My Borrowing
Salesforce
Documents
Tax Info
Systems
100

The option a borrower selects if they do not want to receive a refund but want to cover as much of their tuition books and fees as possible.  

What is Recommended Borrowing?

100

Where advisors can attach documentations to a case.

What is Files?

100

A student who is under 24, not married, has no kids, and is in graduate school.

What is an independent student?

100

A student who requests a transcript from the IRS but did not file taxes receives this. 

What is Letter of non-filing?

100

The system we use to view if a student has a Discharge.  

What is NSLDS?

200

If a learner takes this action on their My Borrowing, they will be required to complete an AAR if they would like to change their option. 

What is Decline Awards?

200

When a case has been completed, it needs to be placed in this status. 

What is Closed - Resolved?

200

A document in which a student completes if they have transferred to a different school, have needed FA requirements, and want their pending Loans and Pell cancelled. 

What is FA Opt Out Form?

200

A substitute for a Tax Return Transcript (Tax Filers). 

What is 1040?

200

The system we use to view if a student still has pending loans or Pell with an institution. 

What is COD?

300

If a student runs into an error when attempting to complete their My Borrowing Selection, what action does the STUDENT need to take? 

What is send a screenshot?

300

The case owner you assign a case to if an EST error is present on the account and has past the timeframe provided.

What is Financial Aid Services?

300

A form that needs to be signed by the students Physician in order to prove they have the ability to attend school and engage in substantial gainful activity.  

What is Physician's Certificate?

300

This form allows a student to amend their taxes. It must be accompanied with an Underlying 1040 when submitted to us. 

What is 1040X?

300

Where we can view an ISIR even if our school code is not on it. 

What is FAA?

400

Prior to selecting a My Borrowing selection, a student needs to make sure they are viewing the correct ______ or they will be given an error.

What is Academic Year?

400

The case owner you assign the case to if a students FA has posted onto the account but timeframe for the refund to be released has passed. 

What is Credit Balance?

400

This form is used so that a student can provide further details to the verification team regarding a situation in their own words. It can be sent via. DocuSign but if not just needs a SID, Signature, and Date to be accepted. 

What is Letter of Clarification?

400

A student selected for V1 in the 25-26 Award Year will need to provide taxes for this year.  

What is 2023? 

400

This systems pulls financial data from Regent and allows our FAST advisors to view the information.

What is Pinnacle?

500

A change in this for a graduate student could impact maximum awards for a student and require the student to go back into their My Borrowing to update their selection.

What is COA?

500

This function allows you to create a duplicate of a set of cases and allows you to change the filters without impacting the way anyone else views it. 

What is Clone?

500

A Dependent Student needs to complete this form if they wish to receive additional loans, along with applying on studentaid.gov

What is Parent Plus Loan Request?

500

A student competes this form to request transcripts from the IRS via. fax or mail. Most commonly used for the WIT. 

What is 4506-T form.

500

The acronym is NSLDS. 

What is National Student Loan Data Systems?

M
e
n
u