In-Kind Support – Cannot be from student’s parents or from the other grandparents of the baby. A male student cannot claim in-kind support from the mother of the child. A female student can be independent if the boyfriend is providing in-kind support of her and the child. (This is approved by Ryan Perry)
Expired ID – If the ID or license is expired or expiring before the start date we need Kody’s approval to get it through audit.
SSC Receipt – Even if we have the receipt showing they are getting a new one we need the statement from them that they’ll send it in and Kody’s approval.
UEH With No Pell Used – CFA only requires NSLDS and the ISIR if selected for UEH and no Pell was used within the last 4 years. No need to get transcripts from the schools if NO PELL has been used within the last 4 years.
Prorating Loans Below Half-Time – Students ARE NOT eligible for Stafford loans if they fall below 9 credits in a single term. No need to prorate loans if below 1/2 time (9 credits).
EC Already Completed For Another School – If the EC has been done with another school within the year then these step can be taken to get our school on it:
Low Income and Children – If a person is claiming to support a child but make no mention of them anywhere in their statements it will fail audit. Make sure they mention the children somewhere in their statement. If everything makes sense then you’re good.
Low Income Form – If the “other” box isn’t checked please make sure it doesn’t say “See Attached”. It was defaulting that way until Megan fixed it so when auditing your own files make sure it doesn’t say “See Attached” if the other box isn’t checked.
POG Verification – No need to add this to the POG in school docs. Auditors will be checking to make sure it’s showing up in the activities so make sure it’s there before turning in the file. It will fail if it isn’t mentioned in the email that we are “pending POG” or “pending POG Verification”. Make sure you put the screen shot in the email to the auditors.
FAA Scripts – When doing an FAA please make sure that if you are using a script you don’t sound robotic or sound as though you are reading a script. QA is hearing this and it’s awkward.
ARM Budget – When filling out a budget with a student please make sure you verbalize why you are asking such intrusive questions. That way the student will understand the reasoning and they shouldn’t get defensive or upset. “In order to get you the best payment option possible I need to go through your budget”, or something to that effect.
IDs & SSCs – If a student has a temporary ID we need Kody’s approval. If a student has the receipt from the SSA showing they have ordered a new one we need Kody’s approval
Low Income – Even if a student is incarcerated we can accept an email statement verifying that. Remember, the only time we need more is for V6 and for proving independent with a child and under poverty level.
ISIR Correction – If an ISIR correction has been made please indicate on the package task and in the notes if it is an institutional or student corrections. That way we know if we can turn it in while we wait.
Rollovers – Even with the team changes we are still able to take our own rollovers….for now.
ARM – Make sure that the payment dates and amount of months for repayment are correct if the first ARM disbursement isn’t in the first AY.
Deferments/Post False-Start Tasks – Make sure you are sending the deferments and doing the other tasks after false start.
Withdraws – If a student wishes to withdraw they need to do so through their Academic Advisor and call the business office for their balance.
Dependency Override – We do not need the wet signature if it is on the dependency override paperwork.
Restarts and laptops – If students are restarts or Masters students and already have laptops they DO NOT get tablets so don’t have them fill out the tablet form.
FSA ID Password/References – When speaking with a student before the FAA remind them about references and have them write down their FSA ID Password so it’s ready for the FAA.
ARM – When sending an ARM approval for more than $25,000 and the student is employed please include their employer name on the email.
V6 – Make sure we are putting all of the information needed in the file and getting CFAs approval but more training on V6 will be coming.
UEH Denial Appeals – UEH denial appeal statement has to include that they understand the tablet and laptop will not be sent until after the first MOD
Cover Sheet in Docusign – If you are sending more than one document at a time please use the “Cover Sheet” so that it will link over to Schooldocs. If you don’t you will more than likely have to upload them all yourself.
Upgrades and Tablets – Upgrades do not receive a tablet UNLESS they would rather have a tablet than a laptop. If they would rather have a tablet than a laptop please let the auditors know that when submitting the file.
Masters and Tablets/Laptops – Master students do not receive a tablet or a laptop.
POG – Please ensure that all POGs (transcripts, diplomas, or any other proof) have the month and the year on them.
COD Screenshots- Auditors have gone over this a few times. Even if the loans are shown as canceled in NSLDS, they need the COD screenshots.
If the loan period end date ends within the last year in NSLDS, pull the COD screenshots. Erin has sent multiple emails on what’s required.
Delete duplicate forms out of CVue- Auditors will start failing files for this if it’s not pointed out in the audit email and stated which ones need to be deleted.
Appointments-If you reschedule an appointment for any reason, you MUST make sure you notify the AC and ADOA.
Cover Page- When putting together your forms to send to students in docusign select “Cover Page” first then all of your forms will upload to Cvue themselves. There were a lot of different combinations of forms being sent so it wouldn’t upload. Selecting “Cover Page” first will ensure that all of the forms your student signs will upload. (SEE BELOW)
Start date on the academic year screen needs to reflect the proper start date. (SEE BELOW)
ARM Approval-When asking for ARM approval for a loan over 25,000 Bret Whetman will be consulting with Alan Hansen who is being very cautious.
UEH- When a UEH approval is denied you can appeal the denial.
Get Statement from student that they are aware that a 2.0 GPA is required to be eligible and that there will be a delay in funding.
No funding will be ordered until the student passes their first class
PCE remains the same
Send appeal letter to Online CFA for second approval and put that with the UEH file once received