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. This form must be completed for each academic year.
529 - ESA Form (Fall - Spring)
For questions related to this ESA/529 process please email ubill@iastate.edu
Transitional Fund Account:
Currently, our customer/department portals do not accept Workday Driver Worktags (Program, Gift, Grant, or Project). Please complete the form below to have a transitional fund account number generated for legacy (AccessPlus/ADIN) continuing business purposes until we are able to fully convert our systems to Workday Worktag information.
Transitional Fund Account Request
For questions related to this transitional fund process please email ubill@iastate.edu.
Late Fee Appeal:
Complete our Late Fee Appeal form if you were assessed a late fee and would like to appeal the charge. Appeal requests are reviewed on a case-by-case basis and approval is not guaranteed. Our staff will review your appeal and will follow-up once a decision has been made.