Jenzabar Campus Portal Features Help Hub

Direct Deposit

Important

Your screen may look a little different depending on your school’s styles and your personal permissions.

Student Self-Service Direct Deposits provides students with more control over their refunds and financial accounts. There are three main ways you can receive refund payments: cash, check, or electronically. The direct deposit feature offers a safe and convenient method to receive refunds electronically. Setting up your direct deposit account will allow you to get your refunds faster, without needing to take a trip to the business office or bank, and without the risk of losing your cash or check.

  1. Navigate to the Direct Deposit page.

  2. From Direct Deposit, you should see a message letting you know that you have not set up a direct deposit account. Click the Set Up Direct Deposit Account button to get started.

  3. The Your Bank Account Information section is where you will identify the account you want to link for direct deposit.

    • Account Type: from the drop-down, choose an option to indicate if the bank account you are entering for the direct deposit feature is a checking or savings account.

    • Bank Account Located in the United States: this checkbox identifies if your bank account was opened within the U.S. By default the checkbox is selected; however, if your bank account was opened outside the U.S, de-select the checkbox before continuing.

    • Routing Number: enter your bank routing number for the location where your account was originally opened. This number is usually a nine-digit number, but may vary if the account was opened outside the U.S. Enter your routing number carefully.

    • Account Number: enter the account number for the bank account you want to use to receive your direct deposit refunds.

    • Confirm Account Number By Entering Again: re-enter your account number. This is very important to confirm your refund will go to the correct account. If your numbers match, you will see a green check mark and you can continue. If you see a red exclamation mark, your numbers do not match and you should carefully re-check your account number.

  4. The Other Information section is where you set up the labeling that will help you and your school when identifying your account.

    • Direct Deposit Account Name: enter a name for this account as you want it to appear in your school's system. This is also the name you will see when you view your account.

    • Begin Date: choose a date when you want to start receiving refunds into this account. This date must be the current date or a future date.

  5. Click Continue.

From the Direct Deposit page, click the trashcan icon Delete Icon on the row of the current bank account to delete it.

Note

You can only have one account set up for direct deposit at a time. To change the account, you will need to delete the current account and add a new account.

Warning

Deleting your direct deposit bank account will stop any refunds from deposited. To prevent delays in receiving your funds, be sure you do not have any refunds in progress before deleting your account.

A direct deposit is an electronic payment from one bank to another. In this case, your school may need to send you a refund for the class you dropped before the cutoff date or for a bill you accidentally overpaid on. Setting up a direct deposit account would allow your school to send you the money electronically from their account to yours.

  • Automated deposits: when you receive funds, they are automatically added to your account, no action is required on your part.

  • Paperless: you won't need to print, mail, or wait for your funds to arrive.

  • Electronic records: you will see the funds appear in your bank account and can easily check your account's transaction history for details.

  • Security: funds will move from one account to the other without the risk of someone stealing or altering your check.

  • Faster pay: sometimes funds will arrive in your account before they would arrive by check in the mail, and the funds are usually available immediately instead of having to wait for a check to clear.

  • Cost: it's free and there's no added cost of mailing supplies for your school.

Your bank routing number is a nine-digit code that's based on the location where your account was originally opened. It is the first set of numbers printed on the bottom of your checks (on the left side). If you do not have checks, you can also find your routing number on your bank's website.

Note

U.S. routing numbers contain nine digits, but routing numbers outside the U.S. may vary in length.

If your account is from a U.S. bank and the Bank Account Located in the United States checkbox is selected, the system will use an algorithm to make sure your routing number is a valid number. If you see the warning that your number is not valid, double-check and re-enter the number. If you're sure the number is correct make sure the bank account is from a U.S. bank, if the account is not from the U.S., de-select the checkbox.

Your account number (usually 10 digits) is specific to your personal account. It is the second set of numbers printed on the bottom of your checks, just to the right of the routing number. If you do not have checks, you can also find your account number on your bank's website.

Unfortunately you can only have one account set up for direct deposit at a time. To change the account, you will need to delete the current account and add a new account.