› P
reviously billed items that are similar may be combined
as a single line item.
PENN-ID: 99999999 Payment Coupon
Return this section
with your payment.
› T
emporary/Pending credits
As a convenience to you , Penn will apply a temporary
credit to your student billing account for certain funds
that we know are pending and have not yet been received.
Temporary credits may be issued for the Federal Direct
Loan, the Federal Direct Plus Loan, alternative loans, Pell
Grants, state grants and the Penn Monthly Budget Plan.
Temporary credits will be removed on the date indicated
on your statement, or earlier, as the actual payments are
received and credited to your student billing account.
AMOUNT DUE: Sample A. Sample
123 Any Street
Apt. ABC
Anytown, USA 12345-6789
CHK: 5
$17,618.00
Term: 114
PAYMENT DUE DATE: 07/29/14
PAYMENT ENCLOSED:
$
9999999917618001145
H
The PENN-ID number is listed on your PennCard in
larger print and consists of the middle 8 digits.
Summary of all activity
› Balance Last Statement:
Balance from previous
month’s statement
›N
ew Credits/Payments:
Sum of new credits
marked with an “*”
› Past Due: Balance Last
Statement less new
credits/payments
› Late Payment Penalty:
Calculated 1.5% of the
past due amount
›N
ew Charges: Sum
of new charges
marked with an “*”
›B
alance: Calculated
as indicated, due by
date indicated
Please include your 8-digit PENN-ID on all
checks, along with the student’s full name.
Student Account Bill Presentation and Payment System
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