Q: Are there any fees that School Plan will not cover?

A: School Plan cannot be used to cover arrears that a family may have accumulated at the school, nor can it be used to pay for variable expenses such as sundry items, books, uniform costs etc.

Q: How do I make my monthly instalments?

A: Your monthly instalments are automatically deducted from your nominated bank account by direct debit. Your direct debit can come out of any bank, building society or credit union account. If you choose School Plan Plus, you can pay by credit card (Mastercard, Visa or AMEX).

The instalments are deducted on the first working day of each month with the exception of January. January’s instalment is drawn in the middle of the month. The exact date will be provided in our letter of confirmation, which will be sent to you when your application has been approved. This direct debit is set up at the time of your application by simply completing the Direct Debit Request (DDR) Form. Your rights and obligations as a user of the direct debit system are contained in our Customer DDR Service Agreement attached to the form.

Q: Do I need to contact my school?

A: No. Once your School Plan application has been approved, we will liaise with the school to confirm the fees to be paid and the due dates.

Q: Will I still receive an account from the School?

A: School Plan members may continue to receive itemised accounts from their school. This provides information on the status of the account and confirms that School Plan is paying your fees for you. This will also indicate any amounts due that may not be covered by School Plan, such as sundry items.

Note: non-compulsory fixed costs (eg building fund donations) that you have not specifically requested School Plan to cover on your Application Form will still be payable to the school by you.

Q: When will School Plan pay my fees?

A: School Plan requires the first two instalments from you before any payments can be made to the school on your behalf. Your monthly instalments will be confirmed when your application is approved.

Once School Plan has received your first two instalments, your fees will be paid directly to your school by the due date specified on your school’s fee schedule. In the event that the due date has already passed, School Plan will pay your fees as soon as your first two instalments have been received and provided your membership is also up to date.

Q: For how long is my School Plan membership valid?

A: Your membership is valid for one school year. If you join School Plan part way through the year, your membership will be valid for the remainder of the school year for which the school fees are being funded. For your convenience we send out Application Renewal Forms inviting you to re-apply for the following year.

Q: What if my children are at different schools or change school during the year?

A: Neither of these situations pose a problem for School Plan. Once we receive enrolment details for each child, we make all the necessary arrangements with the schools to cover your fees.

If your child changes schools during the year, simply notify us in writing and we will organise to continue your School Plan membership with the new school. We will also notify you in writing of any adjustments that may need to be made to your monthly instalments to reflect any change in the fees to be covered.

Q: Can I cancel my membership during the year?

A: You can cancel your membership – all you need to do is send us a request in writing. If the value of the instalments you have paid is greater than the fees School Plan has paid on your behalf we will refund the difference. If your instalments do not cover the fees already paid by School Plan, you will be required to cover this amount plus the applicable service fee. There are no additional charges for early cancellation.

Q: How do I apply for membership?

A: To apply for membership, carefully read the terms and conditions before completing the Application Form and the Direct Debit Request Form. The terms and conditions are outlined along with the Application Form and Direct Debit Request Form in the links above.

Mail the Application Form, along with a copy of your current drivers license to our freepost address:

School Plan
Reply Paid 62131
OAKLEIGH  VIC  3166

You must clearly indicate your choice between School Plan and School Plan Plus by ticking the appropriate box on the Application Form.

^{(NB: Where applicable, both parents/ guardians are to sign the application form).}