OverviewsPreparing for the overviewGreeting the studentExplaining the purpose

Prepping for the Overview

Before you greet the student

Prep

•What 5 things should we check before we even greet the student?

Prep

• Does C2K and Broadleaf match legal name (social security card)?

• Have they already completed a FAFSA?• NSLDS (National Student Loan Data System)• COD (Common Origination and Disbursement)• Selective Service

Prep

• Let’s take a look at each of the 5 items and why it is important to review these before you greet the student.

Prep – Admission’s Docs

• Does C2K and Broadleaf have the student’s legal name?• What do we use for the legal name?

• Driver’s LicenseOr

• Social Security Card

• The Social Security Card

Prep – FAFSA on File(Free Application for Federal Student Aid)

• Is there a FAFSA on File?• Go to www.fafsa.ed.gov and click on start here:

Prep – FAFSA on FileEnter the student’s information to see if they have an application on file.

Prep – FAFSA on FileIf there is a FAFSA on File the following message will show up:

If they have not completed a FAFSA, the following message will appear:

Prep – FAFSA• Why does it matter if they have done a FAFSA or

not?• Will your overview be slightly different for a student

who has done a FAFSA vs a student who has not?

•YES

Prep - FAFSA• If the student has completed a FAFSA we need to

help them add our school code.• The student will need to log in

Prep - FAFSA• If the student has completed a FAFSA we need to

help them add our school code.• Click on Make FAFSA Corrections

Prep - FAFSA• If the student has completed a FAFSA we need to

help them add our school code.• Enter their pin and a password, the password can

be anything.

Prep - FAFSA• If the student has completed a FAFSA we need to

help them add our school code.• On the introduction page they just need to click

Next

Prep - FAFSA• If the student has completed a FAFSA we need to

help them add our school code.• The next page will be their demographic

information. This should all be correct and they just need to click next at the bottom.

Prep - FAFSA• If the student has completed a FAFSA we need to

help them add our school code.• Next page is their High School information. Again

if it is correct, they just click Next.

Prep - FAFSA• If the student has completed a FAFSA we need to

help them add our school code.• The next page is where they need to click on add

a school.

Prep - FAFSA• If the student has completed a FAFSA we need to

help them add our school code.• The next page is where they need to click on add

a school.

Prep - FAFSA• If the student has completed a FAFSA we need to

help them add our school code.• Add our school code and hit search.

Prep - FAFSA• If the student has completed a FAFSA we need to

help them add our school code.• Click on the box next to our name and click add.

Prep - FAFSA• If the student has completed a FAFSA we need to

help them add our school code.• You will now see our name under the selected

schools list and then you can click next.

Prep - FAFSA• If the student has completed a FAFSA we need to

help them add our school code.• They will need to choose their housing plans and

then click next.

Prep - FAFSA• If the student has completed a FAFSA we need to

help them add our school code.• The dependency determination questions will

come up. Everything should be the same, so they can just click next at the bottom.

Prep - FAFSA• If the student has completed a FAFSA we need to

help them add our school code.• The student’s financial information will come up

next. Again if everything is accurate, they just click next at the bottom.

Prep - FAFSA• If the student has completed a FAFSA we need to

help them add our school code.• The next page will be a summary of changes

made. Again they click Next.

Prep - FAFSA• If the student has completed a FAFSA we need to

help them add our school code.• Lastly they need to enter their pin, click on Agree and click

submit. Until they do this, the changes will not be processed.

Prep - FAFSA• If the student has not completed a FAFSA we need

to slow down and explain what a FAFSA is.• Remember it is good customer service to

customize your overview to your student’s specific situation.

• So we definitely need to check to see if they did their FAFSA before we start their overview.

Prep – NSLDS• What are we looking for in NSLDS?• Pell Overpayments

• An overpayment occurs when a student receives more aid than he/she was eligible to receive.

• This can occur when they received full time pell but did not attend full time classes

• The student would need to call the school to resolve. They may need to pay back the overpayment.

• In order to receive financial aid they will need to resolve this overpayment issue

Prep – NSLDS• What a Pell Overpayment would look like in

NSLDS.

Prep – NSLDS• What are we looking for in NSLDS?• Status of Previous Loans

• NSLDS Loan Status Codes• (insert 14-15 Status Codes)

Prep – NSLDS

• Every loan in NSLDS will have a status code. Some codes will not allow students to receive financial aid until they are fixed.

Prep – NSLDS• What are we looking for in NSLDS?• Default – One of those codes that prevents students

from getting anymore financial aid is DF – Default, Unresolved.

• There will be a warning at the top of the page.

Prep – NSLDS• What if a student has a default code?• How should we handle?• Talk to the student to see if they are aware• Maybe they have a clearance letter, NSLDS isn’t

updated yet• If they are in default work with them on their options

• Loan Repayment – Pay the defaulted loan in full• Loan Rehabilitation – Make consecutive payments,

the number is determined by the loan servicer, to put them in good grace again

• Loan Consolidation – A process that will combine all of their loans into one loan.

Prep - COD• Why would we look at both COD and NSLDS?

Don’t they give us the same information?

Prep - COD

• No – COD tends to be more accurate and current.

• What should we be looking for in COD?

Prep - COD• Pending disbursements at the other school.

• If another school has pending money, we cannot get that money at our school. The disbursement must be canceled at that school.

Prep - COD• Overlapping Academic Years• If a student has recently gone to another school and

their academic year overlaps into when the student will start school with us, this can make them eligible for less money with us.

• In the next course you will learn how to do this calculation, but for now you need to know how to identify an overlapping situation and take to a senior FAO to see if this is going to be an issue for the student.

Prep - COD

• Overlapping Academic Years – You will look to see when the start and end date is. If they are starting with us any time during that range, you have an overlapping situation.

Prep – Selective Service• Check Selective Service on all male students.• www.sss.gov

Prep – Selective Service• Enter the student’s information:

• If they are not registered Sorry will be displayed:

Prep – Selective Service• What if they are not registered?

• Do you go and advise admissions to cancel them?

•NO

Prep – Selective Service

•You will need to talk to the student during the overview to find out why they did not register and advise them of the documentation that will be needed.

Greeting the Student

Greeting• How should you greet the student? What should

you say?

Greeting• Make eye contact• Smile• Welcome them to Keiser University• Introduce yourself• Re-assure them you are there to help them• Make it specific to that student• Talk to them about their major• Reference anything the Admissions Counselor told

you about them

• Remember they are excited, they just made a major life decision – keep that enthusiasm going

Purpose of your Meeting – Explain

the FA process

Purpose• Once you greet the student you need to give

them a brief overview of what you will be doing with them today.

• Remember this is their first time going through this process and they have no idea what is about to happen.

• How should we explain this in a short, concise sentence?

Purpose• “What we are going to do today is start by going

through a few questions to determine if you are considered a dependent or independent student for Financial Aid purposes. We will also go over some items you will need to complete before your Financial Aid appointment and lastly we will set up a time for you to come back for that appointment. When you come back we will go over everything you are eligible for and come up with a plan on how you will pay for your education. That appointment will take about an hour and a half. We are going to help you through all of this.”

Activity• You will be greeting an imaginary student. I would

like you to say your greeting and explain the purpose of the overview to that student.