Student Financial Services (SFS) Student Timeline

Throughout the summer months and academic year there will be items that need a student’s attention. In order to receive your financial aid award, be able to make payments on time, have access to available refunds, and allow your parents access to your account, the SFS office needs you to complete the following checklist in a timely fashion:


June is a busy month for new students to begin logging in and becoming familiar with their assorted Williams Accounts:

  • Log into your Williams Student Records Account (also referred around campus as your SARAH account)
  • Activate your SFS student account in EphPay. This is where you will find your bill, charges and, in some cases, financial aid and loan disbursements. It is also where you and your family will go to pay your bill.
  • Set up your parents and others as Authorized Users in EphPay so they can make payments, keep tabs on your account, and discuss your financial information with SFS.
  • Sign up for Direct Deposit to receive eligible refunds and, for financial aid students, your personal allowance grant.  Click here for step-by-step instructions to set up your bank account information.

For both new and returning students:

  • Make sure you have completed any and all outstanding financial aid and or loan items, if applying, in Williams Students Homepage > click the Tasks tile
  • Report any outside scholarships or tuition benefits at Williams Students Homepage > click the Stu Financial Services tile > select Report Scholarship/Benefit
  • If interested, request a federal direct student loan at Williams Williams Students Homepage homepage > click the Stu Financial Services tile > select FA Award Update Form


While July will be full of parades, BBQs, beach days, and baseball games, it is also when the college’s fall semester bill comes out. Here are a few things that you should be focusing on at this time during your fun in the sun:

  • Sign up for our monthly installment plan in EphPay. You can choose either a 5 month (first payment is due July 25) or 4 month (August 25) interest free payment plan.
  • If you and your family want to opt out of the college’s Student Health Plan, go to the Student Health and Wellness Office where they can explain this process.
  • Start planning your arrival to campus. Williams works with an online travel software called EGENCIA where you can book flights and the cost of your ticket will be charged to your student account. For more information about EGENCIA, click here.


Do you hear that sound? That’s the clock ticking as we are now in August and you’re getting close to leaving for Williamstown.  Along with finishing up summer jobs and your saying goodbye to friends and pets, here are some some last minute items and deadlines that need your attention before coming to campus:

  • August 1, 2022 is the deadline to opt-out of the college’s Student Health Insurance Plan.
  • Unless you have signed up for a payment plan, your fall bill balance is due August 15, 2022.
  • If you have not signed up for a 5 month payment plan, but are interested in a 4 month payment plan, you will want to go to your EphPay account and set this up by August 15 to keep your account in good standing.
  • If you are interested, you should begin the process for technology (laptop, tablet) purchases using excess outside scholarships or by requesting a federal student loan (more information to come.)


September, the start of a new academic year. You’ve got your new comforter, your Tunnel City coffee, and your course syllabus. Now you just need books:

  • Fall books will be available at The Williams Bookstore for purchase in late August. For students receiving financial aid, you will only purchase your books through the Williams Bookstore using your Williams ID. Visit the Book Grant information page on how to purchase your books and how the book grant process works.
  • Non-aided students are allowed to purchase any eligible and required course books with their Williams ID at The Williams Bookstore. Your book charges and credits will be applied to your student term bill account and will be displayed on your bill.