Form 1098-T: Tuition Statement

Form 1098-T: Tuition Statement

 

Paper Forms

Stratford University will issue 2019 1098-T forms mailed by January 31, 2020. The forms will be mailed by ECSI, the college's third party servicer. As a courtesy, ECSI notifies students by e-mail that their 1098-T form was printed and mailed. If you did not receive an e-mail, Stratford University may not have been required to issue a 1098T to you for 2019, or the e-mail address on record was not up-to-date by December 1st, 2019.

 

Important Change for the 2018 1098-T!

In previous years your 1098-T included an amount in Box 2 that represented the qualified tuition and related expenses (QTRE) that were billed to your student account during the calendar (tax) year. Due to a change to the institutional reporting requirements under federal law, beginning with tax year 2018, we are required to report in Box 1 the total amount of payments and financial aid (grants, scholarships and loans) credited to your student account, up to the amount of qualified tuition and related expenses. Box 1 replaces Box 2 for reporting purposes under the federal regulations.

 

Electronic Forms

An electronic copy of your 2019 1098T can be found at https://www.heartland.ecsi.net/

  • Scroll down and click on “Accessing your 1098-T or 1098-E document” the lower, center box
  • Click on “Want to look up your 1098T or 1098E Tax form?” on the left
  • Type in Stratford University, click on Stratford University when it comes up in their fill-in field
  • Fill out the Form
  • Click Continue

Click on the + at the far right of the screen, next to "1098-T Statement" "Status: Delivered" and then click on "View/Print Statement"

Electronic copies of your 2014, 2015, 2016, 2017 and 2018 1098-T forms are also available through ECSI's website, if you received one for those previous tax years.

If you require further assistance, please call ECSI at 1-866-428-1098 or email cservice@ecsi.net. You can also submit a request using our electronic form. To do so click here

Be aware that ECSI receives a large number of calls in late January and early February, and as a consequence, wait times may be unavoidable.

 

Education Tax Credit

Students who receive a 2019 1098-T form may be eligible for a Federal Education Tax credit on the 2019 tax return. We cannot provide students or families with tax advice but please click on the link below for more information from the IRS, or contact your tax advisor:
https://www.irs.gov/pub/irs-pdf/i8863.pdf

 

Frequently Asked Questions

Below you can find answers to some frequently asked questions. If further assistance is required, please email us at studentaccounts@stratford.edu

We are required by IRS to send the 1098-T form to students who were enrolled and had payments and/or financial aid credited to their tuition account during 2019. This form is used to assist the IRS and students in determining if students are qualified for education-related tax benefits.

No. Stratford University uses a service to print and mail these forms. The service will send them directly to the mailing address we have on record for the student. If you haven't received a form, complete the request form by clicking here

  • Box 1(NEW!) represents the total amount of payments and financial aid (grants, scholarships and loans) posted to the student’s account during the 2019 calendar (tax) year, up to the amount of qualified tuition and related expenses for those semesters. (Box 1 is being reported on the 1098-T form starting with 2018 due to the change to the institutional reporting requirements under federal law.)
  • Box 2 is blank due to the change to the institutional reporting requirements under federal law beginning with the 2018 calendar (tax) year.
  • Box 3 NOT checked as Stratford University had switched our reporting method in 2018 from Box 2 to Box 1, as required by federal law.
  • Box 4 represents adjustments made for a prior year.
  • Box 5 represents the total amount of grants and scholarships credited during the 2019 calendar (tax) year. Note: BOX 5 does not include any loans.
  • Box 6 represents adjustments to scholarships or grants credited during previous years.
  • Box 7 is checked if any payments and/or financial aid included in Box 1 relates to an academic period that begins January through March 2020 (i.e.2020 Term 1 semester).
  • Box 8 is checked if the student was at least half-time during any academic period that began in 2019 (Term 1 2019 through Term 5 2019). Half-time for undergraduates is at least 9 credits, for graduate students half-time is at least 4.5 credits.
  • Box 9 is checked if the student was a graduate student enrolled in a program or programs leading to a graduate-level degree, graduate-level certificate, or other recognized graduate-level educational credential.
  • Box 10 does not apply to Stratford University students.

If you enrolled in courses during the 2019 calendar year and had payments and/or financial aid credited to your account in 201, but did not receive a form, please contact us using the 1098 inquiry form. Click here

If you were enrolled for either the terms in 2019, but had no payments or financial aid credited to your account in 2019, you will not receive a 2019 1098-T as you had no reportable transactions.

If you did not receive your 1098-T because you moved, please complete our 1098-T inquiry form by clicking here

If your social security number did not appear on your 1098-T please complete our 1098-T inquiry form by clicking here

Yes. Students may consent to receive their forms electronically through ECSI at ECSI Electronic Consent Form or request it to be mailed by contacting ECSI at (866) 428-1098.

To simplify reporting and to promote the best customer service for students and their families, the University contracted with ECSI to provide 1098-T tuition statements. In addition to mailing forms, ECSI offers students the opportunity to receive their 1098-T statements electronically via the ECSI portal. The students must first consent to receive the statement electronically by completing the form at ECSI Electronic Consent Form

IMPORTANT NOTE: You are required to enter your Student ID # not SSN/ITIN # (i.e. P000-00-0000) on ECSI’s electronic statement consent application. Please be sure to include the “P” at the beginning of the student ID number. If you are unsure of your student ID #, please contact your campus directly.

After completing the consent form, ECSI will send an email with access instructions. You will need the school code and PIN # to access your statement. The school code is TL. The PIN# will be provided in the email. If you have not received an email from ECSI, please contact their customer service line at (866)428-1098 or refer to their website at ECSI