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:

  1. Contact the Educational Savings Account Plan Administrator and let them know that your student is attending Iowa State University.
  2. 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.

Frequently Asked Questions

Students who are enrolled in 12 or more credit hours for undergraduate studies and 9 or more credit hours for graduate studies are assessed a full time tuition rate. When invoicing to an Educational Savings Account/529 Plan, Iowa State University may invoice up to the total number of credit hours the student is registered for in that particular semester. The number of credit hours that we invoice for should be indicated on the Educational Savings Account Form prior to the beginning of each semester.

After the Educational Savings Account Invoice Request form is received in the Accounts Receivable Office, an invoice will be created and sent to the appropriate Educational Savings Account after the official census (10th day of class) for that specific semester.

If the Educational Savings Account/529 Plan requires an invoice directly from the university and the invoice request form has been received in the Accounts Receivable Office; a 1-month extension will be granted to the student’s U-Bill while awaiting the funds from the Educational Savings Account/529 Plan.

If the U-Bill balance is not covered by the Educational Savings Account payment, it is the student’s responsibility to pay the remaining balance in accordance with the U-Bill’s due dates.

If for some reason you have already requested that an invoice be created for the semester and the student has decided not to attend the University or reduces the amount of credits they are taking, please contact ubill@iastate.edu as soon as possible.

The form is only valid for one academic year.  Each academic year begins with the fall semester.

Please consult your Plan Administrator and/or your tax preparer with questions about qualified educational expenses for 529 Plans.

For more information:

Contact the Accounts Receivable office at (515) 294-7388 or