Partial withdrawal
Full Withdrawal
Loans
Potpourri
OB3
100

Always review and advise on the impact of __ when student is partially withdrawing

What is SAP?


NOTE: These are the same, we should always be advising on SAP status whether full or partial withdrawal!

100

Always review and advise on the impact of __ when student is fully withdrawing

What is SAP? 

NOTE: These are the same, we should always be advising on SAP status whether full or partial withdrawal!

100

Student must be currently enrolled and not have a past due balance to be eligible for this type of loan

What is the Emergency Loan?

100

Always do before referring student to another office

What is look up the student's W# and try to help them as best we can first?

NOTE: It's best practice/good customer service to see if we can help them here first, so we should be doing this, even if their question might seem unrelated to our office (ex: a "balance question" might actually be a q for our office because of undisbursed financial aid).

100

What FASC informs students who partially withdraw after loans for quarter have paid out

What is "Future loan disbursements may be adjusted (Schedule of Reduction)"? 

200

If confirmed for the class(es) student withdrew from, no change to Pell or WCG

What is participation? 

200

Type of funding that is due IMMEDIATELY upon full withdrawal or graduation? 

What is the Emergency Loan?


Note: Anything else will have a processing timeline, Emergency Loan is immediately due. 

200

Loan that non-matriculated students are eligible for

What is private loan (for non-degree seeking students)?


NOTE: Non-matriculated is non-degree seeking.

200

How to respond when a parent is calling to talk about their students file

What is "Yes, I can look up your student, do you have their W#"?

**NOTE: Have heard some leading calls with a warning about FERPA/Info Release. We want to start the call off asking how we can help instead of leading with how we might not be able to! Please lmk if questions. 

200

What to do when students ask for a quote with specific future disbursement amounts

What is "schedule an appointment with a financial aid counselor"?

300
Date after which adding a class does not change eligibility
What is the locked enrollment date? 
300

Student received ONLY a combination of the following grades after a given quarter: F,Z,U,K,NP,X. 

What is an Unofficial withdrawal?

300

(Federal Loans) students are never eligible for more than ____ during any given quarter

What is 1/3 of their annual loan eligibility?

*BONUS: What is the exception to this rule?

300

Always check whether or not this has happened before advising on timeline(s)

What is "if the student is packaged or not"?


BONUS: Where/how to check this? 

300

New Parent PLUS Loan Limit (if not eligible for interim exception)

What is $20,000 per year?

BONUS: Lifetime limit per student? 

400

Pell/WCG/CB is adjusted to new enrollment status following partial withdrawal

What is "our office could not confirm participation"? 

400

Federal aid re-calculation after full withdrawal based on LDA (Last Date of Attendance)

What is R2T4?

*All other aid also subject to cancellation based on LDA, just different processes

400

The grace period for Subsidized, Unsubsidized, and Graduate PLUS Loans

What is 6 months after student graduates, drops below 1/2 time enrollment, or ceases attendance

400
What to do when a student informs us (for the first time) that they are graduating this year

What is workflow RHACOMM for counselor and let student know to apply to graduate?

400

Banner screen to look at when a student is wondering if they meet interim exception

What is ROAUSDF?

(Fields 201-240) 

500

Aid types generally* not subject to adjustment following partial withdrawal

What are private loan, institutional aid, SEOG, and scholarships?

500

*Difference between full Dean's Withdrawal advising and full withdrawal advising

What is directing students to the Office Student Life?


*BONUS: What is the same? 

500
Federal-loan eligible student applies to graduate fall or winter quarter, calculation of their loan eligibility for remaining quarters

What is proration? 

*Not Schedule of Reduction

500

Student suspended for SAP completes quarter above GPA and Pace thresholds without appealing

What is reinstatement?

*No retroactive aid eligibility, eligible for future quarters

500

Graduate students can borrow through this program if they meet the interim exception

What is the Grad PLUS Loan?