Northern Arizona University

• Bursar Home
• Tuition Due Dates 
  & Payment Methods
• Need to Know Necessities
• Direct Deposit
• Tuition and Fees
• Tuition Refunds
• Tuition Payment Plan
• Perkins Loan Information
• Emergency Loans
• Collection Accounts
• Tax Credit Information
• Questions & Answers

Forms and Publications Resources

The following documents marked with an asterisk (*) below require Adobe Acrobat reader to view and print PDF files.

Adobe Acrobat Reader may be downloaded here.

• Request a 1098-T form be mailed to you by e-mailing:  TaxCredit1098T@nau.edu
  Additionally, you may print out a 1098-T form by logging into LOUIE and clicking on 1098-T forms under Student Center
• Download and/or print any available IRS form or publication from the IRS File Manager
• *IRS Form 8863 "Education Credits (Hope and Lifetime Credits)" - Attach to Form 1040 to calculate and claim your educational tax credit (Hope Scholarship Tax Credit or Lifetime Learning Tax Credit)
• Form W-9S "Request for Student's Social Security Number and Certification" - Use Form W-9S to report a student's Social Security Number if NAU does not have their Social Security Number.  *NOTE* Form W-9S must be completed and mailed to NAU.  DO  NOT SEND TO THE IRS!
• Download and/or print any available IRS Form or Publication
• *IRS Publication 970 "Tax Benefits for Higher Education" - Explains the new Educational Tax Credits and other Educational Tax Benefits provided by the Taxpayer Relief Act of 1997
• Call 1-800-TAX-FORM or 1-800-829-3676 to order IRS forms or publications
• Obtain IRS Forms directly on your fax machine:  Call 703-368-9694 and follow the instructions.  Enter Fax Order Number 25379 for Form 8863, or See 1040 Instructions booklet for other Form numbers
• Contact the local IRS office in Flagstaff, AZ at:  1633 Plaza Way, Flagstaff, AZ 86001
• Your local Tax Advisor or Accountant can obtain all forms to assist you
• Booklet of IRS Forms available to photocopy is located in the NAU Cline Library

The IRS will publish additional guidance on the provisions discussed in this notice as well as other provisions included in TRA '97.  You may visit the IRS Website for information on additional guidance as it becomes available.

Additional Tax Benefit Information or Assistance

• Consult your local Yellow Pages for listings of Tax Advisors and Accountants
• Navigate to the IRS Main Menu Home Page
• Contact the IRS Help Line at 1-800-829-1040 and listen for appropriate options.
• Pre-recorded messages are available from the IRS Tele-Tax line at 1-800-829-4477.  Choose from the following topics: