V6 – V6 worksheet statement must be from the dependent student’s point of view, not the parents.
Student Authorization Form – We can only accept the NEW student authorization forms when packaging our students. Any returning student with an old SA form will need to complete a new one. Without the new SA form, CFA will not be able to order funding.
FAA Templates – FPs need to make sure they fully review the FAA templates prior to the appointment. There have been many opportunities missed, due to the planner failing to review what the AC has provided. Some of our ACs spend a considerable amount of time and effort to provide the planners with good information to use. Please make it a point to review these before your FAA, as the information can help with blow offs, useful information for packaging, etc.
Program Change – if you are changing a start date or the program version using the ‘Program Change’ button in the Enrollment Folder, please make sure you notify the Registrar using FAOT22 – Notify Registrar of Start Date or Program Change.
Collecting Payment Information (Auto Pay) – We will need to have the student talk directly with someone on the team that can do auto pay (C/O, ROSLC, Business Office, and ARM ). When a student is going to setup auto-pay for their ARM/balance, we are not allowed to collect the payment information (CC #, Bank Acct. #, etc.) in any format other than over the phone. Documenting the information on a form, email, etc. is out of compliance. We cannot store or share this information anywhere within our systems.
Alliance Grant – If a student has an Alliance Grant in place but also has an ARM set up, that student needs to still pay the monthly payment since the grant is contingent on her graduating and maintaining her GPA. If they graduate with a credit balance then that balance will be sent back to the student after graduation.
SEOG ***UPDATED*** – We cannot award SEOG to students who have used their full aggregate limit of Pell even if they have a 0 EFC.
Pending POG for V4 or V5 – We can submit a file pending POG if they are selected for V4 or V5.