Misc.
If you cannot answer a question confidently, your safest professional action is this.
Ask for help!
A student wants you to promise their appeal will be approved. Your correct response is-
do not promise anything, share we will review and give timeline
This PeopleSoft screen shows a student’s overall financial aid status.
FA status
This state application is used for undocumented students in California.
CADAA
Students must maintain minimum GPA and completion rate under this policy.
SAP
The period in which counselors review student enrollment and determine if aid needs to be increased/decreased based on unit enrollment.
Enrollment revisions
A student is visibly upset because aid hasn’t disbursed. What do you do?
Show empathy, bring them in to chat with a counselor
This screen allows you to see charges and payments on a student’s account.
Customer Accounts
This figure limits the total amount of aid a student can receive.
COA
Withdrawing before completing 60% of the term may trigger this calculation.
R2T4
Summer financial aid is based on the FAFSA information for which year? Same academic year or next?
the same FAFSA from that aid year, fall-summer
An angry parent demands a policy change at the counter. What is your safest course of action?
remain calm, refer to Christie/ have an advisor help you
This screen helps you determine if aid has disbursed or is pending.
View disbursement status
This term refers to the data record sent from FAFSA that schools use to determine eligibility.
ISIR
A student drops from 12 units to 5 units after disbursement. This enrollment change may change their-
aid eligibility
A student adds units after the add/drop period. Will their financial aid award change?
No, # of units locks after add/drop
It’s closing time. A student approaches the counter with a complex dependency override question. What is the appropriate response?
A student comes to the counter and all they say is they want to talk to the counselor. What do you do?
Ask for more info
What is the maximum amount of Federal Student Loans that a 1st year dependent student can borrow?
$5,500
A student studying abroad in a higher-cost program may receive aid adjustments based on this factor.
COA
A student says, “My mom is on the phone, I give you permission to talk to her.” There is no Authorization to Release on file.
Give instructions to set up FERPA, can share since they gave verbal authorization
When transferring a student to SAO, you should first do this to avoid “ping-ponging” them between offices.
Ensure there are no issues on our end then explain clearly why they are being transferred
What is the financial aid application priority deadline?
March 2nd
What is the maximum amount of Federal Student Loans that a 1st year independent student can borrow?
$9,500
A dependent undergraduate reaches their aggregate loan limit mid-year. What option may remain?
Private loans/ Parent PLUS loans