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Account Inquiry

 

CRITICAL NOTES:

Form 1098-T now available online. Instructions for accessing and printing 1098-T forms are below.

Graduate Associates and Fellows: refer to Graduate Fee Authorizations and Your SIS Statement of Account to learn how Fee Authorizations and Student Health Insurance appear on your Statement of Account.

Pages in this component do reflect credits for Pending Financial Aid (unlike the Account Summary box on the main Student Center page, which does not).

To update fees: Select the Print Statement of Account button button on the Account Activity page to update fees immediately when you make changes that affect your fees (such as adding or dropping classes). Otherwise, your fees may not reflect the most recent changes until the automated nightly fee recalculation occurs.

Navigation:

The Account Inquiry component contains a number of pages that enable you to view details regarding your account, make payments, view tax forms, and set up a payment plan.

Select any tab on the illustration below to view more information on the corresponding page.

Account Inquiry Summary page Charges Due Make a Payment Activity Charges Due Payments Pending Financial Aid View 1098t Payment Plan Financial Aid

Account Summary

Navigation: Student Center - Financials section - Account Inquiry

Top of page | Student Financials: Your Student Account page


Account Activity

Navigation: Student Center - Financials section - Account Inquiry - Activity tab

Account Activity page Official Statement of Account Make a Payment Payment Plan View 1098-t Pending Financial Aid Summary Charges Due Payments Official Statement of Account

NOTES: Unlike the Account Summary box on the main Student Center page, this page does reflect credits for Pending Financial Aid.

On the Account Activity page, you can do the following:

View and Print your Statement of Account:

NOTE: As noted below, this process also updates your Account Summary information. Complete this process to update fees immediately when you make changes that affect your fees (such as adding or dropping classes). Otherwise, your fees may not reflect the most recent changes until the automated nightly fee recalculation occurs.

1. If you wish to view your Statement of Account for the current term, skip to step 2. However, if you wish to view your Statement of Account for a different term:

a. Select the View by menu.

b. Select the desired term.

c. Select Go button.

2. Select Print Statement of Account button.

NOTE: If you have a pop-up blocker enabled, the Statement of Account may not open. See the appropriate entry in the Student Center FAQ for more information on configuring your pop-up blocker(s) to work with SIS.

Statement of Account Image

3. Select Close button.

View account activity by a specific term:

1. Select the View by menu.

2. Select the desired term.

3. Click Go button

Top of page | Student Financials: Your Student Account page


Charges Due

Navigation: Student Center - Financials section - Account Inquiry - Charges Due tab

Account Inquiry -Charges Due tab Make a Payment Payment Plan View 1098-t Payment Plan Pending Financial Aid Payments Activity Summary

Top of page | Student Financials: Your Student Account page


Payments

Navigation: Student Center - Financials section - Account Inquiry - Payments tab

Account Inquiry-Payments Tab Summary Activity Charges Due Pending Financial Aid View 1098-t Payment Plan

Top of page | Student Financials: Your Student Account page


Pending Financial Aid

Navigation: Student Center - Financials section - Account Inquiry - Pending Financial Aid tab

Pending Financial Aid page Payment Plan View 1098-t Payments Charges Due Activity Summary Financial Aid

Top of page |Student Financials: Your Student Account page


View 1098-t info

Navigation: Student Center - Financials section - Account Inquiry - View 1098-t info tab

View 1098-T page Summary Activity Charges Due Payments Pending Financial Aid Payment Plan Payment Plan

Students can view and print the 1098-T forms for tax filing purposes.

Universities are required to report this information to students to assist with the Hope and Lifetime Learning tax credit which may be utilized when filing an annual Individual Income Tax Return Form to the IRS. OSU staff are not tax professionals and cannot provide advice on completing a tax return form, the use of the information provided on the 1098T form, or provide services to compute tax credits.

In order to access your 1098-T form online, students must perform the following:

1. Select "Grant Consent" button and check the box to accept the agreement and access your form online.

In order to recieve a paper copy, students must complete the following steps:

1. Complete Consent Agreement.

2. Submit Consent Agreement.

Once the Consent Agreement has been submitted, students can view 1098-T forms for applicable years in .pdf formatted files.

A printed 1098-T will be sent to eligible students via U.S. Mail.

It is imperative that eligible students have a valid address and SSN in the system in order to generate a 1098-T for their account.


For more information see 1098-T FAQs

Top of page | Student Financials: Your Student Account page


Payment Plan (TOPP)

Navigation: Student Center - Financials section - Account Inquiry - Payment Plan tab

Enroll in a Payment Plan screen Payments Charges Due Activity Summary Pending Financial Aid View 1098-t

The Payment Plan page allows you to enroll in the Tuition Option Payment Plan (TOPP). Additional information on TOPP:

1. Select a Payment Plan and click Next button

Enroll in a Payment Plan- Review Installments Payments Charges Due Activity Summary Pending Financial Aid View 1098-t

2. Review the Installment Schedule and click Next button .

Payment Plan Enrollment-Agreement page Payments Charges Due Activity Summary Pending Financial Aid View 1098-t

3. Check Yes, I have read the agreement and select Enroll button .

Payment Plan Enrollment Results page

4. Select View My Account button to return to the Account Summary page.

 

Top of page | Student Financials: Your Student Account page


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