529 Payment Procedures
Students should follow the steps below to ensure proper processing of 529 plan payments:
1. Notify the Student Accounts Office by providing documentation of any anticipated College Savings or Prepaid Tuition state 529 Plan by the 15th day of the month prior to the semester start (ex: August 15 or December 15) along with a 529 Payment Extension form.
2. Download your upcoming semester course schedule and invoice on SIO and send the documents to the 529 Plan Administrator.
3. Review student account activity on SIO to monitor for payment arrival.
529 Payment Deadline
The university considers 529 payments to be student payments making them subject to the same due dates and penalties as any other student payment.
529 Plans are not considered sources of outside support as funds originated with the student’s family. As such, CMU is happy to extend the courtesy of an extended payment deadline for 529 funds provided that the student is properly identified by the above mentioned documentation no later than the 15th day of the month prior to the semester start.
529 Payment Remission
529 Plan checks should reference the student’s name, Andrew ID and invoice number if possible. 529 checks should be made payable to Carnegie Mellon University and sent to:
Carnegie Mellon University
Enrollment Services, A-19
5000 Forbes Avenue
Pittsburgh, PA 15213