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Student Customer Agreement

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STUDENT CUSTOMER AGREEMENT

Student Information

Parent or Guardian (if applicable)

Enrollment, Services, and Fees

Program / Service:    Start Date:

By enrolling, Student or Parent/Guardian authorizes billing in accordance with the payment terms above and consents to assessment of late fees and collection costs as described in this Agreement.

Refund, Cancellation, and Withdrawal

Refunds will be determined by the institution's published refund schedule and are subject to prorating for services rendered. Cancellation or withdrawal must be submitted in writing; fees for services rendered through the effective date of withdrawal remain due. Student or Parent/Guardian understands that failure to attend does not constitute withdrawal.

I acknowledge receipt and understanding of the refund and cancellation policy.

Student Obligations and Code of Conduct

Student shall comply with all published rules, codes of conduct, and reasonable directions of staff. Student is responsible for maintaining academic and behavioral standards applicable to the program. Institution reserves the right to suspend or terminate services for material breaches, nonpayment, or conduct detrimental to the health, safety, or welfare of the campus community.

Safety, Emergency Contact and Medical Information

Privacy, Records, and Use of Information

The institution may collect and maintain information necessary for enrollment and administration. Information will be used for educational and billing purposes and shared only as required for legitimate educational, safety, or legal purposes. By signing this Agreement, Student or Parent/Guardian consents to such collection and use. The institution will maintain records in accordance with applicable law and institutional policy.

I consent to collection and administrative use of student information as described above.

Intellectual Property and Materials

Course materials, software, and content provided as part of the program remain the intellectual property of the institution or third-party licensors. Student is granted a limited, nontransferable license to use materials for educational purposes only and agrees not to reproduce or distribute proprietary materials except as permitted in writing.

Liability, Representations, and Indemnification

Student and Parent/Guardian agree that the institution's liability for any claim arising under this Agreement shall be limited to direct damages not exceeding the total fees paid by the student for the current term of service, except where prohibited by law. Student and Parent/Guardian shall indemnify and hold harmless the institution, its officers, employees, and agents from third-party claims arising from Student's willful misconduct or material breach of this Agreement.

Governing Law and Dispute Resolution

This Agreement is governed by the substantive laws applicable where the institution's administrative office is located. Parties agree to attempt good-faith resolution of disputes through negotiation. If unresolved, disputes shall be subject to binding arbitration or adjudication as provided in institutional policy and applicable law.

Acknowledgment and Certification

By signing below, Student or Parent/Guardian certifies that the information provided is true and complete, accepts financial responsibility for charges assessed under this Agreement, and acknowledges receipt of and agreement to the terms contained herein. If the signatory is a parent or guardian, the signatory represents that they have authority to enter into this Agreement on behalf of the Student.

Miscellaneous

This Agreement constitutes the entire agreement between the parties regarding the subject matter and supersedes prior agreements and representations. Any modification must be in writing and signed by both parties. If any provision is found unenforceable, the remainder of the Agreement will remain in effect.

Student / Parent Printed Name:

By:

Date:

Institution Representative Printed Name:

By:

Date:

Enter text✕

What a Student Customer Agreement is

A Student Customer Agreement is a written contract between a student (or student account holder) and an educational provider that defines services, fees, payment terms, refund and cancellation policies, conduct expectations, and data-handling rules. It documents the relationship for purchases, subscriptions, course enrollments, or library/technology access and often incorporates privacy, intellectual property, and billing provisions. When executed properly it creates enforceable obligations, allocates risk, and clarifies administrative processes such as collections, dispute resolution, and document retention applicable to both parties.

Why this agreement matters for students and institutions

The Student Customer Agreement clarifies financial obligations, service scope, refund windows, and data-use terms. Clear agreements reduce disputes, speed billing and collections, and provide transparent consumer disclosures required for certain student-facing financial or healthcare interactions.

Why this agreement matters for students and institutions

Who completes or signs a Student Customer Agreement

Typical signers include enrolled students, parent or guardian cosigners, billing administrators, and institutional officers responsible for enrollment or student services.

  • Students or account holders — sign to accept tuition, subscription, or service terms and confirm contact details and payment authorization.
  • Parents or guardians — cosign when required for minors or for financial responsibility for fees and collections.
  • Institutional administrators — sign or countersign to confirm acceptance of enrollment, fee waivers, or payment plans.

Institutions and students should confirm authority to sign, required supporting documents, and any third-party payer or guarantor obligations before execution.

Core components to include in a professional Student Customer Agreement

Include sections that define parties, scope of services, fees and payment terms, cancellation and refund policies, data privacy and access, and signature blocks with effective dates.

Parties

Identify the student by full legal name and the educational provider by legal entity name, including contact information and billing address for notices.

Scope of Services

Describe courses, materials, software access, or services provided, including duration, delivery method, and any performance or attendance expectations.

Fees and Payment

State tuition, fees, payment schedule, late fees, and accepted payment methods; note consequences of nonpayment and any collection costs.

Refunds and Withdrawal

Define refund windows, pro rata calculations, deadlines for withdrawal, and any administrative or processing fees charged on refunds.

Privacy and Records

Specify how student data will be used, disclosed, and retained; address FERPA or HIPAA applicability and any required consent language.

Signatures

Provide signature blocks for all required parties, include printed names, titles (if institutional), and an effective date for the agreement.

Step-by-step: completing the Student Customer Agreement

Follow these steps to prepare, review, and finalize the agreement so it is complete and enforceable.

  • 01
    Prepare: Gather ID, student ID, and billing method before you start.
  • 02
    Fill fields: Enter names, dates, and payment details carefully.
  • 03
    Review terms: Check refund windows, privacy clauses, and governing law.
  • 04
    Sign: Affix signatures and dates; countersignatures if required.

How digital execution and routing typically operate

Digital workflows speed signature collection and create an auditable record; follow the routing order required by the institution.

  • Upload: Institution uploads the agreement PDF or DOCX for signing.
  • Place fields: Signature, date, and data fields are added in the document.
  • Send: Signer receives an email or secure link to review and sign.
  • Complete: Signed copies and an audit trail are generated automatically.

Typical digital workflow settings to configure

Configure authentication, field behavior, notifications, and retention to match institutional risk and compliance needs.

Field Configuration
Signer Authentication Email link by default; add SMS or KBA for higher assurance.
Signature Fields Require signature and date fields; enforce mandatory inputs.
Conditional Fields Show terms only when specific options are selected.
Notifications Send reminders after X days; notify countersigners on completion.

Platform and format considerations for e-submission

Ensure the eSignature platform supports required integrations, file formats, and authentication methods for institutional workflows.

  • File formats: PDF, DOCX supported and recommended.
  • Integrations: Works with LMS and CRM systems.
  • Authentication: Email links, SMS codes, or stronger methods.

Confirm the chosen platform provides a tamper-evident audit trail, exportable records, and retention controls to meet institutional policy and regulatory needs.

Security and compliance controls to verify

Encryption in transit: TLS 1.2/1.3
Encryption at rest: AES-256
HIPAA readiness: BAA available when required
Audit trail: IP, timestamp, and event log
Certifications: SOC 2 Type II and ISO 27001
Accessibility: WCAG 2.0 Level AA support

Penalties and risks of incorrect or incomplete agreements

Incorrect TIN: Backup withholding 24%
1099 filing delays: $60–$330 per form
I-9 paperwork: $281–$2,789 per violation
HIPAA breach: Potential substantial fines
Unenforceable terms: Risk of contract refusal in court
Data exposure: Privacy notices and regulatory liability

Common mistakes to avoid when preparing the agreement

  • Leaving signature blocks unsigned or undated which can nullify the agreement and delay enforcement or billing.
  • Using inconsistent names between ID and agreement, leading to identity verification failures and processing delays.
  • Failing to include explicit payment authorization for recurring charges, increasing dispute and chargeback risk.
  • Overlooking required consumer disclosures when electronic delivery triggers ESIGN consumer-consent requirements for financial or healthcare records.

Key dates and deadlines related to the agreement

Track effective dates, withdrawal windows, billing due dates, and any regulatory filing deadlines connected to tuition or payments.

Effective Date:

Date the agreement takes effect, typically the signature date

Withdrawal Deadline:

Institutional policy defines refund eligibility and deadline

Billing Due Date:

Specified payment due date to avoid late fees

1098-T Issuance:

Tuition statements typically issued to students by Jan 31

Dispute Window:

Time allowed for contesting charges per policy

FAQs and troubleshooting for the Student Customer Agreement

Answers to common legal and technical questions about signing, validity, privacy, notarization, and corrections.


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