Student Financial Aid Forms [5007]

 

          

 

Module Description

This module shall enable you to add, update, delete, and print in PDF format various forms collected from the student during financial aid processing. This assists users in tracking the collection status of required Financial Aid Forms. Applicable student data will merge with the forms before printing.

The various forms that appear in this module are copied from TRX 1025. If forms need to be added or removed, advise your RGM Campus Administrator

TIP: You can ADD/VIEW/PRINT “Multiple” Standard Forms by clicking the ADD/VIEW Forms button

 

 

 

Field

Description

Key

Refers to the number sequentially assigned for each entry under the logged in school or campus

Form

A listing of documents collected from the student during the financial aid packaging process. Users may post these forms indicating they were received by the student. Data merge is available prior to printing forms

Received By

Refers to the FA Employee who collected the actual form from the student. Active Staff members who have been assigned to the Financial Aid modules in their employee profiles will appear as an option on the Staff dropdown

RGM Staff

If a form is posted automatically by the system or by an RGM Employee, this field is used in place of the “Received By” field

Form Date

Date the student completed or signed the posted Form. If a hard copy Form or date is not applicable, enter the form collection date

Award Year

Refers to the Four digit Award Year during which the ISIR was received. (Example:  If you are posting a document required for a  2016-2017 ISIR, enter 2017)

Loan App

Refers to the Loan Application number assigned to a loan

Form Status

Refers to the current status of the Form being posted. You may add a new status by clicking New and then ADD. The second Form Status dropdown is accessible when certain forms are selected and allows a SAP period or payment period to be selected.

 

 

 

Frequently posted Financial Aid Forms:

 

Citizenship Hold

#70011 Proof of Citizenship

C Code  Hold

# 70031 C Code Hold Cleared Up

Verification Hold

# 80033 Verification Form/Documentation Done

Drug Conviction

#70029 Department of Justice Match Flag – Cleared

Student Refund Due Hold

#70027 Student Refund Due has been Cleared Up

Student Default Hold

#70025 Student Default has been Cleared Up

Selective Service Hold

#70022 Selective Service Registration Hold Cleared Up

SSA Hold

#70010 SSA Hold Cleared Up

SAP Hold

#70098 Approved SAP Appeal

Override Grade Level

#70110 Manual Override of Grade Level

Student Completed Undergraduate Studies

#70105 Student Completed Undergraduate Studies

Manual Override of Grade Level

#70110 Manual Override of Grade Level

Force Budget Year to use specified AY for EFC

#70131 Force Budget Year to use specified AY for EFC