October 19, 2016

  • ARM Inquiries and Approvals – Bret Whetman is now the Associate Campus Director of IU, so Melissa Seideman will be taking over any inquiries and approvals for ARM.
  • Dependents Other Than Child or Spouse – If a student is selected for verification (V1, V5, or V6) and marks that they have dependents other than child or spouse on the ISIR, we will need documentation to prove the claim.
  • Misspelling on ARM/PCE – CFA will require a new ARM and/or PCE if a student’s name is misspelled on the paperwork.
  • Changing High School Type on the ISIR – Per Ryan Perry, the only instance where we can make the change on a high school type on the ISIR is if we have an official transcript. Please ensure that the high school type is correct on the ISIR when submitting the file.
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August 12, 2016

  • ARM Changesarm changeseduplaneduplan2
  • Program Changes in CVue – Whenever you do a program change in CVue (for students who haven’t started yet), the registrar’s office needs to be made aware so they can change the classes they are enrolled for.
  • HCM1 – It is VERY important that students understand that when they receive a check it is NOT free money. It is intended to cover tuition charges that will be hitting their account in the near future. Some students do receive a CLE so if you are not sure if the student is a CLE student or needs to return the funds then please reach out to an ADOFP.
  • ARM PCE Completer Programs – If you are working with a completer degree the below transfer credits (in red) need to be added to the PCE in ARM in order to calculate 3rd year funding.
    • NUNUOB05 – Nursing BS Completer 116 + 90TC (206)
      RTRCMB01 – Resp Care CM BS Completer 96 + 84TC (180)
      RTRCPB01 – Resp Care ACP BS Completer 96 + 84TC (180)

July 22, 2016

  • FAFSA Chat – You can add school codes and check if the school codes have been added, or check for verification via FAFSA chat.
  • UEH Probation – UEH probation will NO LONGER prevent a student from receiving a tablet.
  • Signed PCEs and ARM – Please separate the PCE from the ARM and make sure they are right side up before uploading them to schooldocs.
  • SNT Flag and SNAP – If the SNT Flag states “Yes” on Page 3 of the ISIR, then there will be no need to make any corrections to SNAP on that ISIR. No matter the verification code, if SNT flag is “Yes” then corrections to not need to be made. Example below:SNT
  • NSLDS – We need to look at the loan details in NSLDS to see if there’s a date of delinquency for Direct Loans. This will not be visible with FFEL loans, so a phone call would be necessary to the loan servicer to see if they’re delinquent or not – that’s really the only way to tell. FFEL loans also follow different guidelines – the default can happen at 270 days delinquent vs 360 days, and they will also require paperwork for a forbearance vs. a verbal forbearance through a conference call.The best advice I can give is to encourage the conference calls with loan servicers if they know they’re delinquent on Direct Loans and then to check on the status with FFEL loans.
  • Fully Signed EAs – Dr. Alan Hansen will not be signing EAs until the POG is in and verified. This being said, you are able to turn in a file pending POG/Final EA and it will have to have both in order to be fully packaged.

July 1, 2016

  • FAFSA Correction Form – The only time you CANNOT use this form is when you have a Dependency Override, Professional Judgement, or Marital Status change WITHOUT documentation. Get the documentation and you can use it.
  • Scholarship Deadlines ***UPDATE***– The deadline for scholarships is 11 days prior to the start. Thursday, Week 3 by Midnight!
  • ARM Payments – The guidelines distributed (5/3/16) are in effect and will be used by IU going forward. Please make sure you reference the email I sent out with the subject of, “New Eduplan Guidelines” for review. If you do not have this, please let me or your ADOFP know ASAP! The minimum payment for any ARM loan must be $25.00/month. The $25.00 payment will only be available to those who meet the criteria, so please make sure you familiarize yourself with those guidelines.
  • UEH Appeal Process – Students who start school with us on a UEH appeal (UEH Probation) will not receive a tablet for at least the 1st two modules. CFA will review the student’s GPA at the end of their 2nd module and if they are at a 2.0 GPA or higher, they will qualify for Title IV funds (including the 1st Pell Disbursement). If they are not at a 2.0 GPA by the end of the 2nd module, CFA will check again after the next module to see if they have a 2.0 GPA or higher. If by the end of the term (4th module) the student does not have a 2.0, the student will have failed the UEH probation and must be cash-pay.
  • Reentry Students Need to go to ROSLC – We cannot always trust what their lead screen says in CVue because it doesn’t always show the most current enrollment so check the enrollment tab and NSLDS to determine if it’s a returning student. There have been several that have made it to a 1st year planner then ends up needing to go back to ROSLC.
  • Dependents Other Than Child or Spouse – If a student’s household size is below poverty level, and they have a “Dependent Other Than Child or Spouse” then we need to verify no matter if they are selected for verification/low income or not.

June 28, 2016

  • ARM Payments: The guidelines distributed (5/3/16) are in effect and will be used by IU going forward. Please make sure you reference the email I sent out with the subject of, “New Eduplan Guidelines” for review. If you do not have this, please let me or your ADOFP know ASAP! The minimum payment for any ARM loan must be $25.00/month. The $25.00 payment will only be available to those who meet the criteria, so please make sure you familiarize yourself with those guidelines.
  • UEH Appeal Process: Students who start school with us on a UEH appeal (UEH Probation) will not receive a tablet for at least the 1st two modules. CFA will review the student’s GPA at the end of their 2nd module and if they are at a 2.0 GPA or higher, they will qualify for Title IV funds (including the 1st Pell Disbursement). If they are not at a 2.0 GPA by the end of the 2nd module, CFA will check again after the next module to see if they have a 2.0 GPA or higher. If by the end of the term (4th module) the student does not have a 2.0, the student will have failed the UEH probation and must be cash-pay.

June 10, 2016

  • Emailing Through CVue – If you email a student through CVue and you are not the FP listed on their account, then it will look like it came from whoever the FP is that is listed. When emailing a student who is not yours, please use your Outlook.
  • Money Paid/Received *Update* – Only for depend students: If the parent gives the student money or pays a bill for the student it does not need to be added to the ISIR as money paid/received. If any person other than the student’s parents gives the student money it needs to be added. The FAFSA states, “Money received, or paid on your behalf, not reported elsewhere on this form. This includes money that you received from a parent whose financial information is not reported on this form and that is not part of a legal child support agreement”.
  • Auto Pay – When a student is approved for ARM with an auto payment then there must be proof in the file that it was set up. Erin will be adding this to the checklist for next MOD.

May 31, 2016

  • New PCE in ARM – The PCE still needs to show proof that it was sent to the student. In the future, when the student can sign the PCE, we can accept the signed PCE as proof. Until then, we need to have the email screenshot like always.
  • Conflicting Household Size on ISIR – As per Ryan Perry, we do not need to correct this unless it’s selected for verification. For example, student answers yes to married, yes to children, and yes to dependents but only lists 3 in the household. If it is not selected to verify this then CFA will not question it. If the student has dependency issues then we’ll want to check with CFA to see if they require the correction.
  • Low Income and SNAP *UPDATE* – As per Ryan Perry, we can use the statement on the low income form as proof of SNAP for verification as long as there is not a dependency issue that would require proof and as long as it is not V6. Also, the dollar amount is not required or does not need to be exact in the statement. However, if the student/planner wants to use the LIE as the statement required from the student on SNAP, it must follow the statement requirements for selected ISIR which SNAP is listed and must include years and amounts. (V1, V4, V5, V6)

December 9, 2015

  • ARM Approval over 25K – If an ARM approval for over $25K is denied by Dr. Alan Hansen, please remove them from your daily report numbers (like a bad POG). Still do your best to bring in down payments, scholarships, etc., but there are certain cases that cannot be overcome.
  • PLUS Approved but Low Income (Cont.) – When a parent is unable to afford the PLUS and we are trying to bypass the loan we will need a statement from the parent, proof of fixed income, and a completed ARM budget. These items must be turned in to CFA for approval and they all go in the file under FA Parent PLUS Application Results.
  • Head of Household – We have been told by Ed Kraus that if the ISIR shows “Head of Household” but the student should not have filed that way, regardless if they are selected for verification or not, they must correct it. If they put it on the FAFSA on accident it must be fixed or if they actually filed that way then they need to be told to amend their taxes.
  • Entrance Counseling Assistance – Please make sure that you are not stating exactly where to find the answers to the questions. You are allowed to direct the student to use the chart to answer questions but please refrain from pointing out exactly where to go.

November 18, 2015

  • Update to Dependent Parent No Social – When the signed ISIR is returned, the planner must go in and correct the ISIR to reflect that the student and the parent signed it. (STEP SEVEN)
  • High School or Equivalent on ISIR – The student must have a GED or Diploma to enroll, so they must choose one of those options on the FAFSA.
  • fafsa
  • Pell for Less Than 9 Credits – Loans are not available for anyone that has less than 9 credits in an AY but they are eligible for ¼ Pell if their EFC is low enough.
  • New Pell Disbursement on PCEs– According to Sonia’s new charts we are able to award more Pell than we initially thought. If your file has already passed audit there is no need to change it but if you can make an ARM lower then please do.
  • Arm Adjustment and Months to Repay– Remember that if your ARM total goes down to another bracket that you have to redo the loan to make the months lower.
  • Money Received/Paid on your Behalf (PARENTS OF DEPENDENTS) – There is not a spot on the FAFSA/ISIR to add this for a parent of a student so, as per CFA, it needs to be added to “other untaxed income”.