1. Using Student Financial Planning
  2. Add Non-Federal Fund

Add Non-Federal Fund

You can manually add Non-Federal Funds to the student's package through the Student Financial Planning user interface.

Overview

Simply select the type of non-federal fund and the associated award year. Upon the request to add the non-federal fund to the student's package, Student Financial Planning runs an initial eligibility check (based on configuration). You are able to immediately see if student record fails any of the configured eligibility checks. It is important that you also check any eligibility criteria that is not configured to be checked by the system before certifying the fund is eligible. If the user fails any of the eligibility items, you can bypass the configured system check and continue by certifying the student is eligible for the fund.

When you certify the student is eligible for the fund, Student Financial Planning displays the input data fields. Enter all the required data for each individual period and add additional periods if necessary and then save. Once the fund has been added and the student record is repackaged, you can see the non-federal fund in the student's package.

Required Role Permissions

The user must have a role with the following General Permission(s) through Roles Management in order to complete the manual processing steps listed below.

  • Student
  • NFF Workflow

See Set General Permissions Matrix for additional information.

Manual Processing Steps

Log into the Student Financial Planning User Interface (UI)

  1. Enter the student's external student ID number in the search field located in the upper right-hand corner
  2. Navigate to Student > Financial Information > Non-Federal Funds
  3. Choose a fund type to add
  4. Select the associated award year
  5. Click the Select Fund Type
  6. Review the eligibility requirements that Student Financial Planning automatically checks
    Note: Review and verify any other eligibility criteria necessary based on institutional policy before certifying the fund.
  7. Check box to certify the student is eligible to receive the fund
  8. Enter all input data for each non-federal fund period
  9. Add additional periods as needed
  10. Save