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case western reserve university

CONTROLLER'S OFFICE

 

Direct Deposit Refunds

The Bursar's Office is pleased to announce that direct deposit is now available for student refunds. Direct deposit allows your refund payments to be conveniently delivered into your bank account. Once enrolled, all future refunds and financial aid overpayments will be deposited in the same manner. Students are expected to maintain their bank account information within SIS.

Interested students should select the new Manage Direct Deposit option available in SIS - Finances section. To sign up for the benefits of direct deposit, follow the instructions below.

Please note: direct deposit can only be made to domestic bank accounts



Direct Deposit Enrollment


This procedure guides students through the necessary steps to sign up for direct deposit refunds. Students may enroll at any time during their school career. The agreement will remain in effect unless the Bursar’s Office is asked to revoke the agreement by the student or in the event of a rejected direct deposit transaction. Students must contact the Bursar’s Office by email or phone to request all future refunds be sent as checks. Student’s must posses a domestic bank account in order to enroll in direct deposit. An email will be sent within 48 hours confirming a successful enrollment.

 

Step Action
1.

Log in to SIS at http://www.case.edu/sis

2.

From the Other Financial selection tool, select Manage Direct Deposit.

Alternatively, from the Account Inquiry link, click the Account Services tab, and then Direct Deposit.

3.

Click the Enroll in Direct Deposit button.

4.

Enter the requested bank account information and then click Next.

  • Nickname: A name for the bank account such as “My Checking Account”
  • Account Type: Select either Checking or Savings account.
  • Routing Number: Your bank’s Federal ID routing number.
  • Account Number: The account to which refunds should be deposited.
  • Account Holder: The account owner’s name for the bank account.

Please note: Direct deposits can only be made to domestic bank accounts. If your bank’s routing number is not accepted, please contact the Bursar’s Office at 216.368.2226 for assistance.

5.

A summary screen of the bank account information entered is displayed. Click the Proceed To Enroll in Direct Deposit.

6.

If you wish, you may add additional bank accounts that can be used for tuition direct deposits by using the Add Another Bank Account button. However, only one bank account for direct deposit refunds can be selected at one time. Once all desired accounts have been added, click the Proceed To Enroll in Direct Deposit again.

7.

The Enroll in Direct Deposit screen appears. From the Select Bank Account selection tool, click on your bank account.

Click Next.

8.

Please read the terms of agreement. Click the checkbox to agree and then the Submit button.

9.

When this message is displayed, you have successfully enrolled in direct deposit.

 



Changing Direct Deposit Accounts


Students have the option of modifying their bank account information at any time. This procedure will change the destination account for any future refunds but will not affect any refunds in progress. An email notification will be sent within 48 hours any time a change in the direct deposit distribution occurs.

 

Step Action
1.

Log in to SIS at http://www.case.edu/sis

2.

From the Other Financial selection tool, select Manage Direct Deposit.

Alternatively, from the Account Inquiry link, click the Account Services tab, and then Direct Deposit.

3.

Click the Modify Direct Deposit button.

4.

For security purposes, only the account's nickname is editable. To make any other changes, all information must be reentered as a new bank account. Click the Add Another Bank Account button.

5.

Enter the requested bank account information and then click Next.

  • Nickname: A name for the bank account such as “My Checking Account”
  • Account Type: Select either Checking or Savings account.
  • Routing Number: Your bank’s Federal ID routing number.
  • Account Number: The account to which refunds should be deposited.
  • Account Holder: The account owner’s name for the bank account.

Please note: Direct deposits can only be made to domestic bank accounts. If your bank’s routing number is not accepted, please contact the Bursar’s Office at 216.368.2226 for assistance.

6.

A summary screen of the bank account information entered is displayed. Click the Proceed To Modify Direct Deposit.

7.

If you wish, you may add additional bank accounts that can be used for tuition direct deposits by using the Add Another Bank Account button. However, only one bank account for direct deposit refunds can be selected at one time. Once all desired accounts have been added, click the Proceed To Modify Direct Deposit again.

8.

The Modify Direct Deposit screen appears. From the Select Bank Account selection tool, click on your bank account.

Click Next.

9.

Please read the terms of agreement. Click the checkbox to agree and then the Submit button.

10.

When this message is displayed, you have successfully enrolled in direct deposit.

 



Cancel Direct Deposit Agreement


To cancel your agreement, please contact the Bursar's Office at 216.368.2226. Additionally, the agreement will automatically be voided if a direct deposit refund is returned to the University by a student's bank.