Keep it Compliant
Finally, you reached a student! You'll need to notify them they're on "this" type of line.
Recorded Line
A student has completed their VT documents and finished with their video call. Great job submitting them for VT review. All that's left is to flip their status to...
05
Forgot something from the training? Let's go to this website for a quick refresh!
The NSF Hub
Every Kick-Off call needs these 5 things
The date students will start being eligible for crossover.
3/24
Never "Free" but it is...
No Charge
You see that a student is in default status. Time to add this to their list.
Default Clearance Letter
This should be the first portal you open after you clock in.
NSF DCR
You've finished with the Overview. Now we'll just need to add these documents to the file.
NSLDS Documents
The student's marital status went from Married in 25/26 to Single in 26/27! Is this a mistake or are congratulations in order? We'll find out by sending this.
Student Statement for MS
This critical piece should only be listed under a student's info on iDash. We should NEVER be posting this.
The Social Security Number.
You've just awarded a student, but they've gotten loans discharged in the past. They'll need this before we go any further.
Disability Clearance Letter.
Before you review, you should always take a look through these portals first.
COD and NSLDS
After review it looks like your student is at Pell limits. We'll need to add that information to our (blank)
Overview.
The student's last name is different between 25/26 ISIR and the 26/27 ISIR. The student will need to upload this to their portal
Social Security Card
The student decides it's time to talk to mom! Hold your horses though! A previous advisor already spoke with her so we'll need this first
FERPA
A student confirmed they're separated, but their ISIR shows they filed Married Filing Joint. What they'll need is a (blank)
Separation of Income. (W2 & Taxes)
Oh no! The Offer Notification is missing a whole semester of disbursements! We'll have to makes some changes to this portal.
Web Client
A 6-month stretch where students aren't required to make payments on their student loans.
Grace period
The student's Family size went from 3 in 25/26 to 5 in 26/27! Oh well I guess we'll just have to do this.
Nothing
Not many advisors know that you're also meant to tell students they're on a recorded line for these calls
All directional calls.
A student put their marital status as Single, but they filed as Married Filing Joint. Something isn't adding up. Looks like they'll need a (blank) to straighten things out.
Looks like you got a return for missing "Driver's License and Citizenship status". We'll need to update the information on this
Student Master
The 25/26 Award Year Direct loan interest rate
6.39%
During crossover: Student has not exhausted this max percentage of Pell so we cannot move forward with awarding crossover aid
150%