July 11,2016

  • ISIR Corrections in FAME – It is VERY important to make sure the correct ISIR is pulled up when making corrections in FAME. It has happened that the wrong student’s ISIR is being corrected which causes major issues.
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March 11, 2016

  • Copies of Social Security Cards – We cannot accept copies of SSCs. It must be the card itself.
  • Adding House Hold Size to ISIRs – The only time this can be corrected by the FP is when we have a signed verification worksheet and a statement from the student giving us permission to do so.
  • Parent PLUS Credit Check (UPDATED) – The Parent PLUS Credit Check needs to be run within 180 days. If you have a PLUS result that is older than 180 days please run it again. ***The PLUS Auth form is good for much longer. The form itself allows us to run the credit every 32 weeks.

February 4, 2016

  • SFAC – The only thing required to be correct on the SFAC is “Yes” to the question about graduating and “Yes” to the authorization field. The Estimated Program Duration dates do not matter. Neither CFA nor the auditors will dig into this form, but it is important that we fix any conflicting information we can see. If it’s glaring (99 dependents under 12), then we need to fix it.
  • Planner Changing ISIR Info (*Updated) – We cannot change anything on the ISIR unless we have agency proof. The number in the household, the number in college, and changing the dependents from YES to NO or the other way around 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. *
  • Low Income/V6 on New DocuSign Forms – Statements from students should be very similar to what we have been collecting. The only difference should be that we have the student type the information into the form, rather than sending an email.
  • SNT Flag and Low Income – If the low income form or statements indicate income that should be listed on the FAFSA, and they are not able to make the correction themselves due to the SNT flag, then we need to make the correction to add it, wait for the ISIR, and then get a wet signature.
  • Previous Loans – If a student had previous loans the in-school deferment form must be in the file to pass audit.
  • Default Letters – We cannot schedule FAAs without having verified the default clearance letter first.
  • Parents Who Do Not Have a SSN – We need a statement from the parent, indicating they are not citizens and are unable to apply for the PLUS Loan. They also need to add something in the statement requesting that we increase the unsubsidized loan amount.
  • If Pell is Wrong in CVue– Lately we’ve had a few Pell issues where CVue only allows us to put in 2886 when they are indeed eligible for 2887. Email L-Dene Zamora if this happens and she can fix it.
  • POG’s for V4 and V5– This has to be an official transcript when dealing with these two verifications. Therefore if a POG is stamped unofficial or indicated that it is not official then we cannot accept it. Per Ed Kraus.

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.

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.