fa overview: preparing, greeting

OverviewsPreparing for the overview

Greeting the student

Explaining 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 License

Or

• 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:

http://www.fafsa.ed.gov/

Prep – FAFSA on File

Enter 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


• Click on Make FAFSA Corrections

Prep - FAFSA



• Enter their pin and a password, the password can be

anything.

Prep - FAFSA



• On the introduction page they just need to click Next

Prep - FAFSA



• 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



• Next page is their High School information. Again if it is

correct, they just click Next.

Prep - FAFSA



• The next page is where they need to click on add a

school.

Prep - FAFSA



• Add our school code and hit search.

Prep - FAFSA



• Click on the box next to our name and click add.

Prep - FAFSA



• You will now see our name under the selected schools

list and then you can click next.

Prep - FAFSA



• They will need to choose their housing plans and then

click next.

Prep - FAFSA



• The dependency determination questions will come up.

Everything should be the same, so they can just click

next at the bottom.

Prep - FAFSA



• The student’s financial information will come up next.

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

bottom.

Prep - FAFSA



• The next page will be a summary of changes made.

Again they click Next.

Prep - FAFSA



• 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


• 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


• 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

http://www.sss.gov/


• Enter the student’s information:

• If they are not registered Sorry will be displayed:


• What if they are not registered?

• Do you go and advise admissions to cancel them?

•NO


• 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.

fa overview: preparing, greeting

Education

school code

fafsa vs

prep fafsawhy

federal student aidis

yes11prep fafsaif

high school information

prep admissions docsdoes

introduction page