1098-T Form
If you are a US resident for tax purposes and you have qualified charges and/or gift aid for the corresponding tax year, you may access your 1098-T form online as of January 31.
You will need the following information to login: Site ID (11554), Username (SID), Password (initial password is last 4 numbers of your SSN). If you have any difficulty logging in to the TAB Services website, please contact TAB Services toll-free directly at 888-220-2540.
Your 1098-T form will be available online by January 31.
UC Berkeley will send you an email to the email address listed in CalCentral by January 31. The email will come from billingnotices@berkeley.edu.
For more information on how to access your 1098-T form, please visit Student Billing.
Student Health Insurance Plan (SHIP) Waiver Form
All registered students at the University of California are required to meet the university’s health insurance mandate as set by the UC Regents. If you have other major medical health insurance that meet the SHIP waiver criteria and do not wish to have dual coverage, you can submit an online waiver application to waive your enrollment in SHIP. If approved, you will see a “Health Insurance Waiver” credit applied to offset the Health Insurance charge on your bill. For more information about waiving SHIP and deadlines, please refer to UHS’s Waiving SHIP website.
If you initially paid your SHIP fee and your waiver is ultimately approved, payment that may have been used to cover the SHIP fee can reapply to any remaining outstanding fees, or if all fees have been paid, you may expect a refund within 30 days. If you have signed up for Direct Deposit, formerly known as Electronic Funds Transfer (EFT), it will automatically post to your bank account. If you don’t have Direct Deposit, please sign up now to expedite the refund process. If you have not signed up for Direct Deposit, a paper check will be issued that can be picked up at Cal Student Central. Be sure to pick up your check within 10 days of it being issued or it will be sent to your local address. Please update your address in CalCentral so your check is mailed to the correct location.
Financial Aid and SHIP
As part of the waiver decision-making process, students should consider how maintaining and/or waiving out of SHIP can impact their financial aid offer. This SHIP-specific information will assist students and families in understanding how being granted a SHIP waiver and/or keeping the SHIP coverage may impact the financial aid budget and awards.
Late Waiver Fee
A Late SHIP Waiver Fee will be assessed if your SHIP Waiver application is not submitted on time.
NOTE: A UHS fee on your CalCentral bill is different than a SHIP late waiver fee. Refer to CalCentral to view an itemized list of all your fees. If you have additional questions, please contact Cal Student Central. For SHIP waiver questions, please contact the SHIP Office at ship@berkeley.edu or 510-642-5700.