Self-Service Documents

Select the Documents tab to view and act on Requested Documents.

Tips for Using the Documents Page

For Document Requests with a status of Unacceptable, any comments entered in the Received Document page in the FAS or from the Review Document for Approval task queue are displayed in the Student Self-Service Documents Upload page. This provides more information about the Document Request to the Self-Service user, such as outstanding questions from the Financial Aid Administrator, in order to complete the Document Request.
In the Documents Requiring Attention section, use the Upload icon in the Submit Document column to upload documents.
In the Document History section, use the Upload icon in the Update Document column to re-upload documents.
When uploading a file as part of a document request, you can use the Update File button to use a different file without re-entering the associated metadata. You can also add additional files when responding to a document request by clicking the Add Additional Pages button.
Some documents don't require a document upload; for example, Verification Worksheet documents which are submitted as smart forms.
Some documents may not require a document image depending on institutional configuration.
Users can click the upload an unrequested document link on the Documents page to upload one or more configured Documents.

Independent and Dependent Verification Worksheets are smart forms that can be accessed on the Documents page.

Verification Worksheet smart forms use the ISIR to populate marital statuses, number in household, and number in college with default values.
For the Parent Signature requirement on the Dependent Verification Worksheet smart form, the parent last name, date of birth, and last four digits of their Social Security Number (SSN) are validated against the Parent ISIR fields. For a parent who doesn't have an SSN, for example, an international parent, they can select the No SSN link to override the SSN requirement.
The Household section on Verification Worksheets is dynamically hidden if it isn't required based on regulatory scenarios defined in the Application and Verification Guide of the Federal Student Aid Handbook. To support this behavior, update the document attributes found in the Document Metadata workbook related to Household member fields. For each active award year Verification Worksheet document, you need to update the value in the Is_Required column to False so that each Household member attribute is optional.