University of Connecticut University of UC Title Fallback Connecticut

Administrators Help

Adding and Expiring Deferrals

Adding a Deferral

Path: UC Student Financials > UC Payment Plans > Deferrals

  1. Click Add a New Value
  2. In the EmplID field, enter the student’s ID. To select an ID from the Lookup List, click the magnifying glass icon to the right of the field. On the Lookup ID page, type the student’s name and then click Look Up. A list of IDs is displayed.
    Note: You may need to click View All for all IDs to appear.
  3. In the Term field, enter the current Term.
    Note: Deferments cannot be applied to past terms.
  4. Next to the Item Type field, click the magnifying glass icon to view the applicable Item Types.
    Note: The only options you should use are Third Party Deferment or Deferred Fees. DO NOT USE Grad Payroll Payment Plan.
  5. Click Add.
  6. In the Expiration Date field, enter the expiration date of the deferment.
  7. In the Deferment Amount field, enter the amount of the deferment.
  8. In the Deferment Source field, enter the Third Party name or deferment source.
  9. Click Save.
  10. To add an additional deferment for the same student, click the plus sign and repeat steps 6-9 above.

Expiring a Deferral

Path: UC Student Financials > UC Payment Plans > Deferrals

  1. In the EmplID field, enter the student’s ID. To select an ID from the Lookup List, click the magnifying glass icon to the right of the field. On the Lookup ID page, type the student’s name and then click Look Up. A list of IDs is displayed.
    Note: You may need to click View All for all IDs to appear.
  2. Click Look Up.
  3. Change the Expiration Date to today's date.
  4. Click Save.
  5. Navigate to UC Account Information to confirm that the deferment has been expired.
    UC Student Financials > UC Account Information
  6. In the ID field, enter the student’s ID. To select an ID from the Lookup List, click the magnifying glass icon to the right of the field. On the Lookup ID page, type the student’s name and then click Look Up. A list of IDs is displayed.
    Note: You may need to click View All for all IDs to appear.
  7. Click Search.
  8. At the bottom of the page, click Deferrals to verify this deferment has been expired.
  9. Click Return to return to the UC Account Information page.