A Proxy can be authorized to access one or more of the following:

• Financial aid offer
• Financial aid requirements
• Financial aid related messages
• Information about the aid types in the financial aid offer
• Statement history dated November 2025 and prior
• Federal tax form 1098-T

Students may grant access to more than one Proxy.

Follow these steps to give a parent, family member, or another trusted person access to your financial aid, Federal tax form 1098-T, and/or billing history (prior to November 2025). 

If you are looking to set someone up with access to your billing information, please review the information on Authorized Payers.

Adding a Proxy

• Log into myUVM 
• On the Proxies & Authorized Payers card select Set Up and Manage Proxy Users 
• Select Add New Proxy on the Proxy Management page
• Fill in your proxy's first name, last name, and email address
• Select Proxy for the Relationship (this is the only option)
• The Start Date will auto-fill with today's date
• The Stop Date will auto-fill to 6-years from the start date
• Select the boxes for the information you want your proxy to access and the topics Student Financial Services may discuss with them on your behalf. Be sure to read each option carefully before selecting.
  • Use the info icons on the page to review more details about what a proxy will be able to view.
• Select Submit
• You'll be redirected to your Proxy Management page, where you'll see the Proxy listed as inactive.
• Your Proxy will receive emails, directing them on setting up a password.
• Once your Proxy has set up the password they will be active and you will no longer see them listed as inactive.

You may delete a Proxy at any time after you have set them up. 

Emails Your Proxy Will Receive

Once you set up a proxy, they will receive 1 or 3 separate emails, depending on their specific set up scenario. All emails will be sent from SFSTechFA@uvm.edu. 

1. Subject: You have been set up with Proxy access by your UVM student
   This email let a Proxy know they have been established or re-established as a proxy and explains that additional emails with activation details may follow. Instructions are included in this email for both scenarios.
2. Subject: UVM proxy initial setup notice
   This email contains an initial password to be used at the one-time use link included in email 3.
3. Subject: UVM proxy initial access notice
   This email includes a one-time use link. The proxy must use this link together with the initial password sent in email 2 to create their own password. 

If your Proxy does not receive any emails, please ask them to go directly to the login page for our upgraded Proxy system, enter the email address you entered in the Proxy set up, and select Forgot Password. They should then receive emails 2 and 3 above and can proceed to set up a new password.

The History and Communications tabs allow you to review the authorization history for this proxy and see any emails sent to them from our proxy system. If your proxy lets you know they did not receive an email, you can resend it from the Communication tab.

Proxy Access allows a parent or supporter to view certain student financial information (financial aid and Federal tax information, and statement history dated November 2025 and prior).

Getting Started

When your student establishes you as a Proxy, you will receive 1-3 separate emails with instructions to activate your access. 

All 3 emails are sent from: SFSTechFA@uvm.edu

1. Email with the subject line: UVM proxy initial setup notice
   This email contains an initial password, which you will use at the one-time link provided in email 2.
2. Email with the subject line: UVM proxy initial access notice
   This email includes a one-time use link (URL). You will use this link together with the initial password from email 1, to create your own password, which you will then use going forward.
3. Email with the subject line: You have been set up with Proxy access by your UVM student
   This email contains the login link you will use in the future, after you have created your password using the information in emails 1 and 2.

Follow the instructions in the emails with the one-time use link and initial password. You will be guided through creating your own password and will then be able to access the information your student has authorized for you. 

If you don't see these emails, check your spam or junk folder or search for emails from SFSTechFA@uvm.edu.  

Log into Proxy Access

Proxy Access Login

Log in with:

• Username: Your proxy email address
• Password: The password you created during setup.

After You Log In

After signing in, you'll see the name(s) of the student(s) who have given you proxy access.

• Select the student you want to view, then use drop-down menu to choose the type of information you'd like to access. Only information your student has authorized you to view will appear. 

Important Things to Know

• Proxy access is view-only. 
  You cannot make changes to records or submit forms on the student's behalf.
• Access is controlled by the student. 
  The student can change or remove your access at any time.
• This login is separate from myUVM. 
  A Proxy does not log in using a NetID.

Need Help?

If you're having trouble logging in or accessing information:

• First, check with the student to confirm your access is set up correctly
• Contact SFS for additional assistance

Student Financial Services uses the Proxy email address to send notifications when federal tax information is available (if given authorization for financial aid by the student). 

To update your email address:

1. Log into your Proxy Access account
2. Update your email address in your profile and save

If you have forgotten your Proxy Password

• Use Forgot Password on the Proxy Access login. (information for Comcast email users) 
  • Or, your student can reset your Password by logging into their myUVM account, selecting Manage Proxy Users on the Proxies & Authorized Payers card, selecting the pencil icon by your name, and then selecting Reset Password.

To change your Proxy PIN

• Log into your Proxy Access account
• Open your Profile to change your password.

Student Financial Service Counselors do not have access to view your password.

To remove a Proxy's access, you may delete them from your Proxy Management page or stop date their access.

1. Log into myUVM 
2. Find the Proxies & Authorized Payers card 
3. Select Manage Proxy Users 

You'll see a list of all proxies on your account:

• Proxies marked Inactive no longer have access
• Proxies without an Inactive label currently have access

Choose One of the Following Options

• Delete a Proxy Completely 
  • Select the trash icon next to the proxy's name. This full removes the proxy and their access from your account.
• Set a Stop Date (End Access but Keep the Record) 
  • Click the pencil icon next to the proxy's name to view their details. From there, you can set a stop date (today's date or a future date) to end their access.
  • This option keeps the proxy listed in your records but prevents them from viewing your information after the stop date you choose. 

Follow these steps to give a parent, family member, or another trusted person access to your financial aid, Federal tax form 1098-T, and/or billing history (prior to November 2025). 

Re-authorizing your Proxy(s)

• Log into myUVM 
• On the Proxies & Authorized Payers card select Set Up and Manage Proxy Users 
• Take note of the email address(es) you used for each Proxy listed on your Proxy Management page, then delete each Proxy by clicking the trash icon by their name.
  • It is important to delete rather than edit each Proxy to simply the process for your proxy(s).
• After you have deleted all Proxy(s), select Add New Proxy on the Proxy Management page to set them back up
  • Fill in your proxy's first name, last name, and email address
  • Select Proxy for the Relationship (this is the only option)
  • The Start Date will auto-fill with today's date
  • The Stop Date will auto-fill to 6-years from the start date
  • Select the boxes for the information you want your proxy to access and the topics Student Financial Services may discuss with them on your behalf. Be sure to read each option carefully before selecting.
    • Use the info icons on the page to review more details about what a proxy will be able to view.
  • Select Submit
• You'll be redirected to your Proxy Management page, where you'll see the Proxy listed as inactive.
• Your Proxy will receive 1 or 3 separate emails, depending on if they are a Proxy for another student and if they have already reset their password in our upgraded proxy system. See more information about the emails below.
• Once your Proxy has set up their new password they will be active and you will no longer see them listed as inactive.
  • If you do not see inactive listed for your Proxy, they may have already set up their new password for our upgraded proxy system. This can be the case if they have more than one student for whom they are a Proxy. 
• Complete the Add New process for each proxy you wish to set back up with access to your financial aid information, Federal tax information and/or billing statement history for November 2025 and prior. More recent billing history is accessed through QuikPAY by you and your QuikPAY authorized payers (as shown in the accordion below). 

You may delete a Proxy at any time after you have set them up. 

Emails Your Proxy Will Receive

Once you set up a proxy, they will receive 1 or 3 separate emails, depending on their specific set up scenario. All emails will be sent from SFSTechFA@uvm.edu. 

1. Subject: You have been set up with Proxy access by your UVM student
   This email let a Proxy know they have been established or re-established as a proxy and explains that additional emails with activation details may follow. Instructions are included in this email for both scenarios.
2. Subject: UVM proxy initial setup notice
   This email contains an initial password to be used at the one-time use link included in email 3.
3. Subject: UVM proxy initial access notice
   This email includes a one-time use link. The proxy must use this link together with the initial password sent in email 2 to create their own password. 

If your Proxy does not receive any emails, please ask them to go directly to the login page for our upgraded Proxy system, enter the email address you entered in the Proxy set up, and select Forgot Password. They should then receive emails 2 and 3 above and can proceed to set up a new password.

The History and Communications tabs allow you to review the authorization history for this proxy and see any emails sent to them from our proxy system. If your proxy lets you know they did not receive an email, you can resend it from the Communication tab.

If you or your proxy have questions about this process, please reach out to Student Financial Services at (802) 656-5700 or sfs@uvm.edu. 

Proxy access for billing, making online payments and managing payment plans is now done directly through QuikPAY and is referred to as Authorized Payer access and can speak with Student Financial Services about all billing related information on your behalf. 

Any Proxy who had access to view this information, or who you would like to add to have this access moving forward needs to be invited or re-invited as an Authorized Payer through QuikPAY.

Adding or Re-inviting an Authorized Payer in QuikPAY

• Log into myUVM 
• On the Proxies and Authorized Payers card, select Manage Authorized Payers, which will bring you into QuikPAY
• Once in QuikPAY, select Authorize Payers in the left side navigation menu 
• You may see people already listed as Authorized Payers, and if so, you will need to select Re-invite so they can continue to access your information.
  • Your authorized payer will receive an email invitation along with instructions to register for QuikPAY Authorized Payer access. Once this is completed, they will have instant access to your QuikPAY account.
• If you don’t see any Authorized Payers listed, or need to create additional authorized payers, select Add New in the upper right corner of the Authorized Payers screen 
  • Enter the first name, last name, and email address for the authorized payer you'd like to give access to
  • Select Save 
  • Your authorized payer will receive an email invitation along with instructions to register for QuikPAY Authorized Payer access. Once this is completed, they will have instant access to your QuikPAY account.