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
For questions related to this ESA/529 process please contact:
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.
For questions related to this transitional fund process please contact:
Departmental Payment Transfer:
The Departmental Payment Transfer Request Form is utilized to apply a payment to charges that have been billed through the centralized billing system when the payment is coming directly from a departmental account to the U-Bill and is not financial aid.
For questions related to this departmental payment transfer process please contact: