General Title IV Eligibility Requirements

General Title IV Eligibility Requirements specify the general eligibility requirements that all students must meet to be considered eligible for Title IV funds.

Overview

Student Financial Planning determines if the student and the student's program meet general Title IV eligibility requirements in accordance with the U.S. Department of Education. Student Financial Planning automatically determines the student's Federal Student Aid (FSA) eligibility by evaluating the student's Institutional Student Information Record (ISIR), National Student Loan Data System (NSLDS) record, the Common Origination and Disbursement (COD) file, and the Student Academic and Financial Information (SAFI) message. If the student meets all of the General Title IV eligibility requirements, the student is eligible to receive Title IV funds and is packaged. If the student does not meet one or more of the general Title IV requirements, the student is not eligible to receive Title IV funds and is packaged with non-federal funds only.

Eligibility Statuses

Status	Description
Eligible	Student meets eligibility requirements for the type of Title IV funding
Ineligible	Student does not meet eligibility requirements for the type of Title IV funding

Student Financial Planning Automatically

Determines if the Student is Title IV Eligible

If the student meets all of the Title IV eligibility requirements in each eligibility section, then the student is eligible to receive Title IV funds. If the student does not meet one or more of the eligibility requirements in each eligibility section, then the student is not eligible to receive Title IV funds.

General Title IV Eligibility Requirements

Eligibility Section	Requirement	Check
Program	Student is enrolled in an approved financial aid program	SAFI Program element FA Eligible Indicator equals true Program FA Eligible = Yes
High School Equivalency (for the 2023-2024 and prior Aid Years only)	Student obtained a high school diploma or the equivalent of a high school diploma (can be bypassed through configuration: ISIR Management Guide).	ISIR Field: High School Diploma or Equivalent Eligible: 1 = High school diploma 2 = GED/State Certificate 3 = Home schooled Ineligible: 4 = None of the above Blank
High School Completion Status (for the 2024-2025 and future Aid Years only)	Student obtained a high school diploma or the equivalent of a high school diploma (can be bypassed through configuration: ISIR Management Guide).	ISIR Field: High School Completion Status Eligible: 1 = High school diploma 2 = State recognized high school equivalent (for example, GED) 3 = Homeschooled Ineligible: 4 = None of the above Blank
Satisfactory Academic Progress (SAP)	Student maintained SAP requirements if the student is currently enrolled in the institution	SAP status Eligible: RG (Regular) FW (Financial Aid Warning) FP (Financial Aid Probation) No SAP status from any previous payment period Ineligible: FD (Financial Aid Disqualification)
Citizenship	Student is currently a U.S. citizen or an eligible non-citizen If all the associated C-Codes have been resolved, Student Financial Planning sets the Citizenship Eligibility status to Eligible Refer to ED's FAFSA Specifications Guide - Volume 7 - Comment Codes for C-Codes related to Citizenship.	Student's Citizenship Status Eligible Ineligible If C-Code is Unresolved 1 = U.S. citizen or U.S. national 3 = Neither 1 nor 2 or not eligible 2 = Eligible non-citizen Blank

Sets Title IV Eligibility Status eligible sections

Student Financial Planning updates the status of the Title IV fund source to Eligible or Not Eligible based on the result of the student's general Title IV eligibility requirement evaluation.

Configurable Attributes

There are no configurable attributes for this feature.

Required Role Permissions

The user must have a role with the following General Permission(s) through Roles Management in order to view the following information.

• Student

See Set General Permissions Matrix for additional information.