How-To

 

Students

(Alumni, starting at the default "Alumni" page,
should follow the same instructions as students)

Delegates

Create a Payment Profile

Create a Payment Profile

Make a Payment Make a Payment
Enroll in Monthly Payment Plan Review Your Student's Amount Due
Enroll in Direct Deposit for SAO Refunds Review Your Student's Account Details
Enroll in Paperless 1098-T Print Your Student's Account Statement
View 1098-T  
Share Information with a Delegate  
Remove a Delegate  
Review Your Amount Due  
Review Your Account Details  
Print a Copy of Your Account Statement  

 

Click on any image below to expand:

 

Student How-To:

 

Create a Payment Profile

Creating a Payment Profile allows you to securely enter your U.S. checking or savings account information and save it to use whenever you need to make a payment. You can create a separate payment profile for each of your bank accounts.

Payment Profile

  1. Navigate to the Student Accounts page by selecting it from the left-hand menu

  2. Click the link under Manage Bank Accounts

  3. Click the link under Payment Profile

  4. Click Add Profile

  5. Give your profile a name and (optionally) check the box for Preferred Account

  6. Enter your routing and account number

  7. Click Save Payment Profile to complete


 

Make a Payment

Process an electronic transfer of funds from your U.S. checking or savings account to pay due charges on your student account.

Payment

  1. Navigate to the Student Accounts page by selecting it from the left-hand menu

  2. Beneath the Amount Due box, select Pay Now

  3. Enter the amount that you would like to pay

  4. Use an existing payment profile, save account information for a new profile, or choose not to save your payment information

  5. If you do not select an existing profile, enter your bank account information

  6. Select Next

  7. Check the agreement box, and select Submit

 


Enroll in the Monthly Payment Plan

Details about terms and eligibility for the Monthly Payment Plan are available here.

Payment Plan

  1. Navigate to the Student Accounts page by selecting it from the left-hand menu

  2. Click the link under Payment Plan

  3. Select the plan and click Next

  4. Read and agree to terms. Select Enroll

 

 

Enroll in Direct Deposit for Student Account Refunds

Enter the banking information required to have your student account refunds deposited into your U.S. checking or savings account.

Direct Deposit

  1. Navigate to the Student Accounts page by selecting it from the left-hand menu

  2. Click the link under Manage Bank Accounts

  3. Click the link under Direct Deposit

  4. Click Add Account

  5. Enter a name for your profile

  6. Select the account type and enter the routing and account number associated with this bank account

  7. Click Next

  8. Check the box to agree to the terms and conditions, and then hit Submit

 

 

Enroll in Paperless 1098-T

Grant consent to receive your 1098-T tax form electronically.

1098-T

  1. Navigate to the Student Accounts page by selecting it from the left-hand menu

  2. Click the link under Paperless 1098-T 

  3. Review the terms and check the agreement box

  4. Select Grant Consent

 

View 1098-T

How to view 1098-T

1. Navigate to the Student Accounts page by selecting it from the left-hand menu

2. Click the link under Paperless 1098-T (You'll first need to enroll in paperless 1098-T, if you haven't already done so)

3. Select the applicable tax year

 

 

Share Information with a Delegate

Sharing your information with a delegate allows them to view your account information and make payments to your student account. You will need to know the email address and date of birth of each person you set up as a delegate.

Delegate

  1. Navigate to the Student Accounts page by selecting it from the left-hand menu

  2. Click the link under Share My Information

  3. Click the Set up a New Delegate button

  4. The next screen shows Terms and Conditions, select I Accept or I Decline

  5. Next you will need to enter your Delegate’s information. Please note that you must submit a valid date of birth or the process will not be completed successfully.

  6. Click Save and you will be asked to Confirm the New Delegate. Select OK

  7. Your delegate will receive an email containing instructions for claiming a HarvardKey and accessing the account within 48 hours.


 

Delete a Delegate

If you no longer wish for a delegate to view or make payments to your student account, you may also remove them.

Delete Delegate

  1. Navigate to the Student Accounts page by selecting it from the left-hand menu

  2. Select the link under Share My Information

  3. Select the Delete button for the Delegate that you would like to remove

 

 

Review Your Amount Due

Amount Due

  1. Navigate to the Student Accounts page by selecting it from the left-hand menu

  2. Click the Information Icon in the Amount Due box to view your due charges

  3. If an information icon appears next to a charge, this means that the charge has been partially paid off or is partially covered by anticipated aid.


 

Review Your Account Details

Account Details

  1. Navigate to the Student Accounts page by selecting it from the left-hand menu

  2. Expand the Account Details section

  3. Filter your transactions by dates and terms – see filter options under charges and credits

 

 

Print a Copy of Your Account Statement

Print Statement GIF

 

  1. Navigate to the Student Accounts page by selecting it from the left-hand menu

  2. Expand the Account Details section

  3. Filter your transactions by dates and terms – see filter options under charges and credits

  4. Click on the red Print icon to the right of the charges and credits details

 

 

Delegate How-To

 

Create a Payment Profile

Creating a Payment Profile allows you to securely enter your U.S. checking or savings account information and save it to use whenever you need to make a payment. You can create a separate payment profile for each of your bank accounts.

Delegate Payment Profile

  1. Navigate to the Student Account by selecting Delegate from the top menu

  2. Click the link under Payment Profile

  3. Click Add a Profile

  4. Give your profile a name and (optionally) check the box for Preferred Account

  5. Enter your routing and account number

  6. Click Save Payment Profile to complete

 

 

 

Make a Payment

Process an electronic transfer of funds from your U.S. checking or savings account to pay due charges on your student's account.

Delegate Payment
 

  1. Navigate to the Student Account by selecting Delegate from the top menu

  2. Beneath the Amount Due box, select Pay Now

  3. Enter the amount that you would like to pay

  4. Use an existing payment profile, save account information for a new profile, or choose not to save your payment information

  5. If you do not select an existing profile, enter your bank information

  6. Select Next

  7. Check the agreement box, and select Submit

 

 

 

Review Your Student's Amount Due

Delegate Amount Due
 

  1. Navigate to the Student Account by selecting Delegate from the top menu

  2. Click the Information Icon in the Amount Due box to view due charges

  3. If an information i con appears next to a charge, this means that the charge has been partially paid off or is partially covered by anticipated aid

 

 

 

Review Your Student's Account Details

Delegate Account Details
 

  1. Navigate to the Student Account by selecting Delegate from the top menu

  2. Expand the Account Details section (for Delegates with one student, this section is expanded by default)

  3. Filter your student's transactions by dates and terms – see filter options under charges and credits

 

 

Print a Copy of Your Account Statement

Delegate Account Statement
 

 

  1. Navigate to the Student Account by selecting Delegate from the top menu

  2. Expand the Account Details section (for Delegates with one student, this section is expanded by default)

  3. Filter your student's transactions by dates and terms – see filter options under charges and credits

  4. Click on the red Print icon to the right of the charges and credits details