FAQ - Frequently Asked Questions

In this page you will find answers to the Bursar's most frequently asked questions by students and families. You can click on the "Category" drop down menu below or type a keyword in the "Search FAQ" box, then click on "Apply Filters" to see the results. You can also scroll down to view all FAQs.

If the answer to your question is not listed here, please submit a Contact Us form. A Bursar representative will respond as soon as possible.

Keyword Search
Use the filter to refine the FAQ results.
Change of Address

General Questions

The permanent or local address may be updated at the Registrar's office - 112 Shields Building, at the student's college dean's office, or on LionPATH.

To update your address on LionPATH:

  1. Log in to Student Center on LionPATH
  2. Select "Demographic Data" under Personal Information
  3. Select the "Addresses" tab at the top of the page
  4. Select "Edit" to update your address
eStatement

General Questions

Authorized Payers can reset their password using the security question they used when the Authorized Payer access was first set up.

To reset your password using the security question:

  1. Navigate to public.lionpath.psu.edu and click "Login" in the Authorized Payer section.
  2. Enter your authorized user ID and click on "Forgot Password"
  3. Enter your user ID or email address and choose "continue"
  4. Enter the answer to your security question and hit "submit" to generate a new email with temporary password.

If you are unsuccessful, your student will need to reset your Authorized Payer password.

Steps for students to reset the Authorized Payer password:

  1. Log in to your Student Center in LionPATH
  2. Click the "Manage My Account/Make a Payment" link, which will take you to the account dashboard.
  3. Once at the account dashboard, in the "Authorized Payer" section, the authorized payer's name will be displayed. In the Authorized Payer box, the student should click "Edit," and verify the email address is correct.
  4. At the bottom of the Authorized User information form, click "reset password" to generate a new email with temporary password.

Penn State issues monthly student account statements. Your student account statement reflects the  anticipated aid information that is available at the time of billing.

To view up-to-date anticipated aid, log in to the Student Center, select "Manage My Account/Make a Payment" and then select "Your Account."

You can view each anticipated aid source under "Account Details."

Once a student account statement is issued it is static. Any activity occurring after the student account statement is issued will be reflected on the next student account statement.

Please note: the awarding and disbursement of financial aid is managed by the Office of Student Aid. You can submit an email inquiry at: https://studentaid.psu.edu/contact-info/email-us.

If your tuition bill is generated when you haven't paid your balance for a prior semester, log in to the Student Center, select "Manage My Account/Make a Payment" and then choose "Make Payment" to view the balance you owe.

Federal regulations state that financial aid for a future semester cannot be used to pay a prior semester balance. Even if you are expecting a refund for spring semester, you need to pay the outstanding prior balance from the prior semester.

Log in to the Student Center, select "Manage My Account/Make a Payment" and then choose "Make Payment" to view your prior semester balance owed.

If you have more than one student at Penn State, regardless of campus, you can easily link your students' accounts. However, each student will need to create a separate login ID (Authorized User) for you, and you will receive separate temporary passwords for each student.

We recommend that you log in to each student account separately prior to linking the accounts. To link multiple student accounts:

1. Make sure that your pop-up blockers are disabled. LionPATH uses pop-up functionality

2. Go to launch.lionpath.psu.edu/parents, then select "Login to LionPATH".

3. In the Authorized Payer box, click "login", then use your Authorized Payer User ID and password provided for one of your student's accounts.

4. Go to the "Student Links" section on the account dashboard, which will display the name of the student you are currently viewing.

5. Select "Add New" to link another student account. You will need to enter the Authorized User login ID and password for that student's account.

6. The "Student Links" section in the account dashboard will show the names of the linked accounts. Click on the student's name to transfer between accounts without having to log out and then back into the system.

For detailed instructions on Authorized Payer access, visit the online tutorial at: tutorials.lionpath.psu.edu/public/UsingAuthorizedPayer/

Yes, please click on the "Contact" link at the top of this page to send an e-mail message. Our staff will respond to inquiries as soon as possible. During peak times (beginning of the semester) it may take between 1-3 business days.

Student Account Statements will be generated on the first week of the month and are due on the 22nd of every month. No paper statements will be mailed. Students and Authorized Payers will receive an email when the statement is ready to view and pay.

Charges billed and unpaid by the due date will be subject to a late fee of 1.5%. There will also be a negative service indicator (hold) placed on the student account preventing enrollment in future courses, release of transcripts, and delivery of the diploma (if graduating) until the past due balance is paid.

About eStatement

If you are planning on using Pennsylvania 529 GSP funds, please follow the steps below:

Student Instructions

  1. After you receive an e-mail notification that your billing statement is available, log into your Student Center.
  2. Select "Manage My Account/Make a Payment".
  3. Select "View" or "Download" in the "Your Statements" section.
  4. Print and/or save a copy of the Billing Statement for the account owner to submit with the Payment Authorization Form(PAF)or with an online qualified withdrawal.

The PA 529 GSP payment, as well as any additional personal payment being made by other means, must be received by the statement due date in order to avoid any late fees.

Account owner instructions

  1. Complete the Payment Authorization Form (PAF) provided by PA 529 GSP or access your account online at www.pa529.com to print a PAF or complete a qualified withdrawal online.
  2. If completing a qualified withdrawal online, upload an electronic copy of the billing statement(see #4 above).
  3. If completing a paper PAF, mail or fax both the PAF and the copy of the billing statement to PA 529 GSP.

PA 529 Guaranteed Savings Plan
Processing Center
PO Box 55463
Boston, MA 02205
Fax: 617-559-2452

Please note: Penn State cannot request funds from a PA 529 GSP account on behalf of the account owner. Therefore, please DO NOT mail your PAF to Penn State.

PA 529 GSP mails PAFs in July or early August for the fall semester and in October for the spring semester. Summer PAFs are provided upon individual request. Additionally, a PAF can be obtained online at www.pa529.com or by calling 1-800-440-4000.

An e-mail message will be sent to the student's official University e-mail account when the Student Account Statement is available to view and/or pay on LionPATH.

If you are a current Penn State student, information can be found on the Account Services Web site at http://identity.psu.edu/services/authentication-services/access-accounts//.

 

There is no charge to pay by eCheck. There is a 1.5% Service Fee for each payment made by credit card.

Billing/Payment Problems

Online payments will be reflected immediately in your Student Center. Payments may take 1-7 business days before they are reflected in your bank account.

Please allow 5-7 business days for your payment to be processed and posted to the student account.  We receive an extremely high volume of payments at the start of the semester. Additional processing time can be expected during this time. Please monitor your student account. 

If the check has cleared your bank account, please fax a copy of the front and back of your check to 814-865-2979. Please include the PSU ID and name of the student.

eStatement Payment and Payment Options

These instructions are for all 529 programs except the Pennsylvania Guaranteed Savings Plan. If you have a Pennsylvania Guaranteed Savings Plan 529, please see "How do I claim a PA 529 Guaranteed Savings Plan tuition payment?"

Student Instructions

  1. After you receive an e-mail notification that your billing statement is available, log into your Student Center.
  2. Select "Manage My Account/Make a Payment".
  3. Select "View" or "Download" in the "Your Statements" section.
  4. Print a copy of the billing statement to submit to your 529 plan if necessary. Print any additional copies of the billing statement if needed.

The 529 payment, as well as any additional personal payment being made by other means, must be received by the statement due date in order to avoid any late fees.

Penn State cannot request funds from a 529 plan on behalf of the account owner/student, Therefore, please DO NOT mail your Payment Authorization Form (PAF) or PAF copies to Penn State.

If you have a Texas Tomorrow, Michigan Education Trust (MET), College Illinois!, South Carolina Tuition Prepayment Program (SCTPP), Kentucky’s Affordable Prepaid Tuition (KAPT), or Alabama Prepaid Affordable College Tuition Program (PACT) plan, please select the "Contact Us" link to let us know about your expected 529 payment amount.

Your 529 payment(s) can be mailed to:

Penn State University
Office of the Bursar
103 Shields Building
University Park, PA 16802

This mailing address is also listed on your tuition bill as well as on our website at Bursar.psu.edu. Please include your Penn State Student ID number and your full name with your 529 payment(s).

 

Yes, Penn State accepts Visa, MasterCard, Discover, and American Express. There is a 1.5% Service Fee for each credit card online payment. We cannot accept credit cards by mail, phone, or in person. All payments are done online via LionPATH.

You can see other payment options available in our website.

This information can be found at the bottom of your paper check.

You can view a sample check to see where to find these numbers.

Yes, you will be assessed a $25 fee for each returned item. If two checks or eChecks are returned, you will no longer be able to use this form of payment.

  • Fast and convenient method of making payments.
  • Payments are immediately reflected on the Student Account Statement.
  • Money-saving process - you no longer need to write checks or pay for stamps to send a payment in the mail.

Payments can be made by electronic check (eCheck), credit card, or paper check. Cash payments may be made in person at your campus Bursar/Finance office. Do not mail cash.

Click here to see available payment options.

Yes, click here to see details about Penn State's Installment Payment Plan.

You are not required to pay by credit card. You can pay by eCheck (no charge), paper check, or money order. You may also pay with cash in person at your campus Bursar/Finance office.

To view the payment on your student account Statement login to Student Center.

Select "Manage My Account/Make a Payment".

Yes, you can make a partial payment to your student account, but if the total balance due is not paid by the due date, a 1.5% late fee will be assessed on the total balance due. Click here to all payment options. 

We encourage you to pay online with an eCheck. However, if you want to mail your payment please follow these instructions:

 If mailing a check or money order, print a remittance stub from LionPATH and mail it with your check or money order made payable to Penn State to:

Office of the Bursar
103 Shields Building
University Park, PA 16802
 
*Please include your PSU ID on your check or money order.

DO NOT MAIL CASH

If the payment is not received by the designated due date, you may be assessed a late fee as well as have a negative service indicator placed on your Student Account. This will restrict you from enrolling in future classes.

Penn State made the decision to charge a 1.5% Convenience Fee to fairly distribute the costs of accepting payments over the Web to the users.

The Bursar's office uses secure web pages when displaying and collecting credit card information. All references to a credit card transaction are done using your Order ID number. Secure Socket Layer (SSL) software is used to provide data encryption of your personal information such as password and credit card number.

You can pay with cash by visiting the Bursar/Finance office at your campus. Do not mail cash.

Financial Aid

General Questions

The Master Promissory Note for the Federal Direct Stafford Loan can be completed online or by contacting the Office of Student Aid. Information for completing this online is available at:

https://studentaid.psu.edu/types-of-aid/loans/federal-direct/accept-receive

Federal Regulations require the completion of a Loan Entrance Counseling Session prior to the disbursement of your student loan(s). Entrance counseling provides information that will help you understand your rights and responsibilities as a loan borrower, as well as other tools to assist you with managing your loans.

A hold is placed until the Loan Entrance Counseling is complete. Please go to the Office of Student Aid website for additional information. 

In most cases, you will only need to complete entrance counseling once during your degree.

To complete the entrance counseling requirement:

Open "Complete Counseling" at StudentLoans.gov 

Choose your loan type, then log in with your FSA I.D.

Select the school name "PENNSYLVANIA STATE UNIVERSITY (THE)", and whether you are completing the entrance counseling as an "undergraduate" or "graduate/professional" student

Progress through the counseling tool until you complete all sections

The Office of Student Aid will be notified within 3-5 business days after you complete entrance counseling.

If you are interested in student aid, contact the Office of Student Aid or the student aid representative at your Penn State Campus.

Your Student Aid Summary is available at your Student Center under Finances. The Student Aid Summary  allows you to view your financial aid information for each semester of the academic year.

Any action required will be listed on your Student Aid Checklist. We encourage you to check your Student Aid Summary often for any updates.

Federal Direct Stafford Loans

Your record has been selected for a process called Verification. You will need to provide some additional information to the Office of Student Aid (or the Office of Veterans Affairs) BEFORE your loan can be credited to your student account. Please review your Student Aid Summary on LionPATH for additional information. If you have further questions, please contact the Office of Student Aid at http://studentaid.psu.edu.

Federal Direct Stafford Loans

Your record indicates that you attended another school other than Penn State. Federal Regulations require you to provide a Financial Aid Transcript (FAT) from each institution BEFORE your loan can be credited to your student account. To determine the school(s) that must provide an FAT to Penn State, please contact the Office of Student Aid http://studentaid.psu.edu.

Grants

The first step in being considered for financial assistance is to complete the Free Application for Federal Student Aid (FAFSA). The FAFSA application is available at http://www.fafsa.ed.gov.

If you need assistance completing the FAFSA, contact the Office of Student Aid at the Penn State campus nearest you.

Please visit the Office of Student Aid Web site at http://studentaid.psu.edu/types-of-aid/grants for a list of available grants.

Perkins/University Loans

If you have a Federal Perkins/University/Primary Care student loan(s), Federal Regulations and school policy require students who are no longer enrolled, or enrolled less than half-time, complete student loan exit counseling. Through this exit counseling, you will be informed of your rights and responsibilities regarding your student loans. Exit interviews provide a complete explanation of repayment, deferment and cancellation privileges.

If you are graduating or your enrollment falls below half-time status, you will receive an e-mail invitation to conduct an Online Exit Interview Session at https://heartland.ecsi.net.

If you withdraw or are enrolled less than half-time and do not receive an email invitation to complete exit counseling, please contact Student Financial Services using the Contact Us form in our website and an invitation with instructions will be emailed to you. Paper exit counseling packets are available upon request. Please note, transcript and registration holds will be placed if exit counseling is not completed.

Upon expiration of the grace period, your student loan(s) will enter repayment and begin to accrue interest. Your loan(s) will initially be billed monthly. If you prefer a quarterly repayment plan, contact us at 814-865-0461.

We generate monthly student account statements. The statement is issued the first week of the month and is due on the 22nd of the month. No paper statements will be mailed. The student and any Authorized Payers on the account will receive an email when the statement is ready to view and pay.

YES. It is your responsibility to notify Student Financial Services if you change your name, address and/or telephone number. Regardless of other departments within the University that you may notify, you must also notify this office at:

Pennsylvania State University
Office of the Bursar
Attn.: SFS
109 Shields Building
University Park, PA 16802
Fax: 814-865-6535

A deferment is a payment-free period during which principal and interest do not accrue. You can find Deferment information, forms and instructions in our website. Click here to go to the Deferments section.

YES. You must complete exit counseling with Student Financial Services during your last semester of enrollment at Penn State as at least a half-time student. To defer your loan payment(s) while enrolled at another institution, click here. Deferment information, forms and instructions will guide you through the deferment process.

A loan consolidation combines your federally funded student loans into a single loan. The new loan reduces your number of payments to worry about each month while also reducing your payment amount with a longer repayment period. Further information concerning consolidations is provided in our website. Click here to go to this section in our website.

If you are interested in loan consolidation, contact your Federal Direct Loan Servicer to see if you are eligible for consolidation. Additional information concerning student loan consolidations and the application process is provided at the Federal Direct Consolidation Loans Information Center or by telephone at 1-800-557-7392.

Perkins/University Loans

To make a payment please go to our partner's (ECSI) system at https://heartland.ecsi.net and log into the web-site as follows:

  • Click on the "Sign In or Register" button at the top of the page and enter your EasyPath Profile username and password.
  • If you do not have an EasyPath Profile username or password, complete the registration process and your Heartland Key (located on prior correspondence such as a billing statement) to connect to the account to your profile.
  • If you have not received your Heartland Key through prior correspondence, you should contact Heartland ECSI Customer Service at https://heartland.ecsi.net/index.main.html#/contactus or call 1-888-549-3274.
  • Once connected, you will be redirected to your account.
  • Click on "Account Tools".
  • Available information will include but not limited to making one time or automatic online payments.

If you prefer not to pay online, our office accepts various forms of payment which include personal checks, bank checks, certified checks, and money orders.

Checks and money orders should be made payable to Penn State. Include the appropriate portion of your billing statement with your check and remit to the following address:

The Pennsylvania State University
108 Shields Building
University Park, PA 16802-1222

A payment-free period during which no principal or interest accrues.

Your loan is from a revolving fund, which means that as you repay your loan(s), Penn State is able to lend funds to other students.

NO. You may prepay your loan(s) without being charged penalty fees.

The following actions may occur on a loan in default;

  • Assessment of a $5.00 per month fee.
  • Placement of a hold on your academic records that will cause transcripts to be withheld and future registration denied.
  • Delinquency reported to a national credit bureau. Credit ratings remain on the Credit Bureau records for approximately seven years following the date of first delinquency. Delinquencies may affect your ability to obtain future loans and employment.
  • Ineligibility for future Title IV financial aid until the loan is out of default.
  • Placement of the loan with a licensed collection agency. Collection fees charged by the agency can be up to 30% of your loan balance if placed with a collection agency for the first time or 40% for subsequent collection efforts and/or litigation.

Scholarships

Please mail or fax a copy of the award letter to:

Student Financial Services
Attn: External Awards
108 Shields Building
University Park, PA 16802
Fax: 814-865-6535

It is suggested that the award letter include the scholarship name, award amount, time period of award (i.e. fall semester, spring semester, academic year, etc.), any enrollment requirements (i.e. full-time or degree seeking), student's name and Penn State ID number.

Any information missing from the award letter may be added by the student.

If the student also receives Federal or State Financial Aid, the University will determine if the student's total aid package falls within the ranges specified by Federal and State Regulations.

If the student's total aid is not within the mandated range, the Federal and/or State aid will be reduced accordingly.

Please note, the awarding and disbursement of financial aid is managed by the Office of Student Aid.

Scholarships

Students must keep in mind that each organization handles their scholarships differently, but here are some general guidelines:

  • Scholarship funds are disbursed into students' accounts when the funds are received.
  • If the student is given the money directly, University Park students should take the check to the Office of the Bursar, 103 Shields Building.
  • Students attending another Penn State location should take the scholarship check to the Business or Finance Office at their campus.
  • If the check is mailed directly to Penn State and is made payable only to Penn State, the money will be disbursed into the student's account.
  • If the check is made payable to both Penn State and the student, the student will be notified by e-mail go to the Bursar/Finance Office to endorse the check. Once the check has been endorsed, the funds will be disbursed into the student's account.

Funds are disbursed at the beginning of the enrollment period or approximately three to five working days after they are received, whichever is later. Keep in mind that a student must be registered and in compliance with all regulations associated with the scholarship before disbursement will occur.

Awards will be applied to the current semester unless otherwise specified by the scholarship sponsor.

The recipient of a University Scholarship is selected by Penn State.

An Outside Scholarship is a scholarship that is awarded by an organization not affiliated with Penn State (i.e. professional organizations, clubs, high schools, etc.) and the awarding organization selects the recipient.

Outside scholarships are available to students who are willing to take the time to look for them. Outside scholarships are awarded for many different reasons. The qualifications may be a specific major, a geographical area, or a special talent.

There are many sources for outside scholarships. The Office of Student Aid provides a starting point: http://studentaid.psu.edu/types-of-aid/scholarships.

Most application deadlines are in the spring, so it is best to begin searching for a scholarship(s) in December, January or February, before the upcoming academic year. Scholarships awarded in the spring (March through June) are for the upcoming school year.

Insurance

General Questions

University Health Services is now participating with outside insurances. We request that you provide UHS with your insurance information prior to or at your first visit. Please check with your insurance company to verify coverage for UHS services.

Visit http://studentaffairs.psu.edu/health/services/billing/InsuranceBilling.shtml for more information.

We recommend that you contact the Office of Student Insurance: http://studentaffairs.psu.edu/health/

Meal Plans

General Questions

Please visit the Penn State id+ Web site at http://www.idcard.psu.edu for information on both campus meal plans and LionCash+. You may also visit the Housing and Food Services Web site at http://www.hfs.psu.edu.

For general questions regarding meal plans, please contact foodservices@psu.edu. For LionCash+ inquiries, please contact idcard@psu.edu.

Refunds

General Questions

To enroll in eRefund login to Student Center.

Select "Manage My Account/Make a Payment".

Select "Click to enroll in eRefund", complete the requested information.

After an eRefund has been generated by Penn State to your financial institution, the process may take up to 3-5 business days before it will appear as a credit in your account. Please refer to your financial institution's policy concerning the availability of these funds.

For the quickest delivery of refunds, students should enroll in eRefund.

The Federal Direct PLUS funds are applied to the student's tuition and fees first, and then the student's other financial aid funds are applied. Typically, the PLUS funds are used in full, and the student's other financial aid causes the credit amount on the student's account. If there are excess funds from other financial aid (non-PLUS aid), they are refunded to the student directly. Occasionally, excess funds are the result of a Parent PLUS Loan. If there are excess funds from a Parent PLUS Loan, it is refunded directly to the borrower.

When all University charges have been satisfied and the financial aid creates an overpayment, the student is entitled to a refund. Refunds can be electronically deposited into their bank account by signing up for eRefund.

When a payment is received by personal check, a 14-day hold is placed on your Student Account to ensure the check has cleared the bank. Once this time period has past, we will refund the credit balance via direct deposit to your bank account (eRefund) or via a paper check.

There could be several reasons why your refund has not been processed. Here are some possible reasons:

  1. If a payment was made by personal check, a refund will not be processed for 14 days from receipt of that payment.
  2. If you are signed up for eRefund, the account information provided may be incorrect. If this is the case, you will receive an email notification.
  3. Paper refund checks are only printed and mailed once weekly. We strongly recommend signing up for eRefund for faster receipt of any future refunds. 
  4. You have not "accepted" your loans/financial aid in LionPATH.
  5. Your financial aid has not disbursed into your account. The Office of Student Aid is responsible for disbursing your financial aid. 
Residency

General Questions

No. The alumni status of a student's parents does not determine his/her residency status. To review Penn State's Residency Policy, click here.

Possibly. If the biological parent of a student has been a Pennsylvania resident for 12 consecutive months prior to the student's enrollment, the student would be considered a resident for tuition purposes.

No. Residency status will depend on consideration of the factors identified in the policy in order to determine whether the student has established a permanent, independent domicile in the Commonwealth. Unless the relative is a legal court-appointed guardian of the student, the relative's residency status does not impact the decision. The same applies to living with family friends who are residents of the Commonwealth.

Possibly. A student who changes his/her place of residence from Pennsylvania to another state is required to give prompt written notice of this change to the University and shall be considered for reclassification effective with the date of such change. The written notice should be provided to the Residency Appeal Officer, 103 Shields Building, University Park, PA 16802.

If a student has maintained continuous residence in the Commonwealth for other than educational purposes for a period of at least 12 months immediately prior to his/her initial enrollment at The Pennsylvania State University and, the student continues to maintain such separate residence, the residency of the parents generally does not come into play.

If the student remains in the Commonwealth and graduates from a Pennsylvania high school, it may be possible to be considered a resident for tuition purposes, depending on the circumstances of the case.

However, if the student relocates with the parents out of the state, and does not have 12 months of residency for non-educational reasons prior to enrollment at Penn State, the student would most likely be classified as a non-resident. There is no "banking" of prior time in the Commonwealth - the residency requirements relate to the 12 months preceding enrollment at the University.

Military personnel and their dependents who are assigned to an active duty station in Pennsylvania and who reside in Pennsylvania can be classified as residents for tuition purposes.

A student should submit a cover letter, a copy of the service member's orders, and a copy of his/her parent's deed or lease as documentation.

Any member of the armed forces who was a resident of Pennsylvania immediately preceding entry into the service and who has continuously maintained Pennsylvania as his/her domicile is presumed to have a Pennsylvania domicile.

A student should submit a cover letter in addition to documentation of the service member's home of record.

National Guard and Reserves are not considered active duty military. If a student is an out-of-state student for purposes of tuition, the classification will not change upon joining the National Guard or Reserves, even if the home of record for the military is Pennsylvania.

Active duty for training, such as the two-week annual training or specialist school, would not qualify a student as having served in active duty. However, if a student in the National Guard or Reserves is called into active duty, with a home of record of Pennsylvania, and is later discharged into Pennsylvania, the student would be considered an in-state student for purposes of tuition upon re-enrollment at Penn State.

Form DD214 would need to be submitted to show the home of record upon discharge. See: http://www.archives.gov/veterans/military-service-records/dd-214.html.

No. You must be a U.S. citizen or a permanent resident immigrant with a green card or I-551 passport stamp to be considered for residency for tuition purposes. If you have some extraordinary circumstances you would like considered, you may contact the Residency Appeal Officer for your campus.

A student has until the last day of the effective semester to file his/her petition with the Residency Appeal Officer.

Any reclassification would be effective at the beginning of the semester or session during which the appeal was filed or at the beginning of the following semester or session at the discretion of the person or committee rendering the decision on reclassification.

Yes. Refund requests should be directed to the Bursar's office at your campus location. Use the Contact Us form in our website.

Yes. A written request should be made to the University Appeals Committee on Residence Classification. You may submit additional documentation with your request for appeal, but the Committee will get a copy of your residency case file from the Residency Appeals Officer, so there is no need to resend any information previously submitted.

The student is notified in writing of the Committee's decision.

If you wish to be present at the Committee meeting, please indicate this in your letter, so that you may be notified of the meeting time and date. It is not necessary to attend the meeting in person, but if you do attend, you will have the opportunity to verbally present your reasons for believing you should be granted in-state residency. A decision is NOT made while you are present. PLEASE NOTE: ONLY THE STUDENT MAY MEET WITH THE COMMITTEE. Parents, other parties, advocates or representatives are not permitted to attend.

This committee meets every other month. Therefore, if your initial petition is denied, it is advantageous to submit the petition for appeal as soon as possible

Please refer to the Residency Policy and Appeal on our website for an overview of the process.

The Admissions office determines a student's residency status based on the information provided on each student's application.

Domicile is a person's existing and intended fixed, permanent, and principal place of residence.

Please click here for a list of potential documentary evidence.

Accompanying other documentary evidence, a student should submit a copy of his/her parent(s)' Federal tax return or a notarized statement from them indicating they are not providing the student's support or claiming the student as a dependent for tax reasons.

Students receiving financial aid should be classified as independent for financial aid purposes.

In addition, if the parents have taken out loans to support the student's education (such as Federal Direct PLUS loans), the student would not be considered independent, unless compelling evidence to the contrary is presented.

The student should be prepared to show that he/she has sufficient means to support him/herself.

No. Ownership of real estate or payment of real estate taxes in Pennsylvania does not necessarily qualify a student for residency for tuition purposes.

Residency is based on a person's domicile (a person's existing and intended fixed, permanent and principal place of residence).

Unless your parent(s) live in the home and pay PA state taxes as resident(s) of the state, ownership of real estate does not qualify a student for residency.

Not necessarily. Marriage to a resident of the Commonwealth is just one factor considered in the decision regarding residency. The larger factor would be the establishment of an independent, permanent domicile in the Commonwealth.

Yes. Residency for tuition purposes is a policy of Penn State. While you may meet the requirements to become a registered voter or a licensed driver, you still may not qualify for residency for tuition purposes.

Generally, unless a student has 12 months of continuous residence in the state prior to enrollment, the student is considered a non-resident.

The 12-month requirement cannot be met while attending Penn State - the student is assumed to be in the Commonwealth for educational purposes.

Although the student might be considered a resident of the Commonwealth, the student would remain as a non-resident for tuition purposes, unless there was clear evidence that the student's circumstances had changed and that a permanent, independent domicile in Pennsylvania has been established.

Beginning with the summer 2015 session, all eligible veterans and dependents receiving Chapter 33, Chapter 35 or Fry Scholarship benefits will be eligible for in-state tuition regardless of residency. Residency will be reclassified once the veteran or dependent is certified by the School Certifying Official.

Residents of Washington DC will be classified as out-of-state residents for tuition purposes.

These students may be eligible for the DC Tuition Assistance Program (DC TAG). This program allows the student to attend any public institution in the nation and pay the in-state tuition rate. The grant will pay the difference between the in-state and out-of-state tuition rate and is considered a source of financial aid. The DC TAG program is subject to certain maximum dollar limitations.

DC TAG program details can be found at: http://osse.dc.gov/service/dctag-get-funding-college.

Beginning with the summer 2015 session, if you are a veteran and you are not using GI bill benefits, please contact your campus Certifying Official to determine requirements to establish eligibility for the in-state rate. A list of Certifying Officials can be found at http://equity.psu.edu/veterans/pdf/psu-certifying-officials.pdf.
Tax Credits

General Questions

Qualified payments for calculating tax credits/deductions include the following:

  • Personal earnings
  • Personal savings
  • Loans
  • Gifts
  • Inheritance

Ineligible payments for calculating tax credits/deductions:

  • Grants
  • Scholarships
  • Tax-free distributions from an Education IRA
  • Tax-free employer provided educational assistance
  • Other forms of financial aid (which you are not required to repay)

The amount a taxpayer may claim, for both the American Opportunity and Lifetime Learning tax credits is gradually reduced where the modified adjusted gross income (MAGI) is higher than $80,000 for single taxpayers and $160,000 for joint filers. A taxpayer whose MAGI is greater than $90,000 ($180,000 for joint filers) cannot benefit from this credit.

If you are married filing a separate tax return, you cannot claim the credit.

For the Deduction for Higher Education Expenses, the income limitation is MAGI of not more than $80,000 ($160,000 on a joint return).

An eligible dependent is a person for whom you can claim a dependency exemption.

This generally includes your unmarried child who is under the age of 19 or who is a full-time student under the age of 24, if you supply more than half the child's support for the year.

The American Opportunity and Lifetime Learning tax credits result in a reduction of the annual federal income tax owed by the taxpayer(s) who claim the student as their dependent.

This tax credit may lead to a refund of previously paid federal income tax.

Please refer to https://www.irs.gov/individuals/qualified-ed-expenses. Penn State cannot provide individual tax advice, you should consult your tax advisor with any tax questions.

Not in all situations. The amount of the tax credit that you may claim will depend on your individual situation. The IRS is providing instructions on the application of the 1098-T information and eligibility requirements for the new tax credits.

Please consult your tax preparer/consultant to determine how the American Opportunity and Lifetime Learning tax credits and the Deduction for Educational Expenses affect you.

You may have received nontaxable grants or scholarships, tax-free distributions from an Education IRA, or tax-free employer provided educational assistance that may need to be deducted from qualified expenses to calculate the credit amount.

Generally, the credit/deduction is available only for payments of qualified tuition and related expenses that cover an academic period beginning in the same calendar year in which the payment was made. An exception, however, allows the taxpayer to claim a tax credit/deduction for payment of qualified tuition and related expenses made during the tax year for the academic period January, February, and March of the following year. Consult your tax preparer/consultant for tax return preparation advice.

Penn State's federal tax ID number is 24-6000376.
Transcripts

General Questions

Transcripts may be obtained from the Office of the University Registrar: http://www.registrar.psu.edu/transcripts/transcripts.cfm

Tuition

General Questions

The Student Fee (Student Initiated Fee) combines the previous Student Activities Fee and Student Facilities Fee. The Student Fee supports student-centered activities, services, facilities and recreation to improve student life and is the result of a student-led initiative to be more involved in the creation and allocation of student fees. The Student Fee is calculated in the same way as the previously separate fees, based on the campus and the number of credits in which a student is enrolled. The Student Fee is mandatory, just as the previous fees. Adding credits on or after the first day of the semester could result in a corresponding increase of the fee. Dropping credits on or after the first day of the semester may not reduce the fee charged. For questions regarding the Student Fee, go to www.studentfee.psu.edu

Students that withdraw from a semester due to medical reasons can petition the Bursar's Office for a possible one-time waiver of tuition. Requests for a tuition waiver are not guaranteed. The following documentation is required when submitting an appeal for a waiver of tuition based on medical reasons:

  1. A petition letter from the student requesting an adjustment of tuition and an explanation of the medical circumstances surrounding the withdraw (a specific description of the medical condition and how the student was unable to complete the semester).
  2. A letter from the student's physician, on office letterhead, outlining the medical diagnosis, dates treated, and prescribed treatment for the medical condition. This letter should include the recommendation of the physician to withdraw from the university.

Petitions should be mailed to 103 Shields Building, University Park, PA 16802 to the attention of the Fee Assessor.

Information Technology Fee:

An Information Technology Fee is charged to all undergraduate and graduate students at all campus locations. The IT fee supports digital services such as internet access, e-mail, security, help services, software, computer labs, library resources, and wireless networks. Even if the student is not physically studying on campus, their e-mail account is still active and they have full access to the internet and other services. This is a mandatory fee.

See: http://reports.it.psu.edu/it-fee/it-fee-2016 for further information.

 

Penn State does not provide tuition discounts for families if two or more children attend.

If you need assistance with the cost of education at Penn State, please visit the financial aid office for your campus:

University Park

http:/studentaid.psu.edu.

Directory of Financial Aid Offices at All Campuses

http://studentaid.psu.edu/contact-info/campuses

When the student has completed 59.1 or more course credits, including credits earned through advanced placement or transferred from another institution. Please note, depending on when the advanced placement or transfer credits are approved, a mid-semester tuition increase may result.

Instructional costs are determined by who teaches the course, by the number of students enrolled in the course, and by the subject being taught. Upper division and graduate courses are smaller in size and taught by senior faculty. These courses involve more specialized instruction within the student's major.

Yes, the employee must submit a "Dependent Grant-In-Aid Form" to the Employee Benefits office to receive the discount. The Dependent Grant-In-Aid online form must be completed for EVERY semester or summer session in which the Grant-In Aid is to be applied for a dependent and/or spouse. This form can be found online at http://www.ohr.psu.edu/benefits/additional-benefits/faculty-staff-educational-privileges.

Once approved by the Employee Benefits office, the staff discount will appear on your tuition bill. The 75% deduction will only be applied to the tuition. The staff discount cannot be applied to room and board charges, Information Technology Fee, and Student Fee (Student Initiated Fee).

If you have additional questions, please contact the Employee Benefits office at 814-865-1473.

Yes, any student that audits a course is subject to pay the appropriate tuition and fees.

World Campus students who take courses through other Penn State campuses will be assessed the Student Fee. The Student Fee is a non-refundable fee charged according to the total number of credits in which the student is enrolled immediately prior to the first day of the semester. Adding credits on or after the first day of the semester could result in a corresponding increase of the fees. Dropping credits on or after the first day of the semester will not reduce the fees charged.

Your credits must be reduced to less than full-time (12 credits) before any adjustment is considered. The effective date of the drop, in conjunction with the length of the course, determines if an adjustment is due. For more information about tuition adjustments, please review the Tuition Adjustment Policy.