Click to review the below other materials related to taxable scenarios regarding students:

Reference Document: Student Payment Guidelines

Click the above link to download a comprehensive set of guidelines for any type of payment being made to a student.

Form: Scholarship / Fellowship KFS Account Request

Follow this link to request for a Kuali Financial System account number for a new scholarship or fellowship account.

Form: New Item Type Request for Established Scholarship/Fellowship Accounts

Follow this link to request for a new item type for an established scholarship or fellowship account.

Form: Determining Student Payment Type Questionnaire

When paying a student, it is important to ensure the payment has been classified correctly in order to satisfy compliance requirements with federal and state regulations, IU policies, and donor intent. Follow the link to fill out a questionnaire that will assist users in determining the nature of a payment and how to make the payment correctly.

Reference Document: Student Payment and Compensation Types

Click the link to navigate to the student payment and compensation type homepage. This webpage will outline the four acceptable ways to provide funds to students. It is important to understand which method is correct for each set of circumstances in order to facilitate accurate treatment and reporting for both the student and the university.