January 27, 2016

  • Child Support Paid – According to IFAP, we only need a statement from the person paying the child support. If things don’t add up, we can request additional information to clear up anything that seems conflicting. See below:545
  • Planner Changing ISIR Info (*Updated) – We cannot change anything on the ISIR unless we have agency proof. The number in the household and number in college can still be changed by the planner with a statement. *This primarily relates to Child Support and Wages. SNAP can still be added with a statement for all verification groups other than V6. NOTHING CAN BE REMOVED WHETHER IT HAS BEEN VERIFIED OR NOT. The student must remove it. If the planner removes it then CFA requires a wet signature.
  • Temporary ID – If a student has a temporary ID that has an expiration date that is passed the start date (regular requirement) then we can accept it, unless they are selected for ID verification.
  • Veritax – Please make sure you are selecting the right year when requesting tax transcripts (2014).
  • Forwarding Emails – DO NOT forward internal emails of any kind to our students.
  • SFAC – CFA doesn’t care if the dependents under 12 question is incorrect. Try to make it correct but if it’s wrong it will not fail audit.
  • Pending Pell – Going forward we have to make sure any pending Pell is cancelled in COD. If there is pending Pell for the current award year, it cannot be added to the PCE for AY1 until it is cancelled in COD. If NSLDS is showing Pell for the current award year, a COD screen shot must be added to the file to show that it is cancelled.
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January 20, 2016

  • In-Kind Support – Words from Ryan Perry, “a student cannot claim a child if he or the child is being supported more than 50% by the student’s parents. All other support given to the student, including the spouses parents, is counted as in kind support”.
  • Planner Changing ISIR Info – We cannot change anything on the ISIR unless we have agency proof. The number in the household and number in college can still be changed by the planner with a statement. Regarding the “Planner Changing ISIR Info”, this primarily relates to Child Support and Wages. SNAP can still be corrected with a statement for all Verification groups other than V6.
  • UEH Rollovers – If a student was approved for UEH or the UEH appeal process for a previous module, but rolls to the next, please have the planner email online.cfa with the final decision (“approved”) email correspondence, so CFA can update the hold group for the UEH student.We will be able to use the previous mod’s UEH paperwork for the file, but please make sure CFA is kept in the loop. Ryan has agreed to reply to the correspondence with an updated “approved” email to include in the file.
  • Determining Dependency Status – If a student is of dependent age, make sure you ask the right questions to determine dependency prior to completing the PCE, etc. This can save you a lot of time having to update paperwork.

January 13, 2016

  • Unsigned Social Security Cards – CFA has given word that they will approve the card without a signature.
  • Notary Forms – We can no longer prefill the name or student ID number on the notary forms. The only item the planner can enter on the form with be the school/campus. Everything else MUST be completed by the student, in front of the notary.
  • NSLDS Monitoring List – We do not require that a student be added to the NSLDS monitoring list when they do NOT have any FSA history. (No Pell or Loans)

January 7, 2016

  • GOOFF (Get Out of Fail Free)– An email has been sent out about this. You need 8 perfect files in a row to get one. If you fail a fail you can use it if you fix the file within 24 hours of it failing. See email from Dave (12/23/2015) for details.
  • PLUS MPNs – We cannot accept PLUS MPNs for Masters students. They must be a regular MPN.
  • Parent PLUS Form – Do not send this form if you haven’t actually talked to the parent. An explanation needs to take place with the parent so they know what they are signing. Be sure it is the parent signing the form.
  • UEH Appeals – We MUST do everything in our power to obtain transcripts and ledgers for the applicable schools listed. The appeal process is only for those who CANNOT obtain transcripts (school closure, etc.). Do not take shortcuts.