Frequently Asked Questions

General

How do I authorize my parent or other payer to view and discuss my account with UC Berkeley?

Parents or other payers must be authorized by the student in CalCentral. Once authorized as a delegate in CalCentral, the parent or other payer will be able to make payments on the student account. Please allow 24 hours for access to the payment portal. Federal regulations and campus policy prohibit the release of information to a third party without student authorization. The process of granting authorization to release account information to a third party (for example, your parent or spouse) is initiated through CalCentral.

For more information, please refer to the Student Authorization Delegate Set-up instruction guide and/or the campus policy on disclosure of student record information.

Do I need to give my parents (or other third party) authorization to discuss my account with UC Berkeley?

Federal regulations and campus policy prohibit the release of information to a third party without student authorization. If you would like to grant authorization to discuss and release account information to a third party (for example, your parents or spouse), please complete the Grant Access FERPA Release. If you need assistance, please contact Cal Student Central located at 120 Sproul Hall or 510 664 9181.

For more information, please refer to the campus policy on disclosure of student record information.

I was authorized as a delegate but I still cannot make an online payment. What should I do?

Once delegate access has been initiated by the student and accepted by the delegate, please allow 24 hours for access to the payment portal.

If after 24 hours you still are unable to make an online payment, contact Cal Student Central at 510 664 9181 or open a case online by visiting Cal Student Central.

Charges and Fees

Will I be charged a fee to make a credit card payment online?

Students and delegates can pay charges online using a credit card. A 2.75% non-refundable convenience fee applies to credit card payments. To make a credit card payment, log in to CalCentral, select the 'My Finances' tab and click the 'Make Payment' button.

The charges on my account were paid at the beginning of the semester with financial aid or with personal payment. Why am I receiving a statement now?

There are several reasons why new charges may appear on your account. If you have questions regarding charges appearing on your account, please contact Cal Student Central. You can visit Cal Student Central to open a case, locate operating hours, or you can contact a counselor by calling 510 664 9181.

Why is there a "Telecom" charge on my account?

The campus provides students who live in residence halls, Manville and International House, with access to a land telephone line. The basic charge for this line is required in the terms and conditions of your housing contract, whether or not the line is used. The fee is billed each semester.

Why do I have a $10.00 CalPIRG fee on my account?

Students who voluntarily pledge to support CalPIRG (California Student Public Interest Research Group, Inc.) are billed this fee to their account. The fee is billed each semester until the student contacts CalPIRG to withdraw their support. Questions related to this fee should be referred to the CalPIRG office via email at info@calpirgstudents.org.

I am being billed for student health insurance. How can I waive out of it?

All students are billed for health insurance. Students wishing to waive out of health insurance must submit a waiver each academic year. Deadlines to submit your waiver can be found on the UHS Waiving SHIP page. Questions related to this fee should be referred to the Student Health Insurance Office at 510 642 5700.

When will I be assessed late fees on my student account?

Late fees will be charged when your student account becomes 30 days past due. To help you keep your student account current, due dates are displayed in CalCentral, in the My Finances tab, in the Billing Summary section, under View Transactions.

General Payments

How do I check if the payment I submitted has posted to my student account?

To check if your payment has posted to your student account, log in to CalCentral and click the 'My Finances' tab. Under the 'Billing Summary' section, click the 'View Transactions' button. In this view, click the 'Payments and Aid' tab to see all payments posted to your student account.

How do I pay my bill using an outside agency scholarship?

If you would like to pay your bill using an outside agency scholarship, please submit the check to the Financial Aid Office. They will process the scholarship as a credit to your account. Please allow 3 to 6 weeks for processing.

How will my payment apply to my student account?

Payments on your student account will always apply in the order of due date, with the oldest charge first. If multiple charges on your student account have the same due date, payments will apply to your tuition and fees first. Payments cannot be targeted to pay a specific charge.

How do I change the payment amount when submitting an online payment?

You are able to pay the full balance due or a lesser amount through an online payment. For assistance, please see the instructions for Editing the Dollar Amount of your Online Payment.

How do I make a payment with my 529 Plan?

Coming in Spring 2021, students and delegates will have the option to pay their charges electronically via their 529 College Savings Plan. A $10.00 non-refundable convenience fee will apply to electronic 529 payments. Please see the list of participating 529 College Savings Plans that are available for use with CashNet payments.

If your plan is not listed, please contact your 529 Plan administrator in order to initiate the payment process.

Check payments should be sent to the address listed on the Check Payments page.

Check Payments

How do I make a payment by check?

A payment from a checking account can be made in the following ways:

  • Electronically online through your CalCentral account
  • Checks can be sent through the mail
  • Checks can be placed in the payment drop box located at the entrance of University Hall on the 2199 Addison Street side

UC Berkeley does not operate cashiering windows for student account payments. Please make sure that the student's full name and ID number is indicated on the check.

Can I submit my payment at Sproul Hall?

Check payments can be submitted by mail (please see the Check Payments page for mailing instructions) or can be placed in the payment drop box located at the entrance of University Hall on the 2199 Addison Street side.
UC Berkeley does not operate cashiering windows for student account payments. Please make sure that the student's full name and ID number is indicated on the check.

If I place my payment in the University Hall drop box, when will it post to my student account?

Check payments placed in the drop box located at the 2199 Addison Street entrance of University Hall before 2 pm Monday through Friday, excluding holidays, will be processed the same day. Payments dropped after 2 pm will be processed the next business day. For faster processing, please submit payments online via CalCentral.

Will I be charged a fee to make an online payment from my checking account?

Students and delegates are not charged a fee to make an e-Check payment (ACH). To make an electronic payment, log in to CalCentral, select the 'My Finances' tab and click the 'Make Payment' button. You will need to know the bank routing number and bank account number to submit the payment. Please be sure to enter this information accurately.

Where is University Hall?

University Hall is located at 2199 Addison Street, on the corner of Addison and Oxford.

A drop box is available in the breeze way for students and delegates to submit payments. Payments made prior to 2 pm will be processed the same day. Payments made after 2 pm will be processed the next business day.

Will I be charged a fee if my check or electronic check (ACH) is returned unpaid by the bank?

Yes.

Checks and electronic checks (ACH) that are returned by your bank for any reason are subject to a Returned Payment Fee of $25. When entering bank account and routing information online, please verify the information you have entered to ensure the item is not returned by your bank. Please do not use your ATM/Debit cards numbers in lieu of your checking account number, as the payment will be rejected by your bank and a non refundable Returned Payment Fee of $25 will be assessed.

International Payments

How do I pay using foreign currency?

UC Berkeley has partnered with Flywire and Western Union for international student payments and payment using foreign currency. Please refer to the links below for more information and instructions:

How do I pay from a foreign country using US Dollars?

UC Berkeley has partnered with Flywire and Western Union for international student payments and payment from a foreign country using US Dollars. Please refer to the links below for more information and instructions:

Does UC Berkeley accept direct wire student payments?

UC Berkeley has partnered with Flywire and Western Union for international and direct wire student payments. Please refer to the links below for more information and instructions:

Delinquent Accounts

Why do I have a hold on my account?

If there is a hold on your accound, please log in to CalCentral to find and contact the office blocking your account. You can still enroll in classes, but you will not be considered registered until the block is resolved.

Direct Deposit

Which student payments are eligible for Direct Deposit?

  • Refunds, graduate student stipends, and any non-payroll university payments to students (except Emergency Loan checks) can be directly deposited to your bank account
  • Some outside agency payments may be processed via direct deposit, while some may not
  • Student employees can have their paychecks deposited automatically to their bank account each payday. Please contact your hiring department for a special form and more information

How will the money be deposited to my bank account?

The money will be deposited electronically. Direct deposit is fast, convenient, safe, and reliable.

How soon will my direct deposit start?

After you submit your bank information, direct deposit will be activated within 7 business days. Once set up, refunds will continue to go to your designated bank account until you either cancel your authorization or edit your bank account information online.

How will I know when the money has been sent to my bank?

You will be notified via e-mail one business day before each deposit is sent to the bank. Please check with your bank to verify the deposit of the funds into your account.

Are there any reasons why the money would not be deposited to my bank?

If you close your bank account, the transfer will not automatically go to a new account. To avoid the disruption of direct deposits, you must update your bank account information through the Direct Deposit website 7 business days prior to closing your bank account.

What else do I need to know?

  • If you do not have direct deposit set up, a check will be printed and held at 120 Sproul Hall for you to pick up
  • You may cancel your direct deposit authorization at any time through the Direct Deposit website
  • All funds must be deposited to an account in your name
  • The bank you designate to receive your direct deposit must be in the United States
  • We cannot issue deposits to accounts held at investment firms
  • If you receive funds you are not entitled to, you will be billed for repayment

Fee Payment Plan (FPP)

I enrolled in the Fee Payment Plan last semester. Do I need to enroll in the plan each semester?

Yes. You must enroll in the Fee Payment Plan each fall and spring semester. The option to pay in installments is not available for Summer Session and for some programs. To learn more about this payment option, visit the Fee Payment Plan page.

Can someone other than the student activate the Fee Payment Plan?

No.

Only a student can activate the Fee Payment Plan through Cal Central. While a student may give a parent/other person delegate access to view financials and pay bills, only the student can activate the FPP.

Do I need to make a payment to activate the plan?

No.

After activating the Fee Payment Plan, you must pay an amount equal to the first installment by the Friday prior to term instruction to avoid cancellation. If a payment is made before the FPP is activated, the FPP will recalculate based on the new principal balance due, and the first installment payment will still be required.

I have partial financial aid and want to be on the Fee Payment Plan. Do I need to make a payment to activate the FPP?

No.

Payment will not be required to activate the Fee Payment Plan. Financial aid will reduce the balance, and the FPP will recalculate based on the new balance. The 5 payment installments will adjust accordingly.

I mail in my payment. Can someone at UC Berkeley activate the Fee Payment Plan for me?

No.

In order to participate in the Fee Payment Plan, you must complete the process online.

What happens if I don’t pay my installment by the due date?

If you do not make payment according to the due dates outlined in your Installment Schedule, you may incur late fees and have a block placed on your account.

Is the Fee Payment Plan participation fee refundable?

No.

You will be charged a non-refundable $60 fee to participate in the Fee Payment Plan.

Can I set up the Fee Payment Plan for the whole academic year?

No.

You are not able to enroll in the FPP for the full academic year. You can only enroll in the Fee Payment Plan at the beginning of each term. Please visit the Enrollment section on the Fee Payment Plan page for details.

How do I cancel the Fee Payment Plan once enrolled?

If you decide you no longer wish to make installment payments under the Fee Payment Plan, simply make a lump sum payment for the remaining balance. This will fulfill the repayment agreement and the FPP will be complete for that term. Please note that the $60 participation fee will not be refunded.

If my financial aid fully pays my tuition and fees, is there any benefit to enroll in the Fee Payment Plan?

No.

Financial aid will disburse and pay all charges reducing future FPP installments to zero. You will still be responsible for the $60 participation fee if you enroll.

Form 1098-T Tax Benefits

What is a 1098-T form?

The 1098-T form is used by eligible educational institutions to report information about their US resident students to the IRS as required by law. As an eligible educational institution, UC Berkeley reports certain financial and identifying information regarding US resident students for which UC Berkeley has received payments of "qualified education expenses" for the corresponding tax year. Included in the 1098-T form are qualified charges that were paid and financial assistance received for the corresponding tax year. Loans are excluded and not reported on the 1098-T form.

The 1098-T form is not intended to be used for determining any taxable income you may have received from scholarship or fellowship payments. The university does not report scholarship or fellowship income to you or to the IRS. Please use Worksheet 1-1 in IRS Publication 970 (Tax Benefits for Education) to figure the amount of a scholarship or fellowship grant you can exclude from gross income.

Which tax benefits do I qualify for?

UC Berkeley is unable to provide you with tax advice or to assist with strategies for filing your taxes. To determine your potential eligibility, please consult your tax advisor or the Internal Revenue Service (IRS).

Where can I find more information about the educational tax benefits?

For more information about the educational tax benefits, please visit the IRS website or refer to IRS Publication 970 (Tax Benefits for Education).

How do I access my 1098-T forms from prior years?

Students may access their 1098-T forms for current and prior years via the TAB Services website.

How will I know when my 1098-T form is available?

UC Berkeley will send you an email to the email address listed in CalCentral. The email will come from billingnotices@berkeley.edu.

What are "qualified education expenses"?

The term "qualified education expenses" refers to the tuition and fees an individual is required to pay in order to enroll at or attend an eligible educational institution.

At UC Berkeley, this includes the following:

  • Campus fee
  • Tuition
  • Non-resident tuition
  • Student services fee
  • Graduate professional student fees
  • Course material fees

The definition of “qualified education expenses” may differ depending on whether you are claiming the tax credit or taking a deduction. Please refer to the appropriate section in IRS Publication 970 (Tax Benefits for Education) for the related definition.

What expenses do not qualify as "qualified education expenses"?

Generally, amounts paid for any course or other educational expense involving sports, games, or hobbies are not eligible for the tax credit. Charges and fees associated with room, board, student activities, athletics, health insurance, books, equipment, transportation, and similar personal, living, or family expenses are not qualified.

How do I get a copy of my 1098-T form?

If you have qualified paid charges and/or gift aid for the corresponding tax year, you may access your 1098-T form online in late January via the TAB Services website.

How can I find the details of the totals reported in boxes numbered 1-6 on my 1098-T form?

To find the details of the totals reported in boxes numbered 1-6 on your 1098-T form:

  • Log in to the TAB Services website
  • Click on 'View my 1098-T' in the upper left hand corner of the screen
  • Advance past page 1 of the 1098-T for detailed information

If I attend UC Berkeley Extension or Summer Session, will I receive a 1098-T form?

Yes.

UC Berkeley reports information on students who attend UC Berkeley Extension and/or Summer Session.

I am an international student. Do I qualify for these tax credits?

International students may not be eligible to claim the American Opportunity Credit or the Lifetime Learning Credit. To determine your potential eligibility, please consult your tax advisor or the Internal Revenue Service (IRS).