Using Student Financials Self Service

This chapter provides an overview of the PeopleSoft Student Financials self-service application and discusses how students can:

• View outstanding charges, payments, financial aid, and refunds.

• Create credit card profiles.

• Make self-service payments.

• Purchase miscellaneous items.

• Use account services.

Understanding Student Financials Self Service

Students use Student Financials self service to view outstanding charges, payments, financial aid, and refunds; create and store credit card or eCheck payment profiles; make self-service payments, purchase miscellaneous items, and use account services. What students see when they access Student Financials self service depends on what your institution has defined on the setup pages. For example, you can use Institution Sets to specify not only that students view their account activity by business unit, term, or charge, but you can also decide whether to display payment history, pending payments, charges due, and financial aid totals.

See Setting Up Institution Sets.

The navigation tabs that are used in Student Financials self service are defined on the Navigation Tabs Setup page.

See Also

Setting Up Self-Service Navigation

Viewing Outstanding Charges, Payments, Financial Aid, and Refunds

This section discusses how to:

• View an account summary.

• View account activity.

• View charges due details.

• View details by due date.

• View details by charge.

• View charges due details by due date.

• View invoices due detail.

• View invoice detail.

• View payment history.

• View the charges paid by a payment.

• View pending financial aid.

Pages Used to View Outstanding Charges, Payments, Financial Aid, and Refunds

Viewing an Account Summary

Access the Account Inquiry - Account Summary page (Self Service, Campus Finances, Account Inquiry, Account Inquiry - Account Summary).

Charges Due	Click to access the Charges Due page.
Due Now and Future Due	The amounts that appear are based on the parameters that are set up in the Days in future for 'due now' field on the Institution Set page. The formula used to calculate the value in the Due Now field is any charges incurred through today's date plus the number of days specified. The formula used to calculate the value in the Future Due field is any charges incurred after today's date plus the number of days specified.
Past Due Balance	This amount represents charges that were incurred through yesterday (current date minus 1). See Defining Basic Institution Set Parameters.

What I Owe Table

The columns that appear in the What I Owe table are based on the allocation level that you specified on the Institution Set page. An administrator can suppress the Pending Payments and Pending Financial Aid columns.

Remittance Addresses

The address that appears is based on the location that you selected on the SF Business Unit page.

Viewing Account Activity

Access the Account Inquiry - Account Activity page (Self Service, Campus Finances, Account Inquiry, Account Inquiry - Account Activity).

Students can filter account activity by campus and term for specific dates or a range of dates. Additionally, students can use Find to search for specific transactions.

Viewing Charges Due Details

Access the Account Inquiry - Charges Due page (Self Service, Campus Financials, Account Inquiry, Account Inquiry - Charges Due).

This page shows three different views of the student's outstanding charges due: a summary of charges by due date, details by due date, and details by type of charge. Click the Details by Due Date region or the Details by Charge region to see the details.

Viewing Details by Due Date

Access the Details by Due Date page.

Note. The system displays charges by date within a term.

Viewing Details by Charge

Access the Details by Charge page.

The system displays charges based on the selection in the View By field.

Viewing Charges Due Details by Due Date

Access the Detail By Charge page.

Click Return to Charges Due to return to the previous page.

Viewing Invoices Due Detail

Access the Invoices Due page.

This page displays information about invoices that are due.

Viewing Invoice Detail

Access the Invoice Detail page.

Viewing Payment History

Access the Account Inquiry - Payment History page (Self Service, Campus Finances, Account Inquiry, Account Inquiry - Payments).

Students can filter all posted and pending payment activity by date.

Viewing the Charges Paid by a Payment

Access the Payment History - Charges Paid by this Payment page.

Click the Return to Payment History link to return to the previous page.

Viewing Pending Financial Aid

Access the Account Inquiry - Pending Financial Aid page (Self Service, Campus Finances, Account Inquiry, Account Inquiry - Pending Financial Aid).

View pending financial aid amounts by all terms or by specific terms.

See Using Financial Aid Self Service.

Creating Payment Profiles

This section provides an overview of self-service payment profiles and discusses how to:

• Add and delete payment profiles.

• View and edit payment profile details.

Understanding Self-Service Payment Profiles

Student Financials enables students to create payment profiles for their various eCheck (checking, savings, or both) or credit card (Visa, MasterCard, American Express, and so on) accounts. By establishing payment profiles, students enter their eCheck and credit card information only once in the Payment Profile component (SS_SF_ACCT_PROFILE). Then, when they make self-service payments, students select the desired payment profile instead of entering their account information. In addition, if a student designates a payment profile as preferred, the system selects that payment profile by default when the student makes a self-service payment.

Note. Payment Profile functionality is not available if you use a hosted payment solution to process your ePayment transactions. Student Financials supports Payment Profiles for customers using non-hosted payment including both Integration Broker and Business Interlink solutions.

Refer to the following section Understanding Payment Profile Setup for the steps required to make Payment Profile unavailable.

Understanding Payment Profile Setup

Use the Self Service Payment Profile check box on the SF Installation 2 page to determine whether to allow students to create, save, and use payment profiles. When the check box is selected, existing self-service payment profiles are retained and students can create and save new profiles.

Note. Clearing the check box does not automatically prevent students from creating and maintaining profiles—you must also run the SSF_PPROFDEL process and remove the Payment Profile component from all permission lists–as documented in the setup chapter.

See Setting Up Installation Parameters and Keywords.

If you clear the Self Service Payment Profile check box on the SF Installation 2 page, run the SSF_PPROFDEL process, and remove the Payment Profile component from all permission lists:

• The Payment Profile component is not available in Self Service.

• The payment profile tab and payment profile details are not available on any pages in the Make a Payment component or the Purchase Miscellaneous Items component.

  Payment profile buttons do not appear on the Make a Payment - Specify Payment Details page or the Purchase Items - Specify Payment Details page. Students cannot save a payment profile or use an existing profile during the payment transaction.

  Payment profile details do not appear in the Confirmation Details section on the Make a Payment – Payment Result page.

Pages Used to Create Self-Service Payment Profiles

Adding and Deleting Payment Profiles

Access the Electronic Payments/Purchases - Payment Profile - Payment Profile Summary page (Self Service, Campus Finances, Payment Profile, Electronic Payments/Purchases - Payment Profile - Payment Profile Summary).

If a student has not yet created a payment profile, the table is empty. Click the Add A Profile button to create a payment profile.

Viewing and Editing Payment Profile Details

Access the Electronic Payments/Purchases - Payment Profile - Profile Detail page (Self Service, Campus Finances, Payment Profile, Payment Profile - Profile Detail and click the link of the appropriate profile).

Preferred Account	Select to designate this payment profile (Edit mode only) as the one that the system selects by default whenever the student makes a self-service payment. A student can have only one preferred payment profile per profile (or payment) type.
Profile Type	Specify whether the profile is for an Electronic Check or Credit Card account. If you select Electronic Check, the eCheck group box becomes available. If you select Credit Card, the Credit Card group box becomes available.

eCheck

Specify whether the account that you are defining is a checking or savings account and enter the appropriate routing and account numbers.

Credit Card

Select the credit card type and enter the credit card number and expiration date.

Editing or Deleting Payment Profile Details

Access the Electronic Payments/Purchases - Payment Profile - Edit Payment Profile page (click the Edit or Delete button next to the appropriate profile to edit or delete the details of the payment profile).

The credit card type and credit card number are read-only, and the card number is masked.

Making Self-Service Payments

This section provides an overview of self-service payments, lists prerequisites, and discusses how to:

• Specify payment amounts.

• Select payment methods.

• Redirect to hosted payment site.

• Specify payment details (hosted payment).

• Specify payment details (non-hosted payment).

• Confirm payments (hosted and non-hosted payments).

• View successful payment results (hosted and non-hosted payments).

• View declined payment results (hosted and non-hosted payments).

Understanding Self-Service Payments

The self-service feature of PeopleSoft Student Financials enables students to access their account information and make payments over the internet. The self-service pages can be accessed from the Student Center, the Account Inquiry page, or the menu navigation.

Self-Service Account Review

Students often want to view their account information more than once a month when they receive their statements from the institution. Using self service, students can view up-to-date information about their accounts at any time.

Total Due Charges Review

When students want to know how much money they owe to the institution, they may not want to review all of their account activity for each term. The Campus Finances self-service component provides a direct way for students to see their due charges.

Self-Service Payments

The Make a Payment self-service component (SSF_SS_PAYMENT) enables students to make electronic payments toward their account, using credit card or eCheck depending on the form of payment that your institution accepts. Additionally, if you set up your institution to allow it, students can allocate their self-service payments to specific charges.

The Make a Payment pages appear and function differently depending on whether you use the hosted payment feature.

If you use the hosted payment feature for self-service ePayment transactions, the step numbers that represent the number of pages or steps required to complete the transaction do not appear on the Make a Payment pages because part of the transaction is performed on the external hosted payment provider site. The numbers appear on the pages if you do not use hosted payment.

Note. If your setup allows for the charges that are payable by credit card to be different from the charges that are payable by electronic check, the Select Payment Method page appears before the Specify Payment Amount page. If the charge priority is the same for credit card and electronic check, the Specify Payment Amount page appears first because it does not change regardless of the payment method that the student selects. The order of appearance of the pages is the same whether you use hosted or non-hosted payment.

See Setting Up Installation Parameters and Keywords.

Note. Whether payment profile functionality is available in the Make a Payment component depends on your self-service setup and also on whether you use hosted payment.

See Understanding Self-Service Payment Profiles.

See Setting Up Installation Parameters and Keywords.

See Electronic Payment Integration Developer's Reference Guide. The guide is posted to My Oracle Support, ID 968171.1

Messaging

The PeopleSoft application delivers a set of messages that accompany many of the self-service pages. These messages are intended to help students through the self-service experience. These messages are user-defined in the Message Catalog, and they can be modified by an administrator. They appear at the top of most pages. For instance, if a student is paying with an eCheck, then the student receives the following message about his or her Personal Identification Number (PIN) as a potential requirement for user authentication: You will need your PIN in order to submit an eCheck Transaction. Messages can be changed only by an administrator.

Prerequisites

Before students can access their accounts over the internet, you must set up your PeopleSoft Student Financials system to allow them to do so by setting up a Payment Merchant, SF Merchant, and Institution Set. The choices that you make when setting up an institution set determine what your students can see and do when accessing their accounts. Different fields and pages are available to your students depending on how you set up the institution set.

See Setting Up Payment Merchants.

See Setting Up Institution Sets, Setting Up SF Merchants.

Pages Used to Make Self-Service Payments

Specifying Payment Amounts

The transaction flow that is discussed here assumes that charge priorities for credit card and echeck are the same—therefore, the Make a Payment - Specify Payment Amount page appears first.

Access the Make a Payment - Specify Payment Amount page.

This page is the same for hosted and non-hosted payment modes, except that a message about a PIN being required for echeck transactions appears for non-hosted payment.

What I Owe Table

The columns that appear in the What I Owe table are based on the allocation level that you specified on the Institution Set page.

Charges Due Table

The Charges Due table appears only if the Display Charges Due check box is selected on the SF Institution Set setup. The Charges Due table is based on what your institution defined in the setup. If the allocation level that you specified on the Institution Set page is By Business Unit, the charge details will be grouped by business unit. If the allocation level that you specified on the Institution Set page is By Term, the charge details will be grouped by term within the business unit.

Selecting Payment Methods

Access the Make a Payment - Select Payment Method page.

This appearance of this page is the same for hosted and non-hosted payment modes.

This page enables students to choose whether to pay by credit card or by eCheck. This page appears for students only if you enter a value in both the SF Credit Card Merchant ID and SF eCheck Merchant ID fields for the associated institution set. If you allow only one type of payment, this page does not appear and the only payment method available appears by default.

Note. The selection that a student makes determines which charges are eligible for payment according to the charge priority list that the institution defined for the item type associated with the selected payment method. For example, if a student selects Electronic Check, the Payment Details page and the Payment Amount page display only the charges on the student's account that are eligible for payment by the eCheck item type defined.

See Also

Defining Basic Institution Set Parameters

Defining Miscellaneous Parameters for Item Types

Redirecting to Hosted Payment Site

This section applies only if you use hosted payment mode.

If you use hosted payment, after a student selects a payment method and clicks NEXT on the Make a Payment - Select Payment Method page, the Make a Payment - Confirm Payment page appears.

Access the Make a Payment - Confirm Payment page.

The browser message, Browser Requirements link, and Privacy Policy link appear based on the setup on the Electronic Payments and Payment Merchant pages.

See Defining Electronic Payment Merchants.

See Defining Self-Service ePayments for Institution Sets.

Specifying Payment Details (Hosted Payment)

This section applies to hosted payment only.

When the student clicks the Continue to Make Payment button, information about the payment is sent to the third party Payment provider, and the student is transferred to the third party site to input the credit card or eCheck details.

Here is an example page:

The student enters payment details on the third party hosted site. The student clicks Continue to return to Campus Solutions. Authorization does not occur here. Buttons and images on the page might be configurable at the third party site.

If the student clicks Cancel from the third party hosted site, the student is taken to a page in self-service Make a Payment which displays a message advising that the payment is canceled:

The payment status is updated to Canceled. Similarly, if an error occurs, the student is taken to the Payment Result page and the payment status is updated to Error.

Specifying Payment Details (Non-Hosted Payment)

This section applies to non-hosted payment only.

Access the Make a Payment - Specify Payment Details page.

If a student has not created a payment profile before accessing this page, the student must create one from this page to be able to enter or confirm ePayment information.

Payment Profile options are only available if the Self Service Payment Profile check box is selected on the SF Installation 2 page (Set Up SACR, Install, Student Fin Installation, SF Installation 2).

See Defining Keyword Edit Tables and a Null Due Date.

Depending on whether the student chose credit card or electronic check, the following fields will differ.

Credit Card Details

eCheck Account Details

Privacy Policy

Confirming Payments (Hosted and Non-Hosted Payments)

The Make a Payment - Confirm Payment page confirms the payments that students want to submit. The information that appears in the Payment Summary region reflects whether students made payments by credit card or eCheck.

Information that is not collected, such as address and email, does not appear on this page.

The page appears differently for hosted and non-hosted payment modes.

Hosted Payment Mode

Access the Make a Payment - Confirm Payment page.

In hosted payment mode, the change payment amount and change payment details buttons are not available. Only the CANCEL and SUBMIT buttons are available to the student. The student cannot make changes to the amount or payment details (credit card or bank account information) because of the external third party provider relationship.

Depending on the third party provider, only the last 4 digits of the credit card number or bank number might be retrieved from the third party payment provider and displayed to the student prior to the authorization. Whether this information appears on the Confirm Payment page depends on whether the third party provider sends the information to Student Financials.

Where possible, after the payment is authorized, the credit card type and bank account type are stored by Student Financials in the database, as it is a valuable reconciliation tool.

If a student clicks the CANCEL button, the payment is already saved as Initiated even if the student clicks YES to confirm the cancellation action.

Non-Hosted Payment Mode

In non-hosted payment mode, more information, such as student details, appear on the page, and a student can change payment amount or details using the change payment amount and change payment details buttons.

If a student clicks the CANCEL button, and then clicks Yes to confirm the cancellation action, the payment is not saved.

Here is an example of the page in non-hosted mode:

Viewing Successful Payment Results (Hosted and Non-Hosted Payments)

Access the Make a Payment - Payment Result page.

The page appears the same in hosted payment and non-hosted payment modes, except that in hosted mode, a payment profile is not created and displayed on the page.

Viewing Declined Payment Results (Hosted and Non-Hosted Payments)

Access the Make a Payment - Payment Result page.

In hosted payment mode, the RESUBMIT PAYMENT button is not available. The student can only make a new payment.

Purchasing Miscellaneous Items

Your institution may provide access to students and others to select and purchase miscellaneous items or services outside of the regular tuition and fees calculated by Tuition Calculation. After selecting and purchasing these items or services, you will be routed to Make a Payment pages, where the transaction will be completed.

This section discusses how to:

• Purchase miscellaneous items.

• Select items.

• Confirm an order.

• Make a payment.

Note. Whether payment profile functionality is available in the Purchase Miscellaneous Items component depends on your self-service setup and on whether you use hosted payment.

See Understanding Self-Service Payment Profiles.

See Setting Up Installation Parameters and Keywords.

Note. Using hosted payment does not impact how you select items for purchase. However, the payment process for purchasing miscellaneous items is different depending on whether you use hosted or non-hosted payment. Refer to the Making Self-Service Payments section earlier in this chapter.

See Making Self-Service Payments.

Pages Used to Purchase Miscellaneous Items

Purchasing Miscellaneous Items

Access the Electronic Payments/Purchases - Purchase Items - Select Campus page (Self Service, Campus Finances, Electronic Payments/Purchases - Purchase Miscellaneous Items, Select Campus).

Selecting Items

Access the Electronic Payments/Purchases - Purchase Items - Select Items page (Self Service, Campus Finances, Electronic Payments/Purchases - Purchase Miscellaneous Items - Select Campus and click the Next button).

Students can make multiple transactions at one time. For term-based selections, current and future terms will appear in the grid. Expired terms (based on the term end date) or items that are not within the effective date and expiration date will not be available for selection.

If taxes (sales or GST) are included, a separate line item will appear after the Total line. A subtotal line appears after each grid for multiple entries in each category.

After selections are made, click the Calculate Total button.

If you click Cancel, the system exits the Miscellaneous Purchases page and accesses the Account Summary page.

Click Next to have the system display a purchase confirmation page.

Click Next again to begin the Make a Payment process.

Confirming an Order

Access the Electronic Payments/Purchases - Purchase Items - Confirm Order page (Self Service, Campus Finances, Electronic Payments/Purchases - Purchase Miscellaneous Items - Select Items and click the Next button).

This page provides a consolidated list of selections and a total of all items before beginning the Make a Payment process.

Click Next to proceed through the Make a Payment process.

Making a Payment

For information about making a payment for miscellaneous items, refer to the Making Self-Service Payments section earlier in this chapter.

Using Account Services

This section discusses how to:

• Set up bank accounts.

• Enroll in direct deposit.

• Enroll in a payment plan.

• View the 1098-T form.

• Receive the 1098-T form online.

• Complete the 1098-T consent agreement.

• Receive the 1098-T consent confirmation.

• View student permissions.

• Select the permission form.

• Grant permission using the form agreement.

• Confirm student permission.

• View student permission agreement.

Pages Used for Account Services

Setting Up Bank Accounts

Students use the My Bank Accounts pages to set up bank accounts for direct deposit refunds.

Students can access the My Bank Accounts feature in Self Service only if:

• Use Single Payment Voucher is selected as the AP Refunding Option on the SF Installation page.

• The Manage My Bank Accounts check box is selected on the SF Institution Set - General Options page.

• A/P is selected in the Refund Method field on the Refund Setup page.

• The student does not have a negative service impact for Disable Manage My Banks on the SF Institution Set - Business Units page.

See Setting Up Installation Parameters and Keywords.

See Setting Up Institution Sets.

See Setting Up Your Business Unit to Refund Customers.

Understanding the My Bank Accounts Page

Whether a student is setting up a bank account for the first time or has previously set up an account and wants to edit that account or add another account, the My Bank Accounts page is always the first page that a student sees. This page is known as the landing page for student bank accounts.

After a student adds at least one account, the page is called the My Bank Accounts - Bank Account Summary page. Here is an example of the page:

Students can view and edit bank account details from this landing page.

Before a student has set up any bank accounts, this is how the page appears:

Adding Bank Account Details

Access the Manage My Bank Accounts - Add Bank Account Details page (click the Add Account button on the My Bank Accounts page).

Students access this page from the My Bank Accounts (landing) page. Students are also taken to this page if they try to set up their direct deposit distributions (using Enroll in Direct Deposit) and they have not already set up a bank account.

Depending on the country code, the following fields are available on this page: Branch, IBAN, BIC, and Check Digit.

Note. For further information about this page, refer to the documentation about the related administrative component.

See Setting Up and Managing Bank Accounts for AP Direct Deposit Refunding.

Reviewing the Bank Agreement

Access the Manage My Bank Accounts - Agreement page (click the Next button on the Manage My Bank Accounts - Add Bank Account Details page).

This page appears only if the Display Agreement check box is selected in the Manage Bank Options group box on the SF Institution - General Options page.

The page appears only once—when the first bank account is created. When the student selects the check box and clicks the Submit button, an agreement type of Bank Account is inserted into the Agreement table.

The student clicks the Additional Details link to open a new page in a new window. The URL that is selected in the Additional details URL field in the Manage Bank Options group box on the SF Institution Set - General Options page is used here. If the setup is not done, the link does not appear here.

Note. The bank agreement cannot be revoked either by administrative staff or by students. The agreement remains in the table even if all bank account details are deleted or made inactive.

Confirming Bank Account Details

Access the Manage My Bank Accounts - Result page (click the Submit button on the Manage My Bank Accounts - Agreement page).

If your institution does not display the Agreement page, students will access the Result page when they click Next on the Manage My Bank Accounts - Add Bank Account Details page.

When students create a bank account or edit bank account details, they receive an email notification based on the Event ID setup on the SF Installation page.

Enrolling in Direct Deposit

Students use the My Direct Deposit pages to specify how direct deposit refunds are distributed across their bank accounts.

Students can access the Direct Deposit feature in Self Service only if:

• Use Single Payment Voucher is selected as the AP Refunding Option on the SF Installation page.

• The Direct Deposit Enrollment check box is selected on the SF institution Set - General Options page.

• A/P is selected in the Refund Method field on the Refund Setup component of the SF Business Unit.

• The student does not have a negative service impact for Disable Manage My Banks on the SF Institution Set - Business Units page.

See Setting Up Installation Parameters and Keywords.

See Setting Up Institution Sets.

See Setting Up Your Business Unit to Refund Customers.

See: Addendum: Direct Deposit Through AP Refunding.pdf which is posted to My Oracle Support as part of Additional Features January 2011

Understanding the My Direct Deposits Page

Whether a student is enrolling in direct deposit for the first time or has previously set up direct deposit distributions and wants to edit them, the My Direct Deposits page is always the first page that a student sees. This page is known as the landing page for direct deposits.

After a student enrolls in direct deposit, the page is called the My Direct Deposits - Direct Deposit Summary page. Here is an example of the page:

From this summary page, students can add more distributions and edit or delete their existing distributions by clicking the Modify Direct Deposit button.

Using the My Direct Deposits Page

Access the My Direct Deposits page (Self Service, Campus Finances, Enroll in Direct Deposit, My Direct Deposits).

This is how the landing page appears the first time that a student enrolls in direct deposit.

Reviewing Bank Accounts for Enrolling in Direct Deposit

Access the My Direct Deposits - Bank Account Summary page (click the Enroll in Direct Deposit button on the My Direct Deposits - Direct Deposit Summary page).

For students who have set up bank accounts but have not enrolled in direct deposit, the page appears as in the example page shown above.

Students can view the bank accounts that can be used for refund distributions. Students can also add additional bank accounts.

Students then proceed to the next step in the enroll in direct deposit process from this page.

If students have set up bank accounts and enrolled in direct deposit, the Proceed to Enroll in Direct Deposit button is replaced with a Proceed to Modify Direct Deposit button.

Adding Direct Deposits

Access the Enroll in Direct Deposit - Add Direct Deposit page (click the Proceed to Enroll in Direct Deposit button on the My Direct Deposits - Bank Account Summary page).

On this page, students specify how they want refunds distributed between bank accounts.

Note. For further information about this page, refer to the documentation about the related administrative component.

See Setting Up and Managing Direct Deposit Distributions for AP Refunding.

Reviewing the Direct Deposit Agreement

Access the Enroll in Direct Deposit - Agreement page (click the Next button on the Enroll in Direct Deposit - Add Direct Deposit page).

This page appears automatically the first time that a student sets up direct deposit distributions.

When the student selects the check box and clicks the Submit button, an agreement type of DD Enroll is inserted into the Agreement table.

If the Display Subsequent Agreement check box is selected in the Direct Deposit Options group box on the SF Institution - General Options page, compliance text appears when the student edits direct deposit distributions.

When the student selects the check box and clicks the Submit button, an agreement type of DD Change is inserted into the Agreement table.

The student clicks the Additional Details link to access the URL that you set up in the Direct Deposit Options group box on the SF Institution Set-General Options page. If the setup is not done, the link does not appear.

Confirming Direct Deposit Details

Access the Enroll in Direct Deposit - Result page (click the Submit button on the Enroll in Direct Deposit - Agreement page).

Go To Direct Deposit Summary

The student click this button to access the My Direct Deposits - Direct Deposit Summary (landing) page. You can view an example of the landing page earlier in this section. From the landing page, students can access the My Direct Deposits - Modify Direct Deposit page where they can edit existing distributions, add more distributions, and delete distributions.

When a student enrolls in direct deposit or edits direct deposit distributions, an email notification is sent to the student based on Event ID setup on the SF Installation page.

Enrolling in a Payment Plan

Students can link their charges to a specified payment plan.

Select Payment Plan

Access the Account Services - Enroll in Payment Plan - Select Payment Plan page (Self Service, Campus Finances, Enroll in Payment Plan - Select Payment Plan).

This page enables students to select a payment plan from among all eligible payment plans.

Click a plan. The first line of the Plan Description is derived from the Payment Plan description. The text after the first line is derived from the Payment Plan setup - Self Service description.

Review Installments

Access the Enroll in Payment Plan - Review Installments page (Self Service, Campus Finances, Enroll in Payment Plan, Select Payment Plan and click the Next button).

Agreement

Access the Enroll in Payment Plan - Agreement page (Self Service, Campus Finances, Enroll in Payment Plan - Review Installments and click the Next button).

Administrators can use the Review Self Service Agreements page to view enrollment agreement data.

Results

Access the Account Services - Enroll in Payment Plan - Result page (Self Service, Campus Finances, Account Services - Enroll in Payment Plan - Agreement and click the Next button).

Administrators can use the Review Self Service Agreements page to view enrollment agreement data.

Viewing the 1098-T Form

The 1098-T is an Internal Revenue Service (IRS) form that reports tuition and related expenses that a student can use to claim an educational tax credit.

Student Financials enables a student to view and reprint a substitute copy of the 1098-T after having received a paper copy through postal mail.

It also enables the student to consent to accessing an electronic version of the 1098-T form through the student self-service feature.

On the View 1098–T page, the Box Amount tab enables the student to access the details for individual box amounts.

Access the Account Services - View 1098-T page (Self Service, Campus Finances, Account Services - View 1098-T).

Select the tax year you want to view.

Access the 1098-T page.

Until you generate a 1098-T form for the current tax year, only previous years are available.

View 1098-T Amount Detail

Access the Account Services - View 1098-T, Box Amount tab.

View the total amounts displayed on the 1098-T statement.

Access the View 1098- T - Amount Billed page.

View the details of the eligible items billed for the calendar year. This includes the term for which the charged occurred.

Access the View 1098-T - Prior Year Adjustments page.

View prior year adjustments to the amount billed for an aid year.

Access the View 1098-T - Scholarships or Grants page.

View a detailed summary of the scholarship or grant for an aid year. This includes the type of account, offered amount and payment date.

Access the View 1098-T-Payments Received page.

View the payment received for an item. This includes the type of account and payment date.

Receiving the 1098-T Form Online

Your institution can provide the 1098-T form to students electronically. Students can consent to accessing an electronic version of the 1098-T form through student self service.

The student only sees the Consent Agreement for the 1098-T if they have not consented. After consent to receive the 1098-T electronically is granted, the agreement is no longer needed.

After consent is granted, it is effective for all years for which a 1098-T form was processed.

A student cannot revoke their consent online. Instead, the student must contact the institution to request that consent be revoked. Consent is revoked from an administrator page.

Completing the 1098-T Consent Agreement

Access the 1098-T Consent Agreement page (Self Service, Campus Finances, Account Services - View 1098-T, 1098-T Consent Agreement and click the Submit button).

Yes, I have read the agreement	Select to agree to receive 1098-T statements online.
Cancel	Click to cancel submission of the 1098-T Consent Agreement.
Submit	Click to submit the accepted 1098-T Consent Agreement.

Receiving the 1098-T Consent Confirmation

Access the 1098-T Consent Confirmation page.

This page confirms the 1098-T Consent Agreement.

Viewing Student Permissions

U.S. Department of Education regulations require that Title IV financial aid awards be used to pay only allowable charges, for example, tuition, mandatory fees, and contracted housing and board, for the period of enrollment covered by the aid year in which those funds are awarded. Regulations require schools to collect individual authorization from a student in order to pay non-allowable charges such as parking fees or library fines, or for the prior year immediately preceding the current year.

Access the Account Services - Student Permissions page (Self Service, Campus Finances, View Student Permissions, Account Services - Student Permissions).

This page enables the student to begin the grant permission self-service process.

Selecting the Permission Form

Access the Select Permission Form page (Self Service, Campus Finances, View Student Permissions, Account Services - Student Permissions and click the Grant Permissions button).

This page enables the student to read the Disclosure Statement. If multiple permissions exist, the student can select only one and then select Next to complete the process. Then the student can select another permission for review and submission.

Granting Permission Using the Form Agreement

Access the Permission Form Agreement page (Self Service, Campus Finances, View Student Permissions, Student Permissions - Select Permission Form and click the Next button).

This page enables the student to select the Yes, I have read the agreement check box to verify reading of the agreement and permission.

The student clicks Submit to submit the permission form agreement.

Confirming Student Permission

Access the Student Permission Confirmation page (Self Service, Campus Finances, View Student Permissions, Student Permissions - Permission Form Agreement and click the Submit button).

Click View Student Permission to return to the authorization page.

The student cannot revoke permission using self service; this can be done only by the administrator.

Viewing Student Permission Agreement

Access the Student Permission Agreement page (Self Service, Campus Finances, View Student Permissions, Student Permissions - Student Permission Confirmation and click the Display Student Agreement link).

The student can read the student permission agreement.