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Collections

Why is my account in collections?

Students who failed to pay their balance for a previous term will be sent to collections 60 days after the semester has ended. We encourage students to pay their balances once the semester ends to avoid being sent to collections.

For example, if you have a balance from Fall 2023 and it is not paid within 60 days of the semester ending, your account will be sent to collections.

Why is my outstanding balance larger than what I originally owed.

1. A collection agency fee of between 14%-18% is added to every outstanding balance for each term owed.
2. For example, if you owe $100, your new balance will be between $114-$118.
3. For example, if you owe $100 for Fall 2023 and $100 for Summer 2023, you will owe $114 - $118 for Fall 2023 and $114-$118 for Summer 2023.  New total for both semesters will be between $228 - $236.

Can I sign a Repayment Agreement (RPA) with UTEP?

1. Yes, only within the 30 days of receiving the collection agency notice.
2. For example, if you receive the outstanding balance notice on January 1^st, you have until January 30^th to make payment arrangements with UTEP. After the 30 day window, students will be directed to make arrangements with the collection agency.

Requirements to enroll in a RPA with UTEP. Only available within 30-day window as explained above.  

1. Pay 80% of the balance amount due.
2. Sign a Repayment Agreement (RPA) with UTEP, for the remaining 20% balance amount due.
3. Balance must be paid off between 3-12 months (time frame of RPA is at the discretion of SBS Staff, depending on balance amount due).
4. If a payment is missed, RPA will be null and void.
5. Remaining balance will be sent to collection agency and student will need to make payment arrangements with respective agency.

Can I register if I have a balance in collections?

No. Students must pay outstanding balance in full if they wish to register for the current semester.

I paid my balance in full with UTEP, and I still have a hold on my account.

Contact SBSCollections@utep.edu for assistance.

I paid my balance in full with the collection agency and still have a hold on my account.

Contact SBSCollections@utep.edu for assistance.

Collection Agencies Contact Information: 

S&S Recovery

800 467 1144

info@ssrecoveryinc.com

ConServe

(800) 724-7500

correspondence@conserve-arm.com

General Revenue Corporation

(800) 234-1472

For GRC, student may email through the website.

Email Notifications

Deadlines for invoices, installment payment reminders and tuition loan payments will be sent via email. Please note that this notification will only be sent to  miners@utep.edu email addresses. If you do not have a miners@utep.edu email address, obtain one. Without one, you will not receive any notifications during the term. To obtain your miners@utep.edu email address go to 

ERPA affords students certain rights with respect to their education records. These rights are:

The right to inspect and review the student's education records within 45 days of the day the University receives a request for access. Students should submit to the Vice President for Finance and Administration written requests that identify the record(s) they wish to inspect. The Vice President for Finance and Administration will make arrangements for access and notify the student of the time and place where the records may be inspected.

The right to request the amendment of the student's education records that the student believes is inaccurate or misleading. A student who believes that his or her education records are inaccurate or misleading, or that the records violate his or her privacy rights, may informally discuss amendment of the record with the university office or agency concerned with the particular record. If agreement is reached with respect to the student's request, the appropriate records will be amended. (Note: The substantive judgment of a faculty member about a student's work, expressed in grades and/or evaluations, is not within the purview of this right to seek amendment of education records.) If the record is not amended pursuant to the student's request, the university will inform the student of its decision and of the student's right to request a formal hearing. Additional information regarding the hearing procedures will be provided to the student when notified of the right to a hearing.

The right to consent to disclosures of the personally identifiable information contained in the student's education records, except to the extent that FERPA authorizes disclosure without consent. One exception, which permits disclosure without consent, is disclosure to school officials with legitimate educational interests. A school official is defined as a person employed by the University in an administrative, supervisory, academic, or support staff position (including law enforcement unit and health staff); a person or company with whom the University has contracted (such as an attorney, or collection agent); a person serving on the Board of Trustees; or assisting another school official in performing his or her tasks. A school official has a legitimate educational interest if the official needs to review an education record in order to fulfill his or her professional responsibility. Upon request, the University discloses education records without consent to officials of another school in which a student seeks or intends to enroll or is enrolled.

The right to request that directory information not be disclosed to the public. Directory Information means information in a student's education record that would not generally be considered harmful or an invasion of privacy if disclosed. The University of Texas System component institutions policies will designate the following minimum information as directory information: student's name; local and permanent address; email address; telephone number; date and place of birth; field of study; dates of attendance; enrollment status; student classification; degrees, certificates and awards (including scholarships) received; photographs; participation in officially recognized activities and sports; weight and height of members of athletic teams; and the most recent previous educational agency or institution attended. Directory information may appear in public documents and may otherwise be disclosed without student consent unless a student submits a written request to the registrar during the first 12 class days of a fall or spring semester or during the first 4 class days of a summer semester to withhold such information from disclosure. Requests to withhold directory information will be honored by the University for only the current enrollment period; therefore, a request to withhold Directory Information must be filed each semester or term in the Registration and Records Office.

The right to file a complaint with the U.S. Department of Education concerning alleged failures by the University to comply with the requirements of FERPA. The name and address of the Office that administers FERPA is:

Family Policy Compliance Office
U.S. Department of Education
400 Maryland Avenue, S.W.
Washington, DC 20202-4605

Important Financial Aid Information

Your Financial Aid refund can't be used to pay prior term account balance outside current Financial Aid Year. You are responsible for paying prior term account balance within ten business days of receiving your Financial Aid refund. Failure to do so will result in a financial hold that will prevent future registrations until your account balance is brought current.

When will my Financial Aid be applied?

For Financial Aid disbursement dates please check the  If you do not received the funds on that day please contact the Office of Financial Aid to get details on your application.

Glossary of Terms

Account Balance: Total balance owed on an account (past due, current, future)

Amount Due: Amount that is past or currently due on an account.

Charges: Any amount that your account has been assessed with such as tuition, fees, parking, housing etc…

Complete Withdrawal: To drop all courses from a semester.

Credits/Anticipated Credits: Monies applied to your charges such as financial aid, scholarships, grants etc…

Due Date: When your charges are due

Future Balance: Amount due at a later date (please refer to due date)

Go Army Ed: Tuition Assistance website for all active duty military service members. Important: All active duty members should be referred to the Veteran Affairs office for assistance.

On Demand Statement: Invoice showing the most updated information on charges, balances, payments, number of credit hours and schedule.

Part of Term: (also referred to as an Alternate Part of Term) is a phrase used to describe any mini-term/session that meets for an alternate time frame outside the traditional long term.

Perkins Loan Collections: Campus based Federal student loan.

Previous Balance: Remaining charges from a previous term(s)

Refund Agreement: An agreement for repayment of past due balances in which the student acknowledges that he/she is responsible for paying their past due balance with their upcoming Financial Aid Refund. The student further agrees to pay the past due balance in full within 10 Business Days after Financial Aid is disbursed.

Refund Policy: Refund Policies are established and subject to change by Texas legislature. The percentage of the refund is based on total tuition and fees assessed, not on amount paid. Unless the student does a complete withdrawal from school prior to the first official class day, they will be responsible for a percentage of total assessed tuition and fees. The Refund Policy is located on the Student Business Services website.

Repayment Agreement: An agreement for repayment of past due balances. An initial payment towards the past due balance is required and monthly payments thereafter until past due account balance is paid in full.

SOU: Statement of Understanding to be signed by all students for who tuition is paid by a Third Party Sponsor (i.e. Army, Boeing, YISD, Texas Tomorrow Fund etc.) Forms are located on the Student Business Services Website.

Student ID: Your 8 digit student identification number

Term: The current semester (FALL, SPRING, SUMMER) etc…

TA: Tuition Assistance for any student who is under The National Guard, Coast Guard, and all active duty military service members.

Total Credit Hours: Hours enrolled for the current term

Guaranteed Tuition Plan

ÀÇÓÑÊÓƵ's Guaranteed Tuition Plan (GTP) is designed to help students and their families with the financial planning of a college education. Additionally, the GTP provides an incentive for students to earn a degree within 4 years.

Degree-seeking students that are first time entering resident or transfer residents have the option of enrolling in the GTP. UTEP has chosen to implement an option that will lock the designated tuition rate under the GTP for a period of 12 consecutive semesters. The time period begins on the student's initial enrollment semester.

The GTP rate is higher than traditional tuition and fees rates since it takes into account future tuition rate increases. The GTP includes a rebate at the end of each academic year for those students who meet the eligibility requirements of the program.

At the end of the 12 consecutive semesters, students will be assessed traditional tuition and fees rates for designated tuition for the subsequent term and all successive terms thereafter. The GTP does not extend to graduate studies if a student does not exhaust the 12 consecutive semesters for an undergraduate degree.

Enrollment in the GTP is not automatic. Students must opt in for the GTP prior to the first class day. Students may change their election up until the first day of class. At 12:01 a.m. the election that is reflected on the system will be the election of record. Students who have not made an election will continue to be charged traditional tuition and fees rates and may not opt into the GTP at a future date.

If you have additional questions or would like to obtain the Guaranteed Tuition Plan Opt-In form, call Student Business Services at (915) 747-5116, email us at sbs@utep.edu or visit our office located in the Mike Loya Academic Services Building, Rm. 118

Health Insurance Information – Summer 2023

For insurance rates, effective dates and plan information please visit Academic Health Plans at 

If I am registering during Late Registration, when do I pay?

You MUST pay by 5:00 p.m. at the time of registration.

Is there a fee for registering for the first time during Late Registration?

Yes, if you register for the first time during late registration, you will be charged a late registration fee. The fee schedule is as follows:

Is there a fee for dropping or adding classes during Late Registration?

Yes, you will be charged a fee of $7.00 for each ADD or DROP transaction completed once the late registration period begins.

What are my payment options?

Tuition is due in full on the payment deadline, unless account is registered in a Payment Plan or Tuition Loan.

1. Pay All - Pay in full.

2. Payment Plan - Divides your total tuition and fees, meal plan, housing, parking decal and health insurance into five equal installments. First installment is due upon enrollment with the remaining 4 installments due by 5:00 p.m. MST on the due dates. Please  for Payment Deadlines.

3. Tuition Loan - Divide your total tuition and fees, meal plan, housing, parking decal and health insurance into five equal installments, but the 1st installment is deferred. Payments are due by 5:00 p.m. MST on the due dates. Please  for Payment Deadlines.

For more information on Payment Options 

What is the difference between a tuition loan and a payment plan?

Tuition Loan

Balance is divided into 5 installments. 1st installment is deferred to be due at a later date.

Payment Plan

Balance is divided into 5 installments. First installment is due upon payment plan enrollment, the remaining 4 are due by 5 p.m. on the assigned due dates.

How can I pay for my balance?

In person, our cashiers only accept cash and personal paper checks.

Online, payments can be made with credit cards (a 2.95% convenience fee will be applied) or electronic checks.

If you are mailing your payment, the payment must be received by the close of business (5 p.m.) on the payment deadline due date.

I can't log in to Pete's Payment Options?

Please ensure that cookies and cache have been cleared prior to logging in. You can also try utilizing a different browser (Chrome, Firefox, Safari).

What if I forgot my password to log in?

If you are unable to retrieve your password, please contact helpdesk at (915) 747-4357.

What if I have an outstanding balance at the end of the term?

Student accounts with an outstanding balance will be forwarded to a collection agency unless arrangements are made with authorized personnel at the Student Business Services office.

What do I do with my On Demand Statement if someone else (such as employers or government agencies) will be paying?

All students being sponsored by a third-party entity need to submit a  Statement of Understanding (SOU) by the payment deadline. The form is to be submitted each semester as long as the student remains eligible for sponsorship. All fields (applicable) need to be filled out in order for the form to be processed.

Additional documentation might be required (ex. Financial Support Letter or Letter of Credit). Forms need to be submitted via email to sbsforms@utep.edu.

Visit the Student Business Services website  page for more information.

If Student Business Services receives short payment or no payment from the third-party entity, the student will be notified and the student will be liable for the remaining balance on their account. If payment is not received, the student is responsible for the balance and registration will be restricted until payment is submitted.

Payment Plan

• All payments are due by 5:00 p.m. (MST) according to the due dates for the respective term.

Students that are under 18 years of age and want to enroll in the payment plan:
Parent or Guardian needs to email sbs@utep.edu a copy of their driver's license on behalf of the student;
SBS will then reply with step by step instructions so they can process the Authorized User Payment Plan

Enroll in a Payment Plan now

Additional Policies for the Payment Plan

• All student account balances due from prior semesters, including items associated with deferred payment, must be paid in full before a student may begin registration for a subsequent semester.
• The University shall assess an Installment Tuition Handling Fee of $25.00 for students choosing the plan: this charge is payable at the time of registration. An Installment Tuition Delinquency Fee of $15.00 will be assessed if payment due for that period is not paid in full and on time.
• The following items are NOT deferrable and are due immediately if the Payment Plan or Installment Tuition Loan are selected:
  • Student General Property Deposit
  • Installment Tuition Handling Fee
  • Service Fees (Late Registration, Add/Drop, Admin Installment Enrollment Fee)
  • Fines (Traffic and Library)
  • Discretionary Fees (Liability Insurance)
  • Amounts due for financial holds from prior periods
  • Study Abroad charges (meal plan, housing, etc.)
• The Student Business Services Office will send email notifications to your miners.utep.edu email address as appropriate to students paying tuition and fees under the Payment Plan.
• The courses for which a student is enrolled on the official census date - 12th class day in a long semester - will be the basis for the student’s tuition and fees assessment. Except for students who officially withdraw up to the end of the refund period as indicated in the Schedule of Classes, no reduction in amounts due will be made after this date; further, the student is obligated to pay the assessed amounts whether or not class attendance is subsequently interrupted or terminated.
• A signed promissory note must accompany the student’s initial payment.
• Section 54.007 of the Texas Education Code, which authorizes the option of paying tuition and fees by installment, also provides for the following penalties of non-payment:
  • A student who fails to provide full payment of tuition and fees including late fees assessed, to the University when the payments are due is subject to the following actions at the University’s option:
    • Bar against readmission at the institution;
    • Withholding of grades, degree, and official transcript;
    • Delinquent accounts are referred to Collection Agency for follow up; and/or
    • Dis-enrollment from classes.

Refund Policy

Refund policies are established by and subject to change by the legislature of the State of Texas and are applicable to withdrawals and dropped courses. Please visit the  for more information.

Do I receive a refund for a dropped class?

You are eligible to receive a refund of applicable tuition and fees for dropped courses provided the course(s) are dropped prior to the part of term's census date and that you remain enrolled for the part of term . You must submit a Student Drop Form to the Registration and Records Office on or before the Course Drop Deadline to be eligible for a refund. To view the census days online go to:   Registration & Records and click the corresponding semester under Parts of Term.

If I have to withdraw from UTEP, do I receive a refund?

The percentage of refund is based on total tuition and fees assessed, not on amount paid.
Unless you process a complete withdrawal from school prior to the first official class day, you are responsible for a percentage of assessed tuition and fees. Please visit the  for more information.

If your tuition was paid through federal financial assistance (Pell Grant, Supplemental Educational Opportunity Grant, Federal Perkins Loan, Federal Stafford loan, or Federal PLUS loan), refer to the "Return of Title IV Funds" information on the 

In addition to institutional policies and procedures regarding refunds, students receiving Title IV funds will be subject to a separate calculation to determine the return of any Title IV funds.  The federal formula provides a return of Title IV aid if the student received federal financial assistance in the form of a Pell Grant; Supplemental Educational Opportunity Grant; Federal Perkins Loan; Federal Stafford or PLUS loan and withdrew on or before completing 60 percent of the semester.  The percentage of the refund is equal to the number of calendar days remaining in the semester.

If any refund remains after the required return of Title IV aid, the refund will be used to repay UTEP funds, state funds, other private sources and the student in proportion to the amount paid by each non-federal source, as long as there was no unpaid balance; then all aid sources will be repaid before any refund is paid to the student.

Worksheets used to determine the amount of refund or repayments are available upon request. Example: Paydirt Pete completely withdraws on the third week of school (17th calendar day into the semester).  The number of calendar days in the semester is 54.  He had $500 in Federal Pell and was charged $438 in tuition and fees.  Under the federal Return of Title IV Aid policy, this student would owe $20.98.

How is my refund processed?

Refunds are processed by the Student Business Services Office.
Refunds will be processed within 5 business days for direct deposit (if you have filled out and submitted your direct deposit information).
Payments on your behalf by a sponsor or scholarship are refunded to the original source.
Title IV aid (Pell Grant, Supplemental Educational Opportunity Grant, Federal Perkins Loan, Federal Stafford loan, or Federal PLUS loan) is refunded back to the original source.

Where is my refund?

If it has been less than 10 days If direct deposit is set up you should receive within 5 to 7 business days of the refund being processed, if no direct deposit information is provided you should receive your refund check within 7 to 10 business days to the address on file

If it has been longer than 10 days and they have not received it: E-mail us at sbsrefunds@utep.edu so an account representative can look into why you have not received your refund yet.

How can I check the status of my refund?

You can check your Refund Status  page. If no information is displayed or if you have questions about your refund please email sbsrefunds@utep.edu

To ensure that your invoice is correct, you must resolve all residency issues BEFORE you begin the registration process.

How do I obtain residency for tuition purposes?

Undergraduate Students - Admissions Office (915)747-5890 is responsible for determining official residency.

Graduate Students - Graduate Office (915)747-5491 is responsible for determining residency.

Why am I being charged as a non-resident?

You need to speak to admissions, if you are an international student that have not received your PASE waiver, you need to speak to OINP

What is a TIN?

A tax identification number also known as a social security number.

What if I can’t provide a TIN?

The Internal Revenue Service requires this information as we are obligated under federal law to issue a 1098-T Form annually, which reports the amount of tuition and fees charged to you during the tax year. 1098-T forms will be generated and submitted to the IRS ONLY for students that have a TIN or Social Security Number.

What is the deadline to provide my TIN or SSN?

To ensure proper reporting of this tax information, please provide verification of your Social Security Number OR TIN by December 17, 2024.

Who do I provide my TIN OR SSN to?

You can verify your TIN or SSN in-person at the Mike Loya Academic Services Building or via fax by providing a copy of your Social Security Card and photo ID to the Registrar’s Office.  Fax to (915) 747-8764 and include your full name and student ID.  

If you have questions or need assistance to verify your TIN or SSN, please call the Registrar’s Office at (915) 747-5544.

Is there a fee for dropping or adding classes during Late Registration?

Yes, you will be charged a fee of $7.00 for each ADD or DROP transaction completed once the late registration period begins.

Why am I being charged multiple times for the same fee?

Certain fees are charged per credit hour, per class, for more information on fees please visit the supplemental fees for Undergraduate and Graduate

Distance Learning Fees

Additional fees are assessed in excess of tuition rates to support the technology required to deliver a course. Undergraduates are assessed $75/semester credit hour and Graduate students are assessed $100/semester credit hour. Note that if you are enrolled in ONLY WEBB courses through Blackboard, the following fees are waived; Activity Fee, Union Fee and Health Center Fee.

Is there a fee for registering for the first time during Late Registration?

Yes, you will be charged a fee of $7.00 for each ADD or DROP transaction completed once the late registration period begins.

Tuition and fees provided herein represent the figures at the time of publication, are subject to change by regental or legislative action and become effective on the date enacted. The Texas Legislature does not set the specific amount for any particular student fee. The student fees assessed above are authorized by state statute; however, the specific amounts and the determination to increase fees are made by the University administration and The University of Texas System Board of Regents. Policies governing the payment or refund of tuition, fees, and other charges are approved by the Board of Regents of The University of Texas System and comply with applicable state statues.

Tuition Set Aside

Senate Bill 1304, passed by the 81st Texas Legislature, directs institutions of higher education to provide notices to students (Texas Education Code, Section 56.014 Notice to Students Regarding Tuition Set-Aside for Financial Assistance) who pay designated tuition of the amount of the tuition that is set aside for financial assistance. Therefore, ÀÇÓÑÊÓƵ is required by law (Texas Education Code, Sections 56.011, 56.012, and 56.465) to set aside a percentage of designated tuition for financial assistance programs.

• Notifications are sent to students each semester they are enrolled via e-mail after the 20th class day for Fall and Spring terms and after the 15th class day of the final summer term.
• The set aside does not affect financial aid awards nor does it guarantee that you will personally receive financial assistance. Financial assistance eligibility is determined by the information provided on the Free Application for Federal Student Aid (FAFSA) form.

Examples of the Financial Assistance Programs funded from tuition set asides are:

• 1.Grants
• 2.Scholarships
• 3.Texas B-On-Time Student Loan Program
• 4.Work-Study Programs
• 5.Student Loans
• 6.Student Loan Repayment Assistance

Tuition Set Aside FAQ's

Tuition Loan

• All payments are due by 5:00 p.m. (MST) according to the due dates for the respective term.

Students that are under 18 years of age and want to enroll in the tuition loan:
Parent or Guardian needs to come in person to sign tuition loan form;
Please schedule an appointment via 

Additional Policies for the Installment Tuition Loan

• All student account balances due from prior semesters, including items associated with deferred payment, must be paid in full before a student may begin registration for a subsequent semester.
• The University shall assess an Installment Tuition Handling Fee of $25.00 for students choosing the plan: this charge is payable at the time of registration. An Installment Tuition Delinquency Fee of $15.00 will be assessed if payment due for that period is not paid in full and on time.
• The following items are NOT deferrable and are due immediately if the Installment Plan or Tuition Loan are selected:
  • Student General Property Deposit
  • Installment Tuition Handling Fee
  • Service Fees (Late Registration, Add/Drop, Admin Installment Enrollment Fee)
  • Fines (Traffic and Library)
  • Discretionary Fees (Liability Insurance)
  • Amounts due for financial holds from prior periods
  • Study Abroad charges (meal plan, housing, etc.)
• The Student Business Services Office will send email notifications to your miners.utep.edu email address as appropriate to students paying tuition and fees under the Easy-Pay Installment Tuition Loan.
• The courses for which a student is enrolled on the official census date - 12th class day in a long semester - will be the basis for the student’s tuition and fees assessment. Except for students who officially withdraw up to the end of the refund period as indicated in the Schedule of Classes, no reduction in amounts due will be made after this date; further, the student is obligated to pay the assessed amounts whether or not class attendance is subsequently interrupted or terminated.
• A signed promissory note must accompany the student’s initial payment.
• Section 54.007 of the Texas Education Code, which authorizes the option of paying tuition and fees by installment, also provides for the following penalties of non-payment:
  • A student who fails to provide full payment of tuition and fees including late fees assessed, to the University when the payments are due is subject to the following actions at the University’s option:
    • Bar against readmission at the institution;
    • Withholding of grades, degree, and official transcript;
    • Delinquent accounts are referred to Collection Agency for follow up; and/or
    • Dis-enrollment from classes.

1098-T

Some of the more frequently asked questions are listed below.  Should you have a question for which you cannot find an answer on our web page, please e-mail us at sbs@utep.edu.

What is IRS Form 1098-T?

It is an informational form filed with the Internal Revenue Services to report the amounts billed to you for qualified tuition, related expenses, and other related information.  The primary purpose of the IRS Form 1098-T is to inform you that we have provided this required information to the IRS.

Why did I receive a Form 1098-T?

You may be able to take either the tuition and fees deduction or claim an education credit on Form1040 or 1040A for the qualified tuition and related expenses that were actually paid during the calendar year.

What am I supposed to do with the Form 1098-T?

Unfortunately, we cannot provide you with tax advice, so we suggest that you contact your accountant or tax advisor if you have specific questions related to your tax requirements and responsibilities.   However, we can inform you that you are not required to attach IRS Form 1098-T to your tax return, but it would be wise to keep it for your records.

Can I get a copy of a previous year's 1098-T?

Yes, provided that a form was generated and issued to you for the year requested.  Please follow the instructions above, being su re to select the appropriate tax year for your request.  If you are no longer a student or no longer have access to Goldmine, please contact the UTEP Helpdesk directly at 915-747-4357 or helpdesk@utep.edu.

Why does this form not match the total amounts that I paid to the university?

UTEP is required to report payment amounts that applied only to qualified tuition and related expenses.  This may be less than the total of payments made to the University if part of those payments also paid charges other than qualified tuition and related expenses.  Also, be aware that the amounts posted on the form are reported on a calendar year format and not an academic year.

Why didn’t I receive a 1098‐T?

It is likely due to one of the following:

You are not a US citizen or resident alien student for tax purposes.

You received no academic credit for calendar year.

The personal information (name, address, TIN, SSN…) is incorrect. What should I do?

This was obtained from information provided to UTEP. Please contact the Registration and Records Office at 915-747-5544 or records@utep.edu if any changes need to be made.

What does the amount in Box 1 represent?

This box shows the total payments received in the tax year from any source for qualified tuition and related expenses less any reimbursements or refunds made that relate to those payments received during the tax year ‐ Per Instructions for Student located on second page of IRS Form 1098‐T.

What does the amount in Box 4 represent?

This box shows any adjustment made for a prior year for qualified tuition and related expenses that were reported on a prior year Form 1098‐T. This amount may reduce any allowable education credit that you claimed for the prior year (may result in an increase in tax liability for the year of the refund) ‐ Per Instructions for Student located on second page of IRS Form 1098‐T.

What does the amount in Box 5 represent?

This box shows the total of all scholarships or grants administered and processed by the eligible educational institution. The amount of scholarships or grants for the calendar year (including those not reported by the institution) may reduce the amount of the education credit you claim for the year ‐ Per Instructions for Student located on second page of IRS Form 1098‐T.

What does the amount in Box 6 represent?

This box shows any adjustments to scholarships or grants for a prior year. This amount may affect the amount of any allowable tuition and fees deduction or education credit that you claimed for the prior year. You may have to file an amended income tax return (Form 1040X) for the prior year ‐ Per Instructions for Student located on second page of IRS Form 1098‐T.

Why is Box 7 checked?

This shows that the amount Box 2 includes amounts for an academic period beginning January‐March of the following tax year. See Pub. 970 for how to report these amounts ‐ Per Instructions for Student located on second page of IRS Form 1098‐ T.

Why is Box 8 checked?

This shows that you are considered to be carrying at least one‐half the normal full‐time work load for your course of study at the reporting institution - Per Instructions for Student located on second page of IRS Form 1098‐T.

Why is Box 9 checked?

This shows that you are considered to be enrolled in a program leading to a graduate degree, graduate level certificate, or other recognized graduate‐level educational credential ‐ Per Instructions for Student located on second page of IRS Form 1098‐T.

Starting January 2024

You can view or print your official 1098‐T form for Tax Year 2024:

• Log in to my.utep.edu
• From the dashboard select Goldmine
• Click on Tax Information
• Enter corresponding Tax Year 2024
• Click Submit                                                                                                                                                 
• NOTE: You can click on the amounts on each box to get a detail of what makes up the reported amount.