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.
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
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:
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.