June 28, 2017

  • Copies of ID and SSC – Per Ryan Perry, photocopies of SSC and IDs are acceptable.  If it is V4 or V5, we cannot accept a photocopy of the ID.  If we have a C Code or SSA mismatch, we cannot accept a photocopy of the SSC.
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March 11, 2016

  • 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.

January 13, 2016

  • Unsigned Social Security Cards – CFA has given word that they will approve the card without a signature.
  • Notary Forms – We can no longer prefill the name or student ID number on the notary forms. The only item the planner can enter on the form with be the school/campus. Everything else MUST be completed by the student, in front of the notary.
  • NSLDS Monitoring List – We do not require that a student be added to the NSLDS monitoring list when they do NOT have any FSA history. (No Pell or Loans)

August 31, 2015

  • In-Kind Support – Cannot be from student’s parents or from the other grandparents of the baby. A male student cannot claim in-kind support from the mother of the child. A female student can be independent if the boyfriend is providing in-kind support of her and the child. (This is approved by Ryan Perry)
  • Expired ID – If the ID or license is expired or expiring before the start date we need Kody’s approval to get it through audit.
  • SSC Receipt – Even if we have the receipt showing they are getting a new one we need the statement from them that they’ll send it in and Kody’s approval.
  • UEH With No Pell Used – CFA only requires NSLDS and the ISIR if selected for UEH and no Pell was used within the last 4 years. No need to get transcripts from the schools if NO PELL has been used within the last 4 years.
  • Prorating Loans Below Half-Time – Students ARE NOT eligible for Stafford loans if they fall below 9 credits in a single term. No need to prorate loans if below 1/2 time (9 credits).
  • EC Already Completed For Another School – If the EC has been done with another school within the year then these step can be taken to get our school on it:

EC

  • Low Income and Children – If a person is claiming to support a child but make no mention of them anywhere in their statements it will fail audit. Make sure they mention the children somewhere in their statement. If everything makes sense then you’re good.

August 24, 2015

  • 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