Forms

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. This form must be completed for each academic year. 

For questions related to this ESA/529 process please email ubill@iastate.edu

Customers must be set up with a Workday login before they are able to view or pay the U-Bill online. Please complete this form so we can get a login set up for you.

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.