Worker’s Compensation – This should be included on the “other untaxed income” portion of the FAFSA.
FAFSA Correction Form for Dependent Students – When correcting a FAFSA for a dependent student, the parent must also sign the FAFSA correction form.
Adjusting Unsub on the ARM/PCE – There is a button on the ARM that will adjust your Unsub loans when the Pell or Sub loans have to be reduced because of lifetime limits. It is blue and says “Reallocate DL”. If it shows up on the PCE, that means it should be used.
Valid ID – If the ID will be valid on the start date, but will expire within 6 weeks after the start, a POA statement is required from the student, but approval from Kody is not.
Military Benefits and Where They are Sent –
Chapter 30 (Montgomery GI Bill): funds are sent directly to the student. We set up the plan like a normal student and encourage them to send the funds to the school to pay down their ARM and loans.
Chapter 33 (Post 911 GI Bill): funds are sent to the school. Coordinate eligibility and the PCE with Angelique.
Chapter 35 (DEA – Survivors and Dependents): funds are sent directly to the student. We set up the plan like a normal student and encourage them to send the funds to the school to pay down their ARM and loans.
Professional Judgements & Verification Codes – Ryan P. confirmed that professional judgments and dependency overrides will not change a verification status when correction is made by the institution. This means that if the ISIR we have is not selected prior to the PJ/DO, we do not run the risk of having the new ISIR come back selected.
Completers and Master’s Students – Rather than only requiring proof in the financial aid file, we need to require transcripts and approval from the registrar’s office that the transcripts provided do meet our start requirements.
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.
CCode for Noncitizenship (CCode 105)– If the Department of Homeland Security is not able to confirm if a student is a noncitizen that is able to take out federal aid, then the attached forms and information is what will be required. The form must be filled out and mailed to the address.
Students Unavailable for FAA – If a student picks up for the FAA and is unable to start the appointment, please reschedule for the next available time on your calendar. If you or the student have reason to look at other calendars (availability concerns), please transfer to the JFP team to have it reschedule. Do not hang up with them without getting them reschedule one way or another.
Verification for Non-Filing Status for 17-18 ISIRs – We will require proof of non-filing status on all non-filers that are selected for V1 or V5 for the 17-18 ISIR. This is required even if they put their income as zero. They can set up an appointment at a local IRS office to get it, call to have proof faxed, order Veritax and have it come back saying they did not file, or try getting it online. If anyone else has any best practices to get these, please share.
ISEP Forms Date (Update) – ISEP forms do not always require that the student and notary date the form on the same date. Some states allow notaries to sign documents that are dated prior to being notarized. We do need to verify the state ruling for this on the state website: google search “State Notary Website” and select the sos.state website. Proof of this must accompany the notary form if the dates do not match.
Carryover Students/Files – If a student/file is carrying over to the next MOD and is ready for audit, please submit a new audit email as if it’s a brand new audit. Do not reply as if it’s a 2nd audit for the new MOD.
Child Support for Spouse – The statement and form can be done by the student even if it was the spouse who paid the child support, per Ryan Perry.
Audit Emails – The auditors will not be CC’ing the AC/ADOA unless it is fully packaged. Please send out a package task letting them know that it passed pending whatever is left to fully package it.
Transfers Back to ACs – QA is noticing that FPs are not getting the student back to the AC if the student is backing out. Please remember to try to get them back to the AC right then, after you have tried your best to keep them.
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”.
ARM Inquiries and Approvals – Bret Whetman is now the Associate Campus Director of IU, so Melissa Seideman will be taking over any inquiries and approvals for ARM.
Dependents Other Than Child or Spouse – If a student is selected for verification (V1, V5, or V6) and marks that they have dependents other than child or spouse on the ISIR, we will need documentation to prove the claim.
Misspelling on ARM/PCE – CFA will require a new ARM and/or PCE if a student’s name is misspelled on the paperwork.
Changing High School Type on the ISIR – Per Ryan Perry, the only instance where we can make the change on a high school type on the ISIR is if we have an official transcript. Please ensure that the high school type is correct on the ISIR when submitting the file.