September 21, 2016

  • 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.
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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.