1. Using Student Financial Planning
  2. Update G5 Details on a Single Disbursement

Update G5 Details on a Single Disbursement

You have the ability to add/edit/remove the following fields from the disbursing screen in the pop-up window when viewing details for a specific disbursement sequence number: G5 Control Number and G5 Transaction Date.

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.

  • Override G5 Disbursement
  • Override Disbursing Criteria

See Set General Permissions Matrix for additional information.

Manual Processing Steps

Add Control Number
  1. Enter the student's external student ID number in the search field located in the upper right-hand corner
  2. Navigate to Student Record > Financial Information Disbursing > Disbursing
    • Click the Sequence Number for any disbursement (i.e. Federal Direct Unsubsidized Stafford Loan: Disb. #1, Seq. #1)
  3. Scroll down to the G5 Details section and click Override
  4. Enter Control Number
  5. Update Transaction Date (if necessary)
  6. Click Save
  7. Confirm G5 Status updated to G5 Confirmed

Remove Control Number

  1. Enter the student's external student ID number in the search field located in the upper right-hand corner
  2. Navigate to Student Record > Financial Information Disbursing > Disbursing
    • Click the Sequence Number for any disbursement (i.e. Federal Direct Unsubsidized Stafford Loan: Disb. #1, Seq. #1)
  3. Scroll down to the G5 Details section and click Remove
  4. Confirm you want to make the update
  5. Confirm G5 Status updated to N/A

Update G5 Status from N/A to G5 Ready

The disbursement must have been previously in a G5 Confirmed/G5 Confirmed -Refund Disbursement state and the G5 Status Overridden.

To test this, first, complete Add Control Number and then Remove Control Number .

  1. Enter the student's external student ID number in the search field located in the upper right-hand corner
  2. Navigate to Student Record > Financial Information > Disbursing
  3. Click the Sequence Number for any disbursement (i.e. Federal Direct Unsubsidized Stafford Loan: Disb. #1, Seq. #1)
  4. Scroll down to the G5 Details section and click Override
  5. Confirm you want to make the update
  6. Confirm G5 Status updated to G5 Ready