# How-To
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Students Delegates
## Students
(**Delegates** should follow instructions in the tab to the right)
### Making Payments
[Create a Payment Profile](#createpaymentprofile)
[Make a Payment](#MakePayment)
[Enroll in Monthly Payment Plan](#PaymentPlan)
### Invoice/Account Details
[Review Your Amount Due and Due Date](#amountdue)
[Review Your Account Activity](#AccountDetails)
[Download Your Account Statement](#print)
[Review Third-Party Sponsorship Details](#3rdpartysponsordetails)
[View Your Communication History](#receipts)
### Direct Deposit
[Enroll in Direct Deposit for Student Account Refunds](#directdeposit)
### Tax Forms
[Enroll in Paperless 1098-T](#1098-T)
[View 1098-T](#1098-Tview)
### Sharing Access
[Share Information with a Delegate](#delegate)
[Amend Delegate Access](#EditDelegateAccess)
[Remove a Delegate](#removedelegate)
### Tax IDs
[Submit SSN or ITIN at Any Time](#SSNanytime)
### Other
[Create or Update a Physical Location Address in my.harvard](#physical_location_address)
## Delegates
[Create a Payment Profile](#DPaymentProfile)
[Make a Payment](#DPayment)
[Enroll in Monthly Payment Plan](#DPaymentPlan)
[Review Amount Due and Due Date](#DAmountDue)
[Review Account Activity](#DAccountDetails)
[Download Account Statement](#DAccountStatement)
[View 1098-T](#delegate_view1098T)
## **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.
\*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.
### **Enroll in Monthly Payment Plan**
Details about eligibility for the Monthly Payment Plan are available [here](/monthly-payment-plan).
### **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.
### **Enroll in Paperless 1098-T**
Grant consent to receive your 1098-T tax form electronically.
### **View 1098-T**
View a digital copy of your tax document, if 1) You're [eligible](/tax-reporting-documents#1098T-eligibility) to receive a 1098-T and 2) You've previously given consent to receive it electronically.
### **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.
### **Amend Delegate Access**
You can modify the access previously given to a delegate.
### **Remove a Delegate**
### **Review Your Amount Due and Due Date**
### **Review Your Account Activity**
### **Review Third-Party Sponsorship Details**
### **Download Your Account Statement**
### **View Your Communication History**
### **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.
### **Create or Update a Physical Location Address**
## **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.
\*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.
\*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](/monthly-payment-plan).
### **Review Amount Due and Due Date**
### **Review Account Activity**
### **Download Account Statement**
### **View 1098-T**
View a digital copy of the tax document, if 1) Your student is [eligible](https://sfs.harvard.edu/tax-reporting-documents#1098T-eligibility) 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](#EditDelegateAccess), to view the 1098-T.
