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.
Uploading POGs – If you receive a POG from a student or AC, please send it to the student advisor to upload into CV. There have been a few instances when the planner has uploaded the POG and it causes issues outside of packaging.
FAA Templates – Remember to use these templates to help build rapport.
Pending Final ISIRs (Reminder) – Files can only be submitted to audit pending final ISIR if the below applies:
1. The student must be selected for verification
2. The corrections made must be made by the planner
3. We must have documentation for the corrections made
4. The corrections need to be identified in the file submission for the auditors.
Final EAs – We will no longer be able to package a file for a student without the final EA with all signatures. We can still submit for audit, but these will not be passed off until the final EA is loaded into CV. These will be treated like students who are “pending POG”.
Notify Registrar of Date Change activity – When putting in an activity in CVue for changing the date, it needs to be assigned to Beth Hatt.
UPDATE Income Earned from Work (IEFW) – We DO need to review the ISIR for IEFW if we have a copy of the tax transcripts or W2s. Even though the IEFW is not a verifiable item for tax filers, if we have tax return transcripts or wages and earnings transcripts that conflict with the info on the ISIR, we need to correct it. It will be conflicting information if we don’t. GOOD NEWS IS, if we can identify the conflicting information, we can probably correct the ISIR on the spot because we will have the documentation to do so.
SEOG for 4 Month Loan Periods – Ryan P. confirmed that SEOG is entered on a term by term basis rather than loading it all into the 1st AY for 4 month loan periods.
PO Boxes on MPNs – If the MPN is already completed for another school and is valid, we can accept it with PO Boxes for the student’s address. If a student is completing the MPN for IU/SHO, we cannot accept PO Boxes for the student’s address.
Pending Final ISIR – When submitting a file to audit “Pending Final ISIR”, please make sure that we have the VALID ID and a V5-RATED POG (no unofficial transcripts). If either of these items are missing, we have to wait to submit the file to audit until the corrected ISIR comes back. The reason being, these have a chance of coming back selected for V5.