Pages Used for Account Services

Page Name Definition Name Navigation Usage

My Bank Accounts

SSF_SS_BANK_VW

Self Service, and then Campus Finances, and then Manage My Bank Accounts, and then My Bank Accounts

View existing bank account details and access pages for adding and editing bank account details.

Manage My Bank Accounts - Bank Location and Currency

SSF_SS_BANK_CNTRY

Click the Add Account button on the My Bank Accounts page.

Specify the country and currency of the bank account.

Manage My Bank Accounts - Add Bank Account Details

SSF_SS_BANK_DET

Click the Add Account button on the My Bank Accounts page.

Click the Add Another Bank Account button on the My Direct Deposits - Bank Account Summary page.

Set up and edit bank accounts for direct deposit refunds.

Manage My Bank Accounts - Agreement

SSF_SS_BANK_SUB

Click the Next button on the Manage My Bank Accounts - Add Bank Account Details page.

Review the bank agreement.

Manage My Bank Accounts - Result

SSF_SS_BANK_RES

Click the Submit button on the Manage My Bank Accounts - Agreement page.

Confirm bank account details.

Manage My Bank Accounts - Delete

Enroll in Direct Deposit - Delete

SSF_SS_DELETE_BANK

Click the Delete icon on the My Bank Accounts - Bank Account Summary page.

Click the Delete icon on the Enroll in Direct Deposit - Modify Direct Deposit page.

Delete bank accounts and direct deposits.

Manage My Bank Accounts - Cancel

Enroll in Direct Deposit - Cancel

SSF_SS_CONFIRM

Click the Cancel button during the Manage my Bank Accounts or Enroll in Direct Deposit process.

Cancel an action during the Manage my Bank Accounts or Enroll in Direct Deposit process.

My Direct Deposits

SSF_SS_DIRDEP_VW

Self Service, and then Campus Finances, and then Enroll in Direct Deposit, and then My Direct Deposits

Select Enroll in Direct Deposit from Student Center.

Click the Enroll in Direct Deposit link on the Manage My Bank Accounts - Result page.

Access the first step in the enroll in direct deposit process or access the pages to edit existing distributions.

My Direct Deposits - Bank Account Summary

SSF_SS_DIRDEP_CONF

Click the Enroll in Direct Deposit button on the My Direct Deposits page.

Review the bank accounts that are set up for direct deposit refund distributions and continue to the next step of the enroll in direct deposit process.

Enroll in Direct Deposit - Add Direct Deposit

SSF_SS_DIRDEP_BNK

Click the Proceed to Enroll in Direct Deposit button on the My Direct Deposits - Bank Account Summary page.

Set up direct deposit distribution details.

Enroll in Direct Deposit - Agreement

SSF_SS_DIRDEP_SUB

Click the Next button on the Enroll in Direct Deposit - Add Direct Deposit page.

Review the direct deposit agreement.

Enroll in Direct Deposit - Result

SSF_SS_DIRDEP_RES

Click the Submit button on the Enroll in Direct Deposit - Agreement page.

Confirm direct deposit details.

Account Services - Enroll in Payment Plan - Select Payment Plan

SSF_SS_PPL_SEL

  • Self Service, and then Campus Finances, and then Enroll in Payment Plan - Select Payment Plan

  • Access step 1 of the Payment Plan Wizard.

Select a payment plan.

Account Services - Enroll in Payment Plan - Review Installments

SSF_SS_PPL_CALC

  • Self Service, and then Campus Finances, and then Enroll in Payment Plan - Select Payment Plan

    Click the Next button.

  • Access step 2 of the Payment Plan Wizard.

Change the installment amount, number of installments, or both.

Account Services - Enroll in Payment Plan - Agreement

SSF_SS_PPL_SUBMIT

  • Self Service, and then Campus Finances, and then Enroll in Payment Plan - Review Installments

    Click the Next button.

  • Access step 3 of the Payment Plan Wizard.

Review the terms of the payment plan before enrolling in the plan.

Account Services - Enroll in Payment Plan - Agreement

SSF_SS_PPL_RESULT

  • Self Service, and then Campus Finances, and then Enroll in Payment Plan - Agreement

    Click the Next button.

  • Access step 4 of the Payment Plan Wizard.

Review the terms of the payment plan before enrolling in the plan.

Account Services - 1098T Tax Form

SSF_SS_1098_SEL

  • Self Service, and then Campus Finances, and then Account Services - View 1098-T

  • Access step 1 of the View 1098-T Wizard.

Indicate which tax year to view.

1098-T Consent Agreement

SSF_SS_1098_RESULT

  • Self Service, and then Campus Finances, and then Account Services - View 1098-T, and then 1098-T Consent Agreement

    Click the Submit button.

  • Access step 2 of the View 1098-T Wizard.

Capture 1098-T consent confirmation.

Account Services - Student Permissions

SSF_SS_PERM_VIEW

Self Service, and then Campus Finances, and then View Student Permissions

View student permissions.

Student Permissions - Select Permission Form

SSF_SS_PERM_SEL

  • Self Service, and then Campus Finances, and then View Student Permissions

    Click the Grant Permissions button.

  • Access step 1 of Student Permissions selection.

Select the desired permissions form.

Student Permissions - Permission Form Agreement

SSF_SS_PERM_SUBMIT

  • Self Service, and then Campus Finances, and then View Student Permissions, and then Student Permissions - Select Permission Form

    Click the Next button.

  • Access step 2 of Student Permissions selection.

Read and agree to the selected permissions form.

Student Permissions - Student Permission Confirmation

SSF_SS_PERM_RESULT

  • Self Service, and then Campus Finances, and then View Student Permissions, and then Student Permissions - Permission Form Agreement

    Click the Submit button.

  • Access step 3 of Student Permissions selection.

Receive student permission confirmation.

Student Permission Agreement

SSF_SS_PERM_VW_SEC

  • Self Service, and then Campus Finances, and then View Student Permissions

    Click the Display Student Agreement link.

  • Access step 4 of Student Permissions selection.

Review the student permission agreement.