Video Transcript – WebAdvisor Tutorial: Graduate Settlement (University of Guelph)

Student Financial Services at the University of Guelph is here to help guide you through the process of completing the Graduate Settlement. What is Graduate Settlement? Graduate Settlement is a form on WebAdvisor that graduate students must complete every semester to indicate if they will be paying their tuition and fees using either payroll deduction, departmental trust fund, or awards. Students paying their account personally in full do not need to complete the Graduate Settlement process.

Before submitting the Graduate Settlement, graduate students must complete their registration for their semester. Following registration, graduate students can access the Graduate Settlement form on WebAdvisor.

On the main page of WebAdvisor, select “Log In” in the upper right-hand section of the screen. Enter your Central Login ID and Password and click the “Submit” button. Choose “Students”’ from the “Main Menu” on the right-hand side and you will come to the main Student page. From the links on the right-hand side of this page, click on “Graduate Settlement”, located in the “Financial Profile” section. Select the term and click the “Submit” button. The next page shows the three options for the Graduate Settlement: payroll deduction, departmental trust fund and awards. You must have approval from your department before selecting payroll deduction or departmental trust fund. If you are not sure if your funding is coming through payroll or a departmental trust fund, contact your department before submitting the Graduate Settlement.

Option 1: Payroll deduction (plus, if applicable, awards)

If you are receiving funding through payroll, select the first option of “Payroll Deduction payment” and click the “Submit” button. The next page will state that your department will be informed of your payroll deduction request. The department must confirm that the settlement option you have selected is appropriate before it is approved for payment of your account.

Click “OK” and you will be returned to the main Student menu. If you would like to apply one or multiple awards that you have received to your account in addition to payroll deduction, you can return to the “Graduate Settlement” page, select the term, and choose “Awards payment”. After clicking “Submit”, you will need to provide the name or names of the awards and the value of each award for the term. You can place each award under one of the two sections shown: “Internal Awards” or “External Awards”. An internal award is one that is administered by the University of Guelph, and includes NSERC, SSHRC, and CIHR awards. An external award is one that you received from an agency that is not affiliated with the University of Guelph, such as the Fulbright Canada Student award. Click “Submit” after filling in the award name and amount.

Option 2: Departmental trust fund

If you are paying by departmental trust fund, go to “Graduate Settlement”, choose the term, and then click on “Departmental Trust Fund payment”. After clicking the “Submit” button, you will see the message that your department will be receiving your request. The department must confirm that the settlement option you have selected is appropriate before it is approved for payment of your account. As with payroll deduction, you can return to the “Graduate Settlement” page and select “Awards Payment” to apply one or multiple awards to your account in addition to the departmental trust fund.

Option 3: Awards

If you are paying using awards only, click on “Graduate Settlement” on the main Student page and choose your term. On the next page, select “Awards payment” and then click “Submit”. Fill in the name or names of the awards that you have received and the value of each award for the term. If you are receiving an award that is covering a full academic year, divide the total amount of the award by three. As described earlier, an internal award is one that is administered by the University of Guelph, and includes NSERC, SSHRC and CIHR awards. Don’t forget to click submit!

Are you also receiving OSAP? If you have selected payroll deduction, your OSAP funding will be applied to your student account and your payroll deductions will be adjusted accordingly. If you have selected awards on your settlement and your awards have cleared your term balance at the time of OSAP confirmation of enrolment, your OSAP funding will be redirected to your personal bank account.

How do you know if your Graduate Settlement has been approved? Once approved, you will receive a notification through WebAdvisor. On the main Student page of WebAdvisor, click on “Account View” under “Financial Profile”. If you have a notification, you will see a yellow box with a number at the top right corner of your screen. If you click on the box and it says that “Your graduate settlement has been completed”, then it has been approved!

If you are paying your fees directly, payment methods include online or telephone banking, Global Pay, debit card, money order, certified cheque, bank draft, bank wire, and HigherEdPoints.

Please note that students who, for the first time, are having their fees paid by a third party must have their sponsor send a letter to Student Financial Services. More information can be found through WebAdvisor by selecting “Payment Information” under your “Financial Profile”.

We hope that you are now familiar with how to complete the Graduate Settlement on WebAdvisor! If you have any questions about your financial account or if you need to make changes to your account, please contact Student Financial Services by phone at 519-824-4120 x58715 or by email at accquest@uoguelph.ca. If you have questions regarding payroll, please contact your departmental administrative assistant. Visit the Student Financial Services website and follow us on Twitter @UOGStudentfin for important deadlines.