Screenshot of ISIR Corrections – When submitting a file to audit with a pending ISIR correction, please include the screenshots of the corrections and the EFC page of FAME.
Removing SSI income form 16-17 ISIR (UPDATE) – If the student removes it themselves, there is no need to get proof of non-filing for the 16-17 ISIR (per Ryan Perry). Ryan P. confirmed that if a student removes income from their FAFSA themselves, there is no need to prove the non-filing tax status unless there is a concern. If the planner removes the income, then we will need the non-filing tax status proof. This is ONLY for the 16-17 ISIR.
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.
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.
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.
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.
ISIR Correction – When compiling correction to ISIRs that were completed by the ACs, please only keep a daily total. Remove any corrections from the day before.
Clearing ASNRS – When you email CFA to clear an accounting note please CC the auditor who originally passed your file.
UEH and Adding Schools to Package Task – When you update a package task with UEH info please include which schools are needed to clear the UEH. Make sure this ends up on the “To Be Packaged” table as well.
Low Income – Even if a student is incarcerated we can accept an email statement verifying that. Remember, the only time we need more is for V6 and for proving independent with a child and under poverty level.
ISIR Correction – If an ISIR correction has been made please indicate on the package task and in the notes if it is an institutional or student corrections. That way we know if we can turn it in while we wait.
Rollovers – Even with the team changes we are still able to take our own rollovers….for now.
ARM – Make sure that the payment dates and amount of months for repayment are correct if the first ARM disbursement isn’t in the first AY.
Deferments/Post False-Start Tasks – Make sure you are sending the deferments and doing the other tasks after false start.
Withdraws – If a student wishes to withdraw they need to do so through their Academic Advisor and call the business office for their balance.
Dependency Override – We do not need the wet signature if it is on the dependency override paperwork.
Restarts and laptops – If students are restarts or Masters students and already have laptops they DO NOT get tablets so don’t have them fill out the tablet form.
FSA ID Password/References – When speaking with a student before the FAA remind them about references and have them write down their FSA ID Password so it’s ready for the FAA.