1. Log on to SPIRE at https://spire.umass.edu/.
2. In the left Menu, go to Holds & To Dos > FERPA Privacy Waiver. The Introduction page will open.
3. On the Introduction page:
   • Click the Waiver provisions (Financial Aid & Office of the Bursar Information or Housing Information). The Provisions page will open in a new browser window. Read the provisions and make sure you understand the types of information you are releasing.
   • At the bottom of the Introduction page, click I Agree. The Add/Edit Designees page will open.

Note: The Introduction page will only appear the first time you access the Waiver. Links to the Waiver provisions are also available on the Add/Edit Designees page.

To add a designee, on the Add/Edit Designees page:

1. In the First Name and Last Name fields, enter the first name and last name of the individual to whom the University can release your student information. Both fields are required.
2. In the Access Code field, enter a unique 4-character code. We recommend the last four digits of your designee's Social Security Number. Your designee should have this Access Code ready when contacting the University.
3. Next, select the type of information you wish to disclose to this designee. Please remember:
   • Financial Aid Info refers to your financial activity at the University, and may include your account balance, tax information, loan, and financial aid information. more...
   • Housing Info refers to your on-campus housing assignments and contractual obligations. more...
4. Click Save.

Your designee can now contact the appropriate office via telephone, U.S. mail, email, or in person to receive your student information.

Note: Be sure your designees know their Access Code. The access code is required each time your designees contact the University on your behalf.

To edit a designee’s Name, Access Code, or the type of information he/she is allowed to request from the University, simply make these changes on the Add/Edit Designees page, then click Save.

Remember to let your designees know of any changes you make on the Add/Edit Designees page.

You can remove permissions for one or all designees at any time, especially when their access to your student information is no longer needed. By removing a designee, you cancel his/her ability to request information about you from one of the designated offices on campus.

1. On the Add/Edit Designees page, select Remove this designee? next to the designee you wish to remove.
2. Click Save at the bottom of the page. This will immediately cancel your designee’s privilege to request information about you from the University.

To remove permissions for all designees, select Remove all designees? (right part of the screen), then click Save at the bottom of the page.

Note: Your Waiver remains in effect two semesters after you leave the University unless you remove your designees.

If you encounter problems, submit an online Help Request.
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Contact the OIT Help Desk at 545-9400.