Continuing Students by 07/07/2019
First Years by 08/07/2019
Transfers when enrolled starting 08/12/2019
|Fee Past Due Date (if not financial aid deferred)||08/25/2019|
|Class Cancellation (financial aid deferred accounts exempt)||09/05/2019|
|1st Financial Aid Disbursement||09/12/2019|
|Financial Aid Deferred Fees Past Due||09/12/2019|
|1st Direct Deposit Refund for Excess Financial Aid||09/18/2019|
|1st Day of Class||09/19/2019|
1098-T Forms Are Available Online for 2018
1098-T forms for 2018 have now been issued for Cal Poly students. The student is able to view/print the form by logging into his/her Poly Portal (my.calpoly.edu) and selecting the Money Matters tab. The “Form 1098-T Tuition Statement” link will be on the right in the “Financial Links” box.
A paper form will only be mailed if consent to view online has not been given by the student.*
If the student did not receive a 1098-T form for 2018 online, one may be produced upon request. This request can be made by calling the Student Accounts office (805-756-1428) during regular business hours - Monday through Friday, from 8:00 AM to 5:00 PM, PST. The student will need a social security number or ITIN. A parent making this request must have a FERPA on file. A Form 1098-T cannot be mailed at this time, so consent to view online must also be given by the student.*
Revised Reporting for 2018 Tax Year
Until recently, the Internal Revenue Service (IRS) permitted colleges and universities to choose between two methods for reporting Qualified Tuition and Related Expenses (QTREs) to students on the Form 1098-T. Like most universities, Cal Poly chose to report QTREs in Box 2 (charges posted for QTREs), rather than in Box 1 (payments received for QTREs). Recent legislation now requires reporting payments received for QTREs in Box 1 of the 1098-T, rather than reporting the amount billed in Box 2. Cal Poly has implemented this change for the tax year ending December 31, 2018.
More information on the 2018 1098-T is available at our Tax Info 2018 Web page.
*To consent to view your 1098-T online:
From the Money Matters tab of the student Poly Portal (my.calpoly.edu), scroll down on the right under "Financial Links" to the "Form 1098-T Tuition Statement" link. In the next window, select the "Grant Consent" button. Read the agreement and then select the "Yes, I have read the agreement" box on the 1098-T Consent Agreement page and click "Submit".
Granting consent to receive your 1098-T via on-line access need only be given once.
Spring Class Cancellation is March 19th
All registration and tuition fees for fall quarter are “Past Due” the later of the "Past Due" date (03/11/2019) or four days after charges were added to the Student Account unless the charge is deferred by financial aid. Students with Past Due charges will have a registration hold placed on the Student Account preventing the student from adding or changing classes.
A past due account balance not paid by March 19, 2019 and not deferred by financial aid may result in the student being dropped from all fall classes.
Monitor your Poly Portal (Money Matters tab) for up-to-date information regarding the details of your specific account.
SLO Days "Paying for College" Presentation Slide Deck
Student Accounts and the Financial Aid Office teamed up for a SLO Days Orientation program about Money Matters, Charges, Payments and Using Financial Aid. The slide deck from that presentation included several helpful screenshots and other valuable information for all incoming students and their supporters.
Download a pdf of that presentation by clicking on the link: SLO Days Money Matters Presentation