Evaluate Student Changes of Program

You can review a student's Financial Aid eligibility if they change academic programs in the same payment period or a new Academic Year.

This task is created when a SAFI is received for a student with a primary program that is different than that of the prior SAFI and the student has met conditions necessary to stay in the same payment period.

Here's how you complete this task:

1. Review student data to determine if these 5 criteria are met:
   • The student is continuously enrolled at the school.
   • The coursework in the payment period the student is transferring out of is substantially similar to the coursework the student will be taking when he or she first transfers into the new program.
   • The payment periods are substantially equal in length in weeks of instructional time and credit hours or clock hours, as applicable.
   • There are little or no changes in school charges associated with the payment period.
   • The credits from the payment period the student is transferring out of are accepted toward the new program. Student was not on LOA during Program Change.
2. Indicate True or False for each of the 5 criteria.
3. Click Complete Task. The system automatically takes the next course of action based on whether all 5 criteria are True or False.

Expected task results are:

• A new enrollment is created.
• The student is repackaged.