It is important to note that overpayment of the U-Bill is discouraged. In the event that a student has an Educational Savings Account Invoice Request form on file and is not registered for courses, Accounts Receivable will not invoice an Educational Savings Account / 529 Plan. Additionally, any overpayment of the U-Bill by an Educational Savings Account / 529 Plan may be placed under review before a refund will be processed. Please reach out to your Plan Administrator for all of the available withdrawal options before authorizing payment directly to Iowa State University.
Educational Savings Account/529 Plan payments should be accompanied by the student name and university ID number. Please mail payments using the following remit address:
ISU Treasurer's Office, 1220 Beardshear Hall, 515 Morrill Rd. Ames, IA 50011-2103
To begin using your Educational Savings Account:
- Contact the Educational Savings Account Plan Administrator and let them know that your student is attending Iowa State University.
- Inquire from the Educational Savings Account Plan Administrator if they need an invoice sent directly from Iowa State University on your student’s behalf.
- If the plan DOES NOT require an invoice directly from the University, you will need to work with the Plan Administrator on how to request the withdrawal of funds.
- If the plan states that they DO REQUIRE an invoice directly from the University, please complete the Educational Savings Account Form.