1. Financial Aid and Scholarships
Estimated
Financial Assistance
EFA
Diana S. Martinez
Financial Aid and Scholarships

2. Estimated Financial Assistance
HEA section 480(j) defines “Other Financial Assistance”; basically includes all other assistance known to the school
Other financial assistance not received under Title IV aid includes all scholarships, grants, loans or other assistance known to the institution

3. What’s in a name?
Award names: Scholarship, Grant, Stipend, Tuition Reduction, Waiver, Remission, Fellowship, Assistantship, Work-Study, Loan, etc.
Regardless of what an award is called, what it is according to Federal and State guidelines determines how it is treated for Title IV purposes

4. Rule of Thumb
If a student receives a form of assistance because he or she is enrolled in postsecondary education, or the assistance is to pay for postsecondary education expenses, it will be treated as resource and EFA
Award (or portion of award) that is treated as employment and is based upon need: – is considered a resource and EFA
Award (or portion of award) that is treated as employment and not based upon need is: – not considered a resource and EFA

5. Qualified Scholarship
A scholarship prize that a student can use only when enrolled as a degree candidate at an educational institution is a qualified scholarship.

6. Information needed for award
Excel file with information ed to
Academic year
Department/College
Award name
Type of Funding (Example, conference travel, supply reimbursements, departmental scholarship, competition prize/contest award, etc.)
Cost Center or Project ID
Name of student
UTSA ID
Amount of award (student must be enrolled in term for the award)

7. Award Process Establish a fund code on Banner
Establish an AR Detail Code on Banner
Award the student and disburse the award to the students billing account
If student has an outstanding balance, the award will be applied towards it

8. Award Name examples Academic Enrichment Departmental Scholarship
Competition Prize
Contest Award
Conference Travel
Cultural Exploration
Engaged Living
Intellectual Achievement & Research
Internship Scholarship
Leadership
Professional Development
Skill Development
Supply Reimbursement