Client Services
SAP/APLAN
Review reasons for being on SAP in RWISAPR.
SAP can be waived (A) if stu is on WARN or ALERT
APLANs are req. for all who complete less than 90cr. also check RHACOMM for exceptions
SEDPUR
SEDPUR completed at Front Desk,
SEDNOT completed w/ Notary and copy of ID.
Only waive (A) SEDPUR if SEDNOT has been submitted instead
CITZN or NONCITZN
Student needs to turn in the documentation that corresponds to the correct form, if both forms are requested, waive the form the student does NOT have documentation for.
ADMIT/ADMITRE
COMPLETE this requirement if SAAADMS and SGASTDN to shows student is admitted to a program! Double check semester start date!
LNEVL
If stu has already accepted loans, submit LNEVL.
If stu rejected loans, reoffer and have stu accept on Student Hub.
Can be waived: if student is not enrolled, no FAFSA on file, at max COA, at annual or aggregate loan limits, requesting SUB but no room, or not meeting SAP
The processor will clean up any excess LNEVLs submitted as well.
Taxes (PTXSE or STXSE)
Taxes should be waived by the system. However, if a stu insists they used the DRT you can check the IRS DRT tab on RNANAXX, and it shows a #2 (for parent and/or student) you can waive the respective tax requirement.
GRADTE
Do not waive.
identify if stu graduated or not
identify stu educational plans
review RNANA to see if info conflicts w/ what stu is saying. usually stu needs to correct their FAFSA.
SSN/SSA
SSA hold = mismatch b/w SSN and stu/parent name
Check RNIMS for the error code to give most accurate instructions to stu.
SSN hold only added when Banner is missing SSN
-Student needs to turn in SSN card
*SS hold in ROAHOLD tied to SSN hold in RRAAREQ*
Richard always leaves RHACOMM
WKXX, WKSUM
Submit WK form if stu is employed or wants a job but does not have WS.
Can be completed if: awarded for the corresponding semester.
LDEP, ATXSE, PTXSE, IVER, and DVER
Status of these forms can be seen on DF. Forms should never be waived unless you have spoken with Lucas.
GRADMT
Do not waive.
Check if admitted to GRAD program in SGASTDN *check the term start date*
Check education Q's on RNANA
Follow up with Evan
Exit Counseling
Not required, if student is still enrolled, waive with A
Special Circumstance
Check for an updated FAFSA with Parent info and no Status Questions selected. If we have parent info, okay to waive.
If stu cannot provide parent info, ask for reasons behind that to determine what form to request.
HHI or HHD
Form is to elaborate info from "I have dependents" status question. should never be waived. if no dependents, answer on form!
MILTID
If stu is active military= Stu needs letter from Commanding Officer
If stu is veteran= stu needs DD214
if stu is not in the military= stu needs to correct their FAFSA
CERT
Check SGASTDN to see if Curricula Summary has updated to reflect a degree program.
If stu is only pursuing certificate, check STVMJR to see if cert program is eligible for FA
DEPFAM, UYOUTH, ORPH/WARD, EMINOR, LGUARD
Check for an updated FAFSA with Parent info and no Status Questions selected. If we have parent info, update RNAOV and waive (A) form.
Also check RHACOMM to see if one form was submitted or preferred by processor. Usually (DEPFAM/UYOUTH)
DISBLTY
NEVER! Direct the student to submit the form!
If not interested in loans- just sign the top of the page and submit.
If interested in reinstating loans- have student complete form w/ Physician's note.
PSSN/PSIGN
PSSN= parent SSN does not match in SSA database
Check RNANA to confirm SSN was used, if so have stu call SSA. if ITIN was used, update FAFSA w/ 000-00-0000
PSIGN- need parent signature on FAFSA. if parent has no SSN need to print signature page from FAFSA