FAFSA

 

 

Module Description

This module shall enable you to enter and send student information reflected from their FAFSA forms for application for student financial aid. The FAFSA will be sent directly to CPS and an ISIR (or error) will be received by RGMSMS within 72 hours. Original FAFSAs and ISIR corrections are entered and sent from this module.

TIPS:

If a student completed the current Award Year FAFSA on-line or mailed the paper FAFSA directly to a FAFSA Processor, the FA Officer should NOT enter the FAFSA information into RGMSMS for the prospective student. This means the student already has a FAFSA on file with CPS and the student should add the school code to the FAFSA on line, or the FAO may request an ISIR by entering the student’s Data Release Number (DRN) in the ISIR corrections module.

 

All FAFSAs in RGMSMS flagged to be sent are typically processed and sent to CPS the next business day.  Once a FAFSA is sent to CPS by RGM, it can typically take up to 72 hours to receive an ISIR.

 

 It is important to enter the school code on the last page of the FAFSA as this assigns RGMSMS as the destination point, allowing the ISIR to be received by RGMSMS.

 

Prior to sending a FAFSA application through RGMSMS, it is suggested that you print a copy of the Need Analysis Result (calculation page) after entering FAFSA data and review all fields. Keep the Need Analysis Result page with your records until you have received an ISIR in RGMSMS and verified that the data on the Need Analysis Result Printout and the ISIR is consistent.

 

If an ISIR is rejected because the SS# was entered incorrectly, do not make a correction to the SS# on the FAFSA and resend. Although corrections to the SS# are accepted by ED, they do not update the ISIR ID. Instead, update the SS# in the lead or student profile, then access the lead or student in the FAFSA module and you will be prompted to enter a new FAFSA.

 

 

ENTERING A NEW FAFSA

1.The screen to display after accessing this module will prompt you for selection or entry of student criteria. First, select whether to search for a STUDENT or a LEAD.

2.Enter the criteria that the system will use for searching a lead or a student. If you are not familiar with the student or the lead's search criteria details, then you may click the SEARCH button right away. Doing so, the system will show a list of Students/Leads maintained under the logged in School or Campus. Select the appropriate student/lead.

3.After selecting a student, the system will pass down the data to the fields (STUDENT, and BIRTH DATE) below the form.

4.By clicking the PROCEED button, a FAFSA will be created. If there isn’t a FAFSA already entered or an ISIR received in RGMSMS, data from the Lead or Student Profile will automatically be copied into fields on the first page of the FAFSA. You must update this data if necessary and complete the remaining portions of the FAFSA, otherwise the FAFSA will remain incomplete.

 

 

5.Fill in remaining information on each page. Be sure to click the SAVE button on the bottom toolbar after entering data on each page.

6.Proceed to the next page by selecting the next group of questions on the Left side of the screen. Additional questions will appear after saving each page.

 

 

7.Repeat steps 5-6 until completed.  When completed you will see the Need Analysis Result Page.

8.The Need Analysis Result Page will give you an estimated EFC and Dependency Status. It is suggested that you PRINT a copy of the Need Analysis Result (calculation page) and review all fields. Keep the Need Analysis Result page with your records until you have received an ISIR in RGMSMS and verified the consistency between the data on the Need Analysis Result Printout and the ISIR.

 

 

9.After printing the Need Analysis Result Page, select the SAR link. In the Send Electronic Application dropdown box, choose SEND or DON’T SEND.

10.The date that the student signed the FAFSA will be entered in the Date School Received FAFSA From Student box.

11.Click SAVE UPDATES to update and send the application to the CPS for further processing.

 

TIP: Once the FAFSA is flagged as SEND, the FAFSA record cannot be modified. Corrections and changes to the FAFSA or ISIR(s) will be allowed once RGMSMS receives a response from CPS. FAFSAs in RGMSMS flagged as SEND are typically processed daily and sent to CPS the next business day. Once a FAFSA is sent to the CPS by RGM, it can typically take up to 72 hours to receive an ISIR.

 

MAKING A PROFESSIONAL JUDGMENT OVERRIDE

 

1.FAFSA

2.Enter or correct the appropriate feilds and Save the page(s).

3.Click ISIR Corrections and check the FAA Adjustment (Professional Judgement) box.

 

          

 

4.Click on Need Analysis Result and Click PRINT.

5.Click on SAR and flag the application/ISIR corrections to SEND, click SAVE UPDATES.

 

Making an ISIR Correction

 

1.Once an ISIR has been received and posted in RGM, go back to FAFSA module.

2.In the SAR/ISIR field, the latest ISIR Trx # will display (this will be the ISIR you will update), Click PROCEED

 

 

3.The screen to display will now be different from when you entered a new FAFSA. Click the “Make Corrections” link, and select the fields requiring a correction. Enter the new data, click “SAVE and SEND Corrections”.

 

 

4.Finally, click the “Need Analysis Result” (NAR) link and print an updated NAR.

 

 

Tip: You may view corrections made to the ISIR by clicking the Correction Summary link

 

 

 

Testing ISIR Corrections prior to actually making them

 

The “Test Corrections” option under the FAFSA module enables you to enter ISIR corrections and view the EFC and dependency results prior to actually sending the ISIR corrections to DOE. The information changed here will not be saved.

 

1.Under FAFSA module, click “Test Corrections”

2.Select the Fields you wish to update and Click RUN NAR after entering the updated information. If you wish to actually send the corrections, click Make Corrections link, and follow steps mentioned under ISIR corrections.