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• Financial Aid

  • Getting Started with Financial Aid

    • Financial Aid Overview

    • Financial Aid Business Processes

    • Financial Aid Integrations

    • Financial Aid Implementation

    • Additional Information for Getting Started with Financial Aid

    • Common Elements Used in Financial Aid

  • Setting Up Your Financial Aid Awarding Cycle

    • Understanding the Financial Aid Awarding Cycle

    • Establishing Aid Years

    • Setting Up Your School Codes

    • Establishing Defaults

    • Establishing Careers and Programs

    • Activating an Aid Year for a Student

    • Reviewing NSLDS Codes

    • Defining Aid Year Rollover

  • Setting Up Financial Aid Terms

    • Understanding Financial Aid Terms

    • Defining the Parameters for Creating Financial Aid Terms

    • Setting Up Cost Codes

  • Setting Up Student Budgets

    • Understanding Student Budgets Setup

    • Defining Budget Components

    • Creating Budget Groups

    • Preparing for Background Budget Assignment

  • Setting Up Packaging Basics

    • Understanding Packaging Basics

    • Defining Packaging Variables

    • Defining Disbursement Plans and Split Codes

    • Setting Up Aggregate Aid

    • Setting Up Award Messages

    • Setting Up Loan Fees

    • Defining Financial Aid Item Types

    • Budgeting Fiscal Limits

    • Preparing for Early Financial Aid Offers

    • Setting Up Restricted Aid

    • Setting Up Award Adjustment Reasons

  • Setting Up ACG and SMART Grants

    • Setting Up Eligibility Requirements for ACG and SMART Grants

    • Setting Up Financial Aid Term for HERA Academic Level Calculations

    • Setting Up Packaging and Repackaging Processes

    • Setting Up Disbursement Rules for ACG and SMART Grants

    • Writing and Using Equations for ACG and SMART Eligibility

  • Setting Up External Awards

    • Understanding External Awards

    • Setting Up External Award Processing

    • Defining Search and Match Criteria

    • Planning for File Parser and External Award Processing

  • Setting Up Auto Packaging and Mass Packaging

    • Understanding Auto Packaging and Mass Packaging

    • Using Equation Engine in Packaging

    • Viewing and Editing Equations

    • Reviewing Equations

    • Reviewing Equation Examples

    • Creating Equity Item Type Groups

    • Creating Related Item Type Groups

    • Defining Packaging Plans

  • Setting Up Repackaging

    • Understanding Repackaging Strategy and Rules

    • Setting Up a Repackaging Plan

    • Setting Up Repackaging Processing

  • Setting Up Loan Counseling

    • Understanding Loan Counseling

  • Setting Up CommonLine 4 Loans

    • Prerequisites for Setting Up CommonLine 4 Loans

    • Setting Up Loan Participants

    • Setting Up Loan Types

    • Setting Up Loan Validation Edits

    • Selecting Equations for the Hold and Release Process

    • Creating Loan Destinations

    • Specifying Loan Processes

    • Setting Up Loan Origination

    • Setting Up Process Demographic Data

    • Setting Up Electronic Data Interchange

    • Reviewing Loan Action Codes

  • Setting Up Common Record CommonLine (CRC)

    • Common Element Used in Common Record CommonLine (CRC)

    • Setting Up Loan Participants for CRC

    • Setting Up Loan Types for CRC

    • Setting Up Loan Validation Edits for CRC

    • Selecting Equations for the Hold and Release Process for CRC

    • Creating Loan Destinations for CRC

    • Specifying Loan Processes for CRC

    • Setting Up Loan Origination for CRC

    • Setting Up Process Demographic Data for CRC

    • Setting Up Certification Requests for CRC

    • Reviewing Loan Action Codes for CRC

  • Setting Up Direct Loans

    • Overview of Direct Lending

    • Before You Begin

    • Setting Up Financial Aid Item Types

    • Setting Up Promissory Notes in Campus Community

    • Setting Up Direct Lending

    • Viewing System Administration Information

  • Setting Up for Pell Payment Processing

    • Common Elements Used in Pell Payment Processing

    • Setting Up Pell Funding Method

    • Setting Up Pell Payment Information

    • Setting Up Pell Reporting Identification Data and Processing Options

    • Setting Up Pell Multi-Campus Identification

    • Setting Up Severity Levels for Pell Comment Codes

    • Defining Reconciliation Periods

  • Setting Up the Perkins MPN

    • Understanding the Perkins MPN Setup

    • Setting Up the Perkins MPN

  • Setting Up Disbursement Rules

    • Understanding Disbursement Rules

    • Defining User Edit Messages

    • Setting Up Disbursement Proration Rules

    • Defining Global Disbursement Rules

    • Defining Item Type Disbursement Rules

    • Setting Up Authorization and Disbursement Calendars

  • (GBR) Setting Up Student Loans Company

    • Understanding SLC

    • Setting Up SLC Processing

  • Setting Up Return of Title IV Funds

    • Understanding Return of Title IV Funds

    • Common Elements Used in Setting Up Return of Title IV Funds

    • Defining Title IV Funds Item Types

    • Defining Institutional Charges

  • (CAN) Setting Up Canadian Need Analysis

    • Understanding CNAS

    • Defining CNAS

  • Managing Financial Aid Terms

    • Understanding Managing Financial Aid Terms

    • Building Financial Aid Terms Online

    • Building Financial Aid Terms Manually

    • Building Financial Aid Terms in Batch

    • Using the Financial Aid Term Census Report

    • Updating Financial Aid Progress Units

  • Working with Student Budgets

    • Understanding Student Budgets

    • Common Elements Used in Student Budgets

    • Assigning Budgets in Batch

    • Assigning Budgets Online

    • Maintaining a Term Budget

    • Reviewing Students' Budget Information

  • Defining Application Processing Options

    • Prerequisites for Defining Application Processing Options

    • Working with Applications

    • Setting Up Financial Aid Processing

    • Reviewing Cross-References

    • Setting Up PROFILE Data Load Parameters

  • Processing Federal Financial Aid Applications

    • Understanding Federal Financial Aid Application Processing

    • Processing Inbound Files

    • Managing Suspended ISIRs

    • Making ISIR Corrections

    • Processing Outbound Files

    • Processing Rejected ISIR Correction Files

    • Working with ISIRs

    • Deleting ISIR and NSLDS Information

    • Viewing ISIR History

    • Viewing ISIR Reports

    • Reviewing ISIR Correction Audits

  • Processing and Using Institutional Financial Aid Applications

    • Maintaining Institutional Financial Aid Applications

    • Loading and Managing PROFILE Records

    • Reviewing Institutional Correction Audits

  • Processing INAS

    • Defining Federal and Institutional Methodologies

    • Using FM and IM Extensions to Override Options

    • Overriding Expected Family Contribution (EFC)

    • Using Estimated FM EFC Values

    • Using INAS Simulation

    • Using INAS Batch Calculations

    • Viewing Federal EFC Information

    • Viewing Institutional EFC Information

    • Reviewing Need Summary

    • Reviewing INAS Assumption Codes

  • Assessing Eligibility for Financial Aid

    • Setting Up Verification Options

    • Verifying Resource and Household Information

    • Working with Auto Verification

    • Using Batch Verification

    • Managing Ability to Benefit

    • Using NSLDS Data and Processes

    • Viewing Application History

  • Satisfactory Academic Progress

    • Understanding SAP

    • Setting Up SAP

    • Processing and Maintaining SAP

  • Preparing for Awarding and Packaging

    • Making Early Financial Aid Offers

    • Selecting Your Application Data Source for Awarding

    • Entering Veteran Education Benefits

    • Reviewing the Student's Packaging Status

    • Reviewing the Student's Financial Aid Status

    • Managing Aggregate Aid

    • Using Mass Change for Packaging Status Attributes

    • Awarding Restricted Aid

  • Awarding and Packaging Students

    • Understanding Awarding and Packaging Students

    • Understanding Manual Awarding, Auto Packaging, and Auto Select Packaging

    • Understanding Mass Packaging

    • Awarding Online

    • Performing Mass Packaging Using Application Data

    • Reviewing Mass Packaging Results

  • Awarding Pell Grants

    • Awarding Pell Grants for the 2009 and Prior Aid Years

    • Awarding Pell Grants for the 2010 and Future Aid Years

  • Managing Self-Service Awards

    • Managing Batch Processing

    • Using Administrative Self-Service Inquiry Pages

  • Managing External Award Reporting

    • Understanding External Award Processing

    • Manually Adding External Award Data

    • Managing Existing External Award Transactions

    • Processing Data from a File

    • Processing Student Financial Payments

    • Loading Data to the Student Award Table

  • Managing Repackaging

    • Understanding Repackaging

    • Running the Need Summary Validation Process

    • Performing Batch Repackaging

    • Performing Online Repackaging

    • Review a Repackaging Result

  • Managing Special Cases in Packaging

    • Managing Special Cases When Packaging Students

    • Awarding for Multiple Careers

    • Understanding Multiple Award Period Processing

    • Processing Awards for Multiple Award Periods Employing Passive/Active Mode

    • Using Passive/Active Mode in Manual Packaging

    • Awarding Conditional Aid for Multiple Award Periods

    • Distributing Awards When a Shortage of Need Exists in One Award Period

    • Protecting Disbursements During Awarding

    • Reviewing One-Term DL Loan Functionality

    • Managing Origination from Two-Term Loan to One-Term Loan

  • Reviewing Awards

    • Common Elements Used in Reviewing Awards

    • Reviewing Award Activity

    • Reviewing Aggregate Aid

    • Reviewing Student Packaging Status by Date

    • Reviewing Award Summary Information by Category

    • Reviewing Total Award Summary Information

    • Reviewing Anticipated Aid

    • Expiring Anticipated Aid

    • Reviewing Overaward Amounts

  • Notifying Students of Financial Aid Awards

    • Selecting Students and Creating a FAN Extract File

    • Setting Up FAN Printing Using the Forms Engine

    • Printing FE FAN Using Forms Engine

    • Modifying FE FAN Form Letter Templates

    • Setting Up and Accessing a Financial Aid Shopping Sheet

  • Processing CommonLine Loans

    • Understanding CommonLine Loan Processing

    • Managing Promissory Notes

    • Originating CommonLine Loans

    • Reviewing Loan Origination Information

    • Validating CommonLine Loans

    • Managing Loan Origination Transmission Data

    • Viewing Loan Disbursement Activity

    • Processing CRC Loan Files

    • Creating CL 4 Loan Files

    • Reviewing and Managing CRC XML Files

    • Reviewing and Managing CL 4 Loan Files

    • Receiving and Processing CRC Inbound Files

    • Receiving and Processing CL4 Inbound Files

    • Managing Loans on Hold

    • Processing Loan Changes

    • Managing Disbursement Hold and Release Processing

    • Resolving Change Transaction Errors

    • Processing School Certification Request Applications

    • Adjusting Loan Disbursements Manually

  • Processing Direct Loans

    • Understanding Direct Lending

    • Viewing Packaging Results Before Origination

    • Re-awarding Direct Loans with New Disbursement Plans

    • Originating Direct Loans and Viewing Loan Status Summary Information

    • Processing and Reviewing Direct Lending Origination Information

    • Viewing and Overriding Bio/Demo Data for Direct Lending

    • Overriding and Viewing Direct Loan Origination Data and Action Messages

    • Updating Loan Dates

    • Creating and Using Promissory Notes

    • Viewing Promissory Note Action History and Loan Disbursement Messages

    • Processing Direct Loan Manifests

    • Using EC Queue Status with Direct Loan Processing

    • Viewing Direct Loan EC History

    • Processing Direct Lending Origination Changes

    • Understanding Direct Lending Change Processing

    • Managing Direct Lending Cash Transactions

    • Entering Cash Summary Data

    • Importing School Account Statement Data

    • Viewing School Account Statement Data

    • Working with the DL School Account Statement and the DL Reconciliation Reports

    • Running Direct Loan Reports

    • Using Demographic Data Selection for Loan Origination

  • Managing Loan Counseling

    • Managing Loan Counseling Data

  • Processing Pell Payments

    • Understanding Pell Payment Processing

    • Creating Pell Origination Records

    • Managing Pell Origination

    • Viewing Pell Disbursement Data

    • Changing Career Statuses

    • Selecting Pell Data Request Types

    • Sending Pell Data Requests

    • Verifying Outbound Pell Data Requests

    • Loading Pell Data Requests

    • Verifying Inbound Pell Data Requests

    • Tracking Requests for Funds From GAPS

    • Sending Pell Payment Records for Phase-In

    • Verifying Outbound Payment Data

    • Receiving Pell Records for Phase-In

    • Loading and Moving Pell Acknowledgment Data

    • Verifying Inbound Payment Data for Phase-In

  • Processing ACG and SMART Grants

    • Understanding Options for Processing ACG and SMART Grants

    • Determining Eligibility for ACG and SMART Grants

    • Loading Grant Eligibility Information from an External File

    • Maintaining HERA Academic Level Values

    • Reviewing Transfer Work for FA Term HERA Level Determination

    • Understanding the Packaging Process for ACG and SMART Grants

    • Packaging ACG and SMART Awards in Nonstandard Award Periods

    • Overriding an ACG or SMART Award through Professional Judgement

    • Repackaging Pell, ACG, and SMART Grants

    • Originating ACG and SMART Grants to COD

    • Disbursing ACG and SMART Grants

    • Creating ACG and SMART COD Reports

  • Using Perkins MPN Functionality

    • Understanding Perkins MPN Functionality

    • Determining a Valid Perkins MPN

    • Printing the Perkins MPN

    • Tracking Perkins MPN Information

    • Viewing Perkins MPN Data

  • Authorizing and Disbursing Financial Aid

    • Understanding Authorizing and Disbursing Financial Aid

    • Managing User Edit Messages

    • Running Background Authorization and Disbursement

    • Disbursing Aid Manually

    • Disbursing Aid with Overrides

    • Reviewing Authorization and Disbursement Results

  • (GBR) Using Student Loans Company

    • Common Elements Used in Student Loans Company

    • Importing SSAR Files

    • Managing SSAR Suspensions

    • Generating SSAC Data

    • Importing HEBSS Files

    • Managing HEBSS Suspensions

    • Importing ACR and SISF Files

    • Managing ACR and SISF Suspensions

    • Running the ACR At Fee Evaluation Process

    • Running the Calculate FTE Process

    • Exporting the ACR Response File

    • Importing Remittance Report Files

    • Viewing Remittance Staging Data

    • Viewing SLC Student Data

    • Reconciling Tuition Fee Payments

    • Updating HEI Course Database Data

    • Maintaining HEI Data

  • Processing Return of Title IV Funds

    • Common Elements Used in Processing Return of Title IV Funds

    • Managing Data to Calculate Return of Title IV Aid

    • Using the Return of Funds Worksheet

    • Tracking Student and School Return Information

    • Tracking Return of Title IV Funds

    • Reviewing Return of Title IV Funds Student Summary

    • Generating Return of Title IV Funds Withdrawal Report

  • Managing Work-Study

    • Understanding Work-Study

    • Managing Work-Study Jobs

    • Viewing the Student's Work History

  • Using the Fiscal Operations Report and Application to Participate

    • Understanding the FISAP Report

    • Producing the FISAP Report

  • Using Common Origination and Disbursement

    • Reviewing COD Setup

    • Creating COD Files

    • Reviewing COD Data

    • Loading COD XML Files

    • Submitting Documents

    • Using Common Origination Message Classes

  • Using Forms Engine

    • Using the Components of Forms Engine

    • Purging Form Data

    • Modifying a Form

    • Adding Data to the Form Data Tables

    • Setting Up Images

    • Changing a Logo

  • Using Financial Aid Web Services

    • Understanding Financial Aid Web Services

    • Using the SFA_FINANCIAL_AID Web Service

    • Using SFA_FINANCIAL_AID Service Operations

    • Post Installation Troubleshooting

  • (CAN) Using Canadian Financial Aid Applications and Canadian Need Analysis

    • Understanding Using CNAS

    • Defining the CNAS File Load Parameters

    • Loading and Viewing CNAS Data

    • Managing CNAS Suspense

    • Adding an Application Source Code for Canadian Applications

    • Maintaining Full-Time Student Data

    • Maintaining Part-Time Student Data

    • Reviewing CNAS Calculation Results

    • Viewing Audits

    • Inserting an ISIR Row

  • Financial Aid Reports

    • Financial Aid Reports: A to Z