1098-T Information

Form 1098-T is used as a guide in the preparation of your taxes. Its purpose is to assist you in determining your eligibility for an education tax credit.

General Information

IUP partners with ECSI to produce the 1098-T forms. All students will have electronic access to their 1098-T form.

Important Change to ECSI — Please See Below (02/27/2024)

This is to notify you of a change in student access to 1098-T forms online. Students are now required to access tax forms through their ECSI user profiles; guest access is no longer available. This change was made to ensure continued service availability. 

We understand this change may have caused some confusion for students, so we have increased resources available in our contact center to accommodate your students’ needs during this time.

We apologize for any inconvenience this change may have caused you or your students. More information about how to access tax documents is included on the ECSI website. 

Thank you,
The ECSI Team

ECSI

ECSI is a third-party company that processes all 1098-T tax forms (starting with the 2012 tax year). 1098-T retrieval instructions are as follows:

• Go to ECSI to sign in or register.
• If you have not already registered for an account, create an account under Register on the right side of the page.

Step 1

1. Choose a username (the system will tell you if the name is available).
2. Create a password of your choosing.

Step 2

1. Enter your contact information requested.
2. Click Continue.

Step 3

1. Enter your address.
2. Click Continue.

Step 4

1. Create three security questions and answers.
2. Click the I’m not a robot box.
3. Click Save your profile.

The system will take a minute or so to save, but a successful completion will result in a return to the home page with this green message at the top: “Congratulations! You have successfully created your user profile. Please sign in to connect and access your accounts.”

You will also get an email confirmation from ECSI confirming the creation of your Easy Path account. Note that the Heartland Key in the email is an example, not your actual Heartland Key.

Click Continue and follow the instructions below to access your form. 

1. If you have already registered for an online account, enter your username and password on the left side under “Sign In.”
2. Next, click on your Heartland Key under “Tax Documents and Information” below your school’s name.
3. Any tax forms available for your school will be displayed here.
4. Select View/Print Statement next to the desired form to view.
5. If you are looking for prior year forms, click on the History tab.
6. Click Continue and enter your username and password.
7. Select a method to receive your verification code (Text, Automated Call, or Email)
8. Click the I’m not a robot box
9. Click Send Verification Code
10. Enter the verification code you receive
11. Click Continue
12. Click the blue plus sign to connect an account to your profile.

To find your Heartland Key account:

1. You will need to call ECSI at 1-866-428-1098
2. There may be an extended wait, but the system does offer an opportunity to save your place in line and be called automatically when it is your turn
3. Once you have connected your account, you will not need to do these steps again

Contact Information for ECSI

You may access the ECSI website anytime for information concerning your 1098-T on the ESCI website.