Thank you for completing the iPlan Reconciliation Tutorial!
Below is a sample reconciliation page that illustrates the information listed above, the old installment amount and the new expected payment schedule.
Continue the Tutorial by clicking on Step 2 below
This page will help you to identify why your iPlan must be adjusted. Compare the amounts in each grid to determine any discrepancies. There may be additional charges that were not included in your original budget or credits that disbursed after your iPlan was created.
Sometimes there is previous balance or previous credit causing the difference. View Account Summary by Term to verify this issue.
If you are unable to calculate the account adjustment or have any questions, please call our office at 773-508-7705 or email us at email@example.com
Continue the Tutorial by clicking on Step 3 below
Once you understand why we have requested an adjustment, you have several options for action.
- Click "YES"
Choose the YES button to process the recommended adjustment amount. Your iPlan will be adjusted per the indicated amount, and your new installment amount will be effective with the next payment due. Note: If you have not paid your current installment due in full, the remainder of that payment is still due.
- Click "NO"
Choose the NO button to reject the recommended adjustment amount. No adjustment will be made to your iPlan at this time, and your installment amount will remain the same. However, choosing "No" will automatically add a financial block to your account until the problem is resolved.
- Click "Give me 5 Days"
If you need time to investigate the adjustment select this option. You will receive 5 days to contact the appropriate departments to resolve your account.