Financial Responsibility Agreement Wellesley

We meet with you to check your goals and the progress you have made in achieving those goals. We`ll also discuss any adjustments needed to your financial approach to help you stay on track. I acknowledge that non-participation or non-participation does not relieve me of the financial responsibility of the courses in which I am enrolled. MyMerrill is your online goal to access your financial information, secure communication and a robust offering of tools and features. We take the time to get to know you – the names of your children, how hard you`ve worked to get to where you are and how you define success. We work with you to understand your investment personality, prioritize your goals and develop a financial approach tailored to your needs. We believe investors can benefit from our advice, access to investment information offered by Merrill, the fiduciary and fiduciary services of Bank of America Private Bank and the banking comfort of Bank of America. When it comes to your success, there`s only one financial approach that really matters – yours. The Websites may, from time to time, make available to Customer various licensed programs (“Licensed Programs”) of third parties (“Providers”) granted by Bank of America for use by Customer and/or that require Customer to sign a third-party license agreement (“License Agreement”). When using the licensed programs, the client agrees that the accounts contain interim credits for the expected financial assistance. This expected financial assistance could include loans and grants at the federal and regional level, as well as external loans. For the calculation of the balance due for a semester, these amounts are deducted from the statement as if they had already been received.

Tuition management systems (the university`s third payment partner) Monthly payment plans are also deducted from the statement. The university makes available half of the total amount due by TMS for each semester. Please note that amounts transferred by TMS are only displayed on the statement if they have been received by the university. A student account is only considered satisfactory if the payment has been fully received or if the total amount of actual credits, combined with the total amount of expected financial aid, is equal to or greater than the semester fee. Title IV grants include loans, grants or work studies generally granted by the federal government on the basis of financial need. Learn more here. Merrill, its partners and financial advisors do not provide legal, tax or accounting advice….

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