Campus Solutions
Simplify 1098-T season and cut delivery costs
Herring Bank helps colleges manage their students' 1098-T forms and lets students receive them electronically — saving the institution up to $1 per student. If a student doesn't choose electronic delivery, Herring Bank mails the form on the college's behalf.
What it is
What is 1098-T form processing for colleges?
1098-T form processing is how colleges and universities prepare, deliver, and report the IRS Form 1098-T tuition statement that students use to claim education tax credits.
Herring Bank's 1098-T solution helps your institution manage that entire process without complex ERP integration. Your office formats and uploads student data, reviews and approves the forms online, and Herring Bank handles secure delivery — so you avoid the technical burden of building a deep system integration just to meet your annual 1098-T obligation. Students can choose to receive their 1098-T electronically, which saves the institution up to one dollar per student compared with printing and mailing, and if a student doesn't select an option, Herring Bank automatically mails the form on the college's behalf, so every student receives their tax statement and your institution stays compliant. Designed to meet IRS 1098-T requirements with quick onboarding, the solution gives your business office a simpler, lower-cost way to handle 1098-T preparation, electronic delivery, and student access every tax season.
How it works
From data to delivered forms
No ERP integration required — upload, approve, and Herring Bank delivers electronically or by mail.
Format & upload
Your institution formats student data and uploads it — no ERP integration required.
Review & approve
Upload, review, and approve the forms online before release.
Students choose
Students opt for electronic delivery, saving the college up to $1 per student.
Delivered or mailed
Herring Bank delivers electronically, and auto-mails the form for anyone who doesn't choose.
Who benefits
Value for your institution and your students
For your institution
Business office
- Save up to $1 per student with electronic delivery
- Every student covered — auto-mailing for non-responders
- Reduce the technical integration burden (no ERP integration)
- Stay aligned with required tax reporting
For your students
Students & families
- Convenient online access to tax forms
- Download forms anytime
- Print/mail backup for those who need it
- A clear, simple experience at tax time
Where it fits
Built for the realities of campus
Annual 1098-T filing
Prepare and deliver 1098-T forms for the full student body each year.
Cutting delivery costs
Shift students to electronic delivery and save up to $1 per student.
Guaranteed delivery
Auto-mailing ensures students who don't choose still receive their form.
Questions
Frequently asked questions
Talk to our College & Campus team
Tell us about your institution and a Herring Bank Campus Solutions specialist will reach out.
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