Compliance
What word can we NEVER use when describing the “no charge laptop”?
FREE
What pack status can be used for AY2 if a student will not graduate prior to 7/1 and is using aid from only one award year?
211/212
What system should you use to ensure the note saves correctly for tasks?
WebClient
Which types of verification require a AY Verification Worksheet (VWS/DVWS)?
Standard V1 and V5
What are the five sections of the FAFSA form?
Personal circumstances, Demographics, Financials, Colleges, Signature
What MUST you do on EVERY outbound/transfer call you get?
State you are on a recorded line. You must state this to every single person you speak with on the phone. No exceptions.
For any HS conflict, what document and task are required?
HS.POG statement and ISIR corr/POG review
What years does the 25/26 UEH CCode need transcripts for?
What information should be confirmed before sending a 4506-C?
Full name, DOB, Address, Full SSN, Email Address, Phone Number
How many colleges can a student add to their FAFSA form?
20
When are you allowed to discuss FA information with someone besides the student?
With a FERPA on file or with permission from the student (for that call).
True/False: If there is a conflict and the stu has min Pell indicator or their max/min Pell indicator is blank, corrections are needed
True
True or False:
FA-Pending Disbursements Review needs to be approved before you can pack?
False
Which IRS Response Codes cannot be accepted for VT?
203, 206, 212
For a dependent student, if both parents provide equal financial support, which parent should be added as a contributor?
The parent with higher income/assets
PRP Requirements for all programs (EXCEPT HS-PHT)
Loans must be awarded out of 24/25 as the Academic Year/Loan Period begin in 24/25 UNLESS
the student is a BBAY1, the second term must have 25/26 Loans as that term falls ONLY in 25/26.
What task is needed to pack a CPP student and who does it get assigned to?
FA – Cash Complete, assigned to an associate manager
Which tool can be used to help a student/contributor who filed a non-U.S. tax return determine what their US tax filing status would be?
IRS Tax Filing Status Wizard
To added children/dependents to the FAFSA form, a student must select "yes" to which question?
Is the student's family size different that the number claimed on their 2022/2023 tax return
What are the interest rates for 24/25 federal student loans?
Undergraduate Direct Loans disbursed AFTER July 1, 2024 is 6.53%
*Bonus*
Plus Loans disbursed AFTER July 1, 2024 is 9.08%
What start date will not use 24/25 aid?
7/7/25
What is the "FA-Pending Disbursements Review" task needed for?
When a student has pending disbursements outside of UMA that have not been paid out yet
What documents are needed to verify tax-related identity theft?
Signed 2023 and IRS 4674C (or signed and dated statement from the tax filer)
What documents are needed for a Professional Judgement?
Student statement for HHS, Supporting documents, Dependency Override, Community leader statement, and a Family member statement