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Receiving your 1098-T Form

  1. Go to the UAS (University Accounting Services, LLC) website.

  2. Select 'New Members' to create a new secure online account. You will be asked for the name of your university (pick UW Oshkosh from the drop-down list), your first name, your last name and the last 4 digits of your social security number. Press 'create account'.  

  3. For added security, you will be asked to select your street address from a drop-down menu. If everything matches you will be able to proceed with the account setup.

  4. If the personal information is correct, click 'Continue'. If you wish to change your e-mail address, you may change it here under e-mail address and e-mail address (confirm). You do not have to enter your birthdate, your primary phone number or your gender.

  5. Now create a Screen ID, a password, a secret question and an answer. Press 'Continue'.

  6. You have now created a GetMyDocuments account. An e-mail message containing an account activation link has been sent to your e-mail address. The e-mail is sent from inform@getmydocuments.com

  7. Close this window and follow the activation link in the e-mail message you will receive.

  8. Click on the link: 'Activate Account'.

  9. Enter your screen name and password and press 'Continue'.

  10. Click on 'Log into My Account'.

  11. Now under 'Current Members,' enter your screen ID, password (from #5) and the security code numbers (in green). Press 'Log In'.

  12. Check the box to agree to use an electronic process to view the document and press 'Continue'.

  13. Your personal information is now shown. Press 'Continue'.

  14. To view and/or print your 1098-T, click on the System ID number.

  15. Now print a copy of your 1098-T for your records.

  16. Press 'Continue' to exit out of the UAS website.

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by fochsm last modified May 11, 2010 03:27 PM