Housekeeping – Catch Up – July 13, 2018

Fair Game: Use the FAIR GAME list when you have openings. We had over 200 assigned students last mod who did not end up moving forward beyond the FAFSA.
Verifiable items: FCF is not required for items the verification worksheet or IRS docs address.
Student Resources: SHARC now has short videos that give the students (and staff) a very quick overview and “how to” when it comes to starting classes at IU. Please take a look at them: https://online-shc.com/arc/newstuvideos/
Dependent verification: if we have a dependent student that did not file taxes, we do NOT need proof of non-filing for the student – V1
Filing status: Single filing Joint but NOT selected we do not need to question. See attachment..
Dependents other than children: if ISIR lists dependents other than children and this is not accurate, but they are selected for verification, we do not need a FCF to fix. The Verification worksheet shows the relationships, we can remove DOC with VWS. See attachment..
For those student with a 0 EFC – SEOG $100 will now need to be added into the PCE. All in AY1, no match, just $100.
File Submission: In order to provide some clarification on what a file can be pending in order to submit it to audit, we have put together a list for you to reference.  We don’t want to hang on to files any longer than necessary, as the audit may provide us with early notification of needed corrections.  Let’s get files submitted fast and wrapped up as quickly as possible, to provide our students with the best experience we can.
Here is a list of what can be submitted for audit:
Pending fully signed EA
Pending Background Check (MSIA)
Pending EAC
Pending ISEP (with picture of it)
Pending Auto Pay
Pending POG
Pending Master’s Approval from Registrar
Pending ISIR Corrections – if selected
Pending RT Acceptance for RTIA
All FAA call: Your voices have been heard & we will be kicking off our 1st all FA call on 8/1/18. These calls will be held every Wednesday week 2 of each MOD. These calls will be providing any and all updates – CFA, DOE, Compliance, etc. This also means that you will no longer need to attend the CFA calls on weeks 1 & 3. On these FA calls we want everyone to speak up, ask your questions, voice your opinions, and seek clarification. One of the main benefits of having an all FA call is to ensure we’re all operating in the same manner while continuing to increase our students satisfaction. This call is required, please make sure to block the time on your calendars.
Reallocating funds: The PCE now prints the extra funds on the right side when you reallocate funds.  
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June 14, 2017

  • SEOG – All SEOG will be in AY1 from this MOD forward.  We no longer have 16-17 Pell.
  • Verification Codes for 17-18 – We only have V1, V4, and V5.  SNAP and child support are no longer verifiable items.
  • Awards in CVue – Leave the awards as “Estimated”, do not put “Approved”.  CFA will change it once the file has been quality checked.

May 18, 2017

  • Restart Paperwork – If a student is restarting, please do not delete the tablet or laptop agreements that are in their file.
  • SEOG 17-18 – On the Program Cost Estimate (PCE), the SEOG (17-18) should be split between the 1st two Academic Years.  $50 should be applied to the 1st AY in term 2.  $50 should be applied to the 2nd Academic Year in term 1.  If the 17-18 is unavailable to program in CVue, the FP will only program $50 in SEOG to round out the 16-17 award year.
  • Health Programs – We are still enrolling the health programs on the attached DLs (Health Information Management).  When confirming program availability we should ONLY reference the catalog and the two attached DLs.

September 1, 2016

  • 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.

August 30, 2016

  • 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.

February 29, 2016

  • Info Sheet (UPDATE)– If a student completes the info sheet and makes an error, the FP is allowed to complete a new one and send it for the student to sign. ***This has been retracted. The FP is no longer able to complete this form on behalf of the student. If this changes Dave will let us know!
  • Address on Info Sheet – If the student address on the info sheet is incorrect you do not need to complete a new one. CFA doesn’t look at that. If any of the references have a wrong address then it will need to be corrected.
  • Cut Off PCE’s – PCE’s cannot be cutoff. They must be corner to corner and show when and who the email was sent to. It also needs to show the disclaimer at the bottom. If anything is cut off it will not pass audit.
  • Money Paid/Received – If the parent gives the student money or pays a bill for the student it does not need to be added to the ISIR as money paid/received. If any person other than the student’s parents gives the student money it needs to be added.
  • SEOG – If the student has used all Pell for the current award year and has a 0 EFC we can still award SEOG.
    If the student has reached Pell aggregate limits and has a 0 EFC we can still award SEOG.
  • Computer Fundamentals – A student can attempt to test out of Computer Fundamentals. It doesn’t cost anything. They can only try one time and have to pass with 90%+. The deadline is Sunday before classes start. If they pass the test then it works like a transfer credit. It can save the students money!!!

September 8, 2015

  • 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.