How-To

Students

(Delegates should follow instructions in the tab to the right)

Making Payments

Create a Payment Profile

Make a Payment

Enroll in Monthly Payment Plan

Invoice/Account Details

Review Your Amount Due and Due Date

Review Your Account Activity

Download Your Account Statement

Review Third-Party Sponsorship Details

View Your Communication History

Direct Deposit

Enroll in Direct Deposit for Student Account Refunds

Tax Forms

Enroll in Paperless 1098-T

View 1098-T

Sharing Access

Share Information with a Delegate

Amend Delegate Access

Remove a Delegate

Tax IDs

Submit SSN or ITIN at Any Time

Other

Create or Update a Physical Location Address in my.harvard

Delegates

Create a Payment Profile

Make a Payment

Enroll in Monthly Payment Plan

Review Amount Due and Due Date

Review Account Activity

Download Account Statement

View 1098-T

 

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. 

Select Manage Bank Accounts from submenu
Select Manage Bank Accounts from Manage Student Account at bottom of page
Click on plus sign in Payment Profile section
Fill out Payment Profile form and click Save

*Unfortunately, no brokerage, investment, or money market accounts can be used. If you are not sure whether your account can be debited via ACH, please contact your financial institution before making the payment.

 

Make a Payment

Process an electronic transfer of funds (ACH) from your U.S. checking or savings account to immediately cover charges due on your student account. You can also initiate a wire transfer through a third party or mail a check, although these options will take longer.

Click on Pay Now
Click on Make a Payment
Select a payment method
Click on Other Amount and enter your payment amount, or leave as Amount Due, then click Continue
Select a saved payment profile or enter details for a new account, then click Continue
Confirm payment details and agreement then submit payment

 

Enroll in Monthly Payment Plan

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

Select Payment Plan from submenu
Or select Payment Plan from Manage Student Account section at bottom of page
Click on Enroll in Payment Plan
Select available payment plan then click Continue
Review installment schedule then click Continue
Confirm that you've read the agreement then click Submit

 

Enroll in Direct Deposit for Student Account Refunds

Enter the banking information required to deposit student account refunds in your U.S. checking or savings account.

Select Manage Bank Accounts from submenu
Or select Manage Bank Accounts from Manage Student Account at bottom of page
Click on plus sign in Refund Direct Deposit section
Fill out direct deposit form for refunds
After agreeing to terms and conditions, click Save

 

 

Enroll in Paperless 1098-T

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

Select Tax Documents from submenu
Or click on Paperless 1098-T in Manage Student Account
Click Enable Paperless Delivery
Agree to terms and conditions, then click Enable Paperless 1098-T

 

View 1098-T

View a digital copy of your tax document, if 1) You're eligible to receive a 1098-T and 2) You've previously given consent to receive it electronically.

Select Tax Documents from submenu

 

Share Information with a Delegate

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

While you have the option of updating preferred names and pronouns in my.harvard, your delegate(s) will not be able to view these changes. Only your legal name, as it appears on billing statements, is visible to delegates.

Select Share My Information from submenu
Or select Share My Information in Manage Student Account
Click "New Delegate"
Fill out Delegate Information form and check certification box
Choose access permissions, agree to FERPA terms and conditions, and click Save

 

Amend Delegate Access

You can modify the access previously given to a delegate.

Select Share My Information from submenu
Open options menu (vertical dots), and select Edit
Delegate Information form
Amend permissions and duration, as desired, then click Save.

 

Remove a Delegate

Select Share My Information from submenu
Open options menu (vertical dots), and select Delete
Confirm deletion

Review Your Amount Due and Due Date

Click on View Details under Amount Due
List of individual charges due, and division of total balance due into Due Now and Not Yet Due

 

 

Review Your Account Activity

View your charges and credits, filtered by term or date
Account Activity includes all charges and credits/payments posted to your student bill

Review Third-Party Sponsorship Details

Navigate to Student Account page via left-hand menu
Confirm total third-party sponsorship in Account Activity, then click to expand Third-Party Sponsors
Review third-party sponsorship details

 

Download Your Account Statement

Click on Account Statement after filtering Account Activity by term/date

 

View Your Communication History 

Navigate Home via the left-hand menu, and click All Messages in Recent Communications
Filter your communication history by category and date

 

Submit SSN or ITIN at Any Time

Harvard requests your National ID number (SSN or ITIN) to ensure compliance with federal tax and academic reporting guidelines. If you've been instructed to submit your number or would like to update it, you can do so at any time through our link to the PeopleSoft portal.

Navigate to the Student Account page via left-hand menu

 

Select "Update National ID/SSN" from Quick Links at the bottom of the page, to be redirected to PeopleSoft

 

 

 

Create or Update a Physical Location Address 

From any page on the portal, click on your initials and select Personal Information from dropdown menu
Select "Contact Information" from the left-hand menu
Click on plus sign to enter a physical address, or open an options menu to edit an existing address
Complete form and click Save

 

 

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 separate payment profiles for separate bank accounts.

Select "Manage Bank Accounts" from submenu
Or select Manage Bank Accounts from Manage Student Account at bottom of page
Click the plus sign in payment profile section
Fill out the Payment Profile form (only U.S. checking or savings accounts allowed)* and click Save

 

*Unfortunately, no brokerage, investment, or money market accounts can be used. If you are not sure whether your account can be debited via ACH, please contact your financial institution before making the payment.

 

Make a Payment

Process an electronic transfer of funds (ACH) from your U.S. checking or savings account to immediately cover charges due on your student's account. You can also initiate a wire transfer through a third party or mail a check, although these options will take longer.

Click on Pay Now in Amount Due section
Click on Make a Payment at the bottom of Amount Due Details
Select a payment method (the ACH/online payment method is both the fastest option and our preferred method).
Click on Other Amount and enter your payment amount, or leave as Amount Due, then click Continue
Select a saved payment profile or enter details for a new account, then click Continue
Confirm payment details and agreement then submit payment

 

*Unfortunately, no brokerage, investment, or money market accounts can be used. If you are not sure whether your account can be debited via ACH, please contact your financial institution before making the payment.

Enroll in Monthly Payment Plan

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

Navigate to Student Account page via left-hand menu
Select Payment Plan from Manage Student Account at bottom of page

 

Review Amount Due and Due Date

Click on View Details under Amount Due
List of individual charges due, and division of total balance due into Due Now and Not Yet Due

 

 

Review Account Activity

View your charges and credits, filtered by term or date
Account Activity includes all charges and credits/payments posted to your student bill

 

Download Account Statement

Click "Account Statement" after filtering Account Activity by term/date

 

View 1098-T

View a digital copy of the tax document, if 1) Your student is eligible to receive a 1098-T, 2) They've previously given consent to receive it electronically, and 3) Your delegate access specifically includes permission, as requested by your student, to view the 1098-T.

Select Tax Documents from submenu