SVP
FERPA/POA
V4/V5
V4/V5 and LD/PWD
LD/PWD
100
Where does a student create their SVP verification number on their student site?
Account—Overview tab—My student Verification Information. KB 58882
100
Can changes be made to an account by a third party with a FERPA release on file? Yes or No?
No, a FERPA release only allows for information to be provided to the third party. PowerofAttorney-UOPX.pdf
100
How is successful ID confirmation found in FAS?
Successful completion will show ID Confirmation "Acceptable" in Received Documents in FAS or SRM > VFP > FPM/Documents KB 79878
100
Year over Year V4 and V5 Disbursement criteria. Would ID verification need to be completed for 24/25 if there is a valid 25/26 FAFSA on file?
If a student does not have a current award year FAFSA selected for verification and prior-year deadlines have passed, or has a FAS comment about Defect 20153, the ID Confirmation request cannot be generated, and disbursements will be manually overridden. A disbursement HD case can be opened if 14 days have passed since course start date. KB 79878
100
Once a late disbursement populates, will you be able to see the letter in EXP?
Yes. KB 60257
200
If a student accidentally provides their FAFSA PIN during SVP, how should a finance advisor respond?
Advise the student to change their FAFSA PIN immediately. 
Student Verification Process (SVP).pdf
200
Who can the student contact regarding the FERPA policies and procedures?
Office.complianceUOPX@phoenix.edu KB 58403
200
Can a student be cleared for their first class if ID Verification is required?
Students may be temporarily cleared for their first course (or one course after selection) before identity verification is completed; however, funds cannot be disbursed until verification is resolved. KB 79878
200
If the student needs a paper PWD form issued to them, what can an FA do?
If a paper form is needed and is in eXp, a finance advisor can request to have it sent to the student using the Financial Aid Forms Request. KB 60257
200
Can a student be eligible for a Late Disbursement if they did not accept loans?
If a student does not accept loans prior to loss of eligibility, the funds cannot be offered as a Late Disbursement. There are no exceptions. KB 72229
300
What is the maximum number of questions during the SVP process?
The student will be asked a maximum of three (3) questions to complete SVP. The student will have one attempt for the verification code and each of the verification questions that populate. If the verification PIN is provided correctly, the student will have 2 attempts to consecutively provide 2 correct answers for the security questions. KB 51446
300
Where can a student complete a FERPA release on their student site?
Click the Academic Plan Link
Under Program, click FERPA Release
Click "yes" to release your Educational Records
Click next to continue
Add the third party information, click next
Electronic Signature Consent and Acknowledge
Submit FERPA Release Request KB 47273
300
What is an acceptable ID for PING and/or Video Verification?
Acceptable IDs include: State ID Driver’s License, Visa, Permanent Resident Card, Global Entry, NEXUS KB 79878
300
Does a return to lender need to process for a Post Withdrawal Disbursement (PWD) to be eligible?
Yes. After the rate of progression (R2T4) calculation is completed to determine the student's eligibility for a PWD, a letter will be mailed to the student and posted to the letter center in eCampus and a case is created for the advisor. KB 60257.
300
Can a late disbursement be accepted?
Yes. Once the Late Disbursement Notification is sent to the student, you will see the letter in eXp. The Late Disbursement is accepted electronically through FPM (Accepting a Late Disbursement in FPM) under the Awards & Disbursements tab or by going to the Tasks section of the home page and choosing the Late Disbursement Ready task, which is the preferred method. The student should also receive notification to accept the Late Disbursement electronically from their home page of the website. If the student is not able to complete the Late Disbursement letter electronically, they can use Document Upload on the student's portal. KB 72229
400
How do I handle SVP with a hearing impaired student and an interpreter?
The interpreter is considered the voice of the student, so you speak to the interpreter as you would to the student. They still go through SVP but no FERPA is required. KB 72392
400
If a student has a Power of Attorney on file, where can an FA view these details?
Prior to working with a third party, confirm a current POA is on file by viewing the document in eXp and/or see the Registrar’s Office note in OSIRIS Student History
PowerofAttorney-UOPX.pdf
400
What action is needed if the student has V4/V5, acceptable documents are not on file, and no Student Record Hold: High School Discrepancy is on file.
If a week has passed since the ISIR was received and the student record hold has not been placed on the account yet, please open a precertification HD case to have the hold placed on the account. KB 65144
400
To be eligible for a PWD, what must a student complete?
A student must attempt at least 6 credits to be eligible for a PWD of loans. KB 60257
400
What happens if the Late Disbursement is not accepted by the deadline?
Configuration in the Financial Aid System (FAS) is set to create a Ready to be Cancelled QC Hold on Day 30. It is then subject to the timeframes for SFS-O to work the QC hold, so it can vary on when the funds are built down. Eligible students have 30 days to return the Late Disbursement Letter to SFS-O. KB 61518
500
How does an FA Verify SVP by using the tool?
- Log into Salesforce (SRM)
- Locate the student
- Open the SVP Tool by clicking the SVP button in the student's profile
- After opening the tool you will see one of two screens:
- Demographics Information (List A) and Ferpa Information (List B). If this screen appears then please verify by old SVP.
- Student Verification PIN. Ask the student for their PIN.
- Enter the student's PIN in the Please Enter PIN field. If the student is unable to provide their PIN, enter 0000.
- Click Verify
- Ask the student the verification questions listed when prompted
- Click Correct if the student answers correctly
Click Incorrect if the student answers incorrectly KB 51446
500
If a Power of Attorney calls in, what can you verify?
LIST A: (Answers to these verification points must be exactly as they appear on the POA form) 1. Student’s first AND last name 2. Student's address 3. Student’s year of birth (if the Day and Month is provided by the caller; you cannot confirm whether it is correct or incorrect and will need to ask another verifying question from List A) 4. Student's last 4 digits of SSN (if a full SSN is provided by the caller, you cannot confirm whether it is correct or incorrect and will need to ask another verifying question from List A)
LIST B: (Answers to these verification points must be exactly as they appear on the POA form) 1. 3rd Party’s first AND last name 2. 3rd Party’s address 3. Length of Time that is indicated on the Power of Attorney form PowerofAttorney-UOPX.pdf
500
When verifying ID confirmation/PING in SRM, what must be listed?
- The Identity Verification Status must be Success
- The Identity Verification Source must be NAE-V4V5-IDC, manual-video, or manual-V4V5-IDC, and
The Identity Verification Date must be on or after the ISIR date when the student was selected for V4/V5 verification. KB 79878
500
What does it mean when a PWD is unacceptable due to "Disbursement Numbers Above 6 Max" or "Disbursement number is higher than 6"?
This is a note entered by the system/validation and does not mean the student is ineligible for the PWD. When an SFS-O processor reviews the document, they will take appropriate action before the 30 days to accept the PWD are over. Monitor FAS comments for override comments. If there is no override and more than 30 days have passed since the date on the letter, you may open a Disbursement HD case for assistance. KB 60257
500
How can a student verbally accept a late disbursement?
Step 1:
Voice to Voice with the student to confirm verbal acceptance of Late Disbursement and notate account with the following details:
- Notate that SVP was completed to confirm the student was on the phone providing the authorization.
- Clearly state that the student approves verbal acceptance of the Late Disbursement
- Include Academic Year, Award Year, Fund Type(s), Disbursement ID(s) and Amount(s). This information can be found in the FAN letter in eXp.
- Specific amount student is requesting.
Step 2:
If the student approves a verbal acceptance of the Late Disbursement, a Help Desk Ticket Case is required. In the ticket, please include the note details as outlined in step 1 using the following template:
- Was SVP was completed:
- Did the student approve verbal acceptance of the Late Disbursement?
- Academic Year, Award Year, Fund Type(s), Disbursement ID(s) and Amount(s). This information can be found in the FAN letter in eXp:
- Specific amount student is requesting
- Unpaid Charges (open balance):
- Unpaid charges plus additional excess:
Step 3:
Collect the completed Late Disbursement form from the student. KB 45302