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”.
Alliance Grant – If a student has an Alliance Grant in place but also has an ARM set up, that student needs to still pay the monthly payment since the grant is contingent on her graduating and maintaining her GPA. If they graduate with a credit balance then that balance will be sent back to the student after graduation.
SEOG ***UPDATED*** – We cannot award SEOG to students who have used their full aggregate limit of Pell even if they have a 0 EFC.
Pending POG for V4 or V5 – We can submit a file pending POG if they are selected for V4 or V5.
Fully Signed EAs – Along with Dr. Alan Hansen not signing the EAs, the ADOAs will not be signing them until the POG is uploaded into CVue and verified. You can submit the file pending POG and fully signed EA, but once the POG is uploaded and verified then you’ll need the ADOAs signature on the EA.
Uploaded POGs – Uploading POGs to SchoolDocs will now be the job of the SA team. FPs will now be looking for the verification and the picture to be uploaded in order to count the POG as in.
POG Date – A POG is okay as long as it has a month and a year. So the only time we will need to get CFA approval is if the POG only has a year on it without a month.
MPN and Info Sheet – If the references relationship on the MPN doesn’t match the info sheet then we are fine.
Last Names – When a student has dual last names but only 1 on the ISIR and documentation, we can accept it as long as the ISIR isn’t C Coded. We are also able to accept it if the students maiden name is on the ISIR but the SSC has the new married last name if it’s not C Coded. (Per Ryan P.)
Independent Student Based on being Pregnant – We need a letter from the student stating when they expect to have the baby and that they “plan on providing for the child” once they give birth.
Gender Question on ISIR – If a female student doesn’t answer the gender question, we can correct it as an FP if we have a valid ID in the file. We do, however, have to wait for the new ISIR to come in before submitting to audit.
Charges Agreement and Info Sheet – If the campus is incorrect on either of these forms it will be accepted (per Ryan Perry).
MPN – If we have an MPN on file that shows “pending” for another school and is not expired Ryan Perry said we can accept it “as long as I can link my loan records to it, I can process”. Best practice would be to get our name on it anyway.
POG without Full Grad Date – If a POG does not have the full grad date (Month/Day/Year) it must be approved by CFA. Please send these POG’s to the auditors so they can check with CFA. You must do this before you turn in the file for audit.
Loss of Subsidy – This is a flag on NSLDS that means students have hit their SULA (subsidized usage limit). The student is still eligible for funding, but it will all need to be in unsubsidized loans. So, instead of the normal $3500 sub and $600 unsub (1st year funding) it would be $9500 in unsub loans. Below is the flag that will show up on NSLDS. Per Joe Henderson in CFA.
IU Write Off Hold (CVue Hold Group) UPDATE – Students with a write off must always make the $500 down payment and the payment on the new ARM must be full payment + $100 prior to reentering. Their ARM must also be approved. No introductory payments will be allowed. (Per Bret Whetman) ***Write off holds for false starts WILL NOT require the above steps to be removed. The old ARM must be consolidated with new ARM then email Bret for the removal.
MPN and Info Sheet Reference – If a student is engaged and has a fiancé, they can use “father-in-law” or “mother-in-law” as a reference. Per Courtney England in CFA.
POG for Masters students – It is not required to turn in a POG for a masters student UNLESS they are a V4 or a V5 verification.
Unofficial Transcripts – We can apply potential transfer credits off of an unofficial transcript to the PCE, but it is VERY important that you let the student know that we need the officials to adjust the class schedule. If they don’t turn them in then they will end up taking classes that could have transferred.
Show and No Show – Any call for an FAA that takes 10 minutes or longer will be considered a “show”. We have quite a few FPs indicating that FAAs a little over that mark are “no-shows”. 10 minutes is the key!
Carryover Students – Carryover students (students that didn’t finish up in the prior mod and are rolling) will count in your EA numbers, but not the FAA number until something has been completed. If a carryover student has completed their updated paperwork, this would be an EA and FAA.
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.
Update to Dependent Parent No Social – When the signed ISIR is returned, the planner must go in and correct the ISIR to reflect that the student and the parent signed it. (STEP SEVEN)
High School or Equivalent on ISIR – The student must have a GED or Diploma to enroll, so they must choose one of those options on the FAFSA.
Pell for Less Than 9 Credits – Loans are not available for anyone that has less than 9 credits in an AY but they are eligible for ¼ Pell if their EFC is low enough.
New Pell Disbursement on PCEs– According to Sonia’s new charts we are able to award more Pell than we initially thought. If your file has already passed audit there is no need to change it but if you can make an ARM lower then please do.
Arm Adjustment and Months to Repay– Remember that if your ARM total goes down to another bracket that you have to redo the loan to make the months lower.
Money Received/Paid on your Behalf (PARENTS OF DEPENDENTS) – There is not a spot on the FAFSA/ISIR to add this for a parent of a student so, as per CFA, it needs to be added to “other untaxed income”.
SEOG – Should now be 75 in the grant and 25 for the match.
QA Reminders – Make sure AY is brought up and explained to the student that it stands for Academic Year, it is 8 months long, and pertains to the period in which the maximum amount of loans can be received, Award Year applies to the Pell since it is awarded in 12 month increments.
Remote Planners – Do not tell students that you work from home. There is no need for them to know that and we want to remain professional.
ARM Statements and Invoices – If an ARM is set up for a small amount for AY1 and paid off before the next disbursement needs to be paid out there will be invoices sent to the student for 0.00 until the next amount disburses to their tuition. For example, AY1 has an ARM of $75 and paid off in 2 months but another ARM disbursement comes in a year later for $385 then in between those times a statement or invoice will go out for 0.00 showing the student they owe nothing. Then when the $385 gets put towards their tuition the invoices will then show their payment due. This will affect the months that they are paying back the loan as well.
POG Dates (update) – Dave spoke to Scott in CFA and we can accept POG’s if the month and date are not on it but they CLEARLY graduated. This shouldn’t happen a lot but if you have a POG that doesn’t have the date lets get approval from CFA.
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