CCode for Noncitizenship (CCode 105)– If the Department of Homeland Security is not able to confirm if a student is a noncitizen that is able to take out federal aid, then the attached forms and information is what will be required. The form must be filled out and mailed to the address.
Students Unavailable for FAA – If a student picks up for the FAA and is unable to start the appointment, please reschedule for the next available time on your calendar. If you or the student have reason to look at other calendars (availability concerns), please transfer to the JFP team to have it reschedule. Do not hang up with them without getting them reschedule one way or another.
Verification for Non-Filing Status for 17-18 ISIRs – We will require proof of non-filing status on all non-filers that are selected for V1 or V5 for the 17-18 ISIR. This is required even if they put their income as zero. They can set up an appointment at a local IRS office to get it, call to have proof faxed, order Veritax and have it come back saying they did not file, or try getting it online. If anyone else has any best practices to get these, please share.
ISEP Forms Date (Update) – ISEP forms do not always require that the student and notary date the form on the same date. Some states allow notaries to sign documents that are dated prior to being notarized. We do need to verify the state ruling for this on the state website: google search “State Notary Website” and select the sos.state website. Proof of this must accompany the notary form if the dates do not match.
Low Income Form – If the “other” box isn’t checked please make sure it doesn’t say “See Attached”. It was defaulting that way until Megan fixed it so when auditing your own files make sure it doesn’t say “See Attached” if the other box isn’t checked.
POG Verification – No need to add this to the POG in school docs. Auditors will be checking to make sure it’s showing up in the activities so make sure it’s there before turning in the file. It will fail if it isn’t mentioned in the email that we are “pending POG” or “pending POG Verification”. Make sure you put the screen shot in the email to the auditors.
FAA Scripts – When doing an FAA please make sure that if you are using a script you don’t sound robotic or sound as though you are reading a script. QA is hearing this and it’s awkward.
ARM Budget – When filling out a budget with a student please make sure you verbalize why you are asking such intrusive questions. That way the student will understand the reasoning and they shouldn’t get defensive or upset. “In order to get you the best payment option possible I need to go through your budget”, or something to that effect.
IDs & SSCs – If a student has a temporary ID we need Kody’s approval. If a student has the receipt from the SSA showing they have ordered a new one we need Kody’s approval
COD Screenshots- Auditors have gone over this a few times. Even if the loans are shown as canceled in NSLDS, they need the COD screenshots.
If the loan period end date ends within the last year in NSLDS, pull the COD screenshots. Erin has sent multiple emails on what’s required.
Delete duplicate forms out of CVue- Auditors will start failing files for this if it’s not pointed out in the audit email and stated which ones need to be deleted.
Appointments-If you reschedule an appointment for any reason, you MUST make sure you notify the AC and ADOA.
Cover Page- When putting together your forms to send to students in docusign select “Cover Page” first then all of your forms will upload to Cvue themselves. There were a lot of different combinations of forms being sent so it wouldn’t upload. Selecting “Cover Page” first will ensure that all of the forms your student signs will upload. (SEE BELOW)
Start date on the academic year screen needs to reflect the proper start date. (SEE BELOW)
ARM Approval-When asking for ARM approval for a loan over 25,000 Bret Whetman will be consulting with Alan Hansen who is being very cautious.
UEH- When a UEH approval is denied you can appeal the denial.
Get Statement from student that they are aware that a 2.0 GPA is required to be eligible and that there will be a delay in funding.
No funding will be ordered until the student passes their first class
PCE remains the same
Send appeal letter to Online CFA for second approval and put that with the UEH file once received