Duke

General

1. Where is my statement mailed?
   Undergraduate statements are mailed on a regular basis to the Permanent Home Address as listed in the ACES website. Graduate and Professional students will have their bills delivered through the ACES. Only one statement is generated per billing cycle per student.
2. How do I change my billing address?
   Students are responsible for maintaining up-to-date address/contact information for individual student records via the ACES website. Graduate and Professional bills have gone paperless, and are always available through ACES.
3. What should I do if I do not receive a statement?
   Students are notified via e-mail when statements are generated. Students who do not receive a billing statement by mail may print a copy of your statement directly from the ACES website.
4. Where do I remit payment and to whom do I make the check payable?
   For more information regarding payment options, please refer to our "Making Payments" section.
5. Do you offer other methods of payment?
   Duke University offers an alternative monthly payment plan through Tuition Management Systems (TMS). For more information or to enroll, please visit the TMS website, or call 800-722-4867. Students choosing to enroll with TMS will continue to receive statements from Duke University for their records.
   
   Duke University does not accept credit or debit cards for payment of student accounts.
6. What happens if I pay my statement late?
   If full payment is not received by the due date, a late payment penalty charge of 1.25 percent of the amount past due will be assessed on the next statement. The student's account will also be subject to registration and transcript holds. Failure to receive a statement does not warrant exemption from the payment of tuition and fees, nor from the penalties and restrictions.
7. What portion of my statement is due if I am receiving financial aid?
   Any outstanding financial aid at the time of billing is listed under the "Anticipated Financial Aid" section of your statement. The aid listed in this section may be deducted from the total amount due and payment made accordingly. If any aid has been omitted or incorrectly listed on the statement, please contact the Financial Aid and/or Student Loan office to confirm the aid that may be deducted from the amount due, or go to their website.
8. What do I do if my statement is incorrect?
   Transactions are posted to a Bursar Account from various offices and departments throughout the University. Questions should be directed to the office initiating the charge (e.g. Duke Card Office for dining, Residence Life and Housing Services for housing, etc.)
   
   After it has been confirmed that a credit is pending, payment may be remitted accordingly with a written explanation of the adjustment. Do not wait for a correct statement to remit payment.
9. What do I need to do if my sponsor is paying my statement?
   If a sponsor will be paying all or part of the charges, please ask the sponsor to send a billing authorization in the form of either a letter or a standard voucher. The information can be sent in one of three ways:
       U.S. Mail:
           Student Account Analyst
           Bursar's Office
           324 Blackwell Street,
           Washington Building, Suite 1000
           Durham, NC 27701
        Fax: (919) 684-3091
        E-mail: bursarduke.edu
   
   
   The sponsor's authorization should include the following:sponsor name, complete address, duration of sponsorship (beginning and ending date), special instructions for billing (purchase order numbers, ID numbers, etc.), and specific charges the sponsor will pay. A monthly statement will continue to be received. A timely payment must be made for any charges not covered by the sponsor's agreement. If a sponsor fails to pay the agreed upon amount, the student will be responsible for the entire balance.
10. When will I receive my refund check?
    The refunds are processed three times per week, and checks are mailed to the student's Mailing address as shown on ACES. Please keep the local mailing address information current on the ACES website to ensure delivery of all correspondence, including refund checks.
11. What is the Student Health Fee?
    All full-time students and part-time candidates are required to pay the health fee each semester for care at Student Health Services. For further explanation of these services, please contact Duke Student Health Service at (919) 681-WELL [919-681-9355] or visit their website.

1098-T

1. What is Form 1098-T?
   The IRS requires Duke to report, both to the student and the IRS, certain summary financial information for students who meet IRS reporting criteria. This information is provided to assist students in determining their eligibility for certain educational tax credits.
   
   This includes:
   

   • Tuition & qualified fees posted to student accounts
   • Duke administered grants & scholarships posted to student accounts

   
   The IRS requires Duke to report either:
   

   • Payments received for qualified tuition and fees, or
   • Transactions billed for qualified tuition and fees and university administered grants and scholarships

   
   As Duke reports transactions billed for qualified tuition and fees Duke administered grants and scholarships, no information regarding payments made is included on the 1098-T or reported to the IRS. Students should consult banking records, old bills or their student account history on ACES for payment information.
   
   Receipt of a Form 1098-T does not establish eligibility for certain educational tax credits. Similarly, students who do not receive a 1098-T because they do not meet the IRS' reporting criteria should not automatically assume they are ineligible for these tax credits. Students should consult a tax adviser to determine eligibility.
2. What are the IRS reporting criteria?
   The IRS requires Duke to provide 1098-T data for any student billed for qualified tuition and fees or Duke administered grants & scholarships during 2008. The following exceptions apply:
   

   • Students who are not U.S. citizens or who do not have permanent resident alien status
   • Students who receive Duke administered grants and scholarships in excess of qualified tuition and fees billed during 2008
3. Why is Box 1 left blank?
   As Duke reports transactions billed for qualified tuition and fees Duke administered grants and scholarships, no information regarding payments made is included on the 1098-T or reported to the IRS. Students should consult banking records, old bills or their student account history on ACES for payment information.
4. I graduated in spring 2010 but did not receive a Form 1098-T. Why?
   Duke reports transactions billed during 2010 for qualified tuition and fees and for Duke-administered grants and scholarships. For most students, spring 2010 qualified tuition and fees were posted in November 2009 and included on the Form 1098-T for year 2009.
5. What resources are available to me to determine my eligibility for certain tax credits?
   There are many details surrounding benefits of The Taxpayer Relief Act (TRA97) of 1997. Please contact a tax professional to determine if you qualify for these benefits. Duke University cannot provide tax advice.
   
   Contact the IRS' office of Public Liaison at 1-800-829-1040 or visit one of the following websites to learn more about these tax benefits.
   
   IRS Reference: Publication 970 - Educational Tax Benefits, Information for Students