Loyola University Chicago

• Setup
• 1098-T Access Updates

Parent/Guest Access Setup Instructions

Students can set up proxy access to their financial accounts for parents and other guests with the following steps:

1. Login to your LOCUS account at: www.luc.edu/locus.
2. Click on Personal Portfolio.
3. Click on Parent/Guest Access.
4. Click on Add Parent/Guest.
5. Click the 'I Accept' button on the consent form.
6. For each parent or guest, enter:
   • The person's last and first name
   • E-mail address
   • A password (You may assign the same password to all those who receive proxy; or assign a different password for each.) 
     
     The password is case-sensitive, must be 6 characters in length and include 2 digits. The university will assign each proxy with a Universal ID, which will be sent to each via the e-mail addresses you provided.
     
     *THE STUDENT is the only person who has the password(s) for those who have Parent/Guest Access, and will need to communicate this information to them.  The university does not provide or maintain these passwords.
7. Check off all three of the boxes labeled Account Summary, e-Bill, Financial Aid, and View 1098-T.
8. Click Save.
   

Make certain to let the parent or guest know when they have been set up with access and provide them with their password(s).

Note that proxy access DOES NOT provide access to your grades, student judicial affairs, income or personal information.

New: View Access to 1098-T Tax Forms

Students who already have proxy access set up for parents and guests will need to update the access to include the new option of viewing 1098-T tax forms.  Beginning January 2009 forward, 1098-T tax forms will be stored in LOCUS in PDF form.  To update current Parent/Guest Access to allow this function, follow these steps:

1. Login to your LOCUS account at: www.luc.edu/locus.
2. Click on Personal Portfolio.
3. Click on Parent/Guest Access.
4. Select the yellow Update button next to the UserID you would like to add the access to.
5. Check the View 1098-T box in the Grant Access To box.
6. Click Save.

When updating Parent/Guest Access settings, a new confirmation email will NOT be sent to the Parent/Guest Access users.  As always, it is the student's responsibility to communicate any changes and password information to those he/she designates to have this proxy access.

More information about 1098-T tax forms can be found on our 1098-T page.