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This document serves as an authorization for Concordia University to manage a student's account regarding Title IV federal financial aid, including handling charges and credit refunds for the academic
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How to fill out Bursar’s Office Budgetary Agreement Form and Refund Request Form

01
Locate the Bursar’s Office Budgetary Agreement Form and Refund Request Form on the institution's website or visit the Bursar’s Office in person.
02
Fill out your personal information, including your full name, student ID, and contact details, in the designated sections of both forms.
03
For the Budgetary Agreement Form, provide details about the budget you are requesting, including the purpose of the funds and the amount needed.
04
In the Refund Request Form, specify the reason for the refund clearly, along with any supporting documentation required.
05
Review all information for accuracy and completeness before submission.
06
Submit the completed forms either online if applicable, or in person at the Bursar's Office.

Who needs Bursar’s Office Budgetary Agreement Form and Refund Request Form?

01
Students who are seeking to establish a budget with the Bursar’s Office.
02
Students who are requesting a refund for tuition, fees, or other eligible expenses.
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The bursar's office is responsible for collecting and analyzing all student charges and fees, which includes tuition and student unions and health and dental insurance. The bursar's office is also responsible for areas including accounts payable, travel claims and invoicing and receipt of all payments.
The Office of the Bursar processes all Student Account Refunds. A refund occurs when credits on the student account are in excess of the current charges. Refunds are normally created by a financial aid disbursement intended for living expenses (i.e., loans) or the result of a cash over-payment.
College financial aid refund checks are issued when your financial aid exceeds your tuition and fees, covering other educational expenses like books, housing, and supplies. Here's how the process generally works:
You can only legally spend your federal financial aid money on purchases that are necessary for you to continue your studies, eg tuition and fees, transportation, books, room and board, supplies and related expenses like child care. Occasionally, there will be a situation where there are excessive funds.

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The Bursar’s Office Budgetary Agreement Form is a document used to outline the financial responsibilities and agreements between students and the university regarding tuition and fees. The Refund Request Form is used to request a refund for overpayments or adjustments in tuition and fees.
Students who wish to formalize their financial agreements regarding tuition payments or seek reimbursement for overpayments or adjustments are required to file these forms.
To fill out the forms, students must provide their personal information, including name, student ID, and contact details. They should detail the agreements or the reasons for seeking a refund, including specific amounts and related courses.
The purpose of these forms is to ensure clear communication of financial responsibilities and to facilitate the processing of any refunds owed to students for overpaid tuition and fees.
The forms must include personal details of the student, the amount of tuition or fees involved, the specific courses or services related to the agreements, and any relevant supporting documentation for refund requests.
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