Prerequisites

Before setting up disbursement rules, you must:

• Set up your institution's financial aid item types and packaging disbursement plans and IDs for the aid year for which you are processing disbursements. These tasks are part of your setup for awarding students.

• Define the FA-BUDGET item grouping in PeopleSoft Student Financials.

• Understand how service impacts and checklists affect your financial aid processes.

• Define the specific eligibility criteria necessary to authorize the disbursement of your financial aid funds to students.