August 17, 2015

  • 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.

August 12, 2015

  • ARM – When sending an ARM approval for more than $25,000 and the student is employed please include their employer name on the email.
  • V6 – Make sure we are putting all of the information needed in the file and getting CFAs approval but more training on V6 will be coming.
  • UEH Denial Appeals – UEH denial appeal statement has to include that they understand the tablet and laptop will not be sent until after the first MOD
  • Cover Sheet in Docusign – If you are sending more than one document at a time please use the “Cover Sheet” so that it will link over to Schooldocs. If you don’t you will more than likely have to upload them all yourself.
  • Upgrades and Tablets – Upgrades do not receive a tablet UNLESS they would rather have a tablet than a laptop. If they would rather have a tablet than a laptop please let the auditors know that when submitting the file.
  • Masters and Tablets/Laptops – Master students do not receive a tablet or a laptop.
  • POG – Please ensure that all POGs (transcripts, diplomas, or any other proof) have the month and the year on them.